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:

1. Summary of Client

2. Registration Information

   
3. KYC

   
4. Bank Card

   
5. Trading Accounts

   
6. Wallet

   
7. Referral

   
8. Commissions