CRM Client Portal User Guide

CRM Back Office User Guide (Abridged)

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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1. Internal Transfer
2. Third Party Transfer

5. Funds

Transfers

PreviousDeposit NextWithdrawals

Last updated 4 months ago

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