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Welcome to the B2CORE UI! Learn how to sign up, complete KYC, secure your account, explore the interface, get the mobile app (if available), and use HelpDesk for support
B2CORE UI is a front-office web interface that combines the functionality of a Trader’s Room and CRM in one solution. Its features and appearance are fully configurable by the broker through the B2CORE Back Office. In addition to the web interface, mobile apps for iOS and Android can be downloaded, if supported by the broker (for details, refer to How to get the mobile app).
Using the B2CORE UI and apps, broker clients can register, complete KYC verification, manage wallets and trading accounts, manage their funds via more than 50 supported payment providers, access integrated trading platforms, and take advantage of additional features such as bonuses, savings programs, and Introducing Broker (IB).
This guide covers key features and common actions that broker clients can perform in the B2CORE UI and apps.
Step 1: Sign up
To create your profile and register in the B2CORE UI or app:
On the starting page, click Sign up.
Depending on your broker’s configuration, different registration options may be available.
Select the registration type that applies to you, such as Corporate, Individual, or other type.
Fill out the registration form by providing your email address, password, and personal details.
Carefully review the agreements and terms, then select the required checkboxes to give your consent.
Click Continue to proceed.
If all information is entered correctly, your profile will be created successfully. Afterward, you will be prompted to complete the KYC (Know Your Customer) verification process.
Step 2: Complete KYC verification
To access full functionality in the B2B2CORE UI and app, such as higher transaction limits, more payment methods, or the ability to enable trading accounts, it’s required to complete KYC verification.
KYC verification is offered immediately after registration, but it can also be skipped and completed at any time later.
B2CORE can be configured to process KYC either via its built-in KYC provider or through integrated third-party providers such as SumSub or ShuftiPro.
To complete KYC verification:
In the B2CORE UI, click Verify now on the Dashboard, or navigate to Profile > Verification.
In the app, tap Verify now on the Home screen, or open Profile.
In the Verification section, you can view your current verification level and explore the higher available levels, each typically accompanied by a description of the features unlocked at that level.
Click Upgrade.
Upload the required documents. Ensure that all uploaded documents meet the KYC provider’s requirements to avoid delays or rejections.
Click Submit to submit your documents and start the verification process.
The status of your verification request will be updated in real time:
Waiting – documents are under review.
Approved – verification has been successfully completed.
Rejected – verification failed; the reason for rejection is displayed.
Once your verification request is approved, you'll see the updated verification level in the Verification section, and the related features will become available to you.
Step 3: Secure your profile
Enable 2FA
To protect your profile from unauthorized access, it's strongly recommended that you enable two-factor authentication (2FA). You can choose to receive verification codes via a time-based one-time password (TOTP) app, such as Google Authenticator, or through SMS.
For details, refer to How to secure your profile using 2FA.
App security options
In the iOS app, setting a passcode is required during sign-up, while Face ID is optional. Clients can enable Face ID at any time in the app settings for faster sign-in.
In the Android app, fingerprint authentication can be optionally enabled for quicker access and payment confirmations.
Step 4: Explore the B2CORE UI
Main menu
Use the main menu to access specific functionalities designed for managing your finances, trading accounts, and other features configured by your broker.
Use the Collapse/Expand button to adjust the main menu display.
Topbar options
At the top of the B2CORE UI, the topbar provides quick access to the following features:
Dark/Light theme switch — toggle between dark and light modes for your interface
Language dropdown — select your preferred language for the interface
Notifications — open the Notifications panel to view and manage alerts and notifications
Profile icon — access your Profile menu and settings
Profile menu
The Profile menu provides access to the following settings:
Profile Info — view and manage your personal details
Verification — check your current KYC verification level and upgrade to higher levels
Security — configure security settings for your profile
Withdrawal Presets — save withdrawal details to make quick withdrawals without re-entering the same information each time
Logout — sign out of your profile
Step 5: Explore the app
Home
The Home screen is your starting point in the app. It provides a quick overview through widgets such as Total Balance, Last Transactions, Favorite Trading Accounts, Wallets, and IB Program.
Wallets
In Wallets, you can view all your wallets, check the total estimated balance across them, and manage your funds. This section allows you to deposit, withdraw, exchange, and transfer money between wallets or to your trading accounts using the supported payment providers.
Services
The Services provides centralized access to all available services and features. Each service is represented as a tile that redirects to its respective menu. Tiles can be easily rearranged using drag and drop.
Trading
In Trading, you can view and manage your trading accounts. From this section, you can create new trading accounts, check balances, and access integrated trading platforms supported by the broker.
Activities
The Activities section gives you a full history of your operations in the app. In the section, you can track deposits, withdrawals, transfers, and other account-related actions in one place.
Profile menu
The Profile menu provides access to the following options: Profile Info, Notifications, Security, Languages, Withdrawal Presets, Helpdesk, and Share Feedback.
Step 6: Use HelpDesk to get assistance
In the B2CORE UI, click HelpDesk in the main menu to access support, where you can use the online chat bot for quick help or submit tickets.
In the app, tap the icon in the topbar, or access HelpDesk through Services.
Depending on how HelpDesk is set up, you may either access support directly within the interface using chat and ticket tracking or be redirected to an external support portal such as Zendesk. Once tickets are closed, you can view their statuses and rate the responses.
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