Overview
Every trading account has a three-dot menu (⋮) with nine actions you can take on that account: Change Password, Change Leverage, Request Swap Free, Update Label, Advanced Report, Download Platform, Orders, Positions, and History.
They all start the same way — this article explains how to reach the menu and gives a quick summary of what each action does. Dedicated articles cover each action in detail.
Step-by-step instructions
Follow the steps below to complete this process:
How to reach the account actions menu
- Log in to your Client Portal Dashboard.
- Select Accounts from the left-side menu.
- Choose the Demo Accounts or Trading Accounts tab depending on which account you want to manage.
- Locate the trading account.
- Click the three vertical dots (⋮) beside the account.
- Select the action you want from the menu.
The six actions and what they do
- Change Password — update the trading account password (Live or Demo). Different from your Client Portal password.
- Change Leverage — request a new leverage up to 1:5000. Processed by the team according to account type and applicable conditions.
- Request Swap Free — request Swap-Free status on a Live account. Reviewed by the team, additional documents may be required.
- Update Label — give the account a custom nickname for your own reference. Doesn't affect the account number.
- Advanced Report — view detailed trading statistics: total trades, win/loss ratio, drawdown, and more.
- Download Platform — download MT4 or MT5 for Windows, Android, iOS, or use MetaTrader Web.
Troubleshooting
If you run into issues, the most common causes and fixes are listed below.
The three-dot menu doesn't open
- Refresh the page. Try a different browser (Chrome or Firefox usually work best). If the issue persists, contact Customer Experience via live chat.
An action isn't in your menu
- Some actions are context-specific — for example, Request Swap Free is only relevant on Live accounts. If you expect an action to be there and it isn't, contact Customer Experience.
Frequently asked questions
Q: Where is the three-dot menu on my account?
A: On the right side of each account card in the Accounts tab.
Q: Do the same actions apply to Demo accounts?
A: Most actions work on both Live and Demo accounts. Request Swap-Free is only relevant on Live accounts because Demo accounts don't apply swap charges.
Q: Can I take multiple actions in one session?
A: Yes. You can open the three-dot menu for any account and select different actions in sequence — each action is independent.
Related articles
- How to change your trading account password
- How to change your account leverage
- How to request Swap-Free status
- How to update your account label
- How to view your Advanced Report
- How to download the MetaTrader platform
- How to view Orders, Positions, and History on a trading account