How to reset the account balance in a Demo Account?
You can reset your Demo Account balance through the Client Portal or PU Prime App. The steps may differ slightly depending on how your accounts are displayed.
Via Client Portal
There are two account view modes available in the Client Portal. You can switch between them by selecting the option in the top-left corner next to “Open Account.”
If Your Accounts Are in Grid View
- Log in to the Client Portal.
- Navigate to Account and select your Demo account.
- Click the Edit button.
- Select Edit Balance.
- Enter the desired Demo Account balance and select Confirm to complete the process.
If Your Accounts Are in List View
- Log in to the Client Portal.
- Select Accounts from the left-hand menu.
- Select the List View icon.
- Find your Demo Account and select Edit Balance.
- Enter the desired Demo Account balance and complete the update.
Via PU Prime App
- Log in to the PU Prime App.
- Select Trades from the bottom navigation menu.
- Select the account section at the top of the page to open Account Management.
- Find your Demo Account and select Reset.
Need More Help?
If you are unable to reset your Demo Account balance or cannot find the Edit Balance or Reset option, please contact our Customer Support for further assistance.
