17 docs tagged with "finance"

How to identify and handle situations requiring manual balance corrections for client accounts.

How to enable and set up different payment methods for customer deposits (e.g., Bank Transfer, Crypto, e-Wallets).

How to enable and set up different payment methods for customer withdrawals.

How to manually create a deposit for a customer.

How to internally transfer funds between customer accounts or wallets.

How to manually create a withdrawal request for a customer.

How to view and handle customer banking details for withdrawals and verification.

Guide to verifying and approving customer deposit requests, including manual creation.

A guide for administrators on reviewing, approving, and rejecting customer deposit requests in the Traders Room.

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

How to create categories for deposit methods (e.g., Bank Transfer, Cryptocurrency, e-Wallet).

How to create categories for withdrawal methods (e.g., Bank Transfer, Cryptocurrency, e-Wallet).

How to use the Margin Levels view to monitor client account risk and prevent margin calls.

How to access and filter the audit log of all financial transactions in the system.

How to set the execution type for different transaction categories.

A guide for administrators on reviewing, approving, and rejecting customer transfer requests in the Traders Room.

A guide for administrators on reviewing, approving, and rejecting customer withdrawal requests in the Traders Room.