# CRM Information

### <mark style="color:red;">1. View & Edit CRM Information</mark>

You can view and edit the CRM information for the trading account. To make changes:

1.  Click the **"Edit"** icon.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FB8OPrfz4Tmud8C75ixv4%2Fimage.png?alt=media&#x26;token=314b9186-e437-4c41-905c-0d7ad6cbae88" alt=""><figcaption></figcaption></figure>
2. Make the necessary changes.
3.  Click the **"Save"** icon.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FWQ3goZJiMzH1iOA3puTZ%2Fimage.png?alt=media&#x26;token=aaa8c6f7-36b6-49cd-bb8f-61a4290d4214" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">2. Information Displayed</mark>

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Account Type</strong></td><td><ul><li>Refers to the account type of the trading account. </li><li>For more details, refer to: <a data-mention href="../../17.-settings/client-portal-open-account-settings">client-portal-open-account-settings</a></li></ul></td></tr><tr><td><strong>IB Commission Payout</strong></td><td><ul><li><strong>Yes</strong> – Trades done from this trading account will be considered for IB commission payouts.</li></ul><ul><li><strong>No</strong> – Trades done from this trading account will not be considered for IB commission payouts.</li></ul></td></tr><tr><td><strong>Allow CRM Deposit</strong></td><td><ul><li><p><strong>Yes</strong> – You and your clients can deposit funds into the trading account via CRM. By default, this is enabled and the <strong>"Deposit"</strong> button will be visible.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F8NqWCkJ8UuxZ7vPAwECe%2Fimage.png?alt=media&#x26;token=93201346-3f26-470a-9b1d-0253395a1354" alt=""><figcaption></figcaption></figure></div></li></ul><ul><li><p><strong>No</strong> – You and your clients cannot deposit funds into the trading account via CRM. </p><ul><li><p>Selecting <strong>"No"</strong> will hide the <strong>Deposit</strong> button.  <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FBNcIFYRUGu5fRmUQrWrq%2Fimage.png?alt=media&#x26;token=9a320780-4b3d-443a-a381-4c2a3d3d8919" alt=""><figcaption></figcaption></figure></div><p></p></li><li><p>Clients will not be able to see the <strong>"Deposit"</strong> button for the trading account. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fv5L9pmbqDE9UmapFIuhs%2Fimage.png?alt=media&#x26;token=22237ead-0eb8-4f81-a824-56b2c465777d" alt=""><figcaption></figcaption></figure></div></li><li><p>When submitting a deposit request, clients will not be able to see the trading account in the <strong>"Account"</strong> dropdown menu. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FRV7epcnxCQCyTL0P7K36%2Fimage.png?alt=media&#x26;token=88820efe-ef50-46a2-9c65-4a3d11f5ea13" alt=""><figcaption></figcaption></figure></div></li></ul></li></ul></td></tr><tr><td><strong>Allow CRM Withdrawal</strong></td><td><ul><li><p><strong>Yes</strong> – You and your clients can withdraw funds from the trading account via CRM. By default, this is enabled and the <strong>"Withdraw"</strong> button will be visible.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F37hZH8BMLPlvzGNQsQW2%2Fimage.png?alt=media&#x26;token=72f255b0-4735-45df-b998-c1d4b051ec86" alt=""><figcaption></figcaption></figure></div></li></ul><ul><li><p><strong>No</strong> – You and your clients cannot withdraw funds via CRM. </p><ul><li><p>Selecting <strong>"No"</strong> will hide the <strong>"Withdraw"</strong> button.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F5K4dXx59z9KUYZkrzCEE%2Fimage.png?alt=media&#x26;token=d1fef96c-6ad4-4fc5-b681-49f4633468ab" alt=""><figcaption></figcaption></figure></div></li><li><p>Clients will not be able to see the <strong>"Withdraw"</strong> button for the trading account. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F9xoFgITeUztTYc1jk2U5%2Fimage.png?alt=media&#x26;token=2119e5b1-4038-4f82-9bb8-5ddfce60f167" alt=""><figcaption></figcaption></figure></div></li><li><p>When submitting a withdrawal request, clients will not be able to see the trading account in the <strong>"Account"</strong> dropdown menu. <br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FL0W3r1orKF1QPKAK0h0l%2Fimage.png?alt=media&#x26;token=09330eea-e1d3-40bd-9368-8814c4b10653" alt=""><figcaption></figcaption></figure></div></li></ul></li></ul></td></tr><tr><td><strong>Allow Transfer</strong></td><td><ul><li><strong>Yes</strong> – Clients can transfer funds from or to this trading account via the CRM Client Portal. By default, this is enabled.</li></ul><ul><li><p><strong>No</strong> – Clients cannot transfer funds from or to this trading account via CRM. Selecting <strong>"No"</strong> will hide this account from the <strong>"Source Account"</strong> and <strong>"Target Account"</strong> options during fund transfers.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Ftfqt0FB9nB7AqaqT6MVU%2Fimage.png?alt=media&#x26;token=66f841c8-f2c3-46b6-93d5-9f272318b9f1" alt=""><figcaption></figcaption></figure></div></li></ul></td></tr><tr><td><strong>Create Time</strong></td><td><ul><li>Displays the date and time the trading account was created.</li></ul></td></tr></tbody></table>
