Creating New Requests
Last updated
Last updated
Brokers have the ability to create new requests on behalf of their clients. This function is not available for the following request types:
Transfer
Upgrade to IB
IB Registration
Reset Password
Trader Registration
New Bank Card
To create new requests for your clients, follow the steps below:
Select the request type via the drop down list.
Click "Create".
Fill in the respective fields for each request type:
Open Account
Select the client you're creating the request for.
Select the Trading Platform.
Select the Leverage.
Click "Submit".
Update Leverage
Select the client you're creating the request for.
Select the Trading Account.
Select the Leverage.
Click "Submit".
Deposit
Select the client you're creating the request for.
Select the account to deposit funds into.
Select the Payment Method.
Click "Submit".
Withdrawal
Select the client you're creating the request for.
Select the account to withdraw funds from.
Select the Withdrawal Method.
Click "Submit".
KYC
Select the client you're creating the request for.
You will be redirected to the KYC page.
Fill in the Payment Currency, Payment Amount and any other deposit fields required. Please refer to this section for more details:
Fill in the Withdrawal Currency, Withdrawal Amount and any other withdrawal fields required. Please refer to this section for more details:
Click "Proceed to KYC".
Click the "Edit" icon and select the KYC form.
Fill in the details and click "Submit".
