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The Bulk account editor filters the account base and bulk-sets status - Active or Failed - across every selected account. Use it when a firm-level event or policy decision needs the same status change across many accounts at once.
Where it lives: Risk Operations → Bulk account editor.
Bulk Account Editor

The Bulk Account Editor sub-tab.

Applied across multiple accounts, this is queued. The change is processed in the daily 5:00–6:00 PM EST window between the session close and the next open, not the moment you click. See Risk Operations.

Filter accounts

Click + Add filter to narrow the account universe before editing: Stack multiple filters; the grid updates to matching accounts. Columns: Account ID, User, Balance, Status, Phase.

Workflow

  1. Add filters so the grid shows only the accounts you intend to edit.
  2. Review the population - confirm the count and a few identities.
  3. Select the rows.
  4. Click Edit accounts, pick the target status (Active or Failed), and confirm.
  5. Verify via the Account events log on each affected account.

Use cases

  • Bulk Active - re-activate a cohort after a firm-side correction, for example when a platform issue caused a wave of false Failed states.
  • Bulk Failed - mark a group of accounts as Failed when the decision to fail them was made outside the platform (for example after a manual compliance review), so the platform did not apply the failure itself.
Verify filters first. The Bulk account editor changes status across every selected row at once. Sanity-check the count and a few sample identities before clicking Edit accounts.