User Help System
Create New Account
Use the Account function to view, create and configure clearing and trading accounts (including trading sub-accounts). Account configuration includes platforms / services, broker permissions and credit controls.
Clearing Firm, unique account number, relationships to entities, asset manager, account type (House, customer, CTI, margin) and whether the account will use Portfolio Margin Futures or Delegated Intermediary.
Example: Clearing Account Fields
The Clearing Account Settings pane includes a button to minimize its appearance.
Additional instructions illustrate the process, including venue specific fields, to set up an account enabled for:
- CME Direct: CME Globex
- CME ClearPort
- Inline Credit Controls: CME Globex
- Spot FX
- Trading Account / Trading Sub-Account: Add trading account and trading sub-accounts, associated with an existing account.
Available selections and fields are determined by CME Group based on requested trading venues / platforms.