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

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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Logging Out

To logout of your Client Portal account, you will need to click the “Logout” icon.

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