# How to exchange funds

To exchange funds for a client via the Back Office:

{% stepper %}
{% step %}
Navigate to **Clients** > **General**.
{% endstep %}

{% step %}
Select the client and click the **Edit** button.

{% hint style="info" %}
You can use [filters](/back-office-guide/get-started.md#filtering-and-sorting) by name or email for a quick search.
{% endhint %}
{% endstep %}

{% step %}
Go to the **Transactions** tab, and then select **Exchange**.
{% endstep %}

{% step %}
Click +**Create**.
{% endstep %}

{% step %}
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.
  {% endstep %}

{% step %}
Click **Save** to exchange the funds.
{% endstep %}
{% endstepper %}


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