> For the complete documentation index, see [llms.txt](https://help.finchtrade.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.finchtrade.com/how-it-works/account.md). # Account #### How can I change the email address linked to my account? To change the email address associated with your account, please send a request indicating the new email address to from the email currently registered in the FinchTrade web portal.\ For security reasons, requests sent from unregistered email addresses cannot be processed. #### **How do I set up or reset two-factor authentication (2FA / Google Authenticator)?** To reset your 2FA, please contact your account manager and email from your registered email address. Once your 2FA is reset, your active session will be terminated. You'll need to log in again using your existing credentials and set up a new 2FA code. If your email is also being updated, no further action is required on your side — your login will change automatically, while your password stays the same. #### **Can I add an additional user to my account?** Yes. A single FinchTrade account supports multiple users. If you are an existing user, you are automatically the main user of your account with all rights granted. As a main user, you can invite new users by email, manage existing ones (view, update rights, deactivate and reactivate), and assign granular permissions so that each member gets only the access they need — for example trading, transfers, onboarding, referral management or user management. To add a user: **Settings** → **Add user**, enter the new user's email and assign the relevant permissions. #### **Which permissions can I give an additional user?** Access is managed through roles. Permissions are granted individually for each type of action — trading, transfers, withdrawals, deposits and address management — so you can give each user only what they need. A view-only role is also available. A view-only user can see everything in the portal — quotes, balances, transfer history and addresses — but cannot trade, withdraw funds or manage addresses. If a user tries to use an action they don't have access to, the portal shows a tooltip explaining who to request the permission from. If you need a permission set that is not available in the UI, contact your account manager. #### What are the conditions for connecting an additional legal entity? Each legal entity must independently complete the full KYC/AML verification process and comply with the same regulatory and onboarding requirements. #### Can the same wallet addresses be used for an additional legal entity? The same wallet addresses cannot be used for an additional legal entity.\ Each wallet address is linked to a specific account and legal entity, therefore new wallet addresses must be added. #### Where can I find the Terms and Conditions (TnC)? You can download your TnC directly from your account at app.finchtrade.com. #### Can I export my account statement / trade history (Excel/CSV)? On the native FinchTrade platform your trade history is available in your account at app.finchtrade.com. For a specific statement format, contact your account manager. #### Can I pause / freeze my account without closing it? If you do not plan to trade for a while but may return later, your account can typically remain dormant without being fully closed, so you would not need to repeat the full onboarding when you resume — subject to periodic KYC/AML re-verification of your details. Please confirm dormancy handling for your specific case with your account manager. #### Can we onboard an additional / new legal entity (including in a different jurisdiction)? Yes — each legal entity must independently complete the full KYC/AML verification and meet the same onboarding and regulatory requirements. Acceptance of a specific jurisdiction is subject to our compliance review, so please share the entity's details with your account manager to confirm before starting. #### **Do you provide a Non-Disclosure Agreement (NDA)?** Yes. We are ready to sign an NDA upon your request. Please contact your account manager to initiate the process. #### **We are closing the company / winding down. Do we still need to answer a compliance request?** Yes. Please answer the outstanding compliance request first, even if the entity is being closed — periodic reviews are launched on a schedule and an unanswered request stays open against the account. After you have replied, send a separate closure notice to stating the legal entity, the reason (e.g. licence not obtained, wind-down) and the effective date. We will then settle any remaining balance to your registered bank account or wallet and close the account. An account can also be left dormant instead of closed if you may return later. #### **Where do I find balances, limits and pending settlements in the web portal?** In [app.finchtrade.com](https://app.finchtrade.com/): * **Limits and margin** — your current equity, margin level, exposure and risk limits are shown under **Settings → Your account → Overview**. Values update in real time as positions open and settle, so there is no separate "last updated" timestamp. * **Pending settlements** — go to the **Transfers** section. Pending settlements have the status "Requested"; you can filter transfers by status. * **Bank details and crypto addresses** — the **Addresses** section, split into Yours, Third parties and FinchTrade's. * **Terms & Conditions and your MG ID** — under your profile icon in the lower-left corner. To export your trade history, open the **History** section and click **Export**