User guide for the Client Zone

From My account in the left navigation, you can take the following actions:

• Get an overview of your sub-accounts

• Expand each sub-account

  1. From the SUMMARY tab, see information about your balance, available funds, MT5 login credentials, email address and phone number registered with OANDA

  2. From the DEPOSIT FUNDS, TRANSFER and WITHDRAWALS tabs, manage funding activities

     

• Download our investment platforms (mobile, desktop and web apps)

• Create new sub-accounts by clicking on ACCOUNT OPENING

  

From Verification in the left navigation, you can take the following actions:

• See your account verification status

• Fill in the suitability and appropriateness questionnaire and W-8BEN questionnaire (required to trade Share CFDs)

• Upload additional files such as a proof of address and source of funds

  

Only clients from Poland can access the Experienced Client section in the left navigation:

• It provides access to a knowledge base through videos (50 hours of market training).

• To learn about features of the Experienced Client status, refer to this page

From Data change at the top, you can take the following actions:

• Review your current data

• Update your ID

• Change your phone number

• Change your tax office

  

From Passwords and security at the top, you can take the following actions:

• Change your password to the Client Zone and all accounts

• View your password for documents

• Enable Two step verification (2FA) for your Client Zone

  

From My account in the left navigation, you can take the following actions:

• See your account number

• Check your balance

• Check when your demo account expires

• Download our trading platforms

• Open a live account

  

From Passwords and security at the top, you can take the following actions:

• Change your password to the Client Zone and demo account

• Enable Two step verification (2FA)