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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User ID and Referral Code

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Last updated 3 months ago

You can access your account User ID and Referral Code by simply clicking on your profile name.

You can also conveniently copy their referral code with the copy button. This allows you to easily share your referral code with your downlines or potential clients, enhancing your referral process.