CRM Information

Brokers will be able to view the CRM information of the trading account. The following information will be displayed:

Brokers will be able to amend the information by following the steps below:

1. Click the "Edit" icon.

   
2. The following information can be amended:

   • CRM Account Type

   • Rebate

     1. Yes - trades done from this trading account will be considered for IB commission rebates.

     2. No - trades done from this trading account will not be considered for IB commission rebates (i.e. all trades will not result in any IB commissions).

   • Allow CRM Deposit

     1. Yes - clients and brokers will be able to deposit funds into the trading account via CRM. By default, this will be enabled and the "Deposit" button will be shown.

     2. No - clients and brokers will not be able to deposit funds into the trading account via CRM. Selecting "No" here will result in the "Deposit" button to be hidden. Similarly, clients will not be able to submit deposit requests to this trading account via the CRM Client Portal.

   • Allow CRM Withdrawal

     1. Yes - clients and brokers will be able to withdraw funds from the trading account via CRM. By default, this will be enabled and the "Withdraw" button will be shown.

     2. No - clients and brokers will not be able to withdraw funds from the trading account via CRM. Selecting "No" here will result in the "Withdraw" button to be hidden. Similarly, clients will not be able to submit withdrawal requests for this trading account via the CRM Client Portal.

   • Allow Transfer

     1. Yes - client will be able to transfer funds from or to this trading account via the CRM client portal. By default, this will be enabled.

     2. No - client will not be able to transfer funds from or to this trading account via the CRM client portal. Selecting "No" here will result in this trading account being hidden from "Source Account" and "Target Account" when clients are transferring funds on the CRM client portal.

        
3. Click the "Save" icon.