How do I manage my trading platform account?

1. Sign in to your trading platform.
2. Click your profile icon (top‑right) and select Account Settings.
3. Use the tabs to reach Profile, Security, Notifications, and Billing.

If you get stuck, ask the Chatref AI agent. It stays grounded in your platform’s exact configuration, so you always see the right steps for your account.

Keep your contact and identity information current from the Profile tab:

• Edit your full name, email address, and phone number.
• Upload a new profile picture or verification document.
• Update your mailing address for statements and tax forms.

The Chatref agent can walk you through each field and validate changes inline. Because the agent uses your platform’s own knowledge base, it never guesses - every instruction reflects the real interface.

Go to the Security tab to review and strengthen your account:

• Change your password (password length and complexity rules are enforced automatically).
• Enable two‑factor authentication (2FA) via authenticator app or SMS.
• Manage active sessions and sign out of unrecognized devices.
• Set up login alerts and suspicious‑activity notifications.

Chatref’s custom actions can trigger a security review right inside the chat, so you can enable 2FA or reset your password without navigating away.

When you need hands‑on support, open the Chatref widget and ask a question like “How do I change my password?” The AI agent:

• Retrieves the exact instructions from your platform’s documentation (no internet search, no guessing).
• Walks you through each step in your brand voice.
• Uses custom actions to help you fill forms or trigger account changes directly in the conversation.

That way you complete account management tasks faster, without opening a separate help desk ticket.

How do I update my account information?

From the dashboard, open Account Settings > Profile. Edit any field and save. The Chatref agent can guide you through every field and confirm that your changes match platform requirements, using your own documentation for accuracy.

What security settings are available?

You can change your password, enable two‑factor authentication (authenticator app or SMS), manage active sessions, and set up login alerts. Ask the Chatref AI agent for a live walk‑through; it will run you through each security step using your platform’s exact workflow.

Can I manage multiple accounts from one login?

No - each trading account uses a separate login for security and compliance. You can save credentials in your browser, but the platform does not support merged access. Chatref’s agent can help you manage multiple logins by providing the official account‑switching procedure and alerting you to any known timeouts or restrictions.