Release notes
Integrations
Back Office guide
How-to articles
B2Core Mobile
Release notes
October, 2024
July, 2024
June, 2024
March, 2024
December, 2023
Switch to the new UI
Main UI changes
November, 2023
October, 2023
August 9, 2023
May 29, 2023
April 18, 2023
April 4, 2023
March 21, 2023
February 28, 2023
February 14, 2023
January 31, 2023
January 19, 2023
December 20, 2022
December 6, 2022
November 24, 2022
November 8, 2022
October 25, 2022
October 11, 2022
September 27, 2022
September 13, 2022
August 30, 2022
August 16, 2022
August 2, 2022
July 19, 2022
July 5, 2022
June 21, 2022
June 7, 2022
May 24, 2022
April 26, 2022
April 12, 2022
March 29, 2022
March 15, 2022
March 1, 2022
February 15, 2022
February 1, 2022
January 18, 2022
December 21, 2021
December 7, 2021
November 24, 2021
November 9, 2021
October 26, 2021
October 12, 2021
September 28, 2021
September 14, 2021
August 31, 2021
August 3, 2021
July 20, 2021
July 6, 2021
June 22, 2021
June 8, 2021
May 26, 2021
April 27, 2021
April 13, 2021
March 30, 2021
March 16, 2021
March 2, 2021
February 16, 2021
February 2, 2021
Integrations
Platforms
Payment systems
KYC providers
Communication platforms
Other systems
Back Office guide
Get started
Authorization and permissions
General interface options
The top bar options
Common options
Filtering and sorting
Pagination
Visibility
Data export
Clients
General
Client tab
Contacts tab
Event log tab
Accounts tab
Transactions tab
Finance tab
History tab
MT Accounts tab
(deprecated)
Trades tab
B2Margin Accounts tab
Introducing brokers tab
Services tab
Files tab
Settings tab
Advanced tab
Compliances tab
Devices tab
Documents tab
Mailing Log tab
Services
Clients
List
Parameters
Categories
Groups
Saved presets
E-Signature
Templates
Logs
Requests
Accounts
Managers
Types
Events log
List
Categories
Introducing brokers
MT accounts
(deprecated)
MT4 accounts
MT5 accounts
Finance
Deposits
Payouts
Deposit wallets
Transfers
Exchange
Transactions
Reports
Savings
Presets
Plans
Bonuses
Bonus presets
Bonus distribution
Temporary bonuses
Currencies
Currencies
Rates
Currency pairs
Cashback
MetaTrader Volume
Preferences tab
Tiers tab
Products
Products
Groups
Rights
Platforms
MetaTrader 4/5
Promotion
Banners
Announcements
Dashboard
Menu
Mailing
Marketing
Configuration
Send email
Email templates
System
Providers
Queue
Log
Ticket feedback
Verification
Levels
Documents
Document types
Document groups
Client tests
System
SMS Providers
Key storage
Key storage values
Key storage tags
Deposit system
Deposit methods
Deposit groups
Payout system
Payout methods
Payout groups
Wizards
Registration wizard
Authorization wizard
Password recovery wizard
Password change wizard
Address change wizard
Whitelist creation wizard
Whitelist delete wizard
Whitelist change wizard
Withdrawal wizard
Bulk actions
Event calendar
Operation types
Countries
External connections
Filesystems
Localizations
General information
Details
Requests
Resolutions
Resolution types
Templates
Email
Template types
Templates
SMS
General templates
Confirmation templates
Slack
Templates
Telegram
Templates
Logs
Settings
Event notifications
Users
Users
Groups
Client Tags
Events
Successful registration
Transfers
Account created
Transaction verifying
Hedging failed
Request receiving
Client rights
Client folders
Backend images
Import data
Security
Search by IP
Blocked clients
Black lists
White lists
Transaction monitoring
Address whitelist
Email black list
References
Client statuses
Client request statuses
Transaction statuses
Event types for triggering event notifications for Back Office users
Product permissions
Supported currencies
Fiat
Crypto
Supported cryptocurrency payment methods
Coins
Stablecoins
Tokens
Block explorer list
Coins
Stablecoins
Tokens
How-to articles
Manage clients
How to create a client profile
How to change a client password
How to disable 2FA for a client
How to enable internal transfers for a client
How to view deposit or withdrawal addresses
How to upload a file
How to assign tags to clients
How to resolve client requests
How to create categories for the Event log
Manage finances
How to add, edit or delete deposit or withdrawal methods
How to add a manual deposit or withdrawal method
How to configure commissions for a deposit or withdrawal method
How to restrict the use of a deposit or withdrawal method
How to add custom fields for the Constructor deposit or withdrawal method
How to upload a list of predefined options for a custom field
How to dynamically form a list of predefined options for a custom field
How to create a deposit
How to create a payout
How to create a transfer
How to exchange funds
How to create a report
How to update balances
How to process transactions with the Partial status
Manage savings programs
How to create a savings program
Configure the Flexible strategy settings
Modify tiers for savings programs with Flexible strategies
Configure the Fixed strategy settings
Manage currencies
How to add a currency
How to configure currency exchange rates
How to add an exchange currency pair
How to add a currency pair
How to add multiple currency pairs
How to set priorities for exchange rate providers
How to enable requests for exchanges in specific currency pairs
How to update rates in exchange requests
Manage bonuses
How to create a bonus preset
How to automatically credit bonuses to clients upon deposits
How to create a temporary bonus program
Manage products
How to create a wallet
How to restrict the use of a product
Manage cashback options
How to configure cashback programs for MT4 and MT5
How to add cashback reward tiers
How to create a deposit method for rewarding cashback
How to identify clients who received cashback rewards
Manage advertising options
How to create a banner
How to create a desktop banner
How to create a banner for the mobile app
How to restrict banner display by country and verification level
How to create an announcement
How to configure the default Dashboard
How to add Ticker Widget symbols to the Dashboard
How to configure a menu in the B2Core UI
Manage mailing options
How to send an email
How to create an email template
How to configure SMTP
How to sign up with an SMTP service provider
How to configure an SMTP service connection via the B2Core Back Office
How to configure SendGrid
How to determine why clients fail to receive email notifications
Manage verification options
How to use the KYC constructor
How to create document groups
How to create document types
How to create verification levels
How to restrict the use of verification levels by client types
How to create permission levels
How to set up deposit, withdrawal and transfer limits by verification levels
How to use SumSubstance
How to configure a connection to SumSub
How to create document groups for SumSub verification in the Back Office
How to create document types for SumSub verification in the Back Office
How to create verification levels for SumSub in the Back Office
How to create levels and flows in the SumSub interface
SumSub webhook configurations
How to use ShuftiPro
How to configure a connection to ShuftiPro
How to create document groups for ShuftiPro verification
How to create document types for ShuftiPro verification
How to create verification levels for ShuftiPro
How to create a client accreditation test
Manage system settings
How to set up the Registration wizard
How to add and configure the Registration wizard
How to set up fields for the Basic Information step
Fields supported in the Basic Information step
Email, password, and password confirmation fields
First name, last name, and birthday fields
Address fields
Phone fields
Consent and agreement fields
How to set up fields for the Advanced step
Field types and validation rules
How to configure the User Registration step
How to change the wizard workflow
How to block registration for a country
How to enable or disable Google ReCaptcha
How to add a B2BinPay API key to the B2Core Back Office
How to switch from SupportPal to Zendesk
How to add or remove a language
How to create a request resolution type
How to create a request resolution
How to set up event notifications
How to set up Apple push notifications
How to add a user group and grant permissions
How to add an admin user
How to make an admin user see only specific clients
How to create a bulk action
How to export a CSV file with email addresses
How to manage calendar events
How to create an event
How to update or remove an event
How to change Back Office images
How to set up 2FA
How to set up 2FA with SMS
How to create a template for delivering 2FA codes via SMS
How to check configuration of the wizards related to 2FA with SMS
How to test operation of 2FA with SMS
How to import client-related data
How to import data related to Back Office user groups
Manage trading platforms
How to integrate B2Trader
How to create a platform for B2Trader
How to create a product group for B2Trader
How to create a product for B2Trader
How to integrate Match-Trader
How to create a platform for Match-Trader
How to create a product for Match-Trader
How to create Match-Trader accounts for clients
How to archive Match-Trader accounts
How to integrate OneZero and PrimeXM
How to create a platform for OneZero
How to create a platform for PrimeXM
How to create products for OneZero and PrimeXM
How to create OneZero and PrimeXM accounts for clients
Manage communication platforms
How to configure Twilio
How to sign up with Twilio
How to configure Twilio as a 2FA SMS provider
How to configure Twilio as a phone service provider
How to test the Twilio phone service operation
How to set up a Slack bot
How to set up a Telegram bot
How to get Telegram chat, group and channel identifiers
Manage Acrobat Sign templates
How to register and set up an Acrobat Sign profile
How to configure a connection to Acrobat Sign
How to create Acrobat Sign templates and upload them to B2Core
How to create an Acrobat Sign template
How to set up form fields added to a document template
How to upload Acrobat Sign templates to the B2Core Back Office
How to send a document for signature
B2Core Mobile
Release notes iOS
v1.25 (iOS)
v1.24 (iOS)
v1.23 (iOS)
v1.22 (iOS)
Deploying your iOS app
Step 1. Prepare the licenses for trading crypto
Step 2. Create and configure a demo account in the B2Core UI
Step 3. Enroll in the Apple Developer Program as an Organization
Step 4. Grant the access and admin permissions to the B2Core team
Step 5. Provide all necessary information to your Account Manager
Step 6. Specify the pricing, availability and privacy options
Step 7. Specify a demo account from which the Apple Review team will log in
Step 8. Update your app with new releases
Create a new app version
Update the current app version with a new build
Deploying your Android app
Home
Back Office guide
Finance
Finance
In this section:
Deposits
Payouts
Deposit wallets
Transfers
Exchange
Transactions
Reports