How to Use a Portfolio I want to change the name of the portfolio.
Subject：
individual
corporation
This article was :
Published in 2024.05.14
Updated in 2024.10.23
An auto-generated portfolio name consists of the following order "Account number, Real/Demo (account), base currency, MT4/MT5". You can freely set the name of the portfolio. You cannot use a portfolio name already in use.
1. At the menu bar
After logging into the FXON Portal, click (1) "Account Management" > (2) "Portfolio" > (3) "Account" in the left menu.
fter logging in to FXON portal, tap "≡" in the top right corner, then tap (1) "Trading Account List" > (2) "Portfolio" > (3) "Account" in the left menu.
2. Change the portfolio name (i)
Click "pencil mark" to the right of the portfolio name.
Tap "pencil mark" to the right of the portfolio name.
3. Change the portfolio name (ii)
Enter the new name and click "Change".
Enter the new name and tap "Change".
【Tip】
- A portfolio name can be up to 25 half-width characters.
- The following characters can be used, "@ % + \ / ' ! # $ ^ ? : . ( ) { } [ ] ~ - _ ". If you try to enter with other characters, you will get an error.
- You cannot use a portfolio name already in use.
4. Completed portfolio name change
If the message "Information updatede is completed!" appears at the top, the process has been completed.Please check the portfolio name has been changed.
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