How do I reassign an account to a different trader?

Quick answer

Unassign it from the current trader, rotate its password, then assign it to the new trader and send them the new credentials. Reassigning ends live sessions, but the account number and server stay the same, so rotating the password is what stops the former holder from logging in again.

Detailed answer

Reassignment happens when a trader leaves, an account was assigned by mistake, or a firm reallocates funded capacity.

Why rotation matters

The Account Number and Server never change. If the password stays the same, a former holder who saved it could log in again. Rotation creates a new password and revokes every session.

The full handover

  1. Unassign the account from the current trader.
  2. Rotate the password.
  3. Assign it to the new trader.
  4. Send the new credentials.

In the admin panel

Each step is available from the account's drawer.

Over the API

  • DELETE /v1/accounts/{number}/trader to unassign.
  • POST /v1/accounts/{number}/credentials/rotate to rotate.
  • PUT /v1/accounts/{number}/trader to assign.

Why rotation is not automatic

Whoever performs the handover needs to see the new password to pass it on, so rotation is a deliberate step rather than a side effect of reassignment.

History

The account's trade history stays with the account. If you want the new trader to start fresh, create a new account instead of reassigning.

PropExecutor team · Updated

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