Trassys
Trassys

How to organize multiple accounts without mixing connections

Working with more than one account increases the risk of selecting the wrong login, symbol, or volume. A verification routine reduces avoidable operational errors.

01

Name each account with context

Include provider, account type, and purpose. Avoid generic labels such as account 1 or primary.

02

Validate symbols and capabilities

The same instrument may have different names and rules. Keep the exact broker symbol and check Hedging or Netting mode.

03

Use a pre-order checklist

Review account, asset, side, volume, market status, and protection before confirming a buy or sell.