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.