You can onboard your customers so you can broker trades on behalf of your customers. This guide covers how to generate and share a delegation link and how to delete an existing delegation.

1. Navigate to Settings.

2. Click Trading accounts → Delegated accounts.

3. Generate & Share Link:

4. Click Add Client button

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   • Click the Copy button and share the link with your customer.

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1. Customer’s confirmation choice:

   1. Once you share the delegation link, your customer will need to complete a few steps on their end before the connection is active.

   2. The customer must be logged into their Bullish account and open the link.

   3. Once they do, a Account delegation request will appear on screen asking them to confirm they want to grant you access to trade on their behalf.

2. Choosing a trade approval method

   1. When accepting the invitation, the customer must select the trading account(s) and choose one of the following trade confirmation flows on trading account level:

      • Approval required: The customer must approve every trade you initiate in their own user interface (UI).

      • Straight through : Trades you submit execute immediately on the customer's account, provided they have sufficient margin.

        • Customer must fully trust the broker before selecting this option.

   2. Click Submit.

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• Navigate to Settings > Trading accounts

• Owned accounts tab:

  • Provides the list of all your own trading accounts

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• Delegated accounts tab:

  • Provides a consolidated overview of all customer accounts (Legal entity name, registration number, Trading account alias and ID) that have been linked or delegated to you as a broker.

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Trade expiry: 15 minutes

1. Navigate to the OTC Tab: Once logged in, click the "OTC" tab in the main navigation menu.

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2. Select Maker and Taker:
   In the "Create" section, select the Maker and Taker for the trade.

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3. Select Trading Account: Choose the trading account for both parties. If a customer has only delegated one account, it will be pre-populated.

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4. Define Trade Legs: From the maker's perspective, define the trade by selecting the side (Buy/Sell) and the underlying asset.

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5. Add Legs (Optional): You can add up to 25 legs to a single trade.

6. Submit the Trade: Review all details and click the "Submit" button.

Note: Approval method section: this section indicates the approval method selected by the counterparties.

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Trade sections list all trades awaiting approval/ match/ cancelled or rejected. From here, you can click on a trade to open its detailed view.

Pending OTC Trades:

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Match OTC Trades:

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Cancelled/Rejected OTC Trades:

You can hover to see the reason of cancellation or rejection.

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1. From the trade details pop-up. You can add a personal note for your own reference in the "Memo" field. To save the note, click the “Update” button. The saved memo is only visible to brokers.

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2. Cloning a Trade

   • Click the "Copy" button to pre-fill a new trade with the same details as an existing one.

3. Cancelling a Pending Trade

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4, You have two options when cancelling a trade from the details pop-up:

• Cancel: This permanently cancels the pending trade for all parties.

• Cancel & Edit: This cancels the original trade and immediately pre-fills the trade booking screen with the original details, allowing you to quickly make amendments and resubmit

• Deposits & Withdrawals 

  • This section shows a log of your own account's deposit and withdrawal activities. 

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• OTC Trade History

  • This section provides a log of all OTC trades brokered by your entity. Navigate to History > OTC.

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• Filtering Trades

Use the filters to find specific trades by Status or time span.

• Viewing Status Details

For "Cancelled" or "Rejected" trades, hover your mouse over the status to see the reason.

1. Navigate to Settings.

2. Click Trading accounts → Delegated accounts.

3. Click Delete on the linked account of your customer.

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4. Confirm the action — click X if this was requested in error.

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