To set up your exchange accounts, click on Institutional Settings on the top right of the navigation menu. If you're on the Trading screen (/trade), click on the burger-menu icon on the top-right of your browser window. Then, click on Institutional Settings.

I. Create a new Exchange Account:

Step 1: Choose Exchange Accounts > Create Account.

Step 2: Fill in all the compulsory information and click Confirm.

Step 3: You can manage your exchange account's details by clicking on Manage Account.

II. Manage Member(s) within the Exchange Account:

Assign an Authorized Person to your exchange account by selecting Assign Member. Select a member to be part of your exchange account. This member must have been invited and onboarded first as a user. You may then enable or disable different transaction types according to the user’s role. Please see the following articles for further instruction:

  1. How to invite a User to your Exchange Account

  2. How to complete your Authorized Person (Institution) verification on EQONEX

Please note that you need to create an Exchange Account before moving to Assign Member step. Additionally, the assigned member(s) need to be fully verified to perform deposits and withdrawals.

Click Confirm.

The member will be a part of your exchange account upon confirmation of changes. You can add, edit and remove members by going to Manage Members section.

For further assistance or more information, please contact our Customer Support team via help@eqonex.com or click on the chat widget at the bottom right-hand side of the EQONEX page.


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