Manage personal details, review broker products and billing, set notifications, and choose a display timezone.
Account Settings contains settings and reference information for your broker user account. Changes in My Details and Notification Settings apply only to the signed-in user. My Broker and Products & Billing show information for the broker account.
The page opens on My Details. The available tabs are My Details, My Broker, Products & Billing, Notification Settings, Login & Security, and, for Admin users, Team Management.
Your Role shows your current Admin or Staff role. You cannot change this value in My Details. An Admin user can change team member roles in Team Management.Both Admin and Staff users can update their own name and email.
Search for a timezone or review the regional groups.
Select a timezone.
Select Save Changes.
The panel saves the timezone for your user account. It uses this timezone for supported time displays and scheduled reports.Your personal timezone applies if set. Otherwise, the broker default applies. Both Admin and Staff users can set their own display timezone.
Select Products & Billing to review the active plan catalog assigned to your broker.Product Overview lists each plan with:
Product
CPU
RAM
Storage
Est # Trading Accounts
Location
Plan names and specifications come from your broker catalog, so they can differ from the standard plan names. The location uses the broker’s default VPS location. A missing value appears as N/A, —, or Not set, depending on the field.Billing Overview lists each catalog plan under Product and its Price Per Service (USD). Production catalog prices use the monthly $X.XX/mo format.The billing summary also shows:
Invoice Generation Day: First of each month
Invoice Due Date: 15th of each month
Payment Method: The broker’s configured billing method
When the broker uses a card, the payment-method control links to saved payment methods. When the broker uses bank wire, the configured bank-wire label appears without that link.
Select Notification Settings to control email notifications for your user account. The toggles are grouped as:
Service: New Client Service, New Pending Request, Client Service Upgrade/Downgrade
Cancellation: Client Service Cancellation, Server Cancellation Revert
Support: Support Ticket Updates (NYCS Support replies)
Billing: New Invoices, Payment Alerts
Turn on the notifications you need and select Save Changes. The panel saves the controls for the signed-in user. Both Admin and Staff users can change their own controls.No user can edit broker information in My Broker. Only Admin users can see Team Management and change team member roles.
