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Update your own details, timezone, and email notifications, and review your broker’s products and billing. 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.

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Who Can Do This

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Open Account Settings

Account Settings page on the My Details tab with Your Name, Your Email, Your Role, and Display Timezone

Account Settings on My Details

1

Open the User Menu

Select the user menu in the top-right corner.
2

Open Account Settings

Select Account Settings.
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.

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Update My Details

1

Open My Details

Select My Details.
2

Change Your Name or Email

Change Your Name and Your Email if required.
3

Save

Select Save Changes. The panel saves the name and email to your user account.
The name and email cannot be empty. The email must not belong to another broker user.
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.

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Set the Display Timezone

1

Open Display Timezone

Select My Details. Open Display Timezone.
2

Choose a Timezone

Search for a timezone or review the regional groups. Select a timezone.
3

Save

Select Save Changes. The panel saves the timezone for your user account.
The panel uses this timezone for supported time displays and scheduled reports. Your personal timezone applies if set. Otherwise, the broker default applies.

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Review Products and Billing

Select Products & Billing to review the active plan catalog assigned to your broker.
Product Overview table with each plan's CPU, RAM, storage, estimated trading accounts, and location

Product Overview

Billing Overview with each plan's monthly price, the invoice generation day, and the invoice due date

Billing Overview

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.
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.

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Set Email Notifications

Notification Settings tab with toggles for service and cancellation email notifications

Email Notification Settings

1

Open Notification Settings

Select Notification Settings to control email notifications for your user account.
2

Choose Notifications

Turn on the notifications you need.
3

Save

Select Save Changes. The panel saves the controls for the signed-in user.

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Next Step

Manage Your Team

Add team members and choose who is Admin or Staff.
Last modified on October 4, 2026