CRM Client Portal User Guide
CRM Back Office User Guide (Abridged)
  • Introduction
  • Client Portal (Front-End)
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Component
    • Become an IB
  • 4. Accounts
    • Create New Account or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfers
    • Withdrawals
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenge
    • Prop Challenge Statistics
  • 10. Trading Competitions
    • View Trading Competitions
    • Participate in Trading Competitions
    • Trading Competition Leaderboard
    • Trading Competition Transactions
  • 11. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Centre
    • Ticketing
    • Languages
    • Logging Out
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On this page
  • 1. Adding a Bank Card
  • 2. Editing a Bank Card
  1. 8. My Profile

Bank Card

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Last updated 4 months ago

  1. This section displays all of your bank cards.

  2. You can add up to 10 bank cards for each withdrawal method.

  3. Each bank card stores the bank account / payment details, which can be selected during withdrawal, resulting in the payment details being input automatically.

  4. This process will enhance the efficiency when submitting withdrawal requests and reduce the risk of any incorrect input.

1. Adding a Bank Card

To add a bank card, follow these steps:

Click "Add Bank Card".

Fill in the respective fields and click “Confirm”. The fields displayed here will be in accordance with the withdrawal fields set by the broker.

The process depends on the approval settings configured by the broker:

  1. If approval setting is set as automatic, the bank card will be created immediately, and you will see the status as "Approved".

2. Editing a Bank Card

For each bank card, you will be able to perform the following actions:

View Details
  1. The bank details will be displayed.

Edit / Duplicate Bank Card

You can edit your bank card details if your broker disables bank card approval function. To edit bank card details, follow these steps:

  1. The changes will be reflected immediately.

If the bank card approval function is enabled, you cannot directly edit the bank card details. Instead, you can duplicate the details, make amendments, and submit a new bank card creation request.

To duplicate and edit a bank card:

  1. The request will be submitted to the brokers to review. You will need to wait for the request to be approved before they can use this bank card.

Delete Bank Card

You can also delete your bank cards.

  1. The bank card will be deleted.

Bank Card Request History
  1. You can also view your bank card request history by clicking “Request History”.

  2. The details of the bank card requests, and their respective statuses will be displayed. You can also cancel their pending requests by clicking “Cancel”.

If the approval setting is set as manual, the bank card request will be submitted to the broker. You will have to wait for the request to be approved before you can use the bank card function. Upon submitting the request, the status will show as "Pending".

Click the "View" icon.

Click onto the “Edit” icon.

Make the necessary amendments and click “Confirm”.

Click onto the “Duplicate Bank Card” icon.

Amend the details and click “Submit”.

Click onto the “Delete” icon.

A confirmation notice will appear, and you will need to click “Confirm” to proceed.