The Wallet tab provides broker with an overview of all the CRM wallets and their respective information.
Brokers can deposit or withdraw funds from the client's wallet.
Brokers can filter the date range for the wallet's deposit and withdrawal history.
Deposit
Fill in the deposit amount.
Key in your comment.
Select "Send notification email to the client" if you want the client to be notified via email. You can select the email language too.
Withdraw
Fill in the withdrawal amount.
Key in your comment.
Select "Send notification email to the client" if you want the client to be notified. You can select the email language too.
Click "Deposit".
Click "Save".
Click "Withdraw".
Click "Save".
Brokers can perform multiple functions to refine or filter the wallet data for better analysis, monitoring and tracking. The functions include:
Brokers will be able to view and edit the details of the wallets by selecting the respective wallet and clicking the "View" icon.
You will be able to view all details in relation to the wallet:
Client - refers to which client the wallet belongs to
Client ID - refers to the client ID of the client that the wallet belongs to
Owner - refers to the owner of the client
Currency - refers to the currency of the wallet
Balance - refers to the balance of the wallet
Pending Withdrawal - refers to the amount that is pending withdrawal (e.g. withdrawal request submitted but not approved by broker yet)
Available Balance - refers to the net balance of the wallet, after deducting any pending withdrawal amount
Deposit / Withdrawal - displays the history of deposit and withdrawal records of the wallet
