Editing Wallet Details

1. Deposit or Withdraw from Wallet

Brokers can deposit or withdraw funds from the client's wallet.

Deposit

1. Click "Deposit".

2. Fill in the deposit amount.

3. Key in your comment.

4. Select "Send notification email to the client" if you want the client to be notified via email. You can select the email language too.

5. Click "Save".

Withdraw

1. Click "Withdraw".

2. Fill in the withdrawal amount.

3. Key in your comment.

4. Select "Send notification email to the client" if you want the client to be notified. You can select the email language too.

5. Click "Save".

2. View Deposit & Withdrawal History

Brokers can filter the date range for the wallet's deposit and withdrawal history.

3. Customize Wallet Permissions

Brokers can configure deposit, withdrawal, and transfer permissions. Enable or restrict actions to suit operational needs, enhancing both security and compliance.

To do so, follow these steps:

1

Edit Wallet Permissions

1. Click the "Edit" icon.

2. You can now configure permissions for deposits, withdrawals, and transfers. By default, all functions are enabled.

3. To disable any function, simply select "No" via the dropdown list.

   

2

Save Your Changes

1. Once you have completed adjusting the permissions, click "Save" to save your changes.

   

A) Application - Disable Deposits to CRM Wallets

Back Office - CRM Wallet

The "Deposit" button will no longer be visible for that wallet.

Back Office - Client Details Page

Clicking "Change Balance" for the CRM wallet will show the "Currency" field, but no options will appear, preventing deposits.

Back Office - Creation of Deposit Request

When creating a Deposit request for the client, "Wallet" will not appear as an available account to deposit funds into.

Client Portal - Submitting Deposit Request

When submitting a Deposit request, "Wallet" will not appear as an available account to deposit funds into.

B) Application - Disable Withdrawals to CRM Wallets

Back Office - CRM Wallet

The "Withdraw" button will no longer be visible for that wallet.

Back Office - Client Details Page

Clicking "Change Balance" for the CRM wallet will show the "Currency" field, but no options will appear, preventing withdrawals.

Back Office - Creation of Withdrawal Request

When creating a Withdrawal request for the client, "Wallet" will not appear as an available account to withdraw funds from.

Client Portal - Submitting Withdrawal Request

When submitting a Withdrawal request, "Wallet" will not appear as an available account to withdraw funds from.

C) Application - Disable Transfers for CRM Wallets

Back Office - Creation of Internal Transfer Request

When creating an Internal Transfer request for the client, "Wallet" will not appear as an available account for both Source Account and Target Account.

Back Office - Creation of Third Party Transfer Request

When creating a Third Party Transfer request for the client, "Wallet" will not appear as an available account for the Source Account.

When creating a Third Party Transfer request from a client to a client with disabled transfer permissions for their wallet, "Wallet" will not appear as an available account for the Target Account.

Client Portal - Submitting Internal Transfer Request

When submitting an Internal Transfer request, "Wallet" will not appear as an available account for both Source Account and Target Account.

Client Portal - Submitting Third Party Transfer Request

When submitting a Third Party Transfer request, "Wallet" will not appear as an available account for Source Account.

When a client submits a Third Party Transfer request to a client with disabled transfer permissions for their wallet, they will still be able to enter the wallet ID. However, upon submitting the request, a popup error will appear, stating that transfers to the target wallet are not allowed.