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Set up notifications about negative accounts

When to use this functionality

If you want a list of negative account balances in the system, you can use this feature.

In this scenario, the "Account balance checker" has been used to monitor negative account balances.

It does not take into trade orders or pending transaction, it is based on the current state of the portfolio.

See the Trade Order Management and Payments sections for other uses of this extension.

How does it work

Role is linked to the back role PM_PM

  1. Go to the Portfolios view.

  2. Search all portfolios / the portfolios, that you want to monitor this account balance.

  3. Click Compliance → Monitoring → Negative bank accounts.

  4. If any negative accounts; system will create a task called “Account balance checker: negative account balances were detected”.