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 Client Portal User Guide CRM Back Office User Guide (Abridged)CRM Version Release Notes

Prop Trading Back Office User Guide

Prop Trading Client Portal User Guide
1. Account Registration
2. Login to Client Portal
3. Dashboard
- Dashboard Components
- Become an IB
4. Accounts
5. Funds
6. Referrals
7. Reports
- Types of Reports
- Report Functions
8. My Profile
9. Prop Trading
10. Other Functionalities

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Last updated 11 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.