Deposit Account Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the deposit account settings tab, brokers can choose whether to allow clients to deposit funds into their CRM wallets or not. This decision depends on the broker's preferences and business requirements.

Allowing clients to deposit into their CRM wallets provides flexibility for managing funds. Clients can deposit funds into their CRM wallets and then allocate them to their trading accounts using the "Transfer" function. This centralizes the balance and allows clients to distribute funds as needed.

Alternatively, brokers may prefer to restrict deposits directly to the trading accounts without involving the CRM wallets. Clients would deposit funds directly into their trading accounts without any intermediate step.