CRM Information
1. View & Edit CRM Information
You can view and edit the CRM information for the trading account. To make changes:
Click the "Edit" icon.
Make the necessary changes.
Click the "Save" icon.
2. Information Displayed
Account Type
Refers to the account type of the trading account.
For more details, refer to: Client Portal - Open Account Settings
IB Commission Payout
Yes – Trades done from this trading account will be considered for IB commission payouts.
No – Trades done from this trading account will not be considered for IB commission payouts.
Allow CRM Deposit
Yes – You and your clients can deposit funds into the trading account via CRM. By default, this is enabled and the "Deposit" button will be visible.
No – You and your clients cannot deposit funds into the trading account via CRM.
Selecting "No" will hide the Deposit button.
Clients will not be able to see the "Deposit" button for the trading account.
When submitting a deposit request, clients will not be able to see the trading account in the "Account" dropdown menu.
Allow CRM Withdrawal
Yes – You and your clients can withdraw funds from the trading account via CRM. By default, this is enabled and the "Withdraw" button will be visible.
No – You and your clients cannot withdraw funds via CRM.
Selecting "No" will hide the "Withdraw" button.
Clients will not be able to see the "Withdraw" button for the trading account.
When submitting a withdrawal request, clients will not be able to see the trading account in the "Account" dropdown menu.
Allow Transfer
Yes – Clients can transfer funds from or to this trading account via the CRM Client Portal. By default, this is enabled.
No – Clients cannot transfer funds from or to this trading account via CRM. Selecting "No" will hide this account from the "Source Account" and "Target Account" options during fund transfers.
Create Time
Displays the date and time the trading account was created.
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