Key takeaways
- Groups are the building blocks of account types.
- Use a naming convention that shows platform, type and currency.
- Change group settings with care: they affect every account in the group.
What a group controls
- Deposit currency and leverage.
- Margin call and stop-out levels.
- Available symbols and their spreads or markups.
- Commissions.
- Routing (A-Book, B-Book or hybrid rules).
Naming conventions
A pattern such as real\standard\usd or demo\pro\eur keeps hundreds of groups manageable and makes reporting easier.
Changing a live group
- Assess how many accounts and open positions are affected.
- Test on a copy of the group first.
- Communicate client-facing changes such as leverage.
- Apply in a quiet period and log the change.