How Can IBs Transfer Funds to Client Accounts?

1. Log In:

   • Access your Client Portal.
   • Navigate to the “Referrals” section in the left menu.

2. Go to Transfer Fund:

   • Click on the “Transfer Fund” tab.

3. Enter Transfer Details:

   • Select the client’s trading account to which you want to transfer funds.
   • Enter the transfer amount in the designated field.
   • (Optional) Add a note in the “Description” box.

4. Submit and Confirm:

   • Click “Submit” to proceed.
   • Confirm the action in the confirmation box.

The funds will be successfully transferred to the client’s account. For further assistance, contact our support team.