FxTrusts Help Center
Welcome to the FxTrusts Help Center. This comprehensive resource library contains guides, tutorials, and troubleshooting information to help you make the most of our platform. Whether you're setting up your first brokerage or optimizing an existing operation, you'll find the answers you need here.
Getting Started
New to FxTrusts? These guides will help you get up and running quickly with the core platform features.
Initial Setup
- Platform Overview – Understanding the FxTrusts ecosystem
- Dashboard Navigation – Finding your way around the back office
- User Roles & Permissions – Setting up team access levels
- Branding Configuration – Customizing logos, colors, and content
- Domain Setup – Connecting your custom domain
Quick Start Checklist
- Complete your company profile and contact information
- Upload branding assets (logo, favicon, colors)
- Configure payment methods for deposits and withdrawals
- Set up trading conditions (symbols, spreads, leverage)
- Create your first admin user accounts
- Test the client registration and deposit flow
- Review compliance settings (KYC requirements, geo-blocking)
Need Hands-On Help? Our onboarding team provides complimentary setup assistance for all new clients. Request a setup call through your dashboard.
Account Management
Managing client accounts is a core function of any brokerage. These guides cover the essential account operations.
Client Accounts
- Creating Trading Accounts – Manual and automated account creation
- Account Types – Setting up different account categories (Standard, ECN, Demo)
- Leverage Configuration – Per-client and per-symbol leverage rules
- Account Transfers – Moving funds between client accounts
- Account Archiving – Handling inactive or closed accounts
KYC Verification
- Verification Workflows – Configuring document requirements
- Manual Review – Processing verification requests
- SumSub/ShuftiPro Integration – Automated verification setup
- Rejection Handling – Managing failed verifications
Client Search
Find clients by name, email, account number, or custom fields using global search.
Bulk Operations
Export client data, send mass emails, or apply bulk changes to multiple accounts.
Trading Platform
Your clients access markets through the MetaTrader 5 platform. These guides help you configure and support the trading experience.
MT5 Configuration
- Symbol Setup – Adding and configuring trading instruments
- Groups Configuration – Creating client groups with different conditions
- Spread Management – Setting up fixed, variable, and raw spreads
- Trading Sessions – Configuring market hours and holidays
- Order Execution – Market vs. instant execution settings
Client Support
- Platform Downloads – Where clients get MT5 terminal
- Login Credentials – How clients access their accounts
- Password Reset – Investor and master password procedures
- Web Terminal – Browser-based trading access
- Mobile Apps – iOS and Android application setup
Common Issues
- Connection problems and server status
- Order execution errors and requotes
- Chart data issues and missing history
- Expert Advisor and indicator problems
- Two-factor authentication setup
Deposits & Withdrawals
Payment processing is critical for client acquisition and retention. These guides cover all aspects of funds management.
Payment Methods
- Bank Wire – Processing international wire transfers
- Card Payments – Credit and debit card processing
- E-Wallets – Skrill, Neteller, and PayPal integration
- Cryptocurrency – Bitcoin and stablecoin deposits
- Local Methods – Region-specific payment options
Deposit Processing
- Automatic Credits – Instant deposit confirmation
- Manual Processing – Handling wire transfers and checks
- Bonus Allocation – Deposit bonus workflows
- Currency Conversion – Multi-currency wallet management
Withdrawal Processing
- Approval Workflow – Two-step withdrawal verification
- Same Method Rule – Implementing anti-money laundering controls
- Processing Times – Setting client expectations
- Rejection Handling – Managing incomplete withdrawals
CRM & Back Office
The FxTrusts CRM provides comprehensive tools for managing your brokerage operations.
Sales & Marketing
- Lead Management – Tracking and nurturing prospects
- Sales Pipeline – Managing conversion funnels
- Email Campaigns – Creating and sending marketing emails
- IB Management – Partner onboarding and commission tracking
Reporting
- Executive Dashboard – Key performance indicators
- Financial Reports – Revenue, deposits, and P&L
- Trading Reports – Volume, positions, and client activity
- Custom Reports – Building and scheduling reports
System Settings
- Email Templates – Customizing automated messages
- Notification Rules – Setting up alerts and triggers
- Audit Logs – Reviewing system activity
- Backup & Export – Data management procedures
Contact Support
Our support team is available 24 hours a day, 7 days a week, to assist with any questions or issues.
Support Channels
- Live Chat – Instant support via in-dashboard chat widget
- Email – business@fxtrusts.com (response within 1 hour)
- Telegram – @fxtrusts_support for quick questions
- WhatsApp – +971 55 146 1476 for urgent matters
- Phone – Scheduled calls available upon request
When to Escalate
For critical issues affecting trading or payments, use the Priority Support option in your dashboard. This ensures immediate attention from our senior technical team.
Feature Requests
We actively incorporate client feedback into our product roadmap. Submit feature requests through the Ideas Portal in your dashboard, and vote on suggestions from other brokerages.