Editing Clients
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.
1) View Client Details
Brokers will be able to view and edit the details of their clients by selecting the respective client and clicking the "View" icon.
2) Editing Client Details
You will be able to view and edit the following details:
Registration Information
KYC
Bank Card
Trading Accounts
Wallet
Referral
Commissions
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