Reviewing Requests

Brokers can review all client requests by clicking the "Review" button.

1) Approving or Rejecting Requests

For each request type, brokers can choose to either "Approve" or "Reject" the request.

Approve

1. Click "Approve".
2. A popup notice will appear. Click "Confirm" to proceed.
3. Once approved, the changes will be reflected.

Reject

1. Click "Reject".
2. A popup notice will appear. Fill in the rejection reason and click "Confirm".

2) Logs

There are 2 types of logs:

1. System generated logs - these logs are created automatically by the system and cannot be edited or deleted.

2. Manually generated logs - these logs are created by the broker and can be edited or deleted.

Brokers can manually add in logs for all requests by following the steps below:

1. By default, the logs will show the creator of the request.

   • If the request was submitted by the client, you will see "User created the request".

   • If the request was submitted by a Backoffice user, you will see the name of the Backoffice user.

2. Click the "Log" icon to add your comments.

   
3. Fill in your comment and attach any relevant files by clicking onto the "Attach" icon.
4. Click "Confirm" and the comment will be recorded down.
5. Logs manually created can be edited or deleted by clicking onto the respective icons.

3) Editing Request Details

1. Brokers can amend the details of the request before approving them. This function is not available for:

   • Update Leverage

   • Transfer

   • Reset Password

   • New Bank Card

2. Different details can be amended for different request types:

Open Account

1. Click the "Edit" icon.
2. Amend the respective fields.
3. Approve or reject the request.

Deposit

1. Click the "Edit" icon.
2. You can only amend the "Payment Amount".

3. Click the "Save" icon.
4. A log of the changes made will be recorded down automatically.
5. Approve or reject the request.

Withdrawal

1. Click the "Edit" icon.
2. You can only amend the "Trading Amount".

3. Click the "Save" icon.
4. A log of the changes made will be recorded down automatically.
5. Approve or reject the request.

KYC

1. Click the "Edit" icon.
2. Amend the respective fields and click the "Save" icon.
3. Approve or reject the request.

Upgrade to IB

1. Click the "Edit" icon.
2. Amend the respective fields.
3. Approve or reject the request.

IB Registration

1. For IB registration, brokers can amend the following:

   • Request Details

     1. Click the "Edit" icon.
     2. Amend the respective fields and click the "Save" icon.
   • Rebate Details

     • This allows brokers to immediately configure the rebate account for the IB during registration.

     • Click the "Edit" icon.
     • Select the preferred option, fill in the respective details and click "Save".
2. Approve or reject the request.

Trader Registration

1. This is applicable only if you registration method to include KYC and trading account creation. Please refer to this section for more details: Registration Process Settings

2. Brokers will be able to view the registration, KYC and open account information in a single request.

3. Click on the "Edit" icon.
4. Amend the respective fields and click "Save".
5. Approve or reject the request.