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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5. Funds

Transactions

PreviousWithdrawals NextRequest History

Last updated 1 year ago

You can review all transactions conducted for your wallet or trading accounts. This encompasses deposits, withdrawals, transfers, referral commission payouts, and various other transactions.

To view transactions, simply click onto "Transactions".

You can filter the data via transaction timeframe.