Functionality

TradeSocio NewUX - Broker Admin manual

In case you already have a user with Broker Admin access, you can login to the platform and proceed to use your Broker Admin panel.

By default upon login you will access the Dashboard.

Main menu

Menu item	Functionality
Dashboard	Main control page of the Broker admin with quick access to all basic reporting and functions
Customers	Management and reporting module of users of the platform
Trading	Management and reporting of all accounts, trading activities and settings
Funds Management	Management of all funds and investment products of the platform
Reports	Management and control of investments (allocations) and requests
Control Panel	Settings of the platform

Toolbar

Toolbar item	Functionality
Change theme	Switch between day and night modes
Messages	Send and receive internal emails, notifications and updates
Wallet	Deposit/withdraw to your investor accounts (if any accounts are associated with your user id)
Manage	Manually create users, open new accounts, deposit/withdraw, review pending compliance documents
More	Switch between the modules, manage user settings and logout

More

Menu item	Functionality
Broker admin	Access Broker admin module
Investor	Access Investor module
User settings	Complete, modify your user settings and upload verification documents
Log out	Sign out from the platform