CRM Client Portal User Guide

CRM Back Office User Guide (Abridged)

CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How To Setup Your Prop Broker (Abridged)Prop Trading Version Release Notes

CRM Back Office User Guide (Abridged)CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How To Setup Your Prop Broker (Abridged)Prop Trading Version Release Notes

Introduction
Client Portal (Front-End)
1. Account Registration
2. Login to Client Portal
3. Dashboard
- Dashboard Component
- Become an IB
4. Accounts
5. Funds
6. Referrals
7. Reports
- Types of Reports
- General Report Functions
8. My Profile
9. Prop Trading
10. Trading Competitions
11. Other Functionalities

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11. Other Functionalities

Download Centre

PreviousCoupons NextTicketing

Last updated 7 months ago

In this section, you will be able to view the reports you have extracted, your download history and their respective statuses.

To view your report download history, follow these steps:

Click on your name and select "Download Center".
The list of reports will be shown.
You can click the “Download” button to download the report into excel format.