Trade Tech Solutions | CFD

TradeTechSolutions

CFD Tech

How to get started with setting up your external checkout to support Reset Accounts on your CFD Tech

Account Reset Fee Payment API Setup Guide

Guide for clients using an External Checkout

External Checkout

How It Works, How It’s Calculated, and Why Accounts

Drawdown (DD)

A detailed explanation on how the Consistency Rule works.

Consistency Rule

Risk Rules

Requirements to complete the MatchTrader Trading Platform Integration with our CFD Technology

MatchTrader Integration Setup Guide

Trading Platforms

Setup a Wrapper Authentication Flow leveraging TTS Authentication Module

This document explains how accounts move through the platform and when the platform triggers KYC-related steps.

Platform Account Flow — KYC Stages

Guide on Third Party / External Integrations

External Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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