Application

Client Withdrawal via Match2Pay

To submit a withdrawal request via Match2Pay, your client will need to follow these steps:

Step 1

On the CRM Client Portal, go to the "Funds" section and click on "Withdraw."

Step 2

1. Complete the withdrawal form. Ensure that you select "Match2Pay" as the withdrawal method.

2. Enter your wallet address in the provided field.

3. Finally, click "Submit" to process your withdrawal request.

   

Step 3

After submitting the withdrawal request, clients will be redirected to the withdrawal request page. This page will display the status of their withdrawal, allowing them to track its progress conveniently.

Reviewing Client's Match2Pay Withdrawal Request

To review client's withdrawal request via Match2Pay, follow these steps:

Step 1

1. Navigate to Approval > Withdrawal.

   
2. Locate the specific withdrawal request you wish to review and click "Review".

   

Step 2

1. The first level of approver will be able to review the client's wallet address.

   
2. Once the wallet address is verified, they can click "Approve" or "Reject".

   
3. Upon approval, the funds will be deducted from the client's trading account and instructions will be sent to Match2Pay to process the funds transfer to the client.

Step 3

1. The second level of approver will see the Funding Status as "Withdrawn," indicating that funds have been deducted from the client's trading account.

   
2. The payment status of the withdrawal will be displayed as well:

   • Pending - The withdrawal process is still ongoing.

   • Success - Funds have been successfully transferred to the client.

   • Failed - Funds failed to be transferred to the client.

3. If the status is "Success," you can proceed to approve the withdrawal request to complete the process.

   
4. For other payment statuses (Pending/Failed), you will need to review the progress and reasons for the pending or failed transaction on the Match2Pay portal.

5. Depending on the situation, you can amend the "Payment Status" in the CRM by clicking the "Edit" icon and selecting the appropriate status. Subsequently, you can approve or reject the withdrawal request as necessary.