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Internal Transfer

Used for transferring funds between main accounts and sub-accounts. Steps:
  1. Click Transfer > New Transfer.
  2. Select the source and destination accounts.
  3. Enter the transfer amount and currency.
  4. Fill in the transfer reason.
  5. Click Create to submit.
New transfer form Transfer details

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Account Balance Inquiry

View balances for Main Account (House Account) or Sub-Account (Client Account). Features:
  • Supports multiple currencies: USD / SGD / CNH / EUR / GBP, etc.
  • Click Download as CSV to download the account balance report.
Account balance view Wallet and fund management walkthrough