At DSX you can divide your balances between several separate sub-accounts called Functional accounts. You will still use the same login to access your account, but inside of that account, you’ll be able to manage an endless number of other additional accounts of your choice. With different Functional accounts, you’ll get separate balances, trading history and reports.
Who will find it useful?
- Traders testing different trading bots to see which one is performing better will definitely need several Functional accounts to keep balances and different trading bots separately.
- Those who want to keep apart their trading activity and everyday exchanges.
- Corporate investment firms use different Functional accounts for different investment portfolios to never mess it up.
How to create one?
Open Balances section in your DSX account.
You will see the name of your current Functional account right near the Balances header. We’ve highlighted it for you on the screenshot
Click it to see the list of all available Functional accounts. If you want to create a new one - click the green + (plus sign). Give a name to your new Functional account.
That’s it. You are good to go.
How to switch between Functional accounts?
You’ve already learnt to switch between account when on the Balances page. Let’s check the rest of the Personal area where you can face a need to change the current Functional account.
At the top right corner of every page of the Personal area, there is a Total balance field. It shows your overall balance in the equivalent of a chosen currency. Near it, you can find a name of your current FA. Click the little arrow to open the list of all available FAs to choose from.
On a Dashboard, you can find the information about your DSX account. It also has the same Total Balance box which can also show the overall value of all of your FAs. You can also choose to check a particular account clicking the little arrow
Every report can be built either for all functional accounts or for a particular one. We’ve highlighted the box where you can choose your FA from a list of all available.
You might want to switch between your functional accounts while being on a Trading platform. That can be easily done by clicking the name of the current account in the area below the list of currency pairs
Settings -> API keys
You might need to create API keys for different functional accounts. That can easily be done in the Settings section, API keys area. Just click the Account box to choose from the available list of functional accounts.
That covers everything about Functional accounts to get you started.
In case you’ll have any additional questions, our Support team is always happy to help you.