DXtrade Client Portal
Customizable KYC
The Client Portal comes with a fully customizable KYC procedure. Brokers can configure their own set of questions for the questionnaire, set out validation rules, collect KYC data and approve it. This gives brokers the opportunity to tailor the KYC procedure to their needs.
Configurable Deposit Instructions
Here, brokers can configure money deposit instructions for their clients. Brokers are free to upload and display several sets of instructions depending on the deposit currency (fiat or crypto). Crypto deposits are powered by Bitgo out-of-the-box.
Configurable Withdrawal Instructions
Brokers can configure and display withdrawal instructions to their clients. The Client Portal supports different sets of instructions for fiat and crypto withdrawals. Brokers can also create a custom withdrawal form and specify the type of data that should be collected. The withdrawal procedure has a built-in confirmation mechanism: the Portal admin can review the withdrawal request, approve, or reject it.