🖥️
AutoShares
  • Deploy Apps with AutoShares API
  • User guide
    • Introduction
    • Web Trader
      • Getting Started
      • Platform Layout
      • User Widgets
        • Account Information
        • Account Opening
          • Account Funding
            • ACH Transfers
            • Check Transfers
            • Wire Transfers
        • Chart
        • News
        • Trade Ticket
          • Mutual Funds Trade Ticket
        • Watchlists
        • Orders
        • Positions
        • Market Depth
        • Options
        • Hotkeys
    • Digital Advisor
      • Getting Started
      • Selecting an Investment Model
      • Portfolio Tab
      • Trading Tab
      • Activity Tab
      • Funding Tab
    • WebTrader for iOS
      • Getting Started
      • App Layout
      • Watchlist & Quotes View
        • Trade View
          • Stock Trading
          • Options Trading
      • Positions View
      • Orders View
      • Price Alerts View
      • Account View
      • Apple Watch Extension
    • Web Trader for Android
      • Getting Started
      • App Layout
      • Watchlist & Quote View
        • Trade View
      • Price Alerts
      • Accounts & Settings
    • Knowledge Base
      • Troubleshooting
        • Performance
          • Tips for Enhancing Performance
      • How-To Guides
        • Trading Accounts
          • How to Create a New Trading Account
        • Security
          • How to Enable Two-Factor Authentication
  • REST API
    • Introduction
    • Trading API
      • Overview
      • Authentication
        • Single-Factor Authentication
          • Syntax
        • Two-Factor Authentication
          • Syntax
      • User Registration
        • Get Required Fields
        • Register a User
      • Managing Users
        • Get User's Info
          • Syntax
        • Get User's Trading Settings
        • Get Mobile App Settings
        • Get User's Exchanges
        • Modify User's Settings
        • Update User's Password
      • Trading Accounts
        • Get Account's Balance Info
          • Syntax
        • Get Account's History
          • Syntax
        • List User's Accounts
          • Syntax
      • Password Reset
        • 1. Reset Trader's Password
        • 2. Retrieve the Secret Question
        • 3. Generate a Token For a New Password
        • 4. Update the Password
      • Trading Accounts
        • Open a New Trading Account
      • Account Funding
        • Create an ACH Relationship
        • Get an ACH Relationship
        • Get All ACH Relationships
        • Get the Default ACH Relationship
        • Modify an ACH Relationship
        • Delete an ACH Relationship
        • Approve an ACH Relationship
        • Deposit / Withdraw Funds via ACH
        • Cancel an ACH Transfer
        • Get All Transfers
      • Orders
        • Verify Order Placement
          • Syntax
        • Place Order
          • Syntax
        • Verify Order Replacement
          • Syntax
        • Replace Order
          • Syntax
        • Cancel an Order
          • Syntax
        • Get Order's Info
          • Syntax
        • Get Filtered Orders
          • Syntax
      • Positions
        • Get User's Positions
          • Syntax
        • Get User's Positions in a Security
          • Syntax
        • Get Market Value of all Security Groups
      • Securities
        • Get Equity Info by Internal ID
          • Syntax
        • Get Equity Info by Ticker
          • Syntax
        • Get Equity Info by Mask
          • Syntax
        • Get Filtered Equities
          • Syntax
        • Get Option Info by Internal ID
          • Syntax
        • Get Option Info by Ticker
          • Syntax
        • Get Options Expiration Dates
          • Syntax
        • Get an Option Chain
        • Get Filtered Options
          • Syntax
      • Watchlists
        • Add Security to Watchlist by ID
          • Syntax
        • Add Security to Watchlist by Ticker
          • Syntax
        • Create New Watchlist
          • Syntax
        • Delete Watchlist
          • Syntax
        • Get Specific Watchlist
          • Syntax
        • Get User's Watchlists
          • Syntax
        • Remove Security From Watchlist by ID
          • Syntax
        • Remove Security from Watchlist by Ticker
          • Syntax
        • Rename Watchlist
          • Syntax
      • Price Alerts
        • Create Price Alert
          • Syntax
        • Delete Price Alert
          • Syntax
        • Get Specific Alert
          • Syntax
        • Get User's Price Alerts
          • Syntax
        • Modify Price Alert
          • Syntax
      • Historical Data
        • Get Comparison Chart Data
          • Syntax
        • Get Candles and Indicators for a Security
          • Syntax
        • Get Chart Data in the Excel Format
          • Syntax
      • News
        • Get News for a Security
        • Get Corporate Actions for a Security
      • User Feedback
        • Submit Feedback
          • Syntax
      • Managing Transactions
        • Get Transactions
          • Syntax
      • Streaming Data
        • Quotes
        • Orders
        • Positions
        • Watchlists
        • Account Balances
      • Code Samples
        • Basic Authentication
        • Two-Factor Autentication
        • Placing New Orders
        • Get User Information
        • List User Positions
        • Get Trading Data for Charts
      • Terms and Definitions
        • Part I
        • Part II
        • Part III
Powered by GitBook
On this page
  • Introduction
  • Creating a New Trading Account
  • Switching the Account in Mobile Apps
  1. User guide
  2. Knowledge Base
  3. How-To Guides
  4. Trading Accounts

How to Create a New Trading Account

Learn how to create a new trading account in Autoshares Trader

PreviousTrading AccountsNextSecurity

Last updated 4 years ago

Introduction

From time to time traders need to create a new trading account to test a new strategy or reset their current trading account. A new trading account will have an initial deposit, no orders and no positions, thereby enabling the trader to start anew.

Autoshares Web Trader enables traders to own several trading accounts.

Creating a New Trading Account

To create a new trading account, navigate to Autoshares Web Trader. In the header, expand the drop-down menu containing the list of your trading accounts and click Edit.

In the appeared pop-up window, open the Trading Accounts sub-tab and then click Add Account.

This will take you to a new tab where you can configure the new trading account. Select the required account type (Margin, Cash, or Day Trader), specify the initial deposit and then click Complete.

Next, go back to the web terminal and select the newly created trading account in the same drop-down menu.

Now you can proceed to use the new trading account to open new positions, deposit and withdraw funds, etc.

Switching the Account in Mobile Apps

After switching trading accounts in Autoshares Web Trader, perform the same operation in the mobile app. Go the Account tab and then tap on the number of the current trading account.

Identify the new trading account and then tap on it.