# How to exchange funds

To exchange funds for a client via the Back Office:

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Navigate to **Clients** > **General**.
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Select the client and click the **Edit** button.

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You can use [filters](https://docs.b2core.b2broker.com/back-office-guide/get-started#filtering-and-sorting) by name or email for a quick search.
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Go to the **Transactions** tab, and then select **Exchange**.
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Click +**Create**.
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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.
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Click **Save** to exchange the funds.
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