Account Settings & Platform Preferences

The Account Settings and Platform Preferences section allows clients to manage personal details, security options, and trading platform configurations. This article explains how to update account settings and customize platform preferences for a better trading experience.

Accessing Account Settings

To access account settings:

1. Log in to the client dashboard.

2. Navigate to the Account Settings or Profile section.

3. Select the option you want to update.

Account settings are available only after successful login and may be restricted until KYC verification is completed.

Personal Information Settings

Clients can view and update:

• Full name

• Email address

• Phone number

• Country of residence

Any changes to personal information may require verification before they take effect.

Password & Security Settings

This section allows clients to:

• Change dashboard login password

• Reset trading account passwords

• Enable additional security measures if available

Passwords should be strong and kept confidential at all times.

Trading Account Preferences

Clients can manage trading-related settings such as:

• Default leverage (subject to approval)

• Account currency (cannot be changed after account creation)

• Trading platform selection

Some changes may require support approval.

Platform Display Preferences

Platform preferences allow traders to customize:

• Chart layouts

• Default timeframes

• Order confirmation settings

• Interface themes (light or dark mode, where available)

These preferences help create a personalized trading environment.

Notification Settings

Clients can manage notifications related to:

• Account activity

• Deposits and withdrawals

• Trading account updates

• System alerts

Notifications may be sent via email or dashboard alerts.

Important Notes

• Certain settings cannot be modified once the account is active.

• Changes may take time to reflect across all platforms.

• Capital Street FX reserves the right to restrict or modify settings for security or compliance reasons.

This article helps clients understand how to manage account settings and optimize platform preferences effectively.