10 docs tagged with "customers"

Learn how to register a single customer or upload multiple customers via Excel in Traders Room.

How to assign or unassign customers to employees for account management.

How to use the report to analyze customer interaction and activity levels.

How to view, create, and manage wallets for your customers.

Learn how to manage the KYC verification process by reviewing submitted customer documents.

Instructions on how to change the leverage setting on a customer's trading account.

How to access and filter all trading accounts with customer investing view.

How to use the graphical timeline to visualize a customer's activities.

How to access and navigate the main customers list with filtering and search capabilities.

How to access and analyze customer trading activities and history.