Prop Trading Client Portal User Guide
Prop Trading Back Office User Guide
  • Prop Trading Client Portal User Guide
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Components
    • Become an IB
  • 4. Accounts
    • Create New or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfer
    • Withdrawal
    • 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 Challenges
    • Prop Challenge Statistics
  • 10. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Center
    • Ticketing
    • Languages
    • Logging Out
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  1. 3. Dashboard

Dashboard Components

Previous3. DashboardNextBecome an IB

Last updated 9 months ago

The dashboard includes the following:

Total Balance

This refers to the total balance of your trading accounts and wallet.

The total balance is updated real time. You may select the currency in which you wish to view their balance in.

Deposit Button

This is a quick link to the deposit function. Please refer to this section for more details: Deposit

Referrals

This refers to the total number of downlines you have referred.

The data here is updated once a day when you first login to your Client Portal account.

Total Balance Chart

This displays an overview of your account balance in multiple currencies for previous days.

Quick Entry

This displays a list of modules available on the Client Portal. You may select the module for quick navigation.

Trading Accounts

This displays an overview of all the trading accounts you have, including account number, account type, leverage, equity, etc.

Referral Program

You can explore the referral program and access its details here.

Become an IB

This function is for traders to submit an application to become an IB. If you are already an IB, this button will not be displayed.

For more details, please refer to this section: Become an IB

Promotion Links

This is a quick link to "My Promotion Links" for you to navigate quickly to your promotion links.

For more details, please refer to this section:

#4-promotion-links