Forex CRM Client Portal & Trader’s Room

Broker-controlled account self-service

The broker chooses whether clients may create extra accounts, change trading passwords or change leverage. Exact groups, KYC requirements, leverage choices and account-count caps remain administrative policies. A client reviews a prepared action and confirms within five minutes using portal password and 2FA if enabled. Creating a new account is verified against MT5 before linking it. Leverage changes require no positions or orders. An uncertain result is investigated without automatically sending the same change again; automatic account-to-account transfers are not included.

Support and a precise notification trail

Clients open broker-specific tickets, attach approved file formats and follow a threaded conversation. Admin and managers work on the same ticket with assignment and status history; finance/viewer roles cannot access support attachments. Notifications link to the actual support or financial object and show its current state without executing it. Payment receipt, MT5 credit, debit and external payout remain distinct events. Email is an opt-in category preference, revalidated before delivery; opening the portal is not evidence that an email reached its inbox.

A hub link does not merge broker balances

The multi-broker hub uses confirmed links to a client’s local portal. Revocation ends hub access to that broker while the local portal retains its own rules. The selected connection controls accounts, notifications, documents and merchant settings. Currencies remain distinct. Validate ownership isolation, revocation, password changes and expiry notifications in a test client account before onboarding customers. The CRM records KYC decisions and document review; it does not promise automated regulatory approval or screening that is absent from the package.

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