Import Multiple Accounts
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This import batch accounts feature is designed to streamline the process of adding multiple accounts to Ectype.
Follow the steps below to get started:
An Ectype account. Create an account if you do not have one
Available slots
Access your Ectype account by entering your login credentials.
Once logged in, navigate to the Accounts tab in your dashboard and select Overview.
On the Overview page, locate and click the Import Accounts button to begin the import process.
Download the provided Excel template file. This file contains the necessary headers and format for the batch import.
Fill in the required details for each account under the respective headers in the Excel file.
Ensure all information is accurate and matches the broker details for each account.
Once the Excel file is completed and saved as an .xlsx
file, return to the import pop-up.
Click on the Choose File button to select your completed Excel file.
Confirm your selection and begin the import process.
Congratulations! You have successfully added multiple accounts to your Ectype platform.