New platform menu coming in Q3
We are pleased to announce that the new “My Profile” platform menu will be released to Introducing Broker partners in Q3.
The new platform menu provides easy access to many important platform functions that are currently embedded in the Account section of the platform, including:
- Personal details, where clients can easily access and update their account details
- Platform settings and subscriptions to market data
- Account services, where clients can request additional trading sub-accounts and other services
- Deposits and transfers, including direct access to:
- Deposit options for funding your account
- Withdrawals
- Inter-account transfers
- Corporate actions
- Account reports including:
- Corporate actions
- Report generator (creates a PDF for the portfolio report and several other reports)
- Account statements