Managing Your Account

You can view your statement of account online once you have logged into your account.

You will receive a contract note via email for each trade you make whether you trade online or by telephone.

Log into your account and click on Account Summary. You will see details of the most recent closing trades you have conducted and details of any profit/loss.

If you have forgotten your username or password, please call us or if you are unable to do so, please email us. We will send you some information that will remind you of your username or password. We are unable to send passwords via email for security reasons.

If you wish to change your password, please call us and we will conduct a security check to confirm your identity and then generate an email with a temporary password. You can use this to log into your account and can then change your password to something more memorable. Your password will then be securely encrypted in our system.

If a problem occurs on your account, it is important for us to be able to contact you. Please ensure that your email address is always up to date and, if necessary, please check to ensure that your inbox has not exceeded its limit. We send all contract notes via email and it is your responsibility to provide us with the correct contact details. Your contract notes are proof of the trades that you have made and if you have any kind of query we will ask you for copies of your contract notes.

Details of any open positions can be found if you click on Open Positions. If you have more than one trade in the same product, please click the "I" button and this will give you a detailed breakdown of your position in this product.

The automatic stop-loss order that is linked to your open position can be found if you click on the Order Book button. This section also holds details of any new orders or limit orders.

You can see details of the trades that you have made and that have been settled if you click on the Trade History section of your account.

This information will be held on your account for 3 months. If you require further details of all the trades you have made, please contact Customer Support at support@capitalspreads.com