Institutional Accounts

How do I apply for an institutional account?

Contact Terrace’s sales team at [email protected] who will be more than happy to assist!

Can I create multiple entities or sub‑accounts under one master account?

Institutional clients can create additional entities or portfolios under a master account to segregate trading strategies and reporting. Please contact your account manager to configure additional entities.

How do I set up multi‑factor authentication for my team members?

Each individual team member needs to set up authentication themselves.

How do I remove users from my company's Terrace account?

To remove a team member, go to Settings > Team > Members, click the three dots next to the user and select remove. Only Team Administrators can remove other team members.

How do I add a new user to my company’s Terrace account?

If you are the administrator / master account holder for your company’s account go to Settings > Team > Members and select “Invite Team Members” in the middle right of your screen. A pop-up will appear; please enter the email addresses for the team-mates you would like to invite to your account. If you are not the administrator for your company’s account, please ask your administrator to follow the above instructions.

What permission roles are available and how do I manage them?

Permissions settings are only available for Institutional accounts. Terrace offers three default roles: Read Only, Admin and Trader. You can manage permissions from the Permissions page in your team settings; only Admins can adjust member permissions.