{"id":20743,"date":"2022-08-15T16:07:07","date_gmt":"2022-08-15T14:07:07","guid":{"rendered":"http:\/\/wordpress.p534641.webspaceconfig.de\/?p=20743"},"modified":"2024-03-24T15:13:40","modified_gmt":"2024-03-24T14:13:40","slug":"how-to-change-the-account-type-of-the-custody-account","status":"publish","type":"post","link":"https:\/\/www.captrader.com\/en\/wie-kann-man-den-kontotypen-des-depots-aendern\/","title":{"rendered":"How to change the account type of the account?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">When you opened your securities account, you chose one account type: the cash account or the <a href=\"https:\/\/www.captrader.com\/en\/margin-trading\/\" target=\"_blank\" rel=\"noreferrer noopener\">Margin account<\/a>. Have your requirements changed after your first active trade and do you want to trade new types of securities that require a different account type?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then change your account type by yourself with the help of the following instructions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In our example, we would like to upgrade a cash account (cash) to a margin account<\/strong>. The way of downgrading a margin account to a cash account (cash) works the same way. However, when downgrading, please note that the following possible violations may occur after the downgrade:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Negative liquidity surplus: Liquidate positions or deposit additional cash.<\/li>\n\n\n\n<li>Position Violations: Close positions that are not allowed in a cash account (typically: short stocks).<\/li>\n\n\n\n<li>Negative currency violations: Buy the currency in the Forex markets or liquidate positions in that currency.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Please note that the different account types have different <strong>Requirements and possibilities<\/strong> have. These are listed in the table on the \"<a href=\"https:\/\/www.captrader.com\/en\/differences-between-cash-and-margin-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">What are the differences between cash and margin accounts<\/a>\" listed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dialing into the account management (Client Portal)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Sign up in the&nbsp;<a href=\"https:\/\/gdcdyn.interactivebrokers.com\/sso\/Login?forwardTo=22\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Account Management (Client Portal)<\/a> and click in the upper right corner on the&nbsp;<strong>&gt; User icon<\/strong>&nbsp;and then on&nbsp;&nbsp;<strong>&gt; <\/strong><strong>Settings.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"570\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-1024x570.png\" alt=\"captrader account management settings\" class=\"wp-image-20026\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-1024x570.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-300x167.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-768x428.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-200x111.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-400x223.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-600x334.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-800x445.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen-1200x668.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/08\/captrader_kontoverwaltung_einstellungen.png 1480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Under the Account Configuration menu item, select &gt;. <strong>Account type: Cash.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"586\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-1024x586.png\" alt=\"change captrader account type\" class=\"wp-image-20746\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-1024x586.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-300x172.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-768x439.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-200x114.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-400x229.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-600x343.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-800x457.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern-1200x686.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now select the new account type of your securities account on the following page. In our example we choose &gt; <strong>Margin<\/strong> and click on the button &gt; <strong>Next<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-1024x474.png\" alt=\"change captrader account type.1\" class=\"wp-image-20748\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-1024x474.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-300x139.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-768x355.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-200x93.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-400x185.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-600x278.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-800x370.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1-1200x555.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.1.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Create financial profile<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Since in the example we want to upgrade from the cash account to a margin account, and then subsequently, for example <a href=\"https:\/\/www.captrader.com\/en\/tradable-products\/options\/\" target=\"_blank\" rel=\"noreferrer noopener\">Options<\/a>, <a href=\"https:\/\/www.captrader.com\/en\/glossary\/futures\/\" target=\"_blank\" rel=\"noreferrer noopener\">Futures<\/a> or <a href=\"https:\/\/www.captrader.com\/en\/tradable-products\/stocks\/short-sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">Short selling of shares<\/a> The following section describes the <strong>financial circumstances<\/strong> as well as the <strong>Investment experience to date<\/strong> asked again for individual types of securities as in the securities account application itself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please fill in the individual categories according to your personal experience and circumstances and then click on the &gt; button.<strong>Next<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"782\" height=\"1024\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-782x1024.png\" alt=\"change captrader account type.2\" class=\"wp-image-20749\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-782x1024.png 782w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-229x300.png 229w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-768x1005.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-1173x1536.png 1173w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-200x262.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-400x524.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-600x785.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-800x1047.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2-1200x1571.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.2.png 1466w\" sizes=\"auto, (max-width: 782px) 100vw, 782px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now you will see a summary of your previously made entries. Please check this summary and confirm it if it is correct by clicking in the &gt; <strong>Signature field<\/strong> Type in your first and last name. Then click on the button &gt;<strong> Next<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will now see the confirmation of your change request on the thank you page. The confirmation takes a maximum of 24 hours on exchange days. Please note the <a href=\"https:\/\/www.captrader.com\/en\/margin-account\/\" target=\"_blank\" rel=\"noreferrer noopener\">Minimum requirements for margin accounts<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IMPORTANT: You can only change the account type once every 30 days. You can find more information about the margin account <a href=\"https:\/\/www.captrader.com\/en\/differences-between-cash-and-margin-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"586\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-1024x586.png\" alt=\"change captrader account type.5\" class=\"wp-image-20750\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-1024x586.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-300x172.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-768x439.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-200x114.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-400x229.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-600x343.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-800x457.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5-1200x686.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2022\/08\/captrader_kontotyp_aendern.5.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.captrader.com\/en\/before-the-opening-of-the-depot\/\">Before the opening of the depot<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.captrader.com\/en\/account-transfer-to-captrader\/\">Instructions for transferring a securities account to CapTrader<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.captrader.com\/en\/first-steps-after-the-opening-of-the-depot\/\">First steps after opening a securities account<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.captrader.com\/en\/the-account-structure-for-deposits-in-uk\/\">The account structure at CapTrader<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Bei Ihrer Depoter\u00f6ffnung haben Sie sich f\u00fcr einen Kontotypen entschieden: das Cashkonto oder das Marginkonto. Haben sich Ihre Anforderungen nach dem ersten aktiven Handel ge\u00e4ndert und m\u00f6chten Sie eventuell neue Wertpapierarten handeln, f\u00fcr die ein anderer Kontotypen notwendig ist? Dann \u00e4ndern Sie Ihren Kontotypen eigenh\u00e4ndig mit Hilfe der folgenden Anleitung. In unserem Beispiel m\u00f6chten wir [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[86,89],"tags":[456,460,458],"class_list":["post-20743","post","type-post","status-publish","format-standard","hentry","category-faq","category-kontoverwaltung-client-portal","tag-cashkonto","tag-kontotyp","tag-marginkonto"],"acf":{"blog_summary":"","blog_faq_schalter":"nein","faq_uberschrift":"","blog_faq_loop":null},"_links":{"self":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/20743","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/comments?post=20743"}],"version-history":[{"count":0,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/20743\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media?parent=20743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/categories?post=20743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/tags?post=20743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}