How to use the Client Portal

The Client Portal is your central hub for managing your Fintrix Markets account. This guide walks you through each section of the portal so you can get the most out of your account.

1. Overview of the Client Portal

When you log in, you’ll land on the Client Portal homepage. This gives you an overview of all your trading accounts at a glance.

The black navigation menu on the left-hand side is your main menu. From here you can access all sections of the portal.

2. Managing your accounts

Click Accounts in the left navigation menu to expand the account options.

The Accounts menu includes the following options:

• Open Demo Account: Create a practice trading account with virtual funds. Ideal for testing strategies without risk.
• Open Live Account: Create a live trading account to start trading with real funds.
• Account Overview: View a summary of all your trading accounts including balances and account numbers.

3. Depositing and withdrawing funds

Click Funds in the left navigation menu to manage your money.

The Funds menu includes:

• Deposit: Add funds to your live trading account.
• Withdraw: Request a withdrawal from your trading account.
• Transfer: Move funds between your trading accounts.
• Transaction History: View a full record of all your deposits, withdrawals, and transfers.
• Payment Details: Manage and review your saved payment methods.

4. Managing your profile and security

Click Profile in the left navigation menu to access your personal settings.

The Profile menu includes:

• Profile: View and update your personal information.
• My Agreements: Review the agreements and terms associated with your account.
• Messages: Access system notifications and messages from Fintrix Markets.
• Help Desk: Contact our customer support team for assistance.
• Two-Factor Authentication (2FA): Enable or manage 2FA to add an extra layer of security to your account.

We strongly recommend enabling Two-Factor Authentication (2FA) to protect your account.

5. Downloading trading platforms

Click Trading Platforms in the left navigation menu to access platform downloads.

You can download and install the following platforms:

• MetaTrader 4 (MT4): A widely used platform for forex and CFD trading.
• MetaTrader 5 (MT5): The upgraded version of MT4 with additional features and asset classes.
• WebTrader: Trade directly from your browser with no installation required.

6. Economic calendar

Click Economic Calendar in the left navigation menu to view upcoming market events.

The Economic Calendar provides weekly updates on important economic news and events that may impact the financial markets. Use this to stay informed before placing trades.

7. Promotions

Click Promotions in the left navigation menu to view available offers.

Current promotions include:

• 50% Deposit Bonus: Receive a bonus on your deposits up to a maximum of USD 1,500.

Bonus terms and conditions

• Maximum bonus: USD 1,500 total.
• First deposit: 50% bonus, up to USD 500.
• Subsequent deposits: 10% bonus, up to USD 1,000.

Bonus terms and conditions apply. Please read the full terms before opting in.

8. Partners programme

Click Partners Programme in the left navigation menu if you are interested in becoming an Introducing Broker (IB).

The IB menu allows you to submit an application to become an Introducing Broker. You can provide the required details and track your application directly through the portal.

9. Social trading

Click Social Trading in the left navigation menu to access copy trading features.

The Social Trading menu allows you to:

• Register as a Copy Trade provider: Share your trading strategy and earn commissions when others copy your trades.
• Subscribe to a provider: Follow expert traders and automatically copy their trades to your account.

Social trading involves risk. Past performance of a provider is not a guarantee of future results.