How to exchange funds

Learn how to exchange funds between a client's accounts in the B2CORE Back Office

To exchange funds for a client via the Back Office:

1

Navigate to Clients > General.

2

Select the client and click the Edit button.

You can use filters by name or email for a quick search.

3

Go to the Transactions tab, and then select Exchange.

4

Click +Create.

5

Fill out the form:

• Select a debiting account in the From account dropdown.

• Select a destination account in the To account dropdown.

• Select the Exchange type:

  • Source & Rate (Sell) — when selling currency, the destination amount can't be set

  • Destination & Rate (Buy) — when buying currency, the source amount can't be set

  • Source & Destination (Direct) — when making a direct transfer, the rates can't be set

• Set the exchange amounts and rates depending on the selected exchange operation type.

• Confirm the operation by solving a simple math problem and enter the result in the Verification code field.

6

Click Save to exchange the funds.