Clear answers for clients and brokerage teams.
Find information about client profiles, platform access, wallet activity, verification, security, and brokerage support.
Client Area
Role-based access to client and account information.
Platforms
MT4 and MT5 integration architecture; deployment configuration applies.
Wallet
Transaction records and actions depend on connected services.
Support
Use the available support channel for account questions.
Section 1
Client profiles and access
Common questions about the client workspace and role-based access.
How do I open my client workspace?
Sign in through the Client Area. The sections available after sign-in depend on the role assigned to your account.
Which account information can I see?
The CRM displays the client and account information available to your role and to the services connected for the brokerage deployment.
What should I do if my profile details are incorrect?
Contact the brokerage through the configured support channel and identify the profile information that needs review. Do not send passwords or authentication codes.
Section 2
Trading accounts and platforms
Platform and account access depend on the services enabled by the brokerage.
Which trading platforms are available?
The project includes MT4 and MT5 integration architecture. Live platform availability, servers, and credentials depend on the brokerage configuration.
Where can I find my trading-account details?
Sign in and open the Trading Accounts area. Details appear there when a connected service has supplied them to your profile.
What if I cannot connect to a platform?
Check the server and account details supplied by the brokerage, then contact support if access still fails.
Section 3
Wallet activity and withdrawals
Wallet actions and transaction records depend on the configured payment services and brokerage policy.
Can I deposit or withdraw from the CRM?
Available actions depend on the wallet and payment services enabled for the brokerage. Check the client workspace or contact the brokerage for current availability.
Where can I review a transaction?
Open Wallet or Transaction History to review records made available to your client profile.
What are the withdrawal methods and processing times?
Methods, eligibility, minimum amounts, and processing times follow the brokerage's current published policies and configured services.
Section 4
Verification and account security
Use the steps and security options presented for your client profile.
Where can I check verification requirements?
Review the compliance information published by the brokerage and the verification status shown in your client workspace.
How should I share account information with support?
Provide only the information needed to identify the account or request. Never share passwords, one-time codes, or private keys.
Why are some verification options unavailable?
Available verification actions depend on the client role and the compliance services enabled for the brokerage deployment.
Section 5
Support and account activity
Find help for client records, platform access, and information shown in the CRM.
How do I contact the brokerage?
Use the support area while signed in, or use the public Contact page if you cannot access your account.
Does the CRM show live trading or risk data?
Only data supplied by connected services can appear. Platform availability and monitoring details depend on the brokerage configuration.
Who can view client information?
The application has role-based workspaces. Access to particular records depends on the account role and application configuration.
Role-based access
Client information is available according to the role assigned to each user.
Configuration-dependent services
Platform access, wallet actions, and account data depend on the services connected for each deployment.
Protect account security
Never share passwords, authentication codes, or private keys through support channels.
Still have a question?
Use the public contact form for general questions, or sign in for support related to your client profile and account access.