Account management FAQs

Account management

You receive daily and monthly statements by email. Additionally, you can download your trade history reports from the MT4 trade terminal directly.

The dealing software tracks all trading activity in real time, allowing clients to view current open positions, real-time profit and loss, margin availability, account balances and all historical transaction details directly on-screen. In addition, clients can access their account statements by right-clicking in the Account History tab and selecting their time frame.

Balance: When you have no open positions, balance is the amount of money you have in your account. For example, when you have $5,000 in your account and you have no open position, your account balance is $5,000.

Equity: Equity is your account balance plus the floating profit/loss of your open positions: Equity = Balance + Floating Profit/Loss. For example, when you have open positions and they are $1,500 in profit in total, then your account equity is your account balance plus $1,500. If your positions were $1,500 in negative, then your account equity would be your account balance minus $1,500.

To reset your password at any time please click this link. If this does not work, please contact a member of our Client Services Team by emailing support@capitalindex.com or phoning 44 (0)207 060 5120.

No. Your passwords are the same for both your Client Portal and your MT4 trading account.

If you need to discuss a trade, please contact our Client Services Department at support@capitalindex.com or by phone on +44 (0)20 7060 5130. Please have your trading account number and trade ID ready.  

You can contact Learn To Trade on:

  • UK 020 7751 8900
  • ZA +21 11 783 0716
  • AU (02) 8412 6000
  • PHL +632 626 3200

Your account balance is located in your Trading Terminal in MT4.

If you wish to close your account, please send us an email to support@capitalindex.com from your registered email address and we will arrange this for you.

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