A Quick Tour of the New Dashboard
Welcome to the Gen 2 Client Portal, your secure command center for all account and funding activities. The new interface has been designed for clarity and ease of use.
Here is a brief overview of the key sections:
Dashboard Overview:
Section titled “Dashboard Overview:”Your main landing page, showing a high-level summary and quick access to common actions.
Funding:
Section titled “Funding:”Manage all of your assets. Use this section to whitelist funding wallets and accounts, find deposit instructions for all supported FIAT and crypto assets, and to initiate withdrawals.
Entity Management:
Section titled “Entity Management:”Manage your organization’s security. Invite team members, assign roles (RBAC), and create secure, multi-person approval workflows.
API Trading:
Section titled “API Trading:”For programmatic trading, visit this section to create and manage your API keys for our FIX trading endpoint.
Account & Security Settings:
Section titled “Account & Security Settings:”Manage your personal profile, change your password, and manage your MFA devices here.
What’s Next?
Section titled “What’s Next?”Your account is now fully active and ready to be funded. Explore the knowledge base categories for detailed guides.