Viewing and Editing Client Details

The following details will be displayed for each client:

1) Summary of Client

Information Displayed

A summary of your client will be displayed here. Information includes:

1. Name of Client

2. Client ID

3. Owner

4. Participants

5. Client Group

6. Leads - this is applicable if the client's account was converted from a Lead.

Editing Information

Brokers can amend the details by clicking onto the "Edit" icon and making the necessary changes. The following details can be edited:

1. Client Type

2. Owner

3. Participants

4. Client Group

2) Registration Information

Information Displayed

The "Register Info" tab displays the registration information submitted by the client:

1. System Information

   • Source - this displays the source of the client if the client registered their account via a promotional link.

   • Join Date

   • Domain

2. Personal Information

   • Name

   • Nationality

   • Phone

   • Email

3. Agency Qualification (for IBs only) - the details shown will be as per the fields setup by the broker (please refer to this section for more details: Registration Form).

   • Company

   • Total Number of Current Customers

   • Number of New Customers per Month

   • Current Total Funds

   • Years of Employme

Editing Information

Brokers can amend all details except for Source and Join Date by following the steps below:

1. Click the "Edit" icon.

   
2. Make the changes.

3. Click the "Save" icon.

   

Reset Password

Brokers can assist clients to reset their CRM account password by the following the steps below:

1. Click "Reset Password".

   
2. Fill in the new password.

3. Select "Force User to Update Password" if you require the client to change the password upon logging in.

4. Click "Confirm".

   

3) KYC

Information Displayed

The "KYC" tab displays the KYC information submitted by the client. The KYC fields shown will be as per what the broker configured in the KYC settings page (please refer to this section for more details: KYC Dynamic Form).

Editing Information

Brokers can amend the KYC details by following the steps below:

1. Click the "Edit" icon.

   
2. Amend the KYC status. The available options are:

   • Pending

   • Approved

   • Rejected

     
3. Select the applicable KYC form.

   
4. Make the necessary changes.

   • If you are selecting a different KYC form from what client originally field in, all data will be lost, and you will need to reinput them.

     
5. Click the "Save" icon.

   

Profile History

Brokers can view the Profile History of the client by following the steps below:

1. Click "Profile History".

   
2. The list of KYC requests submitted by the client and their respective statuses will be shown.

   

4) Bank Card

Information Displayed

The "Bank Card" tab displays all bank cards for the various withdrawal methods and their respective statuses.

By default, the bank card details will be hidden. The view the details of each bank card, click onto the "View" icon.

Add Bank Cards

Brokers can assist clients to add bank cards by following the steps below:

1. Click "Add Bank Card".

   
2. Fill in the respective fields.

3. Click "Confirm".

Edit Bank Cards

Brokers can amend the details of approved bank cards. Bank cards that are pending review cannot be edited. To edit a bank card, follow the steps below:

1. Click onto the "Edit" icon.

   
2. Make the necessary changes.

3. Click "Confirm" to save your changes.

Deleting Bank Cards

Brokers can delete bank cards that are approved. Bank cards pending review cannot be deleted. To delete a bank card, follow the steps below:

1. Click onto the "Delete" icon.

   
2. A pop-up notice will show. Click "Confirm" to proceed to delete the bank card.

5) Trading Accounts

Information Displayed

The "Trading Accounts" tab displays all the live and demo trading accounts that the client has and their respective statuses.

View Details

Brokers can view the details of each trading account by clicking onto it. A new tab will be opened showing the trading account details.

Create / Bind Accounts

Brokers can assist client to create or bind trading accounts by clicking onto the respective buttons and filling in the necessary information. Please refer to this section for more details: Creating New Trading Accounts

Unbind Accounts

Brokers can unbind trading accounts from the client by following the steps below:

1. Click the "Unbind" icon.

   
2. A pop-up notice will appear. Click "Confirm" to proceed to unbind.

   

Rebate Account

Brokers can set the rebate account for the client by following the steps below. Rebate account refers to the account that will receive IB commission rebates. (For more details, please refer to this section for more details: Fixed Commission Scheme).

1. Click onto the "Settings" icon.

   
2. Select the respective trading account.

3. Click "Confirm".

   

6) Wallet

Information Displayed

The "Wallet" tab displays the current status of the client's CRM wallet. Information displayed includes the following:

1. Total Balance

2. Pending Withdrawal

   

Change Balance

Brokers can deposit or withdraw funds from the client's CRM wallet by following the steps below:

1. Click "Change Balance".

   
2. Fill in the respective details:

   • Select Deposit or Withdraw.

   • Select Currency.

   • Enter Amount.

   • Fill in Comment (if any).

   • Select "Send notification email to the client" if you want the client to be notified via email with regards to the amount deposited / withdrawn.

3. Click "Confirm" and the CRM wallet balance will be updated immediately.

   

7) Referral

Information Displayed

The "Referral" tab displays an overview of the client's referral and downlines. Information displayed includes the following:

1. Referral Code - this refers to the clients referral code.

2. User Tree - clicking "Referral Tree" will display the referral tree.

3. Referrer - this refers to the name of the referrer.

4. Upline - this refers to the number of uplines.

5. Direct Downline - this refers to the number of direct downlines. Direct downlines mean the downlines that were directly referred by this client.

6. Indirect Downline - this refers to the number of indirect downlines. Indirect downlines mean the downlines that were referred by the client's downlines.

   

Edit Referral Code

Brokers can only edit the Referral Code. The rest of the information cannot be changed.

1. Click the "Edit" icon.

   
2. Key in the Referral Code.

3. Click "Save".

   

Add / Change Referrer

Brokers can assist clients to add or change their referrer.

For clients with no existing referrer, the broker can add referrer by following the steps below:

1. Click "Add Referrer".

   
2. Select the Referrer.

3. Select "Bring Downlines" if you want the entire referral tree to be under the referrer.

4. Click "Update" and the client will now be a downline of the selected referrer.

   

For clients with an existing referrer, the broker can change the referrer by following the steps below:

1. Click "Change Referrer".

   
2. Select the Referrer.

3. Select "Bring Downlines" if you want the entire referrer tree to be under the new referrer.

4. Click "Update" and the client's referrer will be updated to the selected referrer.

   

Referral Tree

Brokers can view the referral tree by clicking "Referral Tree".

Brokers will be able to view their:

1. Uplines

   • Name of Upline

   • CRM ID of Upline

   • User Tier of Upline

   • Client Group

     
2. Downlines

   • Name of Upline

   • CRM ID of Upline

   • User Tier of Upline

   • Client Group

   • Brokers can expand the tree to view all their downlines by clicking onto the "Expand" icon.

     

8. Commissions

Information Displayed

The "Commissions" tab displays the referral commission scheme that is applied to the client. The information displayed includes the following:

1. User Tier

2. Fixed Commission Rule

3. Flexible Commission Rule

Edit User Tier

Brokers can edit the user tier by following the steps below:

1. Click onto the "Edit" icon.

   
2. Select the Rank Structure and Tier.

   • The Rank Structure can be changed only if the client is the highest upline.

   • Otherwise, the broker will only be able to change the tier.

   • This is because the downlines will follow the Rank Structure of their highest upline.

3. Click "Confirm".

   

Commission Scheme

Brokers can click onto the commission structure to view more details regarding the commission scheme.

1. Click the Commission Scheme.

   
2. Broker will be redirected to the commission settings where they can view the details (please refer to this section for more details: Rule Settings)

Brokers can also change the commission scheme by following the steps below:

1. Click "Change Commission Scheme" or "Add Commission Scheme".

   • "Change Commission Scheme" - this will be displayed if there is an existing commission scheme applied to the client.

   • "Add Commission Scheme" - this will be displayed if there is no existing commission scheme applied to the client.

     
2. For "Change Commission Scheme", select the commission scheme and click "Save".

   
3. For "Add Commission Scheme":

   • Select the commission scheme.

   • Select "Add rule for downline IBs" if you want to add this commission scheme for the client's downlines as well.

   • Select "Replace rule for downline IBs" if you want to replace existing commission schemes of your downlines with this selected commission scheme.

   • Click "Save".

     

Please refer to this section for more details on commission schemes: Rule Settings