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What triggers a notification

Understand the events that place a notification in your inbox and the rule that decides whether you are the one notified.

Your notifications inbox tells you when something material happens on an account you own. To manage the notifications themselves, see Using your notifications inbox.

The four events

You receive a notification when any of these happens on an account you own:

  1. An account is assigned to you. The account's owner changes to you as an individual owner.
  2. A monetary transaction is created. A monetary transaction — such as a deposit or withdrawal — is recorded against the account, whether an operator creates it in the Backoffice or a trader requests it from the Client Zone or WebTrader.
  3. A trader signs in to the Client Zone. A trader signs in to the Client Zone or WebTrader on the account.
  4. An account transfer takes place. A transfer of funds between accounts involves the account. A transfer arrives as a single notification, not as a pair of separate transaction notifications.

Who gets notified

Notifications go to an account's individual owner only.

  • If you personally own the account, you are notified.
  • If the account is owned by a business unit as a shared claimable pool, or by the firm as a default, no one is notified. There is no individual owner to notify.

Note

Because notifications follow ownership, the surest way to start or stop receiving them for an account is to change who owns it. Claim an account from a business unit pool to begin receiving its notifications; reassign it to hand them off.

There are no per-event settings or subscriptions to configure. Whenever one of the four events happens on an account with an individual owner, that owner is notified.