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What can I do in the client portal?

Finding your way around

A
Written by Alex Nicholas

The client portal is where you manage your trading accounts, your money and your settings. Use the menu at the top of the page:

  • Dashboard: your total balance, wallet balance, trading accounts, quick links, performance and recent trades.

  • Live Accounts: your live trading accounts, with their total balance, profit or loss and open positions. You can also open a new live account here.

  • Demo Accounts: open and manage practice accounts.

  • Manage Funds: your wallet, deposits, withdrawals, transfers and transaction history.

  • Download platforms: MetaTrader 5 for your web browser, Windows, iPhone, iPad and Android.

Select your name at the top right for Settings and Sign Out. Figures show when they were last updated; select the refresh icon to update them. To switch between light and dark mode, go to Settings → Theme.

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