Creating New Requests

Brokers have the ability to create new requests on behalf of their clients. This function is not available for the following request types:

1. Transfer

2. Upgrade to IB

3. IB Registration

4. Reset Password

5. Trader Registration

6. New Bank Card

To create new requests for your clients, follow the steps below:

1. Select the request type via the drop down list.

2. Click "Create".

   
3. Fill in the respective fields for each request type:

Open Account

1. Select the client you're creating the request for.

2. Select the Trading Platform.

3. Select the Leverage.

4. Click "Submit".

Update Leverage

1. Select the client you're creating the request for.

2. Select the Trading Account.

3. Select the Leverage.

4. Click "Submit".

Deposit

1. Select the client you're creating the request for.

2. Select the account to deposit funds into.

3. Select the Payment Method.

4. Fill in the Payment Currency, Payment Amount and any other deposit fields required. Please refer to this section for more details: Payment Method Settings

5. Click "Submit".

Withdrawal

1. Select the client you're creating the request for.

2. Select the account to withdraw funds from.

3. Select the Withdrawal Method.

4. Fill in the Withdrawal Currency, Withdrawal Amount and any other withdrawal fields required. Please refer to this section for more details: Withdrawal Method Settings

5. Click "Submit".

KYC

1. Select the client you're creating the request for.

2. Click "Proceed to KYC".
3. You will be redirected to the KYC page.

4. Click the "Edit" icon and select the KYC form.
5. Fill in the details and click "Submit".