Account picker: choose the connection and account the desk trades

Two pickers decide where orders go: the Trading account chips select which saved broker connection is live, and the Active Account selector in the header switches the account the feed streams, restarting the feed so orders route correctly.

Senzoukria · Documentation · Updated September 2026

Where to find it

Where
Trading page → "Trading account" chips; header → "Active Account" selector when the login exposes more than one account
Feed
One account feed at a time, mounted once app-wide
Journal
The journal has its own Account filter with "All accounts", "Connected" and "Not connected" states

What it does

The backend can hold several broker connections with different upstream identities, but the account feed mirrors exactly one at a time: brokers such as Apex or Rithmic allow a single concurrent order-plant session per login. The picker lets you choose which saved profile that one is instead of the application silently taking whichever connected first.

Each chip shows the profile name, a status dot for its connection state and an "RO" tag when trading is disabled on that connection. The tooltip gives the backend and environment labels. Clicking an already live profile just switches the selection; clicking a dormant one also connects it. With no saved profile the panel reads "No saved connection yet — add one from Broker Connections."

The header shows the Active Account with its system name, Net Liquidation, the start-of-day balance with today's P&L, and the feed status dot (Live, CONNECTING or ERROR). When the login exposes several accounts, the badge becomes a selector.

Behaviour

What each control does
ControlDefaultEffect
Trading account chipSelection from the store's ready connectionSelects the saved connection; connects it if it is idle
RO tagShown when tradingEnabled is falseThe connection is read-only; enable trading from its connection card
Active Account selectorFirst account discoveredSwitches the feed to that account; data is cleared before and after the restart
Status dotLive / CONNECTING / ERRORState of the PnL and working orders feed

How to use it

Pick the connection first, wait for the Connection stage of the desk to show its name and the Account stage to show "{id}, live feed", then trade. When switching accounts, the application restarts the account feed on the server side rather than relabelling the header: the order-plant session routes orders to the account it subscribed with, and a label-only switch used to leave fills on the first account while the UI showed the second. Feed data is reset before the switch and again after it, so account A's positions never appear under account B's label.

If the switch fails, the header shows "Account switch failed" and the dot goes to ERROR instead of staying on CONNECTING for a feed that does not exist. After a failed feed start, an automatic retry is not attempted for one minute.

Limits and pitfalls

  • Only one account is streamed at a time; positions of other accounts of the same login are not shown until you switch.
  • The journal's account filter is separate: "Connected" marks the account your connection streams now, "Not connected" marks archived accounts, and a history purge is available per account with typed confirmation.
  • A refused PnL login (permission denied) usually clears after reconnecting; if it persists the login lacks the PnL entitlement.

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Frequently asked questions

Why does switching the account clear the positions table for a moment?
The feed is stopped and restarted on the new account. Data is cleared on both sides of the switch so stale positions of the previous account are never shown under the new label.
What does the RO tag mean on a chip?
Trading is disabled on that connection. The desk can read its account but the ticket stays blocked until you enable trading from the connection card; it is off by default on funded accounts.

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