Add Manual Account
When to use this screen
Sidebar label Add Manual Account. Use to grant a trading account without a normal checkout (comps, make-goods). Not affiliate giveaway packs.
Who can open it / who to ping
- Open: Add manual account.
- Ping finance (revenue recognition) and fraud if the email is new. This skips payment.
Find the record
Open Admin → Accounts & Credits → Add Manual Account. Identify the existing trader, then the plan/broker payload the form asks for.
Happy path
- Confirm the user exists (User Management).
- Choose the plan/size that matches the make-good.
- Submit manual add, then assign/create the broker account if the form is two-step.
- Tell the trader to refresh Accounts — do not send broker passwords in public chat.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Manual add account | Comp / make-good | New evaluation/funded account without pay |
| Manually add broker account | Broker row missing after add | They can launch the platform |
If this fails
- User not found: create is not this screen — they must register first.
- Duplicate account on same product: check Accounts Management before a second add.