9. Approval
The "Approval" tab provides brokers with a centralized location to manage, review, approve or reject client requests.
Brokers can navigate between the different requests types via the dropdown link. The request types available are:
Open Account - refers to client's request to open a new trading account
Update Leverage - refers to client's request to change leverage for their trading account
Deposit - refers to client's request to deposit funds
Withdrawal - refers to client's request to withdraw funds
Transfer - refers to client's request to transfer funds
KYC - refers to client's submission of KYC form
Upgrade to IB - refers to client's request to upgrade from Trader to IB
IB Registration - refers to client's request to register an IB account on the CRM
Reset Password - refers to client's request to reset the password of their trading account
Trader Registration - refers to client's request to register a Trader account on the CRM
New Bank Card - refers to client's request to create a new bank card
The number displayed on the side of the request type indicates the number of pending requests to be reviewed by the broker.
Requests are also categorized into the following:
My To Do - this refers to requests pending review by you. By default, the approval list will show "My To Do".
All - this refers to all requests, including those that have been reviewed and those assigned to others.
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