Can I change the account type to primary or secondary or also edit its name?💡Feature RequestNov 3, 2025Posted by Anat Tal · Nov 3, 20251 comment1
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My PnL
Nov 3, 2025
Yes, you can easily do that.
Just click the pen icon on the right side of the account filter.
In the Account Details section, you can:
Change the account type (Primary or Secondary)
Edit the account name
Update security type and currencies if needed
Once done, just save the changes — everything will update instantly.