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