The Participant access page shows why one wallet can or cannot trade on a venue. It gathers the venue's admission policy, a block, the verifications the wallet's identity holds, freezes on the listed securities, private-instrument participant lists, the access profile of each instrument, and desk limits. Instrument status, the trading calendar and the token's compliance rules can still refuse an order and are not on this page.
Steps
Open the page for a wallet
Open it from the View venue access link under a wallet's address in a private instrument's participant list, or from the “Holders” tab of an asset. In the holders table, the row menu of a holder shows “View access on” and the venue's name for each venue that lists the asset as an instrument's security. The page opens under the venue, with the wallet's address in the breadcrumb.
Read the sections
Admitted applies the same admission rule as order intake. A discoverable venue that requires no verification topics and no membership admits any wallet. Every other venue admits a wallet only when it has a registered identity that holds every required verification topic and, if the venue requires membership, is a venue member. When “Admitted” reads No, “Reason not admitted” says whether the wallet has no registered identity or its identity does not meet the admission requirements. The block is shown apart in its own section. A limit that is proposed and not approved does not appear under “Desk limits”, because it constrains no order.
Assign a trading member
To assign a broker, open the wallet's “Participant access” page. Its “Trading member” section names the participant, its broker and the trading member of its orders. Select Assign broker or “Change broker”, search for the broker participant, enter a reason and confirm with your wallet. “Remove broker” makes the participant its own trading member again. A venue operator or venue admin makes the change, and it waits for a second person only while the “Administration” row under “Approvals” on General protects the “Venue administration” group. The reason goes into the audit log with the broker before and after. The change applies to orders placed from that moment on. Earlier orders keep their trading member, as Orders describes.
Edit a participant's access on a private instrument
On a private instrument's participant list, Edit access opens the participant's access on that instrument. The editor holds these settings:
- Access profile: “Full access”, “Watchlist only”, or a profile the venue named.
- Place orders: “Follow profile”, shown with the profile's value in brackets, or “Allow” or “Block”.
- See the instrument in watchlists: “Follow profile”, or “Allow” or “Block”.
- See order book depth: “Follow profile”, or “Allow” or “Block”.
- Instrument groups: follows the profile, or “Only the groups I choose” with at least one group, or “All instrument groups”.
Enter a “Reason for the change”, select Save access and verify your wallet.
Saving replaces the whole access, so a setting you leave on “Follow profile” drops any earlier override.
Only a platform administrator or the organisation owner can save. A wallet barred from the instrument shows every setting off until the bar is lifted. An order on an instrument whose group the wallet may not trade is refused with “This account may not trade the instrument group of this instrument.”
Troubleshooting
The page says the wallet is not a participant
A wallet counts as a participant of the venue when it is a venue member, appears on an instrument's participant list, or has an active block. For any other wallet the page reads “This wallet is not a participant of this venue” and offers Open permissions, the tab where the wallet is admitted.
The page says not found
Opening the page needs the Venue operator or Venue admin role on this venue. Ask a venue admin to grant it on Permissions.
API routes
The first route answers a non-participant with a 404 and the code TRADING_. The request and response fields are in the v2 API reference.