Viewing Requests
1. Request Types
You can view all client requests by selecting the request type from the dropdown menu. The available request types include:
Open Account – client request to open a new trading account
Update Leverage – client request to change leverage for a trading account
Deposit – client request to deposit funds
Withdrawal – client request to withdraw funds
Transfer – client request to transfer funds
KYC – client submission of KYC documents
Upgrade to IB – client request to upgrade from Trader to IB
IB Registration – client request to register an IB account on the CRM
Reset Password – client request to reset trading account password
Trader Registration – client request to register a Trader account on the CRM
New Withdrawal Information – client request to create new withdrawal details
Trading Competition – client request to join a trading competition
Prop Trading Participation – client request to join a prop trading challenge
Prop Trading Live Step – client request to proceed to the live stage of a prop trading challenge
Prop Paid Retry – client request to retry a prop trading challenge stage
2. Number of Pending Requests
The total number of pending requests is displayed on the Approvals module menu, allowing you to see all pending requests at a glance.
Similarly, in the dropdown menu for different request types, the number of pending requests for each type is also shown.
3. Request Categories
Requests are also categorized as:
My To-Do – requests pending your review (default view)
All – all requests, including those assigned to others or already reviewed
This interface allows you to quickly navigate between request types and review the requests that require your attention.
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