Performing Transactions

You can perform the following transactions on behalf of a customer through the Partner Portal:

• Trade (buy or sell)
• Transfer (deposit or withdrawal)

User Permissions

Prior to being able to perform a trade or a transfer, you will want to ensure that the user that will be performing the transaction has the appropriate permissions. To check the current permissions assigned to your Partner Portal users, navigate to the Team section using the left sidebar navigation.

You will want to ensure that the user that will be performing the transaction(s) has the Money Movement set of permissions, denoted by the checkmark symbol (✓).

If the user that will be performing the transaction(s) does not have the Money Movement set of permissions, please reach out to support to have their permissions updated.

Trades

You can perform a trade on behalf of a customer by following these steps:

1. Navigate to the Customers section using the left sidebar navigation.

2. Select the customer for whom you would like to perform a trade on behalf of.

3. Clicking on the customer GUID will present a list of the accounts associated with the customer.

4. Find the trading account you are interested in and click on the Actions button.

5. Click on the type of trade you wish to perform (Buy or Sell).
6. In the modal dialog that appears, provide all required information by:
   1. Selecting the fiat account you wish to use for the trade.
   2. Entering the amount that you wish to trade.
   3. Click on the submit button (labelled either Buy or Sell, depending on the type of trade being performed).

Transfers

You can perform a transfer on behalf of a customer by following these steps:

1. Navigate to the Customers section using the left sidebar navigation.

2. Select the customer for whom you would like to perform a transfer on behalf of.

3. Clicking on the customer GUID will present a list of the accounts associated with the customer.

4. Find the fiat account you are interested in and click on the Actions button.

5. Click on the type of transfer you wish to perform (Deposit or Withdrawal).
6. On the new transfer screen, provide all required information by:
   1. Adding one or more source participants.
   2. For each source participant, select the type of participant, enter the amount to be transferred, and enter the participant GUID.
   3. Adding one or more destination participants.
   4. For each destination participants, select the type of participant, enter the amount to be transferred, and enter the participant GUID.
   5. Ensure that the sum of all amounts for the source participants equal the sum of all amounts for the destination participants.
   6. Click on the submit button (labelled either Deposit or Withdrawal, depending on the type of transfer being performed).