How to exchange funds
To exchange funds for a client via the Back Office:
Navigate to Clients > General.
Select the client and click the Edit button.
You can use filters by name or email for a quick search.
Go to the Transactions tab, and then select Exchange.
Click +Create.
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.
Click Save to exchange the funds.
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