Customer Roles
The Customer Portal may be utilized to manage risk, accounts, connections, orders, risk settings, and settlement.
For each of the tables below, the following rules apply:
- A '*' indicates that a member of a participant entity with that role is authorized to perform that action.
- A 'CF' indicates that a member of a clearing firm with that role is authorized to perform that action. A member of a clearing firm with a particular role is authorized to perform any action marked '*' on itself as well.
Accounts and Participant Connections
The following describes the capabilities of each role as it pertains to accounts and connections. Note that 'Request Connection' in this context means adding a connection for the participant designated on the account, i.e. the logged in user.
| Role | Add Account | Request Connection | Add Connection | Approve Connection | Disable Connection | Enable Connection |
|---|---|---|---|---|---|---|
| Administrator | * | CF | * | |||
| BackOfficeManager | CF | * | CF | CF | * | * |
| Trader | * | CF | * |
Risk Management
The following describes the capabilities of each role as it pertains to risk management.
| Role | Adjust Risk Settings | Cancel Cleared-Account Orders | Cancel In-Org Orders | Cancel Own Orders |
|---|---|---|---|---|
| BackOfficeManager | CF | CF | * | |
| Trader | * |
Settlement
The following describes the capabilities of each role as it pertains to settlement.
| Role | Request Delivery Approval | Approve Account For Delivery | Update Take Delivery Address |
|---|---|---|---|
| BackOfficeManager | * | CF | |
| SettlementManager | * |
Start Trading
Trade US Perpetual Futures, Physical Futures, and Options on the Bitcoin Complex®, XRP, ETH, SOL, and more.
Signing up with Bitnomial, Inc. requires additional verification with an FCM to trade futures. Futures accounts are offered by Bitnomial Clearing, LLC, a CFTC-registered FCM and NFA member. Trading in futures involves substantial risks. You should only trade in financial products that you are familiar with and understand the associated risks, and after carefully considering whether such trading is suitable in light of your investment experience, financial position, and investment objectives. Leverage in futures trading can work for you or against you. The risk of loss using leverage can exceed your initial investment amount. See Bitnomial entity affiliation and registration disclosures and FCM financial and risk disclosures.