Creating New Requests

1. Request Types You Can Create

You have the ability to create new requests on behalf of your clients. This function is available only for the following request types:

  • Open Account

  • Update Leverage

  • Deposit

  • Withdrawal

  • Transfer

  • KYC

2. Creation Process

To create a new request for a client:

  1. Select the request type from the dropdown list.

  2. Click "Create".

  3. For request types that cannot be created by you, the "Create" button will not be displayed.

  4. Fill in the required fields for the selected request type. For more details refer to: 3. Required Fields

  5. Once all fields are completed, click "Submit" and the request will be added for review.

3. Required Fields

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".

Transfer

  1. Select "Internal Transfer" or "Third Party Transfer".

  2. Fill in the respective details.

  3. Click "Submit".

KYC

  1. Select the "Client" you're creating the request for.

  2. Click "Proceed to KYC".

  1. You will be redirected to the KYC page.

  2. You will see the previous KYC request status.

  3. For clients who have previously submitted a KYC request, the previously entered data will be shown.

  4. Click the "Edit" icon.

  5. Select the relevant "KYC Forms". For more details, refer to: Creating New KYC Form

  6. Fill in the details and click "Submit".

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