# 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:&#x20;

1. Upgrade to IB&#x20;
2. IB Registration&#x20;
3. Reset Password
4. Trader Registration&#x20;
5. New Bank Card&#x20;

To create new requests for your clients, follow the steps below:&#x20;

1. Select the request type via the drop down list.&#x20;
2.  Click "Create". \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FtTfFsdaIUeZLCrXpbm29%2Fimage.png?alt=media&#x26;token=d321ea09-3050-4c70-9a07-8d6580696a80" alt=""><figcaption></figcaption></figure>
3. Fill in the respective fields for each request type:&#x20;

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Open Account</strong></td><td><ol><li>Select the client you're creating the request for. </li><li>Select the Trading Platform. </li><li>Select the Leverage. </li><li>Click "Submit". </li></ol><p><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F6J8MX8Y5t5ewdUEgN4OE%2Fimage.png?alt=media&#x26;token=d367b42d-a75d-40b0-a3b5-058eff709c8c" alt=""></p></td><td></td></tr><tr><td><strong>Update Leverage</strong></td><td><ol><li>Select the client you're creating the request for. </li><li>Select the Trading Account. </li><li>Select the Leverage. </li><li>Click "Submit". </li></ol></td><td><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FnpZVPIPbOrjxPdSfDfBR%2Fimage.png?alt=media&#x26;token=fc14f019-a938-47f2-93d3-5d5d044ca918" alt=""></td></tr><tr><td><strong>Deposit</strong></td><td><ol><li>Select the client you're creating the request for. </li><li>Select the account to deposit funds into. </li><li>Select the Payment Method. </li><li>Fill in the Payment Currency, Payment Amount and any other deposit fields required. Please refer to this section for more details: <a data-mention href="../17.-settings/client-portal-transaction-settings/payment-method-settings">payment-method-settings</a></li><li>Click "Submit". </li></ol><p><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FCtL15CLgFG6J8JdogcIi%2Fimage.png?alt=media&#x26;token=750bcd80-3bcd-4b01-ba8a-aa64f75989e5" alt=""></p></td><td></td></tr><tr><td><strong>Withdrawal</strong></td><td><ol><li>Select the client you're creating the request for. </li><li>Select the account to withdraw funds from. </li><li>Select the Withdrawal Method. </li><li>Fill in the Withdrawal Currency, Withdrawal Amount and any other withdrawal fields required. Please refer to this section for more details: <a data-mention href="../17.-settings/client-portal-transaction-settings/withdrawal-method-settings">withdrawal-method-settings</a></li><li>Click "Submit". </li></ol><p><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3a33mNL63IyBWnYG8vHV%2Fimage.png?alt=media&#x26;token=f1419187-870b-4a07-996e-27662526ba2e" alt=""></p></td><td></td></tr><tr><td><strong>KYC</strong></td><td><ol><li>Select the client you're creating the request for.</li><li>Click "Proceed to KYC". <br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FUw17AdcyPBmtpTdOqmGh%2Fimage.png?alt=media&#x26;token=a8ed03c5-0859-43c7-9f8b-745010b80193" alt=""></li><li>You will be redirected to the KYC page. </li><li>Click the "Edit" icon and select the KYC form. <br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F4BrLw0NQOeOSeY64CzIS%2Fimage.png?alt=media&#x26;token=e1dff732-d332-4519-8817-a132056a06ee" alt=""></li><li>Fill in the details and click "Submit". <br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FIWSIdbFEw5FNapyEpG4b%2Fimage.png?alt=media&#x26;token=0d6d6102-68e9-4c6a-8991-a813dfe32ac8" alt=""></li></ol></td><td></td></tr><tr><td><strong>Transfer</strong></td><td><ol><li>Select "Internal Transfer" or "Third Party Transfer". </li><li>Fill in the details. </li><li>Click "Submit". <br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fx6glk9VdBOMVhNlC28UO%2Fimage.png?alt=media&#x26;token=467bf6ba-dab3-4d03-92ef-427df3d2cf7d" alt=""></li></ol></td><td></td></tr></tbody></table>
