# B2BROKER Docs MCP server (streamable HTTP): https://docs.b2broker.com/api/mcp Setup guide: https://docs.b2broker.com/mcp Public docs need no auth. Private (link-gated) sections require an access-link JWT as Authorization: Bearer . - [FIX API](https://docs.b2broker.com/b2connect/fix-api): Version 1.2 - [Welcome to B2CONNECT docs](https://docs.b2broker.com/b2connect): Access all guides and setup documentation for B2CONNECT integrations and tools - [Release notes](https://docs.b2broker.com/b2connect/release-notes): View the history of B2CONNECT releases with key points and major updates highlighted - [Welcome to B2CORE docs](https://docs.b2broker.com/b2core): A feature-rich solution for brokers and exchanges to manage clients, finances, trading activity, and more — all in one place - [Restricted access to the API](https://docs.b2broker.com/b2core/restricted-access-to-the-api): Learn how to request access to the B2CORE API by submitting a support ticket with your use case details - [Welcome to B2CORE IB docs](https://docs.b2broker.com/b2core-ib): Comprehensive guides for brokers and partners on setting up and managing the B2CORE Introducing Brokers (IB) program - [Release notes](https://docs.b2broker.com/b2core-ib/release-notes): View the history of B2CORE IB releases with key points and major updates highlighted - [Welcome to B2TRADER API docs](https://docs.b2broker.com/b2trader/api): Complete B2TRADER API documentation with getting started guides, REST and WSS API methods, release changelog. Everything you need to integrate trading APIs - [Release notes](https://docs.b2broker.com/b2trader/api/release-notes): View the history of B2TRADER API releases with key points and major updates highlighted - [Welcome to B2TRADER docs](https://docs.b2broker.com/b2trader/terminal): Explore the comprehensive documentation for B2TRADER Trading Terminal, covering features and basic concepts - [Welcome to B2TRANSLATE docs](https://docs.b2broker.com/b2translate/customer): Access the B2TRANSLATE documentation hub. Learn how to manage translations, localize projects, and configure workflows across all products - [Release notes](https://docs.b2broker.com/b2translate/customer/release-notes): View the history of B2TRANSLATE releases with key points and major updates highlighted - [How to connect Binance with an Ed25519 key pair](https://docs.b2broker.com/b2connect/how-to-articles/how-to-connect-binance-with-ed25519-keys): Configure your B2CONNECT connectivity with the Binance platform using Ed25519 API keys - [How to properly configure API keys on Kraken](https://docs.b2broker.com/b2connect/how-to-articles/how-to-properly-configure-api-keys-on-kraken): Configure your B2CONNECT connectivity with the Kraken platform using API keys - [Exchanges](https://docs.b2broker.com/b2connect/supported-venues/exchanges): Explore the liquidity provider platforms supported by B2CONNECT - [FIX platforms](https://docs.b2broker.com/b2connect/supported-venues/fix-platforms): Explore the FIX platforms supported by B2CONNECT - [Deploying your Android app](https://docs.b2broker.com/b2core/b2core-mobile/deploying-your-android-app): Learn how to prepare and publish your branded Android app on Google Play - [Deploying your iOS app](https://docs.b2broker.com/b2core/b2core-mobile/deploying-your-ios-app): Learn how to prepare and publish your branded iOS app, from licensing and demo setup to App Store compliance and approval - [Dashboard](https://docs.b2broker.com/b2core/back-office-guide/dashboard): Explore key financial metrics, including deposits, withdrawals, and net deposits on the Back Office Dashboard - [Get started](https://docs.b2broker.com/b2core/back-office-guide/get-started): Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office - [Introducing brokers](https://docs.b2broker.com/b2core/back-office-guide/introducing-brokers): Learn about the Introducing Brokers (IB) program in B2CORE, designed to support referral programs that help expand your client base - [Ticket feedback](https://docs.b2broker.com/b2core/back-office-guide/ticket-feedback): Learn about the options for viewing client feedback on resolved HelpDesk tickets in B2CORE, including ticket details, client comments, satisfaction ratings, and updates for reopened tickets - [Communication platforms](https://docs.b2broker.com/b2core/integrations/communication-platforms): Explore B2CORE’s supported platforms for messaging, email delivery, notifications, and marketing via ActiveCampaign, Twilio, Vonage, SendGrid, Slack, and Telegram - [KYC providers](https://docs.b2broker.com/b2core/integrations/kyc-providers): View supported KYC providers in B2CORE, the document groups used for verification, and how each provider handles identity checks in the B2CORE UI - [Other systems](https://docs.b2broker.com/b2core/integrations/other-systems): Explore B2CORE-integrated systems for enhanced functionality, including CRM platforms, customer support tools, and data analytics solutions - [Payment systems](https://docs.b2broker.com/b2core/integrations/payment-systems): Explore all payment systems integrated with B2CORE, including their support for deposits, withdrawals, and integration through the Payment System Service (PSS) - [Platforms](https://docs.b2broker.com/b2core/integrations/platforms): Explore supported trading platforms and hubs in B2CORE, with a comparison of key features, integrations, and functionalities across each solution - [Welcome to Troubleshooting](https://docs.b2broker.com/b2core/troubleshooting): Find solutions to common B2CORE issues. The troubleshooting articles are grouped by topic to help you resolve problems efficiently - [Mobile app release notes](https://docs.b2broker.com/b2core/release-notes/release-notes-mobile): View the history of releases for B2CORE mobile apps on iOS and Android, including key updates, new features, and enhancements - [Release notes](https://docs.b2broker.com/b2core/release-notes/release-notes): View the history of B2CORE releases with key points and major updates highlighted - [About IB](https://docs.b2broker.com/b2core-ib/broker-guide/about-ib): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Key terms](https://docs.b2broker.com/b2core-ib/broker-guide/key-terms): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Payment plans](https://docs.b2broker.com/b2core-ib/broker-guide/payment-plans): Learn about various payment plans available for IB program - [How to join a partnership program](https://docs.b2broker.com/b2core-ib/partner-guide/how-to-join-a-partnership-program): Learn how to find and join Introducing Broker programs in B2CORE UI. Onboard as a partner and access referral tools for better client management - [Market Data](https://docs.b2broker.com/b2trader/api/fix-api/market-data): Subscribe to real-time market data updates via FIX 4.4 protocol - [Trading](https://docs.b2broker.com/b2trader/api/fix-api/trading): Place orders and receive execution reports via FIX 4.4 protocol - [Account statuses](https://docs.b2broker.com/b2trader/api/get-started/account-statuses): Understand account statuses to know which operations are permitted on a trading account - [Market statuses](https://docs.b2broker.com/b2trader/api/get-started/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/b2trader/api/get-started/order-statuses): Understand order statuses to track trading activity more effectively - [Order types](https://docs.b2broker.com/b2trader/api/get-started/order-types): Navigate order types and learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [API overview](https://docs.b2broker.com/b2trader/api/get-started/overview): Complete B2TRADER API overview covering REST, WebSocket, and FIX APIs. Learn when to use each API type, available endpoints, and integration guidelines for trading applications - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/b2trader/api/get-started/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/b2trader/api/get-started/time-in-force): Explore various supported TIF options for better risk management - [Guest](https://docs.b2broker.com/b2trader/api/rest-api/guest): Read public market data over REST without an access token — anonymous counterparts of the trading, settings, and market data endpoints - [History](https://docs.b2broker.com/b2trader/api/rest-api/history): Access comprehensive trading history with execution details, order data, and position closing information - [Settings](https://docs.b2broker.com/b2trader/api/rest-api/settings): Configure account margin settings, get market parameters, trading sessions, asset details, and system preferences for optimal trading setup - [Trading](https://docs.b2broker.com/b2trader/api/rest-api/trading): Place orders, modify price triggers, execute trades and manage positions across multiple trading instruments - [Account info](https://docs.b2broker.com/b2trader/api/ws-api/account-info): Stream real-time account balances, margin data, equity, PnL, and margin levels with live financial updates - [Market Data](https://docs.b2broker.com/b2trader/api/ws-api/market-data): Stream real-time order books, trading charts, price data, and market summaries with live bid/ask updates - [Trading](https://docs.b2broker.com/b2trader/api/ws-api/trading): Stream real-time open orders, open and closed positions with live updates, PnL tracking, and order status monitoring - [Connect ChatGPT](https://docs.b2broker.com/b2trader/terminal/connect-your-ai-agent/connect-chatgpt): You can connect B2Trader to ChatGPT as a connector. It uses the same B2Trader MCP URL and OAuth sign-in as every other agent. Pick the surface you need… - [Connect Claude](https://docs.b2broker.com/b2trader/terminal/connect-your-ai-agent/connect-claude): You can connect B2Trader to Claude in two places: - [Connect a custom agent](https://docs.b2broker.com/b2trader/terminal/connect-your-ai-agent/connect-custom-agent): If you are building your own agent (for example with an Agent SDK) or using an MCP client that is not Claude or ChatGPT, you connect to the same two… - [Full-access safety](https://docs.b2broker.com/b2trader/terminal/connect-your-ai-agent/full-access-safety): The full-access surface (/mcp-full-access) lets a connected AI agent trade on your account directly. This page explains exactly what that means and how to… - [Overview](https://docs.b2broker.com/b2trader/terminal/connect-your-ai-agent/overview): B2Trader can expose your trading account to external AI agents through the Model Context Protocol (MCP) — an open standard that lets AI applications such as… - [Customizing your Terminal](https://docs.b2broker.com/b2trader/terminal/get-started/customizing-your-terminal): Customize your trading workspace by managing widgets, creating layouts, and configuring your interface to match your trading style - [Guest mode](https://docs.b2broker.com/b2trader/terminal/get-started/guest-mode): Explore the Trading terminal without logging in — browse markets, follow live prices and charts, and log in when you are ready to trade - [Settings](https://docs.b2broker.com/b2trader/terminal/get-started/settings): Configure interface, widgets, margin accounts, trading reports, and API tokens in the Trading terminal settings - [Market statuses](https://docs.b2broker.com/b2trader/terminal/knowledge-base/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/b2trader/terminal/knowledge-base/order-statuses): Understand all order status types to track trading activity more effectively - [Order types](https://docs.b2broker.com/b2trader/terminal/knowledge-base/order-types): Navigate order types, learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/b2trader/terminal/knowledge-base/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/b2trader/terminal/knowledge-base/time-in-force): Explore various Time in force options supported for better risk management - [Release notes Mobile](https://docs.b2broker.com/b2trader/terminal/release-notes/release-notes-mobile): View the history of the Mobile App releases - [Release notes](https://docs.b2broker.com/b2trader/terminal/release-notes/release-notes): View the history of platform releases with key points and major updates highlighted - [AI Assistant](https://docs.b2broker.com/b2trader/terminal/widgets/ai-assistant): Get AI-powered market analysis, price forecasts, and trading recommendations - [All markets](https://docs.b2broker.com/b2trader/terminal/widgets/all-markets): Explore real-time price updates across all available markets and view live trading data across all instruments - [Assets](https://docs.b2broker.com/b2trader/terminal/widgets/assets): View balances and available funds in the Trading Terminal - [Closed positions](https://docs.b2broker.com/b2trader/terminal/widgets/closed-positions): Monitor closed positions in your dashboard. Review completed trades, realized profits and losses, and execution details - [Margin](https://docs.b2broker.com/b2trader/terminal/widgets/margin): Monitor and manage margin level in real time using the Margin widget to prevent overexposure - [Market depth](https://docs.b2broker.com/b2trader/terminal/widgets/market-depth): View real-time order book data using the Market Depth widget in the Trading terminal - [Market summary](https://docs.b2broker.com/b2trader/terminal/widgets/market-summary): View real-time market statistics and key performance indicators using the Market Summary widget in the Trading Terminal - [Messages](https://docs.b2broker.com/b2trader/terminal/widgets/messages): View notifications, announcements, and important communications from your broker - [Open orders](https://docs.b2broker.com/b2trader/terminal/widgets/open-orders): Monitor open orders in real-time to adjust positions and respond quickly to market fluctuations - [Open positions](https://docs.b2broker.com/b2trader/terminal/widgets/open-positions): Monitor in real-time all active positions in the Trading terminal, keep track of unrealized profit and loss, current price, used margin, and related trades for enhanced control - [Order book](https://docs.b2broker.com/b2trader/terminal/widgets/order-book): Monitor live buy and sell prices, bid/ask spreads, and trading depth in one place - [Order history](https://docs.b2broker.com/b2trader/terminal/widgets/order-history): Review completed trades and order execution history - [Place order](https://docs.b2broker.com/b2trader/terminal/widgets/place-order): Use the Place Order widget to submit orders, navigate advanced and time-in-force options to manage risk more effectively - [Price chart](https://docs.b2broker.com/b2trader/terminal/widgets/price-chart): View real-time market prices with an interactive chart showing live data and trends for selected instruments in your trading platform - [Price control](https://docs.b2broker.com/b2trader/terminal/widgets/price-control): Configure notifications to monitor asset price behavior and control real-time trading execution - [Stop orders](https://docs.b2broker.com/b2trader/terminal/widgets/stop-orders): Monitor Stop orders in the Trading terminal - [Watch list](https://docs.b2broker.com/b2trader/terminal/widgets/watch-list): Easily view selected trading instruments and assets all in one place in the Trading Terminal - [Introduction to B2TRANSLATE](https://docs.b2broker.com/b2translate/customer/get-started/introduction-to-b2translate): Learn the essentials of organizing projects and translations in B2TRANSLATE and streamline your localization process with our intuitive platform - [Manage your account](https://docs.b2broker.com/b2translate/customer/get-started/manage-your-account): Manage your B2TRANSLATE account — change your password, create personal API tokens, view notifications, and switch the interface language - [Sign-in and 2FA](https://docs.b2broker.com/b2translate/customer/get-started/sign-in-to-b2translate): Sign in to B2TRANSLATE to manage translations for your platform and localize your products and projects to suit different markets and demographics - [Filter keys](https://docs.b2broker.com/b2translate/customer/user-guide/filter-keys): Apply various filters to swiftly detect missing translations and effectively manage your project WebUI - [Languages](https://docs.b2broker.com/b2translate/customer/user-guide/languages): Overview a list of available languages - [Projects](https://docs.b2broker.com/b2translate/customer/user-guide/projects): Overview your projects grouped by project types and access project keys - [Bonus distribution](https://docs.b2broker.com/b2core/back-office-guide/bonuses/bonus-distribution): Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history - [Bonus presets](https://docs.b2broker.com/b2core/back-office-guide/bonuses/bonus-presets): Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits - [Bonuses](https://docs.b2broker.com/b2core/back-office-guide/bonuses): Learn about bonus programs in B2CORE, including how they offer financial incentives to clients, support for MetaTrader 4/5 and cTrader, and the process of converting bonus credits to real funds - [Temporary bonuses](https://docs.b2broker.com/b2core/back-office-guide/bonuses/temporary-bonuses): Create and manage time-limited bonus programs with customizable requirements and eligibility in B2CORE - [Cashback](https://docs.b2broker.com/b2core/back-office-guide/cashback): Explore the feature for configuring MetaTrader Volume cashback rewards for clients on MT4/5 - [Accounts](https://docs.b2broker.com/b2core/back-office-guide/clients/accounts): View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once - [Clients](https://docs.b2broker.com/b2core/back-office-guide/clients): Access detailed overviews of the options for managing client profiles, requests, manager assignments, client types, and jurisdictions - [Jurisdictions](https://docs.b2broker.com/b2core/back-office-guide/clients/jurisdictions): Create, view, and manage jurisdictions to segment clients based on countries and client types - [Managers](https://docs.b2broker.com/b2core/back-office-guide/clients/managers): View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules - [Requests](https://docs.b2broker.com/b2core/back-office-guide/clients/requests): View and manage client requests, approve or reject them, add comments, and export data if needed - [Types](https://docs.b2broker.com/b2core/back-office-guide/clients/types): View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients - [Currencies](https://docs.b2broker.com/b2core/back-office-guide/currencies/currencies): View, add, and configure currencies — manage currency codes, display names, markups, and precision for seamless operation in B2CORE - [Currency pairs](https://docs.b2broker.com/b2core/back-office-guide/currencies/currency-pairs): View and manage currency pairs for exchanges, configuring settings such as max amount, step size, rate priorities, and approval requirements. - [Currencies](https://docs.b2broker.com/b2core/back-office-guide/currencies): Explore functionalities for managing currencies, including adding and configuring rates, as well as setting up and managing currency pairs in B2CORE - [Rates](https://docs.b2broker.com/b2core/back-office-guide/currencies/rates): View and manage exchange rate providers to ensure accurate currency conversions for smooth transaction processing. Configure provider details, currencies, and connection settings as needed - [Deposit wallets](https://docs.b2broker.com/b2core/back-office-guide/finance/deposit-wallets): View and manage client cryptocurrency wallets, including wallet IDs, owners, tags, addresses, destination tags, deposit methods, and supported currencies - [Deposits](https://docs.b2broker.com/b2core/back-office-guide/finance/deposits): Access a full list of client deposits, including detailed information and transaction monitoring results - [Exchange](https://docs.b2broker.com/b2core/back-office-guide/finance/exchange): View and manage client exchange transactions, including details on accounts, amounts, currencies, commissions, rates, statuses, and who executed the exchange - [Finance](https://docs.b2broker.com/b2core/back-office-guide/finance): Explore the options for managing financial operations, including deposits, withdrawals, deposit wallets, transfers, exchanges, transactions, and generating reports within B2CORE - [Payouts](https://docs.b2broker.com/b2core/back-office-guide/finance/payouts): Access a full list of client withdrawals, including detailed information and transaction monitoring results - [Reports](https://docs.b2broker.com/b2core/back-office-guide/finance/reports): View and manage reports with details on schedules, formats, recipients, and report types - [Static deposit](https://docs.b2broker.com/b2core/back-office-guide/finance/static-deposit): Learn how static deposits work in B2CORE, their benefits over regular deposits, and how to manage unresolved deposit requests - [Transactions](https://docs.b2broker.com/b2core/back-office-guide/finance/transactions): View all transactions, including deposits, withdrawals, transfers, exchanges, rewards, and savings payments, with details on amounts, currencies, and statuses - [Transfers](https://docs.b2broker.com/b2core/back-office-guide/finance/transfers): View and manage transfers between client accounts, including details about source and destination accounts, amounts, currencies, transfer types, and statuses - [Mailing](https://docs.b2broker.com/b2core/back-office-guide/mailing): Manage and configure email services in B2CORE to create and send marketing campaigns, handle system emails, monitor delivery status, and ensure reliable communication with your clients - [System](https://docs.b2broker.com/b2core/back-office-guide/mailing/system): Manage SMTP provider connections, view and configure email sending settings, monitor unsent email queues, and review mailing logs to ensure reliable email delivery in B2CORE - [Groups](https://docs.b2broker.com/b2core/back-office-guide/products/groups): View and manage product groups to organize products into categories, control their display priority, and provide captions and descriptions for structured client presentation in the B2CORE UI - [Products](https://docs.b2broker.com/b2core/back-office-guide/products): Explore functionalities for managing products, groups, permissions, and platforms to create wallets and trading accounts in B2CORE, configure their settings, and ensure data synchronization with external platforms - [Platforms](https://docs.b2broker.com/b2core/back-office-guide/products/platforms): Manage and configure platforms that connect B2CORE to external trading systems. View platform details, status, connection settings, and control demo/live account support and transfer requests - [Products](https://docs.b2broker.com/b2core/back-office-guide/products/products): Manage products that define wallet and trading account creation and settings across platforms. Configure currencies, permissions, restrictions, and features that control product behavior - [Rights](https://docs.b2broker.com/b2core/back-office-guide/products/rights): View and manage permission groups that contain sets of permissions that can be easily assigned to specific products - [Announcements](https://docs.b2broker.com/b2core/back-office-guide/promotion/announcements): Create and manage required or optional announcements displayed to clients in the B2CORE UI - [Banners](https://docs.b2broker.com/b2core/back-office-guide/promotion/banners): Create and manage banners displayed in the B2CORE UI and mobile app with custom themes, URLs, and display restrictions - [Dashboard](https://docs.b2broker.com/b2core/back-office-guide/promotion/dashboard): Manage and customize widgets on the B2CORE UI Dashboard, adjusting their order and appearance - [Promotion](https://docs.b2broker.com/b2core/back-office-guide/promotion): Discover the tools for managing promotional materials, such as banners, announcements, and dashboard customizations, along with options to tailor the B2CORE UI menu - [Menu](https://docs.b2broker.com/b2core/back-office-guide/promotion/menu): Customize the menu in the B2CORE UI by managing item visibility, order, and labels, with options to add custom items and restrict visibility by verification level and client type - [Client request statuses](https://docs.b2broker.com/b2core/back-office-guide/references/client-request-statuses): Learn about the client request statuses used to identify the progress of requests through the approval process - [Client statuses](https://docs.b2broker.com/b2core/back-office-guide/references/client-statuses): Learn about the different client statuses used to indicate the state of client profiles and how they impact client access to the B2CORE UI - [Email template types](https://docs.b2broker.com/b2core/back-office-guide/references/email-template-types): The following is a list of pre-configured email types used to notify clients and Back Office users, such as admins or managers, about specific system… - [Event types for triggering event notifications for Back Office users](https://docs.b2broker.com/b2core/back-office-guide/references/event-types-for-triggering-event-notifications-for-back-office-users): Explore the event types that trigger notifications for Back Office users, outlining the actions and templates used to send updates via email, SMS, Slack, or Telegram - [References](https://docs.b2broker.com/b2core/back-office-guide/references): Understand the B2CORE reference data, including client and request statuses, transaction types, event triggers, product permissions, supported currencies and crypto payment methods - [Product permissions](https://docs.b2broker.com/b2core/back-office-guide/references/product-permissions): Explore the available product permissions that define which actions clients can perform on accounts and wallets created from products - [Supported cryptocurrency payment methods](https://docs.b2broker.com/b2core/back-office-guide/references/supported-cryptocurrency-payment-methods): Learn about the supported cryptocurrency payment methods in B2CORE, including coins, stablecoins, and tokens, each with a designated icon - [Supported currencies](https://docs.b2broker.com/b2core/back-office-guide/references/supported-currencies): Explore the list of supported crypto- and fiat currencies in B2CORE, including details such as ISO code, Alpha code, decimal precision, and icons for graphical representation - [Transaction statuses](https://docs.b2broker.com/b2core/back-office-guide/references/transaction-statuses): Learn about the different statuses that can be assigned to transactions in B2CORE to track progress and identify required actions - [Savings](https://docs.b2broker.com/b2core/back-office-guide/savings): Explore savings programs, including Fixed and Flexible strategies, and learn how clients can invest, earn interest, and manage savings plans with withdrawal conditions and interest payments - [Plans](https://docs.b2broker.com/b2core/back-office-guide/savings/plans): View and manage client savings plans — see statuses, strategies, details, and interest payments. Each plan is based on a preset and linked to a specific client and wallet - [Presets](https://docs.b2broker.com/b2core/back-office-guide/savings/presets): Manage savings program presets — view, edit, or create new ones. Set terms, rates, and penalties. Presets can't be deleted but can be deactivated if not in use - [Address whitelist](https://docs.b2broker.com/b2core/back-office-guide/security/address-whitelist): View and manage client whitelisted withdrawal addresses, including wallet details, destination tags, and currencies, used to restrict withdrawals when Address Management is enabled - [Black lists](https://docs.b2broker.com/b2core/back-office-guide/security/black-lists): View and manage black lists to block specific IPs from accessing API endpoints, helping to quickly restrict unwanted traffic at the application level - [Blocked clients](https://docs.b2broker.com/b2core/back-office-guide/security/blocked-clients): View and manage temporarily blocked clients, including their ID, email, IP address, block start and expiration times, and reasons for blocking, with options to unblock them as needed - [Email black list](https://docs.b2broker.com/b2core/back-office-guide/security/email-black-list): Manage blacklisted email domains that block registration and optionally ban existing clients with those domains from accessing the B2CORE UI; edit, delete, or export domain data as needed - [Security](https://docs.b2broker.com/b2core/back-office-guide/security): Learn about security settings in B2CORE, including IP search, blocked clients, blacklists, whitelists, transaction monitoring, address whitelist, and email blacklists - [Search by IP](https://docs.b2broker.com/b2core/back-office-guide/security/search-by-ip): View and search client login records by IP address, including client details, login time, authorization status, and an option to hide duplicate IP entries for clearer analysis - [Transaction monitoring](https://docs.b2broker.com/b2core/back-office-guide/security/transaction-monitoring): Monitor client transactions, view risk scores, trace fund origins, and analyze key risk signals. Access detailed info on each transaction’s type, amount, status, and provider review results - [White lists](https://docs.b2broker.com/b2core/back-office-guide/security/white-lists): View and configure white lists that limit access to URLs based on IP addresses. Each entry shows ID, route, IP address, activation status, comments, and and relevant dates - [Client tests](https://docs.b2broker.com/b2core/back-office-guide/verification/client-tests): View and manage client accreditation tests that can be used in your KYC process, including test titles, visibility, and descriptions, with options to create, edit, and configure tests - [Document groups](https://docs.b2broker.com/b2core/back-office-guide/verification/document-groups): View and manage document groups used for client verification, including their names, types, status, descriptions, and priority, with options to create and edit groups - [Document types](https://docs.b2broker.com/b2core/back-office-guide/verification/document-types): View and manage document types used for client verification, including their names, status, priority, descriptions, examples, and grouping, with options to create and edit types - [Documents](https://docs.b2broker.com/b2core/back-office-guide/verification/documents): View and manage all client-submitted verification documents, including their type, status, and client details, with options to review document files and update statuses - [Verification](https://docs.b2broker.com/b2core/back-office-guide/verification): Explore the options for managing client verification in B2CORE, including setting verification levels, uploading documents, and organizing document types and groups for streamlined KYC processes - [Levels](https://docs.b2broker.com/b2core/back-office-guide/verification/levels): Manage verification levels in the Back Office by creating, viewing, and configuring their settings, descriptions, verification procedures, client permissions, and document requirements - [Backend images](https://docs.b2broker.com/b2core/back-office-guide/system/backend-images): View and manage images used across the Back Office, including logos and backgrounds - [Bulk actions](https://docs.b2broker.com/b2core/back-office-guide/system/bulk-actions): Manage and execute bulk actions that apply changes to multiple clients at once, including bans, type changes, deposits, and balance resets in B2CORE - [Client folders](https://docs.b2broker.com/b2core/back-office-guide/system/client-folders): View and manage a tree of client folders with any nesting depth, set access rights, and control which folders appear on the Files tab in each client's details - [Client rights](https://docs.b2broker.com/b2core/back-office-guide/system/client-rights): View and manage client permission levels linked to verification levels to control which actions — such as deposits, withdrawals, transfers, or others — clients can perform based on their verification level - [Countries](https://docs.b2broker.com/b2core/back-office-guide/system/countries): View and manage the list of countries available for client selection during registration in the B2CORE UI - [Custom fields](https://docs.b2broker.com/b2core/back-office-guide/system/custom-fields): Create and manage custom fields to collect additional client data, organize them into groups, show them during registration, and edit their values on client profiles in the B2CORE Admin Panel - [Deposit system](https://docs.b2broker.com/b2core/back-office-guide/system/deposit-system): Manage and configure deposit methods, including payment providers, supported currencies, groups, and commissions, to ensure smooth deposit processing in B2CORE - [Event notifications](https://docs.b2broker.com/b2core/back-office-guide/system/event-notifications): View and configure event-triggered notifications for Back Office users via email, Slack, Telegram, or SMS - [Events](https://docs.b2broker.com/b2core/back-office-guide/system/events): Set up event handlers and workflows to process system events, including balance updates, transfers, account creation, and completed operations - [External connections](https://docs.b2broker.com/b2core/back-office-guide/system/external-connections): View and manage connections to external systems and service providers like payment systems, trading platforms, and others integrated with B2CORE - [Import data](https://docs.b2broker.com/b2core/back-office-guide/system/import-data): View and manage data import operations for clients, accounts, and IB programs using CSV or TSV files - [System](https://docs.b2broker.com/b2core/back-office-guide/system): Learn about system settings in B2CORE, including SMS providers, deposit/withdrawal systems, wizards, bulk actions, external connections, notifications, user management, and more - [Key storage](https://docs.b2broker.com/b2core/back-office-guide/system/key-storage): Manage key-value pairs and tags used in email templates to store parameters that are replaced with assigned values when the template is used to send notifications - [Localizations](https://docs.b2broker.com/b2core/back-office-guide/system/localizations): View and manage supported languages and localization settings in B2CORE — enable or disable languages, set their display order, and configure format options - [Logs](https://docs.b2broker.com/b2core/back-office-guide/system/logs): View and track logs of Back Office user actions, including client and transaction events, with details on actors, event types, timestamps, and specific changes made in B2CORE - [Operation types](https://docs.b2broker.com/b2core/back-office-guide/system/operation-types): View and manage operation types that control deposits, withdrawals, transfers, exchanges, and partner rewards, including settings for status, approval, limits, and processing in B2CORE - [Payout system](https://docs.b2broker.com/b2core/back-office-guide/system/payout-system): Manage and configure withdrawal methods, including payment providers, supported currencies, groups, and commissions, to ensure seamless withdrawal processing in B2CORE - [Registration](https://docs.b2broker.com/b2core/back-office-guide/system/registration): View and manage registration profiles that define the client registration process in the B2CORE UI, for both individual and corporate clients - [Requests](https://docs.b2broker.com/b2core/back-office-guide/system/requests): View and manage resolutions for client requests, including their types and statuses, to categorize and handle request rejections effectively in B2CORE - [Settings](https://docs.b2broker.com/b2core/back-office-guide/system/settings): Configure settings for B2CORE features including client profiles, registration, mobile app links, bonuses, 2FA, and other options - [SMS Providers](https://docs.b2broker.com/b2core/back-office-guide/system/sms-providers): View and manage the configuration settings of connected SMS providers used for sending notifications with verification codes to confirm various actions in B2CORE - [Status checks](https://docs.b2broker.com/b2core/back-office-guide/system/status-checks): Monitor the health of key B2CORE areas, such as trading platform connectivity and setup completeness, from a single page with a status timeline for the last month - [Visual customization](https://docs.b2broker.com/b2core/back-office-guide/system/visual-customization): Customize your B2CORE UI appearance by enabling light and dark themes, uploading logos and backgrounds, adjusting colors, and adding custom scripts for branding and functionality - [Wizards](https://docs.b2broker.com/b2core/back-office-guide/system/wizards): Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI - [How to add custom menu items](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options/how-to-add-custom-menu-items): Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions - [How to add the Contact Us information in the B2CORE UI](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options/how-to-add-the-contact-us-information-in-the-b2core-ui): Learn how to add the Contact Us section in B2CORE UI via B2TRANSLATE to show support email, links, or other contact details for clients - [How to add Ticker Widget symbols to the Dashboard](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options/how-to-add-ticker-widget-symbols-to-the-dashboard): Add symbols to the Ticker Widget on the Dashboard by editing the widget, creating new symbols, and choosing whether to show them immediately or make them selectable for clients - [How to configure a menu in the B2CORE UI](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options/how-to-configure-a-menu-in-the-b2core-ui): Customize the B2CORE UI menu by toggling item visibility, changing their order, and editing captions. Set visibility by verification level or client type, and mark items as 'New' for clients - [How to configure the default Dashboard](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options/how-to-configure-the-default-dashboard): Configure the default Dashboard in B2CORE by enabling widgets, setting their size and position, and allowing clients to close widgets - [How to create a banner](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options/how-to-create-a-banner): Learn how to create and customize banners for the B2CORE UI and mobile app - [How to create an announcement](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options/how-to-create-an-announcement): Learn how to create and configure announcements in B2CORE, including types, text, buttons, targeting, and expiration settings - [Manage advertising options](https://docs.b2broker.com/b2core/how-to-articles/manage-advertising-options): Find here step-by-step guides for managing advertising options in B2CORE, including creating banners, configuring the default Dashboard, and customizing the B2CORE UI menu - [How to automatically credit bonuses to clients upon deposits](https://docs.b2broker.com/b2core/how-to-articles/manage-bonuses/how-to-automatically-credit-bonuses-to-clients-upon-deposits): Learn how to configure automatic deposit bonuses that credit clients a percentage of their deposits, based on predefined settings and presets - [How to create a bonus preset](https://docs.b2broker.com/b2core/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset): Learn how to configure bonus presets to control how and when clients receive and use trading bonuses - [How to create a temporary bonus program](https://docs.b2broker.com/b2core/how-to-articles/manage-bonuses/how-to-create-a-temporary-bonus-program): Learn how to create temporary bonus programs for clients to claim in the B2CORE UI, with custom trading conditions, expiry, and crediting options - [How to manually credit bonuses to clients](https://docs.b2broker.com/b2core/how-to-articles/manage-bonuses/how-to-manually-credit-bonuses-to-clients): Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets - [Manage bonuses](https://docs.b2broker.com/b2core/how-to-articles/manage-bonuses): Find here step-by-step guides for managing bonuses in the B2CORE Back Office, including creating bonus presets, temporary programs, and crediting bonuses to clients - [How to configure cashback programs for MT4 and MT5](https://docs.b2broker.com/b2core/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5): Learn how to set up cashback for MT4/MT5 by configuring rates, tiers, account types, and creating a cashback deposit method for rewarding clients - [Manage cashback options](https://docs.b2broker.com/b2core/how-to-articles/manage-cashback-options): Learn how to configure cashback programs for MT4 and MT5 in the B2CORE Back Office, enabling you set up and manage cashback options for your clients - [How to approve or reject client requests](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-approve-or-reject-client-requests): Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications - [How to assign tags to clients](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-assign-tags-to-clients): Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags - [How to change a client password](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-change-a-client-password): Learn how to change a client’s password by entering or generating a new password via the B2CORE Back Office - [How to create a jurisdiction](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-create-a-jurisdiction): Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE - [How to disable 2FA for a client](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-disable-2fa-for-a-client): Learn how to disable two-factor authentication (2FA) for a client by turning off the Google or SMS option in client details within the B2CORE Back Office - [How to enable internal transfers for a client](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-enable-internal-transfers-for-a-client): Learn how to enable internal transfers for a client by activating the Internal Transfers option in client details within the B2CORE Back Office - [How to identify who resolved client requests](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-identify-who-resolved-client-requests): Learn how to identify which Back Office user approved or rejected a client request - [How to register a new client](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-register-a-new-client): Learn how to register a new client via the B2CORE Back Office - [How to upload files to a client profile](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-upload-files-to-a-client-profile): Learn how to upload single or multiple files to a client profile and organize them into folders via the Files tab in client details within the B2CORE Back Office - [How to view deposit or withdrawal wallet addresses](https://docs.b2broker.com/b2core/how-to-articles/manage-clients/how-to-view-deposit-or-withdrawal-wallet-addresses): Learn how to view a client’s deposit or withdrawal wallet addresses by accessing the Finance tab in client details within the B2CORE Back Office - [Manage clients](https://docs.b2broker.com/b2core/how-to-articles/manage-clients): Explore step-by-step guides for managing clients in B2CORE, including registration, password management, 2FA settings, tag assignments, request management, and jurisdiction creation - [How to configure Twilio](https://docs.b2broker.com/b2core/how-to-articles/manage-communication-platforms/how-to-configure-twilio): Learn how to configure Twilio in B2CORE for sending 2FA SMS codes and making client calls via the B2CORE Back Office - [How to get Telegram chat, group and channel identifiers](https://docs.b2broker.com/b2core/how-to-articles/manage-communication-platforms/how-to-get-telegram-chat-group-and-channel-identifiers): Learn how to get Telegram user, group, and channel IDs to enable event notifications for Back Office users in B2CORE - [How to integrate Twilio SendGrid](https://docs.b2broker.com/b2core/how-to-articles/manage-communication-platforms/how-to-integarte-sendgrid): Learn how to connect Twilio SendGrid to B2CORE - [How to integrate ActiveCampaign](https://docs.b2broker.com/b2core/how-to-articles/manage-communication-platforms/how-to-integrate-activecampaign): Learn how to connect ActiveCampaign to B2CORE - [How to set up a Slack bot](https://docs.b2broker.com/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-slack-bot): Learn how to set up a Slack bot, assign the required permissions, obtain a bot token, and connect it to B2CORE to enable event notifications in Slack - [How to set up a Telegram bot](https://docs.b2broker.com/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-telegram-bot): Learn how to create a Telegram bot, get the API token, and connect it to B2CORE to enable sending event notifications to Telegram chats, groups, and channels - [Manage communication platforms](https://docs.b2broker.com/b2core/how-to-articles/manage-communication-platforms): Find here step-by-step guides for configuring communication platforms in the B2CORE Back Office, including setting up Twilio, and configuring Slack and Telegram bots to receive notifications - [How to add a currency](https://docs.b2broker.com/b2core/how-to-articles/manage-currencies/how-to-add-a-currency): Learn how to add currencies in B2CORE - [How to add an exchange currency pair](https://docs.b2broker.com/b2core/how-to-articles/manage-currencies/how-to-add-an-exchange-currency-pair): Add currency pairs that will be available for exchange in the Back Office and B2CORE UI. You can add currency pairs one by one or add multiple pairs at once. - [How to configure currency exchange rates](https://docs.b2broker.com/b2core/how-to-articles/manage-currencies/how-to-configure-currency-exchange-rates): Learn how to set up exchange rate providers to enable accurate currency conversions for transaction processing in B2CORE - [How to enable requests for exchanges in specific currency pairs](https://docs.b2broker.com/b2core/how-to-articles/manage-currencies/how-to-enable-requests-for-exchanges-in-specific-currency-pairs): Learn how to require admin approval for exchanges in specific currency pairs by enabling exchange requests in the currency pair settings - [How to set priorities for exchange rate providers](https://docs.b2broker.com/b2core/how-to-articles/manage-currencies/how-to-set-priorities-for-exchange-rate-providers): Learn how to set priorities for exchange rate providers to optimize rate sourcing and avoid exceeding provider request limits - [How to update rates in exchange requests](https://docs.b2broker.com/b2core/how-to-articles/manage-currencies/how-to-update-rates-in-exchange-requests): Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates - [Manage currencies](https://docs.b2broker.com/b2core/how-to-articles/manage-currencies): Find here step-by-step guides for managing currencies in B2CORE, including adding currencies, configuring exchange rates, setting rate provider priorities, and handling client exchange requests - [How to create a deposit](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-create-a-deposit): Learn how to manually create a deposit in the B2CORE Back Office using the manual deposit method - [How to create a payout](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-create-a-payout): Learn how to manually create a payout in the B2CORE Back Office using the manual withdrawal method - [How to create a report](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-create-a-report): Learn how to create and schedule financial reports in B2CORE, choose report types, set delivery intervals, formats, and recipients, and configure data slices and time settings - [How to create a transfer](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-create-a-transfer): Learn how to create a transfer between a client's accounts in the B2CORE Back Office - [How to exchange funds](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-exchange-funds): Learn how to exchange funds between a client's accounts in the B2CORE Back Office - [How to get data about all transactions for a client](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-get-data-about-all-transactions-for-a-client): Learn how to view and export all transactions for a specific client’s wallets and accounts - [How to get total deposits or withdrawals for all clients](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-get-total-deposits-or-withdrawals-for-all-clients): Learn how to export deposit or withdrawal data from the Back Office to calculate total amounts for all clients - [How to process PaymentSystem Assistance requests for deposits and withdrawals](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests): Understand PaymentSystem Deposit Assistance and PaymentSystem Withdrawal Assistance requests and learn how to process them - [How to process transactions with the Assistance status](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-assistance-status): Learn how to process deposits and withdrawals with the Assistance status - [How to process transactions with the Partial status](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-partial-status): Learn how to manually process transactions with the Partial status in the Back Office when automatic processing fails - [How to update balances](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/how-to-update-balances): Learn how to update balances on multiple client accounts at once using a CSV file with emails, account IDs, and deposit amounts - [Manage finances](https://docs.b2broker.com/b2core/how-to-articles/manage-finances): Explore step-by-step guides for managing client finances in B2CORE, including creating deposits, withdrawals, transfers, exchanges, generating reports, updating balances, and processing transactions - [Move a transaction to Failed](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/move-to-failed): Move a deposit or withdrawal to Failed in PaymentSystem Assistance requests to stop syncing and mark the transaction as unsuccessful - [move-to-in-progress](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/move-to-in-progress): Resume syncing with the external system by moving a deposit or withdrawal to In Progress in PaymentSystem Assistance requests - [Move a transaction to Success](https://docs.b2broker.com/b2core/how-to-articles/manage-finances/move-to-success): Manually move a deposit or withdrawal to Success by verifying it externally and entering the final amount in PaymentSystem Assistance requests - [How to configure SMTP](https://docs.b2broker.com/b2core/how-to-articles/manage-mailing-options/how-to-configure-smtp): Learn how to configure SMTP in B2CORE to send client email notifications. Set up SMTP details like hostname, port, username, and password, then test and enable the connection for reliable mailing - [How to determine why clients fail to receive email notifications](https://docs.b2broker.com/b2core/how-to-articles/manage-mailing-options/how-to-determine-why-clients-fail-to-receive-email-notifications): Learn how to identify why clients don’t receive email notifications by checking email logs, verifying template activation, testing email service, and reviewing SMTP server settings - [Manage mailing options](https://docs.b2broker.com/b2core/how-to-articles/manage-mailing-options): Find here step-by-step guides for managing mailing options in B2CORE, including configuring SMTP and troubleshooting - [How pay and receive amounts are calculated in transactions](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-pay-and-receive-amounts-are-calculated-in-transactions): Learn how B2CORE calculates pay and receive amounts with currency conversions, including rounding rules and currency scales - [How to add deposit and withdrawal methods through PSS](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss): Learn how to add deposit and withdrawal methods using PSS-supported payment systems in B2CORE, including configuring connections and setting up methods - [How to add non-PSS deposit and withdrawal methods](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal methods using non-PSS connections for payment systems not yet integrated with the B2CORE Payment System Service (PSS). - [How to add the Constructor deposit or withdrawal method](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-add-the-constructor-deposit-or-withdrawal-method): Learn how to add and configure Constructor deposit and withdrawal methods in the B2CORE Back Office, enabling the addition of custom fields for clients to provide the necessary information - [How to add the manual deposit or withdrawal method](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-add-the-manual-deposit-or-withdrawal-method): Learn how to add manual deposit and withdrawal methods in the B2CORE Back Office, allowing you to handle client deposits and withdrawals manually in selected currencies - [How to configure commissions for deposit and withdrawal methods](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-configure-commissions-for-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal commissions in B2CORE, including setting fixed, percentage, or combined rates, with options for minimum and maximum commission limits - [How to integrate 1-2-Pay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-1-2pay): Learn how to integrate 1-2-Pay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate B2BINPAY](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay-v3): Learn how to integrate B2BINPAY with B2CORE via PSS for deposits and withdrawals using the B2BINPAY API v3 - [How to integrate B2BINPAY (non-PSS)](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay): Learn how to connect B2BINPAY to B2CORE and set up deposit and withdrawal methods with Travel Rule support - [How to integrate BridgerPay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-bridgerpay): Learn how to integrate BridgerPay with B2CORE for deposits, including setting up connections, adding methods, testing configurations, and configuring webhooks and redirect URLs for seamless transactions - [How to integrate Canonical](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-canonical): Learn how the Canonical PSS driver lets you connect a payment service provider to B2CORE by implementing a standard deposit API contract, including B2CORE-side configuration, webhooks, polling, and the deposit status lifecycle. - [How to integrate ChipPay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-chippay): Learn how to integrate ChipPay with B2CORE for deposits and withdrawals, configure connections, set up deposit/withdrawal methods, and ensure correct settings for payments processed in USDT and CNY - [How to integrate Jetapay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-jetapay): Learn how to to integrate Jetapay with B2CORE through PSS for deposits and withdrawals. It covers setting up Jetapay connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate KoraPay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-korapay): Learn how to integrate KoraPay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate LuqaPay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-luqapay): Learn how to set up LuqaPay integration with B2CORE via PSS to enable withdrawals - [How to integrate PaymentAsia](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paymentasia): Learn how to integrate PaymentAsia with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate PayPal](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paypal): Learn how to integrate PayPal with B2CORE through PSS for deposits and withdrawals. It covers setting up PayPal connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate PayRetailers](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payretailers): Learn how to integrate PayRetailers with B2CORE via PSS to enable deposits and withdrawals in supported currencies - [How to integrate Payrock](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payrock): Learn how to integrate Payrock with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Paytiko](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paytiko): Learn how to integrate Paytiko with B2CORE for deposits. Follow steps to configure the connection, set up the deposit method, and set up webhooks for status updates in the B2CORE Back Office - [How to integrate Praxis](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-praxis): Learn how to integrate Praxis with B2CORE for both deposits and withdrawals. Follow the steps to configure connections, set up deposit and withdrawal methods, and apply necessary settings for seamless transactions - [How to integrate Proxpay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-proxpay): Learn how to integrate Proxpay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Sticpay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-sticpay): Learn how to integrate Sticpay with B2CORE via PSS, including API setup, connection settings, and adding deposit and withdrawal methods - [How to integrate TopChange Pay](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-topchange): Learn how to integrate TopChange Pay with B2CORE via PSS to enable deposits and withdrawals, including setup, method configuration, and verification - [How to integrate UniPayment](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-unipayment): Learn how to integrate UniPayment with B2CORE via PSS for bank card deposits in supported currencies - [How to integrate Visionpay (HILZI)](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-integrate-visionpay-hilzi): Learn how to integrate Visionpay (HILZI) with B2CORE through PSS for deposits and withdrawals in USD - [How to restrict the use of deposit and withdrawal methods](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods/how-to-restrict-the-use-of-deposit-and-withdrawal-methods): Learn how to restrict the use of deposit and withdrawal methods in B2CORE by verification level, country, or client type, with options to apply specific or combined restrictions - [Manage payment methods](https://docs.b2broker.com/b2core/how-to-articles/manage-payment-methods): Find here step-by-step guides for adding and configuring deposit and withdrawal methods in B2CORE, setting commissions, applying restrictions, and using PSS - [How to create a wallet](https://docs.b2broker.com/b2core/how-to-articles/manage-products/how-to-create-a-wallet): Learn how to create a wallet in B2CORE, choose currencies, and set wallet details - [How to restrict the use of a product](https://docs.b2broker.com/b2core/how-to-articles/manage-products/how-to-restrict-the-use-of-a-product): Learn how to restrict product use based on client verification levels - [Manage products](https://docs.b2broker.com/b2core/how-to-articles/manage-products): Explore step-by-step guides for managing products in the B2CORE Back Office, including creating wallets and restricting the use of products - [How to track interest payments to clients in savings programs](https://docs.b2broker.com/b2core/how-to-articles/manage-savings-programs/how-to-track-interest-payments-to-clients-in-savings-programs): Learn how to track and view scheduled or completed interest payments for clients in savings strategies - [Manage savings programs](https://docs.b2broker.com/b2core/how-to-articles/manage-savings-programs): Learn how to manage savings programs in the B2CORE Back Office, including creating and configuring programs to offer flexible saving options for your clients - [How to enable one-click trading access from the B2CORE UI and mobile app](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms/how-to-enable-one-click-access-to-web-trading-terminals): Learn how to enable one-click access to trading web terminals from the B2CORE UI and mobile apps via the Trade button on account cards - [How to integrate B2TRADER](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms/how-to-integrate-b2trader): Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE - [How to integrate DXtrade](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms/how-to-integrate-dxtrade): Learn how to create platforms, product groups, and products to enable DXtrade functionality in B2CORE - [How to integrate Match-Trader](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms/how-to-integrate-match-trader): Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE - [How to integrate OneZero and PrimeXM](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms/how-to-integrate-onezero-and-primexm): Learn how to configure OneZero and PrimeXM platforms, create products, and set up client accounts in B2CORE Back Office - [How to integrate TradeLocker](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms/how-to-integrate-tradelocker): Learn how to configure a connection and create platforms, product groups, and products to enable TradeLocker functionality in B2CORE - [How to integrate MetaTrader 4/5](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms/how-to-intergate-mt): Learn how to integrate MetaTrader 4/5 functionality in B2CORE by creating platforms and products in the Back Office - [Manage platforms](https://docs.b2broker.com/b2core/how-to-articles/manage-platforms): Explore step-by-step guides for connecting trading platforms and hubs, creating products, enabling one-click trading, and managing related settings in the B2CORE Back Office - [How to create a client accreditation test](https://docs.b2broker.com/b2core/how-to-articles/manage-verification-options/how-to-create-a-client-accreditation-test): Learn how to create client accreditation tests in B2CORE, add questions and answers, and link tests to verification levels - [How to use ShuftiPro](https://docs.b2broker.com/b2core/how-to-articles/manage-verification-options/how-to-use-shuftipro): Set up and use ShuftiPro in B2CRE for KYC, face, address, and AML verification. Learn how to configure connections, document groups, types, and verification levels - [How to use SumSub](https://docs.b2broker.com/b2core/how-to-articles/manage-verification-options/how-to-use-sumsubstance): Learn how to connect and configure SumSub as a KYC and KYT provider in B2CORE, including document setup, verification levels, flows, and webhook settings - [How to use the KYC constructor](https://docs.b2broker.com/b2core/how-to-articles/manage-verification-options/how-to-use-the-kyc-constructor): Learn how to configure custom KYC procedures in B2CORE, create verification levels, define required documents, set permissions, and apply client type and country-based restrictions - [Manage verification options](https://docs.b2broker.com/b2core/how-to-articles/manage-verification-options): Explore how to set up KYC, integrate with SumSub or ShuftiPro, and create client accreditation tests - [How to add a manager](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-add-a-manager): Learn how to add managers in the Back Office and set country restrictions to control which clients are automatically assigned to them - [How to add a user group and grant permissions](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-add-a-user-group-and-grant-permissions): Learn how to create user groups in B2CORE and assign specific permissions to control access and actions for different types of Back Office users - [How to add an admin user](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-add-an-admin-user): Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking - [How to add or remove a language](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-add-or-remove-a-language): Learn how to enable or disable languages in the B2CORE UI via the Localizations page in the Back Office - [How to block registration for a country](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country): Learn how to block client registration from specific countries by disabling them in the Countries page in the Back Office - [How to change Back Office images](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-change-back-office-images): Learn how to view and update images used in the Back Office, such as logos and background images - [How to change the wizard workflow](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow): Learn how to modify wizard workflows in B2CORE by adding or removing steps, and applying country or client type restrictions - [How to configure a connection to RudderStack](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-rudderstack): Learn how to configure a RudderStack connection in B2CORE to collect event data for analytics - [How to configure a connection to Zendesk](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-zendesk): Learn how to configure a connection to Zendesk in B2CORE to enable single sign-on (SSO) for clients to submit and manage support tickets directly in Zendesk - [How to configure email templates](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-configure-email-templates): Learn how to configure email templates to notify clients and Back Office users about specific system events - [How to configure settings for mobile app downloads](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-configure-settings-for-mobile-app-downloads): Learn how to configure mobile app download settings in B2CORE. Set up links for iOS and Android apps, display download buttons on the Sign In page and Dashboard, and ensure easy client access - [How to create a bulk action](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-create-a-bulk-action): Learn how to create and execute bulk actions to perform tasks like banning clients or changing their settings using email lists from CSV files - [How to create a request resolution type](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution-type): Learn how to create request resolution types in B2CORE by defining a name, caption, and enabling the type for use in classifying request resolutions - [How to create a request resolution](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution): Learn how to create request resolutions in B2CORE by setting a name, caption, and resolution type to classify and manage incoming client requests effectively - [How to enable sign-in with Google and Apple](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-enable-sign-in-with-google-and-apple): Learn how to prepare Google and Apple developer credentials so your clients can sign in or register in B2CORE using their Google or Apple account - [How to export a CSV file with email addresses](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-export-a-csv-file-with-email-addresses): Learn how to export a CSV file with client email addresses for use in bulk actions - [How to import client-related data](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-import-client-related-data): Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions - [How to import data related to Back Office user groups](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups): Learn how to import Back Office user group data, including permissions, from a JSON file and choose whether to replace or add to existing groups - [How to integrate Salesforce](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-integarte-salesforce): Learn how to connect Salesforce to B2CORE - [How to integrate Amplitude](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-integrate-amplitude): Learn how to integrate Amplitude with B2CORE to track events and gain powerful analytics - [How to integrate your app as iframe in B2CORE](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-integrate-your-app-as-iframe-in-b2core): Learn how to integrate a third-party web application into B2CORE as an iframe, including server configuration, theme and language synchronization, and JWT-based authentication via the postMessage API - [How to make an admin user see only specific clients](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-make-an-admin-user-see-only-specific-clients): Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags - [How to migrate client-related data from external CRMs to B2CORE](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-migrate-cliet-related-data-from-external-crms-to-b2core): Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE - [How to migrate to the new registration settings](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-migrate-to-new-registration-settings): Learn how to move from Registration wizards to the new registration settings and custom fields to build the client registration process in the B2CORE UI - [How to set up 2FA](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-2fa): Learn how to set up 2FA in the Back Office so your clients can secure their profiles using Google Authenticator or SMS in the B2CORE UI - [How to set up Apple push notification](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-apple-push-notification): Learn how to set up a connection to Apple Push Notification service (APNs) to enable push notifications for key events in your iOS app - [How to set up event notifications](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-event-notifications): Learn how to set up event notifications for Back Office users via email, SMS, Slack, or Telegram by selecting events, templates, and recipients - [How to switch from SupportPal to Zendesk](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-switch-from-supportpal-to-zendesk): Learn how to switch from SupportPal to Zendesk by setting the SupportPal connection to "Read-only" in the Back Office to stop new ticket submissions while keeping access to ticket history - [How to use B2CORE as a trusted identity provider (OIDC)](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-use-b2core-as-a-trusted-identity-provider-oidc): Learn how to let a third-party application offer "Log in with B2CORE" by connecting to B2CORE as an OpenID Connect (OIDC) identity provider - [Manage system settings](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings): Explore step-by-step guides for configuring system settings in the B2CORE Back Office, including setting up registration wizards, user roles, event notifications, integrations, and more - [Back office users encounter the 403 Access Denied error when approving or rejecting client requests](https://docs.b2broker.com/b2core/troubleshooting/back-office-issues/back-office-users-encounter-access-denied-error-when-resolving-requests): Troubleshooting the 403 Access Denied error when Back Office users resolving client requests - [Back Office issues](https://docs.b2broker.com/b2core/troubleshooting/back-office-issues): Troubleshoot issues related to the B2CORE Back Office - [Clients not receiving 2FA codes](https://docs.b2broker.com/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-2fa-codes): Troubleshooting client 2FA issues, including Google Authenticator and SMS confirmation options - [Clients not receiving emails sent from B2CORE](https://docs.b2broker.com/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-emails-from-b2core): Troubleshooting email delivery issues in B2CORE when clients don’t receive notifications due to SMTP, templates, or provider problems - [Email & notification issues](https://docs.b2broker.com/b2core/troubleshooting/email-and-notification-issues): Troubleshoot common issues with email delivery and notification alerts - [Clients not seeing their transactions in the B2CORE UI](https://docs.b2broker.com/b2core/troubleshooting/finance-issues/clients-not-seeing-their-transactions-in-the-b2core-ui): Troubleshooting missing B2CORE UI transactions by adjusting operation types and allowed statuses in the Back Office - [Exchanges fail with the Exchange Rate error: the rate for this pair cannot be found, please try another pair](https://docs.b2broker.com/b2core/troubleshooting/finance-issues/exchanges-fail-with-error): Troubleshooting exchange failures caused by missing currencies, pairs, or misconfigured rate providers in B2CORE - [Finance issues](https://docs.b2broker.com/b2core/troubleshooting/finance-issues): Troubleshoot common issues with payment methods and financial transactions - [Localization & B2TRANSLATE issues](https://docs.b2broker.com/b2core/troubleshooting/localization-and-b2translate-issues): Troubleshoot issues related to localization and translations using B2TRANSLATE - [Newly enabled language not displaying in the B2CORE UI](https://docs.b2broker.com/b2core/troubleshooting/localization-and-b2translate-issues/newly-enabled-language-not-displaying-in-the-b2core-ui): Troubleshooting why a newly enabled language doesn’t appear in the B2CORE UI and learn how to fix it via B2TRANSLATE - [Translation for a key in B2TRANSLATE not reflecting correctly in the B2CORE UI](https://docs.b2broker.com/b2core/troubleshooting/localization-and-b2translate-issues/translation-for-a-key-in-b2translate-not-reflecting-correctly-in-the-b2core-ui): Troubleshooting B2TRANSLATE translations not displaying correctly in the B2CORE UI - [Clients encounter the 404 Not Found error after signing in to the B2CORE UI](https://docs.b2broker.com/b2core/troubleshooting/sign-in-and-authentication-issues/clients-encounter-not-found-error-after-signing-in-to-the-b2core-ui): Troubleshooting 404 Not Found errors in the B2CORE UI caused by menu visibility, verification level, or client type restrictions - [Clients experience sign-in issues on the B2CORE mobile app](https://docs.b2broker.com/b2core/troubleshooting/sign-in-and-authentication-issues/clients-experience-sign-in-issues-on-b2core-mobile-app): Troubleshooting sign-in issues on the B2CORE mobile app - [Sign-in & authentication issues](https://docs.b2broker.com/b2core/troubleshooting/sign-in-and-authentication-issues): Troubleshoot issues related to sign-in and authentication in B2CORE - [Clients can't create trading accounts via the B2CORE UI](https://docs.b2broker.com/b2core/troubleshooting/trading-platform-issues/clients-can-not-create-trading-accounts-via-the-b2core-ui): Troubleshooting trading account creation issues in the B2CORE UI caused by platform connection errors, product limits, or misconfigured settings - [Trading platform issues](https://docs.b2broker.com/b2core/troubleshooting/trading-platform-issues): Troubleshoot common issues affecting trading platform operations and account management - [Trading accounts appear in the E (Error) or A (Archived) status in the B2CORE Back Office](https://docs.b2broker.com/b2core/troubleshooting/trading-platform-issues/trading-account-appear-in-error-or-archive-status): Troubleshooting accounts in the E (Error) or A (Archived) status in B2CORE and resolve connection or platform sync issues - [Clients can't submit verification requests in the B2CORE UI](https://docs.b2broker.com/b2core/troubleshooting/verification-issues/clients-can-not-submit-verification-requests-in-the-b2core-ui): Troubleshooting client issues with submitting verification requests in the B2CORE UI - [Verification issues](https://docs.b2broker.com/b2core/troubleshooting/verification-issues): Troubleshoot issues related to verification and KYC procedures - [Back Office guide](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide): Explore B2CORE IB Back Office Guide. Learn how to manage users, commissions, settings, search filters, and reports efficiently - [Interface overview](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/interface-overview): Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities - [Processes](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/processes): Monitor various processes running on the IB server - [Sync Pipelines](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/sync-pipelines): Monitor synchronization pipelines that keep IB data in sync with trading platforms and run them manually if needed - [How to block a partner](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-block-a-partner): Block partners in B2CORE IB for compliance and risk management, ensuring network integrity and oversight - [How to change an IB type for a partner](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-change-an-ib-type-for-a-partner): Switch your partner to another Introducing Broker program - [How to configure a Master IB](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-configure-a-master-ib): Offer special conditions for key partners - [How to configure levels](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-configure-levels): Set up and manage levels for your IB program to distribute rewards along the partners chain - [How to configure personal rewards](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-configure-personal-rewards): Set up personalized IB reward structures for key partners - [How to configure the Converter driver for use with B2CORE API v2.x](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-configure-the-converter-driver-for-use-with-b2core-api-v2.x): Follow this detailed guide to configure the converter driver for B2CORE API v2.x in the IB backend to ensure smooth data handling - [How to configure tiers](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-configure-tiers): Set up tiers and define targets for receiving increased rewards to further motivate your partners - [How to connect to cTrader](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-connect-to-ctrader): Set up connection to the cTrader platform through the IB Back Office - [How to create an IB type](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-create-an-ib-type): Create IB programs, define parameters, reward schemes, and joining options - [How to generate a QR code](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-generate-a-qr-code): Generate QR codes in B2CORE IB. Customize branding logos and colors and share QR codes for quicker signups - [How to import IB-related data](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-import-ib-related-data): Learn how to import IB details into B2CORE from CSV files using predefined formats and import actions - [How to register a partner](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-register-a-partner): Follow step-by-step instructions to register and activate your new IB partners directly within the B2CORE Back Office - [How to set up a payment plan for symbols](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-payment-plan-for-symbols): Configure custom payment plans for specific trading symbols in the B2CORE Back Office - [How to set up a wallet](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-wallet): Configure wallets for Introducing Brokers to enable reward payments - [How to transfer clients and structures in the IB system](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles/how-to-transfer-clients-and-structures): Transfer client structures between Introducing Brokers or move clients within the same IB hierarchy - [How-to articles](https://docs.b2broker.com/b2core-ib/broker-guide/how-to-articles): Find our step-by-step tutorials illustrating how to solve most common tasks in the B2CORE IB Back Office - [Partner Dashboard](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/dashboard): View widgets summarizing your rewards, referral link, and partnership program activity on the Partner Dashboard - [IB Room](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room): Access tools and settings for managing promo campaigns and tracking client activities in the IB Room - [Add or modify translations](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/add-or-modify-translations): Learn to add or modify translations in B2TRANSLATE to localize your platform and offer multilingual support to global users - [B2TRANSLATE pencil](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/b2translate-pencil): Activate editing mode in your WebUI to effortlessly locate and identify translation keys. Follow these steps to highlight translations and copy keys - [Copy translations from another project](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/copy-translations): Reuse translations from another project within the same project type in B2TRANSLATE - [Download and upload translations](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/download-and-upload-translations): Export translations to a CSV file, edit externally, and then upload back to B2TRANSLATE for quicker bulk updates - [Handle plural forms](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/handle-plural-forms): Translate quantity-dependent content maintaining flexibility and control across diverse languages and their unique grammatical requirements - [Manage translations](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations): Learn how to handle translations in your projects — add, modify, copy, and reuse - [Send translations to another project](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/send-translations): Submit and send translations to another project within the same project type in B2TRANSLATE - [Translate with AI](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/translate-with-ai): Experience smooth translation with B2TRANSLATE's ChatGPT and improve your workflow with AI language solutions - [Use variables in translations](https://docs.b2broker.com/b2translate/customer/user-guide/manage-translations/use-variables-in-translations): Use variables in B2TRANSLATE to personalize and standardize translation strings for dynamic content and platform elements - [MetaTrader Volume](https://docs.b2broker.com/b2core/back-office-guide/cashback/metatrader-volume): Configure cashback reward programs for clients trading on MetaTrader 4 and 5. Cashback is based on daily closed volumes and credited the next day. Manage settings via Preferences and Tiers tabs - [Preferences tab](https://docs.b2broker.com/b2core/back-office-guide/cashback/metatrader-volume/preferences-tab): Configure key settings for MT4 or MT5 cashback programs, including enabling or disabling programs, setting cashback rates and currencies, selecting account types, and more - [Tiers tab](https://docs.b2broker.com/b2core/back-office-guide/cashback/metatrader-volume/tiers-tab): Manage cashback reward tiers that offer higher rates based on daily traded volumes - [Accounts tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/accounts-tab): On this tab, you can view a list of client's accounts. To view details of a specific account, click the Edit button in the corresponding row. - [Advanced tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/advanced-tab): On this tab, you can find additional information provided by a client during registration. - [Client tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/client-tab): This tab is visible by default. Here, you can find information about a particular client and view the client profile details, such as profile status and… - [Compliances tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/compliances-tab): On this tab, you can view, add, and edit text notes, or comments, related to a particular client. - [Contacts tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/contacts-tab): On this tab, you can view a list of a client’s addresses and phone numbers as well as add the required contact information by clicking the +Add button. - [Custom fields tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/custom-fields-tab): View and edit the values of custom fields specified for a client, organized by custom field groups - [Devices tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/devices-tab): On this tab, you can view a list of devices from which a client was logged in to the B2CORE UI. - [Documents tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/documents-tab): On this tab, you can view a list of documents that a client submitted for verification. - [Files tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/files-tab): On this tab, you can view and manage files related to a particular client. - [Finance tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/finance-tab): On this tab, you can find a list of a client’s deposit and withdrawal wallets, as well as a list of saved withdrawal templates. - [History tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/history-tab): On this tab, you can view the history of changes of a client’s password, email address, verification level, and 2FA options. - [General](https://docs.b2broker.com/b2core/back-office-guide/clients/general): View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more - [Introducing brokers tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/introducing-brokers-tab): On this tab, you can find information about referral programs which a client has joined. - [Mailing Log tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/mailing-log-tab): On this tab, you can view a list of messages sent to a client email and export this data to a CSV or XLSX file. - [Marketing Data tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/marketing-data-tab): View and manage the marketing attributes collected for a client, such as communication consent, communication language and first deposit amount - [Settings tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/settings-tab): On this tab, you can configure various client profile settings, which are grouped under the following sections: - [Trades tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/trades-tab): On this tab, you can view a history of trades executed by a client on B2TRADER. - [Transactions tab](https://docs.b2broker.com/b2core/back-office-guide/clients/general/transactions-tab): On this tab, you can find detailed information about a client’s transactions. - [Email](https://docs.b2broker.com/b2core/back-office-guide/system/templates/email): In this subsection, you can manage HTML email templates that are used to notify clients and Back Office users about specific event types. - [Templates](https://docs.b2broker.com/b2core/back-office-guide/system/templates): Manage templates for email, SMS, Slack, and Telegram. Customize messages for events to ensure clear, consistent notifications to clients and Back Office users - [Slack](https://docs.b2broker.com/b2core/back-office-guide/system/templates/slack): Manage Slack templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [SMS](https://docs.b2broker.com/b2core/back-office-guide/system/templates/sms): Manage SMS templates for event notifications to Back Office users and 2FA verification codes to clients. View, edit, and enable templates for smooth SMS communication - [Telegram](https://docs.b2broker.com/b2core/back-office-guide/system/templates/telegram): Manage Telegram templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [Client Tags](https://docs.b2broker.com/b2core/back-office-guide/system/users/client-tags): View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions - [Groups](https://docs.b2broker.com/b2core/back-office-guide/system/users/groups): View and manage Back Office user groups. Assign permissions, add users, and import or export group data - [Users](https://docs.b2broker.com/b2core/back-office-guide/system/users): Add and manage Back Office users, assign them to groups with specific permissions, and control client list visibility using client tags for streamlined access and administration - [Users](https://docs.b2broker.com/b2core/back-office-guide/system/users/users): View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options - [Configure the Fixed strategy settings](https://docs.b2broker.com/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-fixed-strategy-settings): Set fixed savings terms, such as plan duration, payment intervals, investment amount, interest rate, and early withdrawal penalties - [Configure the Flexible strategy settings](https://docs.b2broker.com/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-flexible-strategy-settings): Set flexible savings terms, such as investment limits, early withdrawal penalties, payment frequency, and tiered interest rates - [How to create a savings program](https://docs.b2broker.com/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program): Learn how to create Fixed or Flexible savings programs to let clients invest funds and earn interest through B2CORE - [Field types and validation rules](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/field-types-and-validation-rules): Learn about the supported field types and validation rules for the Registration wizard, including input fields, dropdowns, checkboxes, and various data validation options - [Fields supported in the Basic Information step](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step): Learn about the fields supported in the Basic Information step of the Registration wizard, including field types, validation rules, and nesting requirements - [How to add and configure the registration wizard](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard): Learn how to create and configure the Registration wizard to set up the client registration process in the B2CORE UI - [How to configure the User Registration step](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-configure-the-user-registration-step): Learn how to configure the User Registration step in the Registration wizard, including selecting the client type and initial verification level for clients after registration - [How to set up fields for the Advanced step](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step): Learn how to set up fields for the Advanced step in the Registration wizard - [How to set up fields for the Basic Information step](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step): Learn how to configure and manage fields for the Basic Information step in the Registration wizard - [How to set up the Registration wizard](https://docs.b2broker.com/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard): Learn how to set up and configure the Registration wizard in B2CORE, including customizing steps, fields, field types, validation rules, and client registration settings - [CPA acquisitions](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/cpa/cpa-acquisitions): View clients referred by partners who have fulfilled CPA program conditions - [CPA payments](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/cpa/cpa-payments): View CPA reward payments made to partners for referred clients who fulfilled the program conditions - [CPA programs](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/cpa/cpa-programs): Create and manage CPA programs that define the conditions under which partners earn rewards for referred clients - [CPA](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/cpa): Manage CPA programs to reward partners for bringing in clients who meet specific conditions - [Payment plans](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/cpa/payment-plans): Configure payment plans with conditions that clients must fulfill for a partner to earn a CPA reward - [Accounts](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/payments/accounts): View IB accounts of your clients - [Currencies](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/payments/currencies): Find a list of supported currencies - [Failed payments](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/payments/failed-payments): View the list of failed IB reward payments along with the error details to investigate and resolve payment issues - [Payments](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/payments): Manage and track Introducing Broker's accounts, currencies, and reward payments - [Rates](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/payments/rates): Manage connected exchange rate providers - [Rewards](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/payments/rewards): View a list of all rewards to your partners - [Transactions](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/payments/transactions): View a list of reward transactions - [Accounts](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms/accounts): View a list of trading accounts of the clients who participate in your partnership programs - [Platform Deposits](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms/deposits): View a list of deposits of all IB clients on all trading accounts - [Groups](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms/groups): Find a list of all symbols traded on connected platforms - [Platforms](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms): Overview the information on accounts and trades obtained from trading platforms and set up payment plans for symbols - [Platforms](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms/platforms): Manage trading platforms connected to your IB - [Symbols](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms/symbols): View a list of symbols and manage payment plans - [Trades](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms/trades): View a list of trades executed by IB clients - [Platform Withdrawals](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/platforms/withdrawals): View a list of withdrawals of all clients on all trading accounts - [Apps](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/apps): Overview a list of all apps that have access to IB via API - [Date & time](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/date-and-time): View the B2CORE UI date and time as well as the time zone defined for an IB server - [Preferences](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences): Configure preferences in the B2CORE IB Back Office to adjust system settings, permissions, and workflows - [Network](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/network): Overview and manage connection to B2CORE IB server - [Updates](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/updates): Access B2CORE IB release notes directly from the Back Office - [Clients](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/program/clients): View a list of direct clients and sub-IB clients attracted by your partners - [Program](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/program): Explore a complete guide to managing, customizing, and scaling your IB partnership program for optimized performance and growth - [Introducing brokers](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/program/introducing-brokers): View a list of partners participating in your partnership programs - [Reassign Users](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/program/reassign-users): Reassign clients and sub-IBs from one Introducing Broker to another, either individually or all at once - [Types](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/program/types): View a list of configured partnership programs — IB types. Create an unlimited number of programs with various joining options and methods for calculating rewards - [Promo](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo): Control and manage promotional materials that your partners can use to attract new clients and increase engagement - [Landings](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/landings): Learn about referral landing pages and how they work in B2CORE IB - [Acquisition report](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/reports/acquisition-report): Generate, view, and export reports indicating the number of your active partners, clicks on referral links or promo banners, registrations, and click conversion rate - [Reports](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/reports): Generate and manage detailed reports on your partnership programs performance within the B2CORE IB Back Office - [Payment report](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/reports/payment-report): Generate, view, and export reports containing data on the number of your active partners and traders, their trades, trading volume, and rewards - [Savings Rebates](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/savings): Manage savings programs to reward partners when their referred clients invest in savings plans - [Savings acquisitions](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/savings/savings-acquisitions): View clients referred by partners who have enrolled in savings programs - [Savings payments](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/savings/savings-payments): View reward payments made to partners for clients who invested in savings plans - [Savings programs](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/savings/savings-programs): Create and manage savings programs that define reward rates for partners whose clients invest in savings plans - [Banners](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/promo/banners): Find a preconfigured collection of promo banners that can be used to attract new clients by means of banner advertising - [Promo](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/promo): Access promotional tools and campaign tracking features in the IB Room - [Links](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/promo/links): Create personalized referral links (URLs) and convert them into QR codes - [Accounts](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/accounts): Identify the top-performing trading accounts that generate the most rewards - [Acquisitions](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/acquisitions): Track referral link clicks and promo banner interactions, analyze traffic sources for new client acquisition and identify the countries of users who engage with your referral links - [Client List](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/client-list): Identify clients with high trading activity who generate the most rewards for you - [CPA](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/cpa-acquisitions): Track referred clients and their progress through CPA program conditions - [Platform Deposits](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/deposits): Monitor deposits made by your direct clients and sub-IB clients to their trading accounts - [Reports](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports): The Reports page is a single page with the following tabs. Each tab provides its own table columns, and shares common Filters and Rows per page controls. - [Rewards](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/rewards): Monitor trades executed by your direct clients and sub-IB clients, and track the rewards received for these trades - [Savings Rebates](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/savings-payments): Track savings reward payments received for clients who invested in savings plans - [Trades](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/trades): Monitor trades executed by your direct clients and sub-IB clients - [Transactions](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/transactions): Monitor incoming reward payment transactions - [Platform Withdrawals](https://docs.b2broker.com/b2core-ib/partner-guide/ib-room/reports/withdrawals): Monitor withdrawals made by your direct clients and sub-IB clients from their trading accounts - [Countries](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/location/countries): View a list of countries used for geographic data - [Geolocation](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/location/geolocation): View a list of geolocation providers - [Location](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/location): Configure location-based settings within the B2CORE IB Back Office to manage operations and permissions tailored to specific regions - [Attacks](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security/attacks): View a list of prevented brute-force attacks - [Authentications](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security/authentications): View a list of authenticated API users who have accessed the IB platform using the API - [Authorizations](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security/authorizations): View a list of users that were authorized using the API - [Blacklist](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security/blacklist): View and modify a list of blocked IP addresses for leveled-up security - [Incidents](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security/incidents): View a list of incidents detected on the platform - [Security](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security): Adjust security settings in the B2CORE IB Back Office to enforce secure access, authentication, and operational compliance - [IP addresses](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security/ip-addresses): View the list of IP addresses for which access to the IB platform is allowed or denied - [Whitelist](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/preferences/security/whitelist): Switch to using a safe list and grant access only to the IPs that you trust - [Clicks](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/analytics/clicks): View detailed data on clicks made to referral links and promo materials - [Analytics](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/analytics): View the click data for referral links and for other promotional materials used in your partnership programs - [Banners](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/banners/banners): Create and manage promo banners that your partners can use in their promotional campaigns - [Banners](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/banners): View and configure promo banners that your partners can use in their promo campaigns and materials - [Languages](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/banners/languages): View a list of languages configured for banners, add new ones, and modify them - [Sizes](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/banners/sizes): Specify possible banner sizes and configure banners with specific dimensions - [Themes](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/banners/themes): Configure themes to easier group and manage banners - [Colors](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/colors): View and customize color settings for QR codes - [Icons](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/icons): View and manage the QR code icons - [QR codes](https://docs.b2broker.com/b2core-ib/broker-guide/back-office-guide/promo/qr-codes): Customize colors and icons for QR codes that you and your partners can generate for referral links - [FIX API](https://docs.b2broker.com/zh/b2connect/fix-api): Version 1.2 - [Welcome to B2CONNECT docs](https://docs.b2broker.com/zh/b2connect): Access all guides and setup documentation for B2CONNECT integrations and tools - [Release notes](https://docs.b2broker.com/zh/b2connect/release-notes): View the history of B2CONNECT releases with key points and major updates highlighted - [Welcome to B2CORE docs](https://docs.b2broker.com/zh/b2core): A feature-rich solution for brokers and exchanges to manage clients, finances, trading activity, and more — all in one place - [Restricted access to the API](https://docs.b2broker.com/zh/b2core/restricted-access-to-the-api): Learn how to request access to the B2CORE API by submitting a support ticket with your use case details - [Welcome to B2CORE IB docs](https://docs.b2broker.com/zh/b2core-ib): Comprehensive guides for brokers and partners on setting up and managing the B2CORE Introducing Brokers (IB) program - [Release notes](https://docs.b2broker.com/zh/b2core-ib/release-notes): View the history of B2CORE IB releases with key points and major updates highlighted - [Welcome to B2TRADER API docs](https://docs.b2broker.com/zh/b2trader/api): Complete B2TRADER API documentation with getting started guides, REST and WSS API methods, release changelog. Everything you need to integrate trading APIs - [Release notes](https://docs.b2broker.com/zh/b2trader/api/release-notes): View the history of B2TRADER API releases with key points and major updates highlighted - [Welcome to B2TRADER docs](https://docs.b2broker.com/zh/b2trader/terminal): Explore the comprehensive documentation for B2TRADER Trading Terminal, covering features and basic concepts - [欢迎来到 B2TRANSLATE 文档](https://docs.b2broker.com/zh/b2translate/customer): 访问 B2TRANSLATE 文档中心。了解如何管理翻译、本地化项目，以及在所有产品中配置工作流程 - [发布说明](https://docs.b2broker.com/zh/b2translate/customer/release-notes): 查看 B2TRANSLATE 发布历史，其中重点标出了关键要点和重大更新 - [How to connect Binance with an Ed25519 key pair](https://docs.b2broker.com/zh/b2connect/how-to-articles/how-to-connect-binance-with-ed25519-keys): Configure your B2CONNECT connectivity with the Binance platform using Ed25519 API keys - [How to properly configure API keys on Kraken](https://docs.b2broker.com/zh/b2connect/how-to-articles/how-to-properly-configure-api-keys-on-kraken): Configure your B2CONNECT connectivity with the Kraken platform using API keys - [Exchanges](https://docs.b2broker.com/zh/b2connect/supported-venues/exchanges): Explore the liquidity provider platforms supported by B2CONNECT - [FIX platforms](https://docs.b2broker.com/zh/b2connect/supported-venues/fix-platforms): Explore the FIX platforms supported by B2CONNECT - [Deploying your Android app](https://docs.b2broker.com/zh/b2core/b2core-mobile/deploying-your-android-app): Learn how to prepare and publish your branded Android app on Google Play - [Deploying your iOS app](https://docs.b2broker.com/zh/b2core/b2core-mobile/deploying-your-ios-app): Learn how to prepare and publish your branded iOS app, from licensing and demo setup to App Store compliance and approval - [Dashboard](https://docs.b2broker.com/zh/b2core/back-office-guide/dashboard): Explore key financial metrics, including deposits, withdrawals, and net deposits on the Back Office Dashboard - [Get started](https://docs.b2broker.com/zh/b2core/back-office-guide/get-started): Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office - [Introducing brokers](https://docs.b2broker.com/zh/b2core/back-office-guide/introducing-brokers): Learn about the Introducing Brokers (IB) program in B2CORE, designed to support referral programs that help expand your client base - [Ticket feedback](https://docs.b2broker.com/zh/b2core/back-office-guide/ticket-feedback): Learn about the options for viewing client feedback on resolved HelpDesk tickets in B2CORE, including ticket details, client comments, satisfaction ratings, and updates for reopened tickets - [Communication platforms](https://docs.b2broker.com/zh/b2core/integrations/communication-platforms): Explore B2CORE’s supported platforms for messaging, email delivery, notifications, and marketing via ActiveCampaign, Twilio, Vonage, SendGrid, Slack, and Telegram - [KYC providers](https://docs.b2broker.com/zh/b2core/integrations/kyc-providers): View supported KYC providers in B2CORE, the document groups used for verification, and how each provider handles identity checks in the B2CORE UI - [Other systems](https://docs.b2broker.com/zh/b2core/integrations/other-systems): Explore B2CORE-integrated systems for enhanced functionality, including CRM platforms, customer support tools, and data analytics solutions - [Payment systems](https://docs.b2broker.com/zh/b2core/integrations/payment-systems): Explore all payment systems integrated with B2CORE, including their support for deposits, withdrawals, and integration through the Payment System Service (PSS) - [Platforms](https://docs.b2broker.com/zh/b2core/integrations/platforms): Explore supported trading platforms and hubs in B2CORE, with a comparison of key features, integrations, and functionalities across each solution - [Welcome to Troubleshooting](https://docs.b2broker.com/zh/b2core/troubleshooting): Find solutions to common B2CORE issues. The troubleshooting articles are grouped by topic to help you resolve problems efficiently - [Mobile app release notes](https://docs.b2broker.com/zh/b2core/release-notes/release-notes-mobile): View the history of releases for B2CORE mobile apps on iOS and Android, including key updates, new features, and enhancements - [Release notes](https://docs.b2broker.com/zh/b2core/release-notes/release-notes): View the history of B2CORE releases with key points and major updates highlighted - [About IB](https://docs.b2broker.com/zh/b2core-ib/broker-guide/about-ib): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Key terms](https://docs.b2broker.com/zh/b2core-ib/broker-guide/key-terms): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Payment plans](https://docs.b2broker.com/zh/b2core-ib/broker-guide/payment-plans): Learn about various payment plans available for IB program - [How to join a partnership program](https://docs.b2broker.com/zh/b2core-ib/partner-guide/how-to-join-a-partnership-program): Learn how to find and join Introducing Broker programs in B2CORE UI. Onboard as a partner and access referral tools for better client management - [Market Data](https://docs.b2broker.com/zh/b2trader/api/fix-api/market-data): Subscribe to real-time market data updates via FIX 4.4 protocol - [Trading](https://docs.b2broker.com/zh/b2trader/api/fix-api/trading): Place orders and receive execution reports via FIX 4.4 protocol - [Account statuses](https://docs.b2broker.com/zh/b2trader/api/get-started/account-statuses): Understand account statuses to know which operations are permitted on a trading account - [Market statuses](https://docs.b2broker.com/zh/b2trader/api/get-started/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/zh/b2trader/api/get-started/order-statuses): Understand order statuses to track trading activity more effectively - [Order types](https://docs.b2broker.com/zh/b2trader/api/get-started/order-types): Navigate order types and learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [API overview](https://docs.b2broker.com/zh/b2trader/api/get-started/overview): Complete B2TRADER API overview covering REST, WebSocket, and FIX APIs. Learn when to use each API type, available endpoints, and integration guidelines for trading applications - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/zh/b2trader/api/get-started/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/zh/b2trader/api/get-started/time-in-force): Explore various supported TIF options for better risk management - [Guest](https://docs.b2broker.com/zh/b2trader/api/rest-api/guest): Read public market data over REST without an access token — anonymous counterparts of the trading, settings, and market data endpoints - [History](https://docs.b2broker.com/zh/b2trader/api/rest-api/history): Access comprehensive trading history with execution details, order data, and position closing information - [Settings](https://docs.b2broker.com/zh/b2trader/api/rest-api/settings): Configure account margin settings, get market parameters, trading sessions, asset details, and system preferences for optimal trading setup - [Trading](https://docs.b2broker.com/zh/b2trader/api/rest-api/trading): Place orders, modify price triggers, execute trades and manage positions across multiple trading instruments - [Account info](https://docs.b2broker.com/zh/b2trader/api/ws-api/account-info): Stream real-time account balances, margin data, equity, PnL, and margin levels with live financial updates - [Market Data](https://docs.b2broker.com/zh/b2trader/api/ws-api/market-data): Stream real-time order books, trading charts, price data, and market summaries with live bid/ask updates - [Trading](https://docs.b2broker.com/zh/b2trader/api/ws-api/trading): Stream real-time open orders, open and closed positions with live updates, PnL tracking, and order status monitoring - [Connect ChatGPT](https://docs.b2broker.com/zh/b2trader/terminal/connect-your-ai-agent/connect-chatgpt): You can connect B2Trader to ChatGPT as a connector. It uses the same B2Trader MCP URL and OAuth sign-in as every other agent. Pick the surface you need… - [Connect Claude](https://docs.b2broker.com/zh/b2trader/terminal/connect-your-ai-agent/connect-claude): You can connect B2Trader to Claude in two places: - [Connect a custom agent](https://docs.b2broker.com/zh/b2trader/terminal/connect-your-ai-agent/connect-custom-agent): If you are building your own agent (for example with an Agent SDK) or using an MCP client that is not Claude or ChatGPT, you connect to the same two… - [Full-access safety](https://docs.b2broker.com/zh/b2trader/terminal/connect-your-ai-agent/full-access-safety): The full-access surface (/mcp-full-access) lets a connected AI agent trade on your account directly. This page explains exactly what that means and how to… - [Overview](https://docs.b2broker.com/zh/b2trader/terminal/connect-your-ai-agent/overview): B2Trader can expose your trading account to external AI agents through the Model Context Protocol (MCP) — an open standard that lets AI applications such as… - [Customizing your Terminal](https://docs.b2broker.com/zh/b2trader/terminal/get-started/customizing-your-terminal): Customize your trading workspace by managing widgets, creating layouts, and configuring your interface to match your trading style - [Guest mode](https://docs.b2broker.com/zh/b2trader/terminal/get-started/guest-mode): Explore the Trading terminal without logging in — browse markets, follow live prices and charts, and log in when you are ready to trade - [Settings](https://docs.b2broker.com/zh/b2trader/terminal/get-started/settings): Configure interface, widgets, margin accounts, trading reports, and API tokens in the Trading terminal settings - [Market statuses](https://docs.b2broker.com/zh/b2trader/terminal/knowledge-base/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/zh/b2trader/terminal/knowledge-base/order-statuses): Understand all order status types to track trading activity more effectively - [Order types](https://docs.b2broker.com/zh/b2trader/terminal/knowledge-base/order-types): Navigate order types, learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/zh/b2trader/terminal/knowledge-base/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/zh/b2trader/terminal/knowledge-base/time-in-force): Explore various Time in force options supported for better risk management - [Release notes Mobile](https://docs.b2broker.com/zh/b2trader/terminal/release-notes/release-notes-mobile): View the history of the Mobile App releases - [Release notes](https://docs.b2broker.com/zh/b2trader/terminal/release-notes/release-notes): View the history of platform releases with key points and major updates highlighted - [AI Assistant](https://docs.b2broker.com/zh/b2trader/terminal/widgets/ai-assistant): Get AI-powered market analysis, price forecasts, and trading recommendations - [All markets](https://docs.b2broker.com/zh/b2trader/terminal/widgets/all-markets): Explore real-time price updates across all available markets and view live trading data across all instruments - [Assets](https://docs.b2broker.com/zh/b2trader/terminal/widgets/assets): View balances and available funds in the Trading Terminal - [Closed positions](https://docs.b2broker.com/zh/b2trader/terminal/widgets/closed-positions): Monitor closed positions in your dashboard. Review completed trades, realized profits and losses, and execution details - [Margin](https://docs.b2broker.com/zh/b2trader/terminal/widgets/margin): Monitor and manage margin level in real time using the Margin widget to prevent overexposure - [Market depth](https://docs.b2broker.com/zh/b2trader/terminal/widgets/market-depth): View real-time order book data using the Market Depth widget in the Trading terminal - [Market summary](https://docs.b2broker.com/zh/b2trader/terminal/widgets/market-summary): View real-time market statistics and key performance indicators using the Market Summary widget in the Trading Terminal - [Messages](https://docs.b2broker.com/zh/b2trader/terminal/widgets/messages): View notifications, announcements, and important communications from your broker - [Open orders](https://docs.b2broker.com/zh/b2trader/terminal/widgets/open-orders): Monitor open orders in real-time to adjust positions and respond quickly to market fluctuations - [Open positions](https://docs.b2broker.com/zh/b2trader/terminal/widgets/open-positions): Monitor in real-time all active positions in the Trading terminal, keep track of unrealized profit and loss, current price, used margin, and related trades for enhanced control - [Order book](https://docs.b2broker.com/zh/b2trader/terminal/widgets/order-book): Monitor live buy and sell prices, bid/ask spreads, and trading depth in one place - [Order history](https://docs.b2broker.com/zh/b2trader/terminal/widgets/order-history): Review completed trades and order execution history - [Place order](https://docs.b2broker.com/zh/b2trader/terminal/widgets/place-order): Use the Place Order widget to submit orders, navigate advanced and time-in-force options to manage risk more effectively - [Price chart](https://docs.b2broker.com/zh/b2trader/terminal/widgets/price-chart): View real-time market prices with an interactive chart showing live data and trends for selected instruments in your trading platform - [Price control](https://docs.b2broker.com/zh/b2trader/terminal/widgets/price-control): Configure notifications to monitor asset price behavior and control real-time trading execution - [Stop orders](https://docs.b2broker.com/zh/b2trader/terminal/widgets/stop-orders): Monitor Stop orders in the Trading terminal - [Watch list](https://docs.b2broker.com/zh/b2trader/terminal/widgets/watch-list): Easily view selected trading instruments and assets all in one place in the Trading Terminal - [B2TRANSLATE 简介](https://docs.b2broker.com/zh/b2translate/customer/get-started/introduction-to-b2translate): 了解如何在 B2TRANSLATE 中组织项目和翻译，并通过我们直观的平台简化您的本地化流程 - [管理您的账户](https://docs.b2broker.com/zh/b2translate/customer/get-started/manage-your-account): 管理您的 B2TRANSLATE 账户 — 更改密码、创建个人 API 令牌、查看通知以及切换界面语言 - [登录和双重身份验证](https://docs.b2broker.com/zh/b2translate/customer/get-started/sign-in-to-b2translate): 登录 B2TRANSLATE，管理您平台的翻译，并本地化您的产品和项目以适应不同的市场和人群 - [筛选键](https://docs.b2broker.com/zh/b2translate/customer/user-guide/filter-keys): 应用多种筛选条件，快速检测缺失的翻译并有效管理您的项目 WebUI - [语言](https://docs.b2broker.com/zh/b2translate/customer/user-guide/languages): 可用语言列表概览 - [项目](https://docs.b2broker.com/zh/b2translate/customer/user-guide/projects): 查看按项目类型分组的项目概览并访问项目密钥 - [Bonus distribution](https://docs.b2broker.com/zh/b2core/back-office-guide/bonuses/bonus-distribution): Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history - [Bonus presets](https://docs.b2broker.com/zh/b2core/back-office-guide/bonuses/bonus-presets): Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits - [Bonuses](https://docs.b2broker.com/zh/b2core/back-office-guide/bonuses): Learn about bonus programs in B2CORE, including how they offer financial incentives to clients, support for MetaTrader 4/5 and cTrader, and the process of converting bonus credits to real funds - [Temporary bonuses](https://docs.b2broker.com/zh/b2core/back-office-guide/bonuses/temporary-bonuses): Create and manage time-limited bonus programs with customizable requirements and eligibility in B2CORE - [Cashback](https://docs.b2broker.com/zh/b2core/back-office-guide/cashback): Explore the feature for configuring MetaTrader Volume cashback rewards for clients on MT4/5 - [Accounts](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/accounts): View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once - [Clients](https://docs.b2broker.com/zh/b2core/back-office-guide/clients): Access detailed overviews of the options for managing client profiles, requests, manager assignments, client types, and jurisdictions - [Jurisdictions](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/jurisdictions): Create, view, and manage jurisdictions to segment clients based on countries and client types - [Managers](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/managers): View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules - [Requests](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/requests): View and manage client requests, approve or reject them, add comments, and export data if needed - [Types](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/types): View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients - [Currencies](https://docs.b2broker.com/zh/b2core/back-office-guide/currencies/currencies): View, add, and configure currencies — manage currency codes, display names, markups, and precision for seamless operation in B2CORE - [Currency pairs](https://docs.b2broker.com/zh/b2core/back-office-guide/currencies/currency-pairs): View and manage currency pairs for exchanges, configuring settings such as max amount, step size, rate priorities, and approval requirements. - [Currencies](https://docs.b2broker.com/zh/b2core/back-office-guide/currencies): Explore functionalities for managing currencies, including adding and configuring rates, as well as setting up and managing currency pairs in B2CORE - [Rates](https://docs.b2broker.com/zh/b2core/back-office-guide/currencies/rates): View and manage exchange rate providers to ensure accurate currency conversions for smooth transaction processing. Configure provider details, currencies, and connection settings as needed - [Deposit wallets](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/deposit-wallets): View and manage client cryptocurrency wallets, including wallet IDs, owners, tags, addresses, destination tags, deposit methods, and supported currencies - [Deposits](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/deposits): Access a full list of client deposits, including detailed information and transaction monitoring results - [Exchange](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/exchange): View and manage client exchange transactions, including details on accounts, amounts, currencies, commissions, rates, statuses, and who executed the exchange - [Finance](https://docs.b2broker.com/zh/b2core/back-office-guide/finance): Explore the options for managing financial operations, including deposits, withdrawals, deposit wallets, transfers, exchanges, transactions, and generating reports within B2CORE - [Payouts](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/payouts): Access a full list of client withdrawals, including detailed information and transaction monitoring results - [Reports](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/reports): View and manage reports with details on schedules, formats, recipients, and report types - [Static deposit](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/static-deposit): Learn how static deposits work in B2CORE, their benefits over regular deposits, and how to manage unresolved deposit requests - [Transactions](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/transactions): View all transactions, including deposits, withdrawals, transfers, exchanges, rewards, and savings payments, with details on amounts, currencies, and statuses - [Transfers](https://docs.b2broker.com/zh/b2core/back-office-guide/finance/transfers): View and manage transfers between client accounts, including details about source and destination accounts, amounts, currencies, transfer types, and statuses - [Mailing](https://docs.b2broker.com/zh/b2core/back-office-guide/mailing): Manage and configure email services in B2CORE to create and send marketing campaigns, handle system emails, monitor delivery status, and ensure reliable communication with your clients - [System](https://docs.b2broker.com/zh/b2core/back-office-guide/mailing/system): Manage SMTP provider connections, view and configure email sending settings, monitor unsent email queues, and review mailing logs to ensure reliable email delivery in B2CORE - [Groups](https://docs.b2broker.com/zh/b2core/back-office-guide/products/groups): View and manage product groups to organize products into categories, control their display priority, and provide captions and descriptions for structured client presentation in the B2CORE UI - [Products](https://docs.b2broker.com/zh/b2core/back-office-guide/products): Explore functionalities for managing products, groups, permissions, and platforms to create wallets and trading accounts in B2CORE, configure their settings, and ensure data synchronization with external platforms - [Platforms](https://docs.b2broker.com/zh/b2core/back-office-guide/products/platforms): Manage and configure platforms that connect B2CORE to external trading systems. View platform details, status, connection settings, and control demo/live account support and transfer requests - [Products](https://docs.b2broker.com/zh/b2core/back-office-guide/products/products): Manage products that define wallet and trading account creation and settings across platforms. Configure currencies, permissions, restrictions, and features that control product behavior - [Rights](https://docs.b2broker.com/zh/b2core/back-office-guide/products/rights): View and manage permission groups that contain sets of permissions that can be easily assigned to specific products - [Announcements](https://docs.b2broker.com/zh/b2core/back-office-guide/promotion/announcements): Create and manage required or optional announcements displayed to clients in the B2CORE UI - [Banners](https://docs.b2broker.com/zh/b2core/back-office-guide/promotion/banners): Create and manage banners displayed in the B2CORE UI and mobile app with custom themes, URLs, and display restrictions - [Dashboard](https://docs.b2broker.com/zh/b2core/back-office-guide/promotion/dashboard): Manage and customize widgets on the B2CORE UI Dashboard, adjusting their order and appearance - [Promotion](https://docs.b2broker.com/zh/b2core/back-office-guide/promotion): Discover the tools for managing promotional materials, such as banners, announcements, and dashboard customizations, along with options to tailor the B2CORE UI menu - [Menu](https://docs.b2broker.com/zh/b2core/back-office-guide/promotion/menu): Customize the menu in the B2CORE UI by managing item visibility, order, and labels, with options to add custom items and restrict visibility by verification level and client type - [Client request statuses](https://docs.b2broker.com/zh/b2core/back-office-guide/references/client-request-statuses): Learn about the client request statuses used to identify the progress of requests through the approval process - [Client statuses](https://docs.b2broker.com/zh/b2core/back-office-guide/references/client-statuses): Learn about the different client statuses used to indicate the state of client profiles and how they impact client access to the B2CORE UI - [Email template types](https://docs.b2broker.com/zh/b2core/back-office-guide/references/email-template-types): The following is a list of pre-configured email types used to notify clients and Back Office users, such as admins or managers, about specific system… - [Event types for triggering event notifications for Back Office users](https://docs.b2broker.com/zh/b2core/back-office-guide/references/event-types-for-triggering-event-notifications-for-back-office-users): Explore the event types that trigger notifications for Back Office users, outlining the actions and templates used to send updates via email, SMS, Slack, or Telegram - [References](https://docs.b2broker.com/zh/b2core/back-office-guide/references): Understand the B2CORE reference data, including client and request statuses, transaction types, event triggers, product permissions, supported currencies and crypto payment methods - [Product permissions](https://docs.b2broker.com/zh/b2core/back-office-guide/references/product-permissions): Explore the available product permissions that define which actions clients can perform on accounts and wallets created from products - [Supported cryptocurrency payment methods](https://docs.b2broker.com/zh/b2core/back-office-guide/references/supported-cryptocurrency-payment-methods): Learn about the supported cryptocurrency payment methods in B2CORE, including coins, stablecoins, and tokens, each with a designated icon - [Supported currencies](https://docs.b2broker.com/zh/b2core/back-office-guide/references/supported-currencies): Explore the list of supported crypto- and fiat currencies in B2CORE, including details such as ISO code, Alpha code, decimal precision, and icons for graphical representation - [Transaction statuses](https://docs.b2broker.com/zh/b2core/back-office-guide/references/transaction-statuses): Learn about the different statuses that can be assigned to transactions in B2CORE to track progress and identify required actions - [Savings](https://docs.b2broker.com/zh/b2core/back-office-guide/savings): Explore savings programs, including Fixed and Flexible strategies, and learn how clients can invest, earn interest, and manage savings plans with withdrawal conditions and interest payments - [Plans](https://docs.b2broker.com/zh/b2core/back-office-guide/savings/plans): View and manage client savings plans — see statuses, strategies, details, and interest payments. Each plan is based on a preset and linked to a specific client and wallet - [Presets](https://docs.b2broker.com/zh/b2core/back-office-guide/savings/presets): Manage savings program presets — view, edit, or create new ones. Set terms, rates, and penalties. Presets can't be deleted but can be deactivated if not in use - [Address whitelist](https://docs.b2broker.com/zh/b2core/back-office-guide/security/address-whitelist): View and manage client whitelisted withdrawal addresses, including wallet details, destination tags, and currencies, used to restrict withdrawals when Address Management is enabled - [Black lists](https://docs.b2broker.com/zh/b2core/back-office-guide/security/black-lists): View and manage black lists to block specific IPs from accessing API endpoints, helping to quickly restrict unwanted traffic at the application level - [Blocked clients](https://docs.b2broker.com/zh/b2core/back-office-guide/security/blocked-clients): View and manage temporarily blocked clients, including their ID, email, IP address, block start and expiration times, and reasons for blocking, with options to unblock them as needed - [Email black list](https://docs.b2broker.com/zh/b2core/back-office-guide/security/email-black-list): Manage blacklisted email domains that block registration and optionally ban existing clients with those domains from accessing the B2CORE UI; edit, delete, or export domain data as needed - [Security](https://docs.b2broker.com/zh/b2core/back-office-guide/security): Learn about security settings in B2CORE, including IP search, blocked clients, blacklists, whitelists, transaction monitoring, address whitelist, and email blacklists - [Search by IP](https://docs.b2broker.com/zh/b2core/back-office-guide/security/search-by-ip): View and search client login records by IP address, including client details, login time, authorization status, and an option to hide duplicate IP entries for clearer analysis - [Transaction monitoring](https://docs.b2broker.com/zh/b2core/back-office-guide/security/transaction-monitoring): Monitor client transactions, view risk scores, trace fund origins, and analyze key risk signals. Access detailed info on each transaction’s type, amount, status, and provider review results - [White lists](https://docs.b2broker.com/zh/b2core/back-office-guide/security/white-lists): View and configure white lists that limit access to URLs based on IP addresses. Each entry shows ID, route, IP address, activation status, comments, and and relevant dates - [Client tests](https://docs.b2broker.com/zh/b2core/back-office-guide/verification/client-tests): View and manage client accreditation tests that can be used in your KYC process, including test titles, visibility, and descriptions, with options to create, edit, and configure tests - [Document groups](https://docs.b2broker.com/zh/b2core/back-office-guide/verification/document-groups): View and manage document groups used for client verification, including their names, types, status, descriptions, and priority, with options to create and edit groups - [Document types](https://docs.b2broker.com/zh/b2core/back-office-guide/verification/document-types): View and manage document types used for client verification, including their names, status, priority, descriptions, examples, and grouping, with options to create and edit types - [Documents](https://docs.b2broker.com/zh/b2core/back-office-guide/verification/documents): View and manage all client-submitted verification documents, including their type, status, and client details, with options to review document files and update statuses - [Verification](https://docs.b2broker.com/zh/b2core/back-office-guide/verification): Explore the options for managing client verification in B2CORE, including setting verification levels, uploading documents, and organizing document types and groups for streamlined KYC processes - [Levels](https://docs.b2broker.com/zh/b2core/back-office-guide/verification/levels): Manage verification levels in the Back Office by creating, viewing, and configuring their settings, descriptions, verification procedures, client permissions, and document requirements - [Backend images](https://docs.b2broker.com/zh/b2core/back-office-guide/system/backend-images): View and manage images used across the Back Office, including logos and backgrounds - [Bulk actions](https://docs.b2broker.com/zh/b2core/back-office-guide/system/bulk-actions): Manage and execute bulk actions that apply changes to multiple clients at once, including bans, type changes, deposits, and balance resets in B2CORE - [Client folders](https://docs.b2broker.com/zh/b2core/back-office-guide/system/client-folders): View and manage a tree of client folders with any nesting depth, set access rights, and control which folders appear on the Files tab in each client's details - [Client rights](https://docs.b2broker.com/zh/b2core/back-office-guide/system/client-rights): View and manage client permission levels linked to verification levels to control which actions — such as deposits, withdrawals, transfers, or others — clients can perform based on their verification level - [Countries](https://docs.b2broker.com/zh/b2core/back-office-guide/system/countries): View and manage the list of countries available for client selection during registration in the B2CORE UI - [Custom fields](https://docs.b2broker.com/zh/b2core/back-office-guide/system/custom-fields): Create and manage custom fields to collect additional client data, organize them into groups, show them during registration, and edit their values on client profiles in the B2CORE Admin Panel - [Deposit system](https://docs.b2broker.com/zh/b2core/back-office-guide/system/deposit-system): Manage and configure deposit methods, including payment providers, supported currencies, groups, and commissions, to ensure smooth deposit processing in B2CORE - [Event notifications](https://docs.b2broker.com/zh/b2core/back-office-guide/system/event-notifications): View and configure event-triggered notifications for Back Office users via email, Slack, Telegram, or SMS - [Events](https://docs.b2broker.com/zh/b2core/back-office-guide/system/events): Set up event handlers and workflows to process system events, including balance updates, transfers, account creation, and completed operations - [External connections](https://docs.b2broker.com/zh/b2core/back-office-guide/system/external-connections): View and manage connections to external systems and service providers like payment systems, trading platforms, and others integrated with B2CORE - [Import data](https://docs.b2broker.com/zh/b2core/back-office-guide/system/import-data): View and manage data import operations for clients, accounts, and IB programs using CSV or TSV files - [System](https://docs.b2broker.com/zh/b2core/back-office-guide/system): Learn about system settings in B2CORE, including SMS providers, deposit/withdrawal systems, wizards, bulk actions, external connections, notifications, user management, and more - [Key storage](https://docs.b2broker.com/zh/b2core/back-office-guide/system/key-storage): Manage key-value pairs and tags used in email templates to store parameters that are replaced with assigned values when the template is used to send notifications - [Localizations](https://docs.b2broker.com/zh/b2core/back-office-guide/system/localizations): View and manage supported languages and localization settings in B2CORE — enable or disable languages, set their display order, and configure format options - [Logs](https://docs.b2broker.com/zh/b2core/back-office-guide/system/logs): View and track logs of Back Office user actions, including client and transaction events, with details on actors, event types, timestamps, and specific changes made in B2CORE - [Operation types](https://docs.b2broker.com/zh/b2core/back-office-guide/system/operation-types): View and manage operation types that control deposits, withdrawals, transfers, exchanges, and partner rewards, including settings for status, approval, limits, and processing in B2CORE - [Payout system](https://docs.b2broker.com/zh/b2core/back-office-guide/system/payout-system): Manage and configure withdrawal methods, including payment providers, supported currencies, groups, and commissions, to ensure seamless withdrawal processing in B2CORE - [Registration](https://docs.b2broker.com/zh/b2core/back-office-guide/system/registration): View and manage registration profiles that define the client registration process in the B2CORE UI, for both individual and corporate clients - [Requests](https://docs.b2broker.com/zh/b2core/back-office-guide/system/requests): View and manage resolutions for client requests, including their types and statuses, to categorize and handle request rejections effectively in B2CORE - [Settings](https://docs.b2broker.com/zh/b2core/back-office-guide/system/settings): Configure settings for B2CORE features including client profiles, registration, mobile app links, bonuses, 2FA, and other options - [SMS Providers](https://docs.b2broker.com/zh/b2core/back-office-guide/system/sms-providers): View and manage the configuration settings of connected SMS providers used for sending notifications with verification codes to confirm various actions in B2CORE - [Status checks](https://docs.b2broker.com/zh/b2core/back-office-guide/system/status-checks): Monitor the health of key B2CORE areas, such as trading platform connectivity and setup completeness, from a single page with a status timeline for the last month - [Visual customization](https://docs.b2broker.com/zh/b2core/back-office-guide/system/visual-customization): Customize your B2CORE UI appearance by enabling light and dark themes, uploading logos and backgrounds, adjusting colors, and adding custom scripts for branding and functionality - [Wizards](https://docs.b2broker.com/zh/b2core/back-office-guide/system/wizards): Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI - [How to add custom menu items](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options/how-to-add-custom-menu-items): Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions - [How to add the Contact Us information in the B2CORE UI](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options/how-to-add-the-contact-us-information-in-the-b2core-ui): Learn how to add the Contact Us section in B2CORE UI via B2TRANSLATE to show support email, links, or other contact details for clients - [How to add Ticker Widget symbols to the Dashboard](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options/how-to-add-ticker-widget-symbols-to-the-dashboard): Add symbols to the Ticker Widget on the Dashboard by editing the widget, creating new symbols, and choosing whether to show them immediately or make them selectable for clients - [How to configure a menu in the B2CORE UI](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options/how-to-configure-a-menu-in-the-b2core-ui): Customize the B2CORE UI menu by toggling item visibility, changing their order, and editing captions. Set visibility by verification level or client type, and mark items as 'New' for clients - [How to configure the default Dashboard](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options/how-to-configure-the-default-dashboard): Configure the default Dashboard in B2CORE by enabling widgets, setting their size and position, and allowing clients to close widgets - [How to create a banner](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options/how-to-create-a-banner): Learn how to create and customize banners for the B2CORE UI and mobile app - [How to create an announcement](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options/how-to-create-an-announcement): Learn how to create and configure announcements in B2CORE, including types, text, buttons, targeting, and expiration settings - [Manage advertising options](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-advertising-options): Find here step-by-step guides for managing advertising options in B2CORE, including creating banners, configuring the default Dashboard, and customizing the B2CORE UI menu - [How to automatically credit bonuses to clients upon deposits](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-bonuses/how-to-automatically-credit-bonuses-to-clients-upon-deposits): Learn how to configure automatic deposit bonuses that credit clients a percentage of their deposits, based on predefined settings and presets - [How to create a bonus preset](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset): Learn how to configure bonus presets to control how and when clients receive and use trading bonuses - [How to create a temporary bonus program](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-bonuses/how-to-create-a-temporary-bonus-program): Learn how to create temporary bonus programs for clients to claim in the B2CORE UI, with custom trading conditions, expiry, and crediting options - [How to manually credit bonuses to clients](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-bonuses/how-to-manually-credit-bonuses-to-clients): Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets - [Manage bonuses](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-bonuses): Find here step-by-step guides for managing bonuses in the B2CORE Back Office, including creating bonus presets, temporary programs, and crediting bonuses to clients - [How to configure cashback programs for MT4 and MT5](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5): Learn how to set up cashback for MT4/MT5 by configuring rates, tiers, account types, and creating a cashback deposit method for rewarding clients - [Manage cashback options](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-cashback-options): Learn how to configure cashback programs for MT4 and MT5 in the B2CORE Back Office, enabling you set up and manage cashback options for your clients - [How to approve or reject client requests](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-approve-or-reject-client-requests): Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications - [How to assign tags to clients](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-assign-tags-to-clients): Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags - [How to change a client password](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-change-a-client-password): Learn how to change a client’s password by entering or generating a new password via the B2CORE Back Office - [How to create a jurisdiction](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-create-a-jurisdiction): Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE - [How to disable 2FA for a client](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-disable-2fa-for-a-client): Learn how to disable two-factor authentication (2FA) for a client by turning off the Google or SMS option in client details within the B2CORE Back Office - [How to enable internal transfers for a client](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-enable-internal-transfers-for-a-client): Learn how to enable internal transfers for a client by activating the Internal Transfers option in client details within the B2CORE Back Office - [How to identify who resolved client requests](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-identify-who-resolved-client-requests): Learn how to identify which Back Office user approved or rejected a client request - [How to register a new client](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-register-a-new-client): Learn how to register a new client via the B2CORE Back Office - [How to upload files to a client profile](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-upload-files-to-a-client-profile): Learn how to upload single or multiple files to a client profile and organize them into folders via the Files tab in client details within the B2CORE Back Office - [How to view deposit or withdrawal wallet addresses](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients/how-to-view-deposit-or-withdrawal-wallet-addresses): Learn how to view a client’s deposit or withdrawal wallet addresses by accessing the Finance tab in client details within the B2CORE Back Office - [Manage clients](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-clients): Explore step-by-step guides for managing clients in B2CORE, including registration, password management, 2FA settings, tag assignments, request management, and jurisdiction creation - [How to configure Twilio](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-communication-platforms/how-to-configure-twilio): Learn how to configure Twilio in B2CORE for sending 2FA SMS codes and making client calls via the B2CORE Back Office - [How to get Telegram chat, group and channel identifiers](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-communication-platforms/how-to-get-telegram-chat-group-and-channel-identifiers): Learn how to get Telegram user, group, and channel IDs to enable event notifications for Back Office users in B2CORE - [How to integrate Twilio SendGrid](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-communication-platforms/how-to-integarte-sendgrid): Learn how to connect Twilio SendGrid to B2CORE - [How to integrate ActiveCampaign](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-communication-platforms/how-to-integrate-activecampaign): Learn how to connect ActiveCampaign to B2CORE - [How to set up a Slack bot](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-slack-bot): Learn how to set up a Slack bot, assign the required permissions, obtain a bot token, and connect it to B2CORE to enable event notifications in Slack - [How to set up a Telegram bot](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-telegram-bot): Learn how to create a Telegram bot, get the API token, and connect it to B2CORE to enable sending event notifications to Telegram chats, groups, and channels - [Manage communication platforms](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-communication-platforms): Find here step-by-step guides for configuring communication platforms in the B2CORE Back Office, including setting up Twilio, and configuring Slack and Telegram bots to receive notifications - [How to add a currency](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-currencies/how-to-add-a-currency): Learn how to add currencies in B2CORE - [How to add an exchange currency pair](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-currencies/how-to-add-an-exchange-currency-pair): Add currency pairs that will be available for exchange in the Back Office and B2CORE UI. You can add currency pairs one by one or add multiple pairs at once. - [How to configure currency exchange rates](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-currencies/how-to-configure-currency-exchange-rates): Learn how to set up exchange rate providers to enable accurate currency conversions for transaction processing in B2CORE - [How to enable requests for exchanges in specific currency pairs](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-currencies/how-to-enable-requests-for-exchanges-in-specific-currency-pairs): Learn how to require admin approval for exchanges in specific currency pairs by enabling exchange requests in the currency pair settings - [How to set priorities for exchange rate providers](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-currencies/how-to-set-priorities-for-exchange-rate-providers): Learn how to set priorities for exchange rate providers to optimize rate sourcing and avoid exceeding provider request limits - [How to update rates in exchange requests](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-currencies/how-to-update-rates-in-exchange-requests): Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates - [Manage currencies](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-currencies): Find here step-by-step guides for managing currencies in B2CORE, including adding currencies, configuring exchange rates, setting rate provider priorities, and handling client exchange requests - [How to create a deposit](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-create-a-deposit): Learn how to manually create a deposit in the B2CORE Back Office using the manual deposit method - [How to create a payout](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-create-a-payout): Learn how to manually create a payout in the B2CORE Back Office using the manual withdrawal method - [How to create a report](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-create-a-report): Learn how to create and schedule financial reports in B2CORE, choose report types, set delivery intervals, formats, and recipients, and configure data slices and time settings - [How to create a transfer](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-create-a-transfer): Learn how to create a transfer between a client's accounts in the B2CORE Back Office - [How to exchange funds](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-exchange-funds): Learn how to exchange funds between a client's accounts in the B2CORE Back Office - [How to get data about all transactions for a client](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-get-data-about-all-transactions-for-a-client): Learn how to view and export all transactions for a specific client’s wallets and accounts - [How to get total deposits or withdrawals for all clients](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-get-total-deposits-or-withdrawals-for-all-clients): Learn how to export deposit or withdrawal data from the Back Office to calculate total amounts for all clients - [How to process PaymentSystem Assistance requests for deposits and withdrawals](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests): Understand PaymentSystem Deposit Assistance and PaymentSystem Withdrawal Assistance requests and learn how to process them - [How to process transactions with the Assistance status](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-assistance-status): Learn how to process deposits and withdrawals with the Assistance status - [How to process transactions with the Partial status](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-partial-status): Learn how to manually process transactions with the Partial status in the Back Office when automatic processing fails - [How to update balances](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/how-to-update-balances): Learn how to update balances on multiple client accounts at once using a CSV file with emails, account IDs, and deposit amounts - [Manage finances](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances): Explore step-by-step guides for managing client finances in B2CORE, including creating deposits, withdrawals, transfers, exchanges, generating reports, updating balances, and processing transactions - [Move a transaction to Failed](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/move-to-failed): Move a deposit or withdrawal to Failed in PaymentSystem Assistance requests to stop syncing and mark the transaction as unsuccessful - [move-to-in-progress](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/move-to-in-progress): Resume syncing with the external system by moving a deposit or withdrawal to In Progress in PaymentSystem Assistance requests - [Move a transaction to Success](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-finances/move-to-success): Manually move a deposit or withdrawal to Success by verifying it externally and entering the final amount in PaymentSystem Assistance requests - [How to configure SMTP](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-mailing-options/how-to-configure-smtp): Learn how to configure SMTP in B2CORE to send client email notifications. Set up SMTP details like hostname, port, username, and password, then test and enable the connection for reliable mailing - [How to determine why clients fail to receive email notifications](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-mailing-options/how-to-determine-why-clients-fail-to-receive-email-notifications): Learn how to identify why clients don’t receive email notifications by checking email logs, verifying template activation, testing email service, and reviewing SMTP server settings - [Manage mailing options](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-mailing-options): Find here step-by-step guides for managing mailing options in B2CORE, including configuring SMTP and troubleshooting - [How pay and receive amounts are calculated in transactions](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-pay-and-receive-amounts-are-calculated-in-transactions): Learn how B2CORE calculates pay and receive amounts with currency conversions, including rounding rules and currency scales - [How to add deposit and withdrawal methods through PSS](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss): Learn how to add deposit and withdrawal methods using PSS-supported payment systems in B2CORE, including configuring connections and setting up methods - [How to add non-PSS deposit and withdrawal methods](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal methods using non-PSS connections for payment systems not yet integrated with the B2CORE Payment System Service (PSS). - [How to add the Constructor deposit or withdrawal method](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-add-the-constructor-deposit-or-withdrawal-method): Learn how to add and configure Constructor deposit and withdrawal methods in the B2CORE Back Office, enabling the addition of custom fields for clients to provide the necessary information - [How to add the manual deposit or withdrawal method](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-add-the-manual-deposit-or-withdrawal-method): Learn how to add manual deposit and withdrawal methods in the B2CORE Back Office, allowing you to handle client deposits and withdrawals manually in selected currencies - [How to configure commissions for deposit and withdrawal methods](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-configure-commissions-for-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal commissions in B2CORE, including setting fixed, percentage, or combined rates, with options for minimum and maximum commission limits - [How to integrate 1-2-Pay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-1-2pay): Learn how to integrate 1-2-Pay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate B2BINPAY](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay-v3): Learn how to integrate B2BINPAY with B2CORE via PSS for deposits and withdrawals using the B2BINPAY API v3 - [How to integrate B2BINPAY (non-PSS)](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay): Learn how to connect B2BINPAY to B2CORE and set up deposit and withdrawal methods with Travel Rule support - [How to integrate BridgerPay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-bridgerpay): Learn how to integrate BridgerPay with B2CORE for deposits, including setting up connections, adding methods, testing configurations, and configuring webhooks and redirect URLs for seamless transactions - [How to integrate Canonical](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-canonical): Learn how the Canonical PSS driver lets you connect a payment service provider to B2CORE by implementing a standard deposit API contract, including B2CORE-side configuration, webhooks, polling, and the deposit status lifecycle. - [How to integrate ChipPay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-chippay): Learn how to integrate ChipPay with B2CORE for deposits and withdrawals, configure connections, set up deposit/withdrawal methods, and ensure correct settings for payments processed in USDT and CNY - [How to integrate Jetapay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-jetapay): Learn how to to integrate Jetapay with B2CORE through PSS for deposits and withdrawals. It covers setting up Jetapay connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate KoraPay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-korapay): Learn how to integrate KoraPay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate LuqaPay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-luqapay): Learn how to set up LuqaPay integration with B2CORE via PSS to enable withdrawals - [How to integrate PaymentAsia](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paymentasia): Learn how to integrate PaymentAsia with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate PayPal](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paypal): Learn how to integrate PayPal with B2CORE through PSS for deposits and withdrawals. It covers setting up PayPal connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate PayRetailers](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payretailers): Learn how to integrate PayRetailers with B2CORE via PSS to enable deposits and withdrawals in supported currencies - [How to integrate Payrock](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payrock): Learn how to integrate Payrock with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Paytiko](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paytiko): Learn how to integrate Paytiko with B2CORE for deposits. Follow steps to configure the connection, set up the deposit method, and set up webhooks for status updates in the B2CORE Back Office - [How to integrate Praxis](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-praxis): Learn how to integrate Praxis with B2CORE for both deposits and withdrawals. Follow the steps to configure connections, set up deposit and withdrawal methods, and apply necessary settings for seamless transactions - [How to integrate Proxpay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-proxpay): Learn how to integrate Proxpay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Sticpay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-sticpay): Learn how to integrate Sticpay with B2CORE via PSS, including API setup, connection settings, and adding deposit and withdrawal methods - [How to integrate TopChange Pay](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-topchange): Learn how to integrate TopChange Pay with B2CORE via PSS to enable deposits and withdrawals, including setup, method configuration, and verification - [How to integrate UniPayment](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-unipayment): Learn how to integrate UniPayment with B2CORE via PSS for bank card deposits in supported currencies - [How to integrate Visionpay (HILZI)](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-integrate-visionpay-hilzi): Learn how to integrate Visionpay (HILZI) with B2CORE through PSS for deposits and withdrawals in USD - [How to restrict the use of deposit and withdrawal methods](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods/how-to-restrict-the-use-of-deposit-and-withdrawal-methods): Learn how to restrict the use of deposit and withdrawal methods in B2CORE by verification level, country, or client type, with options to apply specific or combined restrictions - [Manage payment methods](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-payment-methods): Find here step-by-step guides for adding and configuring deposit and withdrawal methods in B2CORE, setting commissions, applying restrictions, and using PSS - [How to create a wallet](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-products/how-to-create-a-wallet): Learn how to create a wallet in B2CORE, choose currencies, and set wallet details - [How to restrict the use of a product](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-products/how-to-restrict-the-use-of-a-product): Learn how to restrict product use based on client verification levels - [Manage products](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-products): Explore step-by-step guides for managing products in the B2CORE Back Office, including creating wallets and restricting the use of products - [How to track interest payments to clients in savings programs](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-savings-programs/how-to-track-interest-payments-to-clients-in-savings-programs): Learn how to track and view scheduled or completed interest payments for clients in savings strategies - [Manage savings programs](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-savings-programs): Learn how to manage savings programs in the B2CORE Back Office, including creating and configuring programs to offer flexible saving options for your clients - [How to enable one-click trading access from the B2CORE UI and mobile app](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms/how-to-enable-one-click-access-to-web-trading-terminals): Learn how to enable one-click access to trading web terminals from the B2CORE UI and mobile apps via the Trade button on account cards - [How to integrate B2TRADER](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms/how-to-integrate-b2trader): Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE - [How to integrate DXtrade](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms/how-to-integrate-dxtrade): Learn how to create platforms, product groups, and products to enable DXtrade functionality in B2CORE - [How to integrate Match-Trader](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms/how-to-integrate-match-trader): Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE - [How to integrate OneZero and PrimeXM](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms/how-to-integrate-onezero-and-primexm): Learn how to configure OneZero and PrimeXM platforms, create products, and set up client accounts in B2CORE Back Office - [How to integrate TradeLocker](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms/how-to-integrate-tradelocker): Learn how to configure a connection and create platforms, product groups, and products to enable TradeLocker functionality in B2CORE - [How to integrate MetaTrader 4/5](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms/how-to-intergate-mt): Learn how to integrate MetaTrader 4/5 functionality in B2CORE by creating platforms and products in the Back Office - [Manage platforms](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-platforms): Explore step-by-step guides for connecting trading platforms and hubs, creating products, enabling one-click trading, and managing related settings in the B2CORE Back Office - [How to create a client accreditation test](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-verification-options/how-to-create-a-client-accreditation-test): Learn how to create client accreditation tests in B2CORE, add questions and answers, and link tests to verification levels - [How to use ShuftiPro](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-verification-options/how-to-use-shuftipro): Set up and use ShuftiPro in B2CRE for KYC, face, address, and AML verification. Learn how to configure connections, document groups, types, and verification levels - [How to use SumSub](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-verification-options/how-to-use-sumsubstance): Learn how to connect and configure SumSub as a KYC and KYT provider in B2CORE, including document setup, verification levels, flows, and webhook settings - [How to use the KYC constructor](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-verification-options/how-to-use-the-kyc-constructor): Learn how to configure custom KYC procedures in B2CORE, create verification levels, define required documents, set permissions, and apply client type and country-based restrictions - [Manage verification options](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-verification-options): Explore how to set up KYC, integrate with SumSub or ShuftiPro, and create client accreditation tests - [How to add a manager](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-add-a-manager): Learn how to add managers in the Back Office and set country restrictions to control which clients are automatically assigned to them - [How to add a user group and grant permissions](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-add-a-user-group-and-grant-permissions): Learn how to create user groups in B2CORE and assign specific permissions to control access and actions for different types of Back Office users - [How to add an admin user](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-add-an-admin-user): Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking - [How to add or remove a language](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-add-or-remove-a-language): Learn how to enable or disable languages in the B2CORE UI via the Localizations page in the Back Office - [How to block registration for a country](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country): Learn how to block client registration from specific countries by disabling them in the Countries page in the Back Office - [How to change Back Office images](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-change-back-office-images): Learn how to view and update images used in the Back Office, such as logos and background images - [How to change the wizard workflow](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow): Learn how to modify wizard workflows in B2CORE by adding or removing steps, and applying country or client type restrictions - [How to configure a connection to RudderStack](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-rudderstack): Learn how to configure a RudderStack connection in B2CORE to collect event data for analytics - [How to configure a connection to Zendesk](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-zendesk): Learn how to configure a connection to Zendesk in B2CORE to enable single sign-on (SSO) for clients to submit and manage support tickets directly in Zendesk - [How to configure email templates](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-configure-email-templates): Learn how to configure email templates to notify clients and Back Office users about specific system events - [How to configure settings for mobile app downloads](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-configure-settings-for-mobile-app-downloads): Learn how to configure mobile app download settings in B2CORE. Set up links for iOS and Android apps, display download buttons on the Sign In page and Dashboard, and ensure easy client access - [How to create a bulk action](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-create-a-bulk-action): Learn how to create and execute bulk actions to perform tasks like banning clients or changing their settings using email lists from CSV files - [How to create a request resolution type](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution-type): Learn how to create request resolution types in B2CORE by defining a name, caption, and enabling the type for use in classifying request resolutions - [How to create a request resolution](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution): Learn how to create request resolutions in B2CORE by setting a name, caption, and resolution type to classify and manage incoming client requests effectively - [How to enable sign-in with Google and Apple](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-enable-sign-in-with-google-and-apple): Learn how to prepare Google and Apple developer credentials so your clients can sign in or register in B2CORE using their Google or Apple account - [How to export a CSV file with email addresses](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-export-a-csv-file-with-email-addresses): Learn how to export a CSV file with client email addresses for use in bulk actions - [How to import client-related data](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-import-client-related-data): Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions - [How to import data related to Back Office user groups](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups): Learn how to import Back Office user group data, including permissions, from a JSON file and choose whether to replace or add to existing groups - [How to integrate Salesforce](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-integarte-salesforce): Learn how to connect Salesforce to B2CORE - [How to integrate Amplitude](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-integrate-amplitude): Learn how to integrate Amplitude with B2CORE to track events and gain powerful analytics - [How to integrate your app as iframe in B2CORE](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-integrate-your-app-as-iframe-in-b2core): Learn how to integrate a third-party web application into B2CORE as an iframe, including server configuration, theme and language synchronization, and JWT-based authentication via the postMessage API - [How to make an admin user see only specific clients](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-make-an-admin-user-see-only-specific-clients): Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags - [How to migrate client-related data from external CRMs to B2CORE](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-migrate-cliet-related-data-from-external-crms-to-b2core): Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE - [How to migrate to the new registration settings](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-migrate-to-new-registration-settings): Learn how to move from Registration wizards to the new registration settings and custom fields to build the client registration process in the B2CORE UI - [How to set up 2FA](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-2fa): Learn how to set up 2FA in the Back Office so your clients can secure their profiles using Google Authenticator or SMS in the B2CORE UI - [How to set up Apple push notification](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-apple-push-notification): Learn how to set up a connection to Apple Push Notification service (APNs) to enable push notifications for key events in your iOS app - [How to set up event notifications](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-event-notifications): Learn how to set up event notifications for Back Office users via email, SMS, Slack, or Telegram by selecting events, templates, and recipients - [How to switch from SupportPal to Zendesk](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-switch-from-supportpal-to-zendesk): Learn how to switch from SupportPal to Zendesk by setting the SupportPal connection to "Read-only" in the Back Office to stop new ticket submissions while keeping access to ticket history - [How to use B2CORE as a trusted identity provider (OIDC)](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-use-b2core-as-a-trusted-identity-provider-oidc): Learn how to let a third-party application offer "Log in with B2CORE" by connecting to B2CORE as an OpenID Connect (OIDC) identity provider - [Manage system settings](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings): Explore step-by-step guides for configuring system settings in the B2CORE Back Office, including setting up registration wizards, user roles, event notifications, integrations, and more - [Back office users encounter the 403 Access Denied error when approving or rejecting client requests](https://docs.b2broker.com/zh/b2core/troubleshooting/back-office-issues/back-office-users-encounter-access-denied-error-when-resolving-requests): Troubleshooting the 403 Access Denied error when Back Office users resolving client requests - [Back Office issues](https://docs.b2broker.com/zh/b2core/troubleshooting/back-office-issues): Troubleshoot issues related to the B2CORE Back Office - [Clients not receiving 2FA codes](https://docs.b2broker.com/zh/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-2fa-codes): Troubleshooting client 2FA issues, including Google Authenticator and SMS confirmation options - [Clients not receiving emails sent from B2CORE](https://docs.b2broker.com/zh/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-emails-from-b2core): Troubleshooting email delivery issues in B2CORE when clients don’t receive notifications due to SMTP, templates, or provider problems - [Email & notification issues](https://docs.b2broker.com/zh/b2core/troubleshooting/email-and-notification-issues): Troubleshoot common issues with email delivery and notification alerts - [Clients not seeing their transactions in the B2CORE UI](https://docs.b2broker.com/zh/b2core/troubleshooting/finance-issues/clients-not-seeing-their-transactions-in-the-b2core-ui): Troubleshooting missing B2CORE UI transactions by adjusting operation types and allowed statuses in the Back Office - [Exchanges fail with the Exchange Rate error: the rate for this pair cannot be found, please try another pair](https://docs.b2broker.com/zh/b2core/troubleshooting/finance-issues/exchanges-fail-with-error): Troubleshooting exchange failures caused by missing currencies, pairs, or misconfigured rate providers in B2CORE - [Finance issues](https://docs.b2broker.com/zh/b2core/troubleshooting/finance-issues): Troubleshoot common issues with payment methods and financial transactions - [Localization & B2TRANSLATE issues](https://docs.b2broker.com/zh/b2core/troubleshooting/localization-and-b2translate-issues): Troubleshoot issues related to localization and translations using B2TRANSLATE - [Newly enabled language not displaying in the B2CORE UI](https://docs.b2broker.com/zh/b2core/troubleshooting/localization-and-b2translate-issues/newly-enabled-language-not-displaying-in-the-b2core-ui): Troubleshooting why a newly enabled language doesn’t appear in the B2CORE UI and learn how to fix it via B2TRANSLATE - [Translation for a key in B2TRANSLATE not reflecting correctly in the B2CORE UI](https://docs.b2broker.com/zh/b2core/troubleshooting/localization-and-b2translate-issues/translation-for-a-key-in-b2translate-not-reflecting-correctly-in-the-b2core-ui): Troubleshooting B2TRANSLATE translations not displaying correctly in the B2CORE UI - [Clients encounter the 404 Not Found error after signing in to the B2CORE UI](https://docs.b2broker.com/zh/b2core/troubleshooting/sign-in-and-authentication-issues/clients-encounter-not-found-error-after-signing-in-to-the-b2core-ui): Troubleshooting 404 Not Found errors in the B2CORE UI caused by menu visibility, verification level, or client type restrictions - [Clients experience sign-in issues on the B2CORE mobile app](https://docs.b2broker.com/zh/b2core/troubleshooting/sign-in-and-authentication-issues/clients-experience-sign-in-issues-on-b2core-mobile-app): Troubleshooting sign-in issues on the B2CORE mobile app - [Sign-in & authentication issues](https://docs.b2broker.com/zh/b2core/troubleshooting/sign-in-and-authentication-issues): Troubleshoot issues related to sign-in and authentication in B2CORE - [Clients can't create trading accounts via the B2CORE UI](https://docs.b2broker.com/zh/b2core/troubleshooting/trading-platform-issues/clients-can-not-create-trading-accounts-via-the-b2core-ui): Troubleshooting trading account creation issues in the B2CORE UI caused by platform connection errors, product limits, or misconfigured settings - [Trading platform issues](https://docs.b2broker.com/zh/b2core/troubleshooting/trading-platform-issues): Troubleshoot common issues affecting trading platform operations and account management - [Trading accounts appear in the E (Error) or A (Archived) status in the B2CORE Back Office](https://docs.b2broker.com/zh/b2core/troubleshooting/trading-platform-issues/trading-account-appear-in-error-or-archive-status): Troubleshooting accounts in the E (Error) or A (Archived) status in B2CORE and resolve connection or platform sync issues - [Clients can't submit verification requests in the B2CORE UI](https://docs.b2broker.com/zh/b2core/troubleshooting/verification-issues/clients-can-not-submit-verification-requests-in-the-b2core-ui): Troubleshooting client issues with submitting verification requests in the B2CORE UI - [Verification issues](https://docs.b2broker.com/zh/b2core/troubleshooting/verification-issues): Troubleshoot issues related to verification and KYC procedures - [Back Office guide](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide): Explore B2CORE IB Back Office Guide. Learn how to manage users, commissions, settings, search filters, and reports efficiently - [Interface overview](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/interface-overview): Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities - [Processes](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/processes): Monitor various processes running on the IB server - [Sync Pipelines](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/sync-pipelines): Monitor synchronization pipelines that keep IB data in sync with trading platforms and run them manually if needed - [How to block a partner](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-block-a-partner): Block partners in B2CORE IB for compliance and risk management, ensuring network integrity and oversight - [How to change an IB type for a partner](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-change-an-ib-type-for-a-partner): Switch your partner to another Introducing Broker program - [How to configure a Master IB](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-configure-a-master-ib): Offer special conditions for key partners - [How to configure levels](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-configure-levels): Set up and manage levels for your IB program to distribute rewards along the partners chain - [How to configure personal rewards](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-configure-personal-rewards): Set up personalized IB reward structures for key partners - [How to configure the Converter driver for use with B2CORE API v2.x](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-configure-the-converter-driver-for-use-with-b2core-api-v2.x): Follow this detailed guide to configure the converter driver for B2CORE API v2.x in the IB backend to ensure smooth data handling - [How to configure tiers](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-configure-tiers): Set up tiers and define targets for receiving increased rewards to further motivate your partners - [How to connect to cTrader](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-connect-to-ctrader): Set up connection to the cTrader platform through the IB Back Office - [How to create an IB type](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-create-an-ib-type): Create IB programs, define parameters, reward schemes, and joining options - [How to generate a QR code](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-generate-a-qr-code): Generate QR codes in B2CORE IB. Customize branding logos and colors and share QR codes for quicker signups - [How to import IB-related data](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-import-ib-related-data): Learn how to import IB details into B2CORE from CSV files using predefined formats and import actions - [How to register a partner](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-register-a-partner): Follow step-by-step instructions to register and activate your new IB partners directly within the B2CORE Back Office - [How to set up a payment plan for symbols](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-payment-plan-for-symbols): Configure custom payment plans for specific trading symbols in the B2CORE Back Office - [How to set up a wallet](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-wallet): Configure wallets for Introducing Brokers to enable reward payments - [How to transfer clients and structures in the IB system](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles/how-to-transfer-clients-and-structures): Transfer client structures between Introducing Brokers or move clients within the same IB hierarchy - [How-to articles](https://docs.b2broker.com/zh/b2core-ib/broker-guide/how-to-articles): Find our step-by-step tutorials illustrating how to solve most common tasks in the B2CORE IB Back Office - [Partner Dashboard](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/dashboard): View widgets summarizing your rewards, referral link, and partnership program activity on the Partner Dashboard - [IB Room](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room): Access tools and settings for managing promo campaigns and tracking client activities in the IB Room - [添加或修改翻译](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/add-or-modify-translations): 了解如何在 B2TRANSLATE 中添加或修改翻译，以本地化您的平台并为全球用户提供多语言支持 - [B2TRANSLATE 铅笔](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/b2translate-pencil): 在 WebUI 中启用编辑模式，轻松定位和识别翻译键。按照以下步骤高亮显示翻译并复制键 - [从另一个项目复制翻译](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/copy-translations): 在 B2TRANSLATE 中复用同一项目类型内另一个项目的翻译 - [下载和上传翻译](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/download-and-upload-translations): 将翻译导出为 CSV 文件，在外部编辑后再上传回 B2TRANSLATE，以便更快地批量更新 - [处理复数形式](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/handle-plural-forms): 翻译依赖数量的内容，同时在各种语言及其独特的语法要求中保持灵活性和控制力 - [管理翻译](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations): 了解如何在项目中处理翻译——添加、修改、复制和复用 - [将翻译发送到另一个项目](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/send-translations): 在 B2TRANSLATE 中将翻译提交并发送到同一项目类型中的另一个项目 - [使用 AI 翻译](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/translate-with-ai): 体验 B2TRANSLATE 的 ChatGPT 流畅翻译，并通过 AI 语言解决方案优化您的工作流程 - [在翻译中使用变量](https://docs.b2broker.com/zh/b2translate/customer/user-guide/manage-translations/use-variables-in-translations): 在 B2TRANSLATE 中使用变量，为动态内容和平台元素个性化并标准化翻译字符串 - [MetaTrader Volume](https://docs.b2broker.com/zh/b2core/back-office-guide/cashback/metatrader-volume): Configure cashback reward programs for clients trading on MetaTrader 4 and 5. Cashback is based on daily closed volumes and credited the next day. Manage settings via Preferences and Tiers tabs - [Preferences tab](https://docs.b2broker.com/zh/b2core/back-office-guide/cashback/metatrader-volume/preferences-tab): Configure key settings for MT4 or MT5 cashback programs, including enabling or disabling programs, setting cashback rates and currencies, selecting account types, and more - [Tiers tab](https://docs.b2broker.com/zh/b2core/back-office-guide/cashback/metatrader-volume/tiers-tab): Manage cashback reward tiers that offer higher rates based on daily traded volumes - [Accounts tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/accounts-tab): On this tab, you can view a list of client's accounts. To view details of a specific account, click the Edit button in the corresponding row. - [Advanced tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/advanced-tab): On this tab, you can find additional information provided by a client during registration. - [Client tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/client-tab): This tab is visible by default. Here, you can find information about a particular client and view the client profile details, such as profile status and… - [Compliances tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/compliances-tab): On this tab, you can view, add, and edit text notes, or comments, related to a particular client. - [Contacts tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/contacts-tab): On this tab, you can view a list of a client’s addresses and phone numbers as well as add the required contact information by clicking the +Add button. - [Custom fields tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/custom-fields-tab): View and edit the values of custom fields specified for a client, organized by custom field groups - [Devices tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/devices-tab): On this tab, you can view a list of devices from which a client was logged in to the B2CORE UI. - [Documents tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/documents-tab): On this tab, you can view a list of documents that a client submitted for verification. - [Files tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/files-tab): On this tab, you can view and manage files related to a particular client. - [Finance tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/finance-tab): On this tab, you can find a list of a client’s deposit and withdrawal wallets, as well as a list of saved withdrawal templates. - [History tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/history-tab): On this tab, you can view the history of changes of a client’s password, email address, verification level, and 2FA options. - [General](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general): View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more - [Introducing brokers tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/introducing-brokers-tab): On this tab, you can find information about referral programs which a client has joined. - [Mailing Log tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/mailing-log-tab): On this tab, you can view a list of messages sent to a client email and export this data to a CSV or XLSX file. - [Marketing Data tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/marketing-data-tab): View and manage the marketing attributes collected for a client, such as communication consent, communication language and first deposit amount - [Settings tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/settings-tab): On this tab, you can configure various client profile settings, which are grouped under the following sections: - [Trades tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/trades-tab): On this tab, you can view a history of trades executed by a client on B2TRADER. - [Transactions tab](https://docs.b2broker.com/zh/b2core/back-office-guide/clients/general/transactions-tab): On this tab, you can find detailed information about a client’s transactions. - [Email](https://docs.b2broker.com/zh/b2core/back-office-guide/system/templates/email): In this subsection, you can manage HTML email templates that are used to notify clients and Back Office users about specific event types. - [Templates](https://docs.b2broker.com/zh/b2core/back-office-guide/system/templates): Manage templates for email, SMS, Slack, and Telegram. Customize messages for events to ensure clear, consistent notifications to clients and Back Office users - [Slack](https://docs.b2broker.com/zh/b2core/back-office-guide/system/templates/slack): Manage Slack templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [SMS](https://docs.b2broker.com/zh/b2core/back-office-guide/system/templates/sms): Manage SMS templates for event notifications to Back Office users and 2FA verification codes to clients. View, edit, and enable templates for smooth SMS communication - [Telegram](https://docs.b2broker.com/zh/b2core/back-office-guide/system/templates/telegram): Manage Telegram templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [Client Tags](https://docs.b2broker.com/zh/b2core/back-office-guide/system/users/client-tags): View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions - [Groups](https://docs.b2broker.com/zh/b2core/back-office-guide/system/users/groups): View and manage Back Office user groups. Assign permissions, add users, and import or export group data - [Users](https://docs.b2broker.com/zh/b2core/back-office-guide/system/users): Add and manage Back Office users, assign them to groups with specific permissions, and control client list visibility using client tags for streamlined access and administration - [Users](https://docs.b2broker.com/zh/b2core/back-office-guide/system/users/users): View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options - [Configure the Fixed strategy settings](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-fixed-strategy-settings): Set fixed savings terms, such as plan duration, payment intervals, investment amount, interest rate, and early withdrawal penalties - [Configure the Flexible strategy settings](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-flexible-strategy-settings): Set flexible savings terms, such as investment limits, early withdrawal penalties, payment frequency, and tiered interest rates - [How to create a savings program](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program): Learn how to create Fixed or Flexible savings programs to let clients invest funds and earn interest through B2CORE - [Field types and validation rules](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/field-types-and-validation-rules): Learn about the supported field types and validation rules for the Registration wizard, including input fields, dropdowns, checkboxes, and various data validation options - [Fields supported in the Basic Information step](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step): Learn about the fields supported in the Basic Information step of the Registration wizard, including field types, validation rules, and nesting requirements - [How to add and configure the registration wizard](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard): Learn how to create and configure the Registration wizard to set up the client registration process in the B2CORE UI - [How to configure the User Registration step](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-configure-the-user-registration-step): Learn how to configure the User Registration step in the Registration wizard, including selecting the client type and initial verification level for clients after registration - [How to set up fields for the Advanced step](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step): Learn how to set up fields for the Advanced step in the Registration wizard - [How to set up fields for the Basic Information step](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step): Learn how to configure and manage fields for the Basic Information step in the Registration wizard - [How to set up the Registration wizard](https://docs.b2broker.com/zh/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard): Learn how to set up and configure the Registration wizard in B2CORE, including customizing steps, fields, field types, validation rules, and client registration settings - [CPA acquisitions](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/cpa/cpa-acquisitions): View clients referred by partners who have fulfilled CPA program conditions - [CPA payments](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/cpa/cpa-payments): View CPA reward payments made to partners for referred clients who fulfilled the program conditions - [CPA programs](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/cpa/cpa-programs): Create and manage CPA programs that define the conditions under which partners earn rewards for referred clients - [CPA](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/cpa): Manage CPA programs to reward partners for bringing in clients who meet specific conditions - [Payment plans](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/cpa/payment-plans): Configure payment plans with conditions that clients must fulfill for a partner to earn a CPA reward - [Accounts](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/payments/accounts): View IB accounts of your clients - [Currencies](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/payments/currencies): Find a list of supported currencies - [Failed payments](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/payments/failed-payments): View the list of failed IB reward payments along with the error details to investigate and resolve payment issues - [Payments](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/payments): Manage and track Introducing Broker's accounts, currencies, and reward payments - [Rates](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/payments/rates): Manage connected exchange rate providers - [Rewards](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/payments/rewards): View a list of all rewards to your partners - [Transactions](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/payments/transactions): View a list of reward transactions - [Accounts](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms/accounts): View a list of trading accounts of the clients who participate in your partnership programs - [Platform Deposits](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms/deposits): View a list of deposits of all IB clients on all trading accounts - [Groups](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms/groups): Find a list of all symbols traded on connected platforms - [Platforms](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms): Overview the information on accounts and trades obtained from trading platforms and set up payment plans for symbols - [Platforms](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms/platforms): Manage trading platforms connected to your IB - [Symbols](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms/symbols): View a list of symbols and manage payment plans - [Trades](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms/trades): View a list of trades executed by IB clients - [Platform Withdrawals](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/platforms/withdrawals): View a list of withdrawals of all clients on all trading accounts - [Apps](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/apps): Overview a list of all apps that have access to IB via API - [Date & time](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/date-and-time): View the B2CORE UI date and time as well as the time zone defined for an IB server - [Preferences](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences): Configure preferences in the B2CORE IB Back Office to adjust system settings, permissions, and workflows - [Network](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/network): Overview and manage connection to B2CORE IB server - [Updates](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/updates): Access B2CORE IB release notes directly from the Back Office - [Clients](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/program/clients): View a list of direct clients and sub-IB clients attracted by your partners - [Program](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/program): Explore a complete guide to managing, customizing, and scaling your IB partnership program for optimized performance and growth - [Introducing brokers](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/program/introducing-brokers): View a list of partners participating in your partnership programs - [Reassign Users](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/program/reassign-users): Reassign clients and sub-IBs from one Introducing Broker to another, either individually or all at once - [Types](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/program/types): View a list of configured partnership programs — IB types. Create an unlimited number of programs with various joining options and methods for calculating rewards - [Promo](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo): Control and manage promotional materials that your partners can use to attract new clients and increase engagement - [Landings](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/landings): Learn about referral landing pages and how they work in B2CORE IB - [Acquisition report](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/reports/acquisition-report): Generate, view, and export reports indicating the number of your active partners, clicks on referral links or promo banners, registrations, and click conversion rate - [Reports](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/reports): Generate and manage detailed reports on your partnership programs performance within the B2CORE IB Back Office - [Payment report](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/reports/payment-report): Generate, view, and export reports containing data on the number of your active partners and traders, their trades, trading volume, and rewards - [Savings Rebates](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/savings): Manage savings programs to reward partners when their referred clients invest in savings plans - [Savings acquisitions](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/savings/savings-acquisitions): View clients referred by partners who have enrolled in savings programs - [Savings payments](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/savings/savings-payments): View reward payments made to partners for clients who invested in savings plans - [Savings programs](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/savings/savings-programs): Create and manage savings programs that define reward rates for partners whose clients invest in savings plans - [Banners](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/promo/banners): Find a preconfigured collection of promo banners that can be used to attract new clients by means of banner advertising - [Promo](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/promo): Access promotional tools and campaign tracking features in the IB Room - [Links](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/promo/links): Create personalized referral links (URLs) and convert them into QR codes - [Accounts](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/accounts): Identify the top-performing trading accounts that generate the most rewards - [Acquisitions](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/acquisitions): Track referral link clicks and promo banner interactions, analyze traffic sources for new client acquisition and identify the countries of users who engage with your referral links - [Client List](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/client-list): Identify clients with high trading activity who generate the most rewards for you - [CPA](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/cpa-acquisitions): Track referred clients and their progress through CPA program conditions - [Platform Deposits](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/deposits): Monitor deposits made by your direct clients and sub-IB clients to their trading accounts - [Reports](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports): The Reports page is a single page with the following tabs. Each tab provides its own table columns, and shares common Filters and Rows per page controls. - [Rewards](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/rewards): Monitor trades executed by your direct clients and sub-IB clients, and track the rewards received for these trades - [Savings Rebates](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/savings-payments): Track savings reward payments received for clients who invested in savings plans - [Trades](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/trades): Monitor trades executed by your direct clients and sub-IB clients - [Transactions](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/transactions): Monitor incoming reward payment transactions - [Platform Withdrawals](https://docs.b2broker.com/zh/b2core-ib/partner-guide/ib-room/reports/withdrawals): Monitor withdrawals made by your direct clients and sub-IB clients from their trading accounts - [Countries](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/location/countries): View a list of countries used for geographic data - [Geolocation](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/location/geolocation): View a list of geolocation providers - [Location](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/location): Configure location-based settings within the B2CORE IB Back Office to manage operations and permissions tailored to specific regions - [Attacks](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security/attacks): View a list of prevented brute-force attacks - [Authentications](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security/authentications): View a list of authenticated API users who have accessed the IB platform using the API - [Authorizations](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security/authorizations): View a list of users that were authorized using the API - [Blacklist](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security/blacklist): View and modify a list of blocked IP addresses for leveled-up security - [Incidents](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security/incidents): View a list of incidents detected on the platform - [Security](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security): Adjust security settings in the B2CORE IB Back Office to enforce secure access, authentication, and operational compliance - [IP addresses](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security/ip-addresses): View the list of IP addresses for which access to the IB platform is allowed or denied - [Whitelist](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/preferences/security/whitelist): Switch to using a safe list and grant access only to the IPs that you trust - [Clicks](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/analytics/clicks): View detailed data on clicks made to referral links and promo materials - [Analytics](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/analytics): View the click data for referral links and for other promotional materials used in your partnership programs - [Banners](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/banners/banners): Create and manage promo banners that your partners can use in their promotional campaigns - [Banners](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/banners): View and configure promo banners that your partners can use in their promo campaigns and materials - [Languages](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/banners/languages): View a list of languages configured for banners, add new ones, and modify them - [Sizes](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/banners/sizes): Specify possible banner sizes and configure banners with specific dimensions - [Themes](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/banners/themes): Configure themes to easier group and manage banners - [Colors](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/colors): View and customize color settings for QR codes - [Icons](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/icons): View and manage the QR code icons - [QR codes](https://docs.b2broker.com/zh/b2core-ib/broker-guide/back-office-guide/promo/qr-codes): Customize colors and icons for QR codes that you and your partners can generate for referral links - [FIX API](https://docs.b2broker.com/es/b2connect/fix-api): Version 1.2 - [Welcome to B2CONNECT docs](https://docs.b2broker.com/es/b2connect): Access all guides and setup documentation for B2CONNECT integrations and tools - [Release notes](https://docs.b2broker.com/es/b2connect/release-notes): View the history of B2CONNECT releases with key points and major updates highlighted - [Welcome to B2CORE docs](https://docs.b2broker.com/es/b2core): A feature-rich solution for brokers and exchanges to manage clients, finances, trading activity, and more — all in one place - [Restricted access to the API](https://docs.b2broker.com/es/b2core/restricted-access-to-the-api): Learn how to request access to the B2CORE API by submitting a support ticket with your use case details - [Welcome to B2CORE IB docs](https://docs.b2broker.com/es/b2core-ib): Comprehensive guides for brokers and partners on setting up and managing the B2CORE Introducing Brokers (IB) program - [Release notes](https://docs.b2broker.com/es/b2core-ib/release-notes): View the history of B2CORE IB releases with key points and major updates highlighted - [Welcome to B2TRADER API docs](https://docs.b2broker.com/es/b2trader/api): Complete B2TRADER API documentation with getting started guides, REST and WSS API methods, release changelog. Everything you need to integrate trading APIs - [Release notes](https://docs.b2broker.com/es/b2trader/api/release-notes): View the history of B2TRADER API releases with key points and major updates highlighted - [Welcome to B2TRADER docs](https://docs.b2broker.com/es/b2trader/terminal): Explore the comprehensive documentation for B2TRADER Trading Terminal, covering features and basic concepts - [Bienvenido a la documentación de B2TRANSLATE](https://docs.b2broker.com/es/b2translate/customer): Accede al centro de documentación de B2TRANSLATE. Aprende a gestionar traducciones, localizar proyectos y configurar flujos de trabajo en todos los productos - [Notas de la versión](https://docs.b2broker.com/es/b2translate/customer/release-notes): Consulta el historial de versiones de B2TRANSLATE con los puntos clave y las actualizaciones principales destacados - [How to connect Binance with an Ed25519 key pair](https://docs.b2broker.com/es/b2connect/how-to-articles/how-to-connect-binance-with-ed25519-keys): Configure your B2CONNECT connectivity with the Binance platform using Ed25519 API keys - [How to properly configure API keys on Kraken](https://docs.b2broker.com/es/b2connect/how-to-articles/how-to-properly-configure-api-keys-on-kraken): Configure your B2CONNECT connectivity with the Kraken platform using API keys - [Exchanges](https://docs.b2broker.com/es/b2connect/supported-venues/exchanges): Explore the liquidity provider platforms supported by B2CONNECT - [FIX platforms](https://docs.b2broker.com/es/b2connect/supported-venues/fix-platforms): Explore the FIX platforms supported by B2CONNECT - [Deploying your Android app](https://docs.b2broker.com/es/b2core/b2core-mobile/deploying-your-android-app): Learn how to prepare and publish your branded Android app on Google Play - [Deploying your iOS app](https://docs.b2broker.com/es/b2core/b2core-mobile/deploying-your-ios-app): Learn how to prepare and publish your branded iOS app, from licensing and demo setup to App Store compliance and approval - [Dashboard](https://docs.b2broker.com/es/b2core/back-office-guide/dashboard): Explore key financial metrics, including deposits, withdrawals, and net deposits on the Back Office Dashboard - [Get started](https://docs.b2broker.com/es/b2core/back-office-guide/get-started): Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office - [Introducing brokers](https://docs.b2broker.com/es/b2core/back-office-guide/introducing-brokers): Learn about the Introducing Brokers (IB) program in B2CORE, designed to support referral programs that help expand your client base - [Ticket feedback](https://docs.b2broker.com/es/b2core/back-office-guide/ticket-feedback): Learn about the options for viewing client feedback on resolved HelpDesk tickets in B2CORE, including ticket details, client comments, satisfaction ratings, and updates for reopened tickets - [Communication platforms](https://docs.b2broker.com/es/b2core/integrations/communication-platforms): Explore B2CORE’s supported platforms for messaging, email delivery, notifications, and marketing via ActiveCampaign, Twilio, Vonage, SendGrid, Slack, and Telegram - [KYC providers](https://docs.b2broker.com/es/b2core/integrations/kyc-providers): View supported KYC providers in B2CORE, the document groups used for verification, and how each provider handles identity checks in the B2CORE UI - [Other systems](https://docs.b2broker.com/es/b2core/integrations/other-systems): Explore B2CORE-integrated systems for enhanced functionality, including CRM platforms, customer support tools, and data analytics solutions - [Payment systems](https://docs.b2broker.com/es/b2core/integrations/payment-systems): Explore all payment systems integrated with B2CORE, including their support for deposits, withdrawals, and integration through the Payment System Service (PSS) - [Platforms](https://docs.b2broker.com/es/b2core/integrations/platforms): Explore supported trading platforms and hubs in B2CORE, with a comparison of key features, integrations, and functionalities across each solution - [Welcome to Troubleshooting](https://docs.b2broker.com/es/b2core/troubleshooting): Find solutions to common B2CORE issues. The troubleshooting articles are grouped by topic to help you resolve problems efficiently - [Mobile app release notes](https://docs.b2broker.com/es/b2core/release-notes/release-notes-mobile): View the history of releases for B2CORE mobile apps on iOS and Android, including key updates, new features, and enhancements - [Release notes](https://docs.b2broker.com/es/b2core/release-notes/release-notes): View the history of B2CORE releases with key points and major updates highlighted - [About IB](https://docs.b2broker.com/es/b2core-ib/broker-guide/about-ib): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Key terms](https://docs.b2broker.com/es/b2core-ib/broker-guide/key-terms): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Payment plans](https://docs.b2broker.com/es/b2core-ib/broker-guide/payment-plans): Learn about various payment plans available for IB program - [How to join a partnership program](https://docs.b2broker.com/es/b2core-ib/partner-guide/how-to-join-a-partnership-program): Learn how to find and join Introducing Broker programs in B2CORE UI. Onboard as a partner and access referral tools for better client management - [Market Data](https://docs.b2broker.com/es/b2trader/api/fix-api/market-data): Subscribe to real-time market data updates via FIX 4.4 protocol - [Trading](https://docs.b2broker.com/es/b2trader/api/fix-api/trading): Place orders and receive execution reports via FIX 4.4 protocol - [Account statuses](https://docs.b2broker.com/es/b2trader/api/get-started/account-statuses): Understand account statuses to know which operations are permitted on a trading account - [Market statuses](https://docs.b2broker.com/es/b2trader/api/get-started/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/es/b2trader/api/get-started/order-statuses): Understand order statuses to track trading activity more effectively - [Order types](https://docs.b2broker.com/es/b2trader/api/get-started/order-types): Navigate order types and learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [API overview](https://docs.b2broker.com/es/b2trader/api/get-started/overview): Complete B2TRADER API overview covering REST, WebSocket, and FIX APIs. Learn when to use each API type, available endpoints, and integration guidelines for trading applications - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/es/b2trader/api/get-started/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/es/b2trader/api/get-started/time-in-force): Explore various supported TIF options for better risk management - [Guest](https://docs.b2broker.com/es/b2trader/api/rest-api/guest): Read public market data over REST without an access token — anonymous counterparts of the trading, settings, and market data endpoints - [History](https://docs.b2broker.com/es/b2trader/api/rest-api/history): Access comprehensive trading history with execution details, order data, and position closing information - [Settings](https://docs.b2broker.com/es/b2trader/api/rest-api/settings): Configure account margin settings, get market parameters, trading sessions, asset details, and system preferences for optimal trading setup - [Trading](https://docs.b2broker.com/es/b2trader/api/rest-api/trading): Place orders, modify price triggers, execute trades and manage positions across multiple trading instruments - [Account info](https://docs.b2broker.com/es/b2trader/api/ws-api/account-info): Stream real-time account balances, margin data, equity, PnL, and margin levels with live financial updates - [Market Data](https://docs.b2broker.com/es/b2trader/api/ws-api/market-data): Stream real-time order books, trading charts, price data, and market summaries with live bid/ask updates - [Trading](https://docs.b2broker.com/es/b2trader/api/ws-api/trading): Stream real-time open orders, open and closed positions with live updates, PnL tracking, and order status monitoring - [Connect ChatGPT](https://docs.b2broker.com/es/b2trader/terminal/connect-your-ai-agent/connect-chatgpt): You can connect B2Trader to ChatGPT as a connector. It uses the same B2Trader MCP URL and OAuth sign-in as every other agent. Pick the surface you need… - [Connect Claude](https://docs.b2broker.com/es/b2trader/terminal/connect-your-ai-agent/connect-claude): You can connect B2Trader to Claude in two places: - [Connect a custom agent](https://docs.b2broker.com/es/b2trader/terminal/connect-your-ai-agent/connect-custom-agent): If you are building your own agent (for example with an Agent SDK) or using an MCP client that is not Claude or ChatGPT, you connect to the same two… - [Full-access safety](https://docs.b2broker.com/es/b2trader/terminal/connect-your-ai-agent/full-access-safety): The full-access surface (/mcp-full-access) lets a connected AI agent trade on your account directly. This page explains exactly what that means and how to… - [Overview](https://docs.b2broker.com/es/b2trader/terminal/connect-your-ai-agent/overview): B2Trader can expose your trading account to external AI agents through the Model Context Protocol (MCP) — an open standard that lets AI applications such as… - [Customizing your Terminal](https://docs.b2broker.com/es/b2trader/terminal/get-started/customizing-your-terminal): Customize your trading workspace by managing widgets, creating layouts, and configuring your interface to match your trading style - [Guest mode](https://docs.b2broker.com/es/b2trader/terminal/get-started/guest-mode): Explore the Trading terminal without logging in — browse markets, follow live prices and charts, and log in when you are ready to trade - [Settings](https://docs.b2broker.com/es/b2trader/terminal/get-started/settings): Configure interface, widgets, margin accounts, trading reports, and API tokens in the Trading terminal settings - [Market statuses](https://docs.b2broker.com/es/b2trader/terminal/knowledge-base/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/es/b2trader/terminal/knowledge-base/order-statuses): Understand all order status types to track trading activity more effectively - [Order types](https://docs.b2broker.com/es/b2trader/terminal/knowledge-base/order-types): Navigate order types, learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/es/b2trader/terminal/knowledge-base/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/es/b2trader/terminal/knowledge-base/time-in-force): Explore various Time in force options supported for better risk management - [Release notes Mobile](https://docs.b2broker.com/es/b2trader/terminal/release-notes/release-notes-mobile): View the history of the Mobile App releases - [Release notes](https://docs.b2broker.com/es/b2trader/terminal/release-notes/release-notes): View the history of platform releases with key points and major updates highlighted - [AI Assistant](https://docs.b2broker.com/es/b2trader/terminal/widgets/ai-assistant): Get AI-powered market analysis, price forecasts, and trading recommendations - [All markets](https://docs.b2broker.com/es/b2trader/terminal/widgets/all-markets): Explore real-time price updates across all available markets and view live trading data across all instruments - [Assets](https://docs.b2broker.com/es/b2trader/terminal/widgets/assets): View balances and available funds in the Trading Terminal - [Closed positions](https://docs.b2broker.com/es/b2trader/terminal/widgets/closed-positions): Monitor closed positions in your dashboard. Review completed trades, realized profits and losses, and execution details - [Margin](https://docs.b2broker.com/es/b2trader/terminal/widgets/margin): Monitor and manage margin level in real time using the Margin widget to prevent overexposure - [Market depth](https://docs.b2broker.com/es/b2trader/terminal/widgets/market-depth): View real-time order book data using the Market Depth widget in the Trading terminal - [Market summary](https://docs.b2broker.com/es/b2trader/terminal/widgets/market-summary): View real-time market statistics and key performance indicators using the Market Summary widget in the Trading Terminal - [Messages](https://docs.b2broker.com/es/b2trader/terminal/widgets/messages): View notifications, announcements, and important communications from your broker - [Open orders](https://docs.b2broker.com/es/b2trader/terminal/widgets/open-orders): Monitor open orders in real-time to adjust positions and respond quickly to market fluctuations - [Open positions](https://docs.b2broker.com/es/b2trader/terminal/widgets/open-positions): Monitor in real-time all active positions in the Trading terminal, keep track of unrealized profit and loss, current price, used margin, and related trades for enhanced control - [Order book](https://docs.b2broker.com/es/b2trader/terminal/widgets/order-book): Monitor live buy and sell prices, bid/ask spreads, and trading depth in one place - [Order history](https://docs.b2broker.com/es/b2trader/terminal/widgets/order-history): Review completed trades and order execution history - [Place order](https://docs.b2broker.com/es/b2trader/terminal/widgets/place-order): Use the Place Order widget to submit orders, navigate advanced and time-in-force options to manage risk more effectively - [Price chart](https://docs.b2broker.com/es/b2trader/terminal/widgets/price-chart): View real-time market prices with an interactive chart showing live data and trends for selected instruments in your trading platform - [Price control](https://docs.b2broker.com/es/b2trader/terminal/widgets/price-control): Configure notifications to monitor asset price behavior and control real-time trading execution - [Stop orders](https://docs.b2broker.com/es/b2trader/terminal/widgets/stop-orders): Monitor Stop orders in the Trading terminal - [Watch list](https://docs.b2broker.com/es/b2trader/terminal/widgets/watch-list): Easily view selected trading instruments and assets all in one place in the Trading Terminal - [Introducción a B2TRANSLATE](https://docs.b2broker.com/es/b2translate/customer/get-started/introduction-to-b2translate): Aprende los conceptos esenciales para organizar proyectos y traducciones en B2TRANSLATE y optimiza tu proceso de localización con nuestra plataforma intuitiva - [Gestiona tu cuenta](https://docs.b2broker.com/es/b2translate/customer/get-started/manage-your-account): Gestiona tu cuenta de B2TRANSLATE: cambia tu contraseña, crea tokens personales de API, consulta las notificaciones y cambia el idioma de la interfaz - [Inicio de sesión y 2FA](https://docs.b2broker.com/es/b2translate/customer/get-started/sign-in-to-b2translate): Inicia sesión en B2TRANSLATE para gestionar las traducciones de tu plataforma y localizar tus productos y proyectos para adaptarlos a diferentes mercados y grupos demográficos - [Filtrar claves](https://docs.b2broker.com/es/b2translate/customer/user-guide/filter-keys): Aplica diversos filtros para detectar rápidamente traducciones faltantes y gestionar eficazmente la WebUI de tu proyecto - [Idiomas](https://docs.b2broker.com/es/b2translate/customer/user-guide/languages): Descripción general de una lista de idiomas disponibles - [Proyectos](https://docs.b2broker.com/es/b2translate/customer/user-guide/projects): Consulta tus proyectos agrupados por tipos de proyecto y accede a las claves de proyecto - [Bonus distribution](https://docs.b2broker.com/es/b2core/back-office-guide/bonuses/bonus-distribution): Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history - [Bonus presets](https://docs.b2broker.com/es/b2core/back-office-guide/bonuses/bonus-presets): Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits - [Bonuses](https://docs.b2broker.com/es/b2core/back-office-guide/bonuses): Learn about bonus programs in B2CORE, including how they offer financial incentives to clients, support for MetaTrader 4/5 and cTrader, and the process of converting bonus credits to real funds - [Temporary bonuses](https://docs.b2broker.com/es/b2core/back-office-guide/bonuses/temporary-bonuses): Create and manage time-limited bonus programs with customizable requirements and eligibility in B2CORE - [Cashback](https://docs.b2broker.com/es/b2core/back-office-guide/cashback): Explore the feature for configuring MetaTrader Volume cashback rewards for clients on MT4/5 - [Accounts](https://docs.b2broker.com/es/b2core/back-office-guide/clients/accounts): View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once - [Clients](https://docs.b2broker.com/es/b2core/back-office-guide/clients): Access detailed overviews of the options for managing client profiles, requests, manager assignments, client types, and jurisdictions - [Jurisdictions](https://docs.b2broker.com/es/b2core/back-office-guide/clients/jurisdictions): Create, view, and manage jurisdictions to segment clients based on countries and client types - [Managers](https://docs.b2broker.com/es/b2core/back-office-guide/clients/managers): View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules - [Requests](https://docs.b2broker.com/es/b2core/back-office-guide/clients/requests): View and manage client requests, approve or reject them, add comments, and export data if needed - [Types](https://docs.b2broker.com/es/b2core/back-office-guide/clients/types): View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients - [Currencies](https://docs.b2broker.com/es/b2core/back-office-guide/currencies/currencies): View, add, and configure currencies — manage currency codes, display names, markups, and precision for seamless operation in B2CORE - [Currency pairs](https://docs.b2broker.com/es/b2core/back-office-guide/currencies/currency-pairs): View and manage currency pairs for exchanges, configuring settings such as max amount, step size, rate priorities, and approval requirements. - [Currencies](https://docs.b2broker.com/es/b2core/back-office-guide/currencies): Explore functionalities for managing currencies, including adding and configuring rates, as well as setting up and managing currency pairs in B2CORE - [Rates](https://docs.b2broker.com/es/b2core/back-office-guide/currencies/rates): View and manage exchange rate providers to ensure accurate currency conversions for smooth transaction processing. Configure provider details, currencies, and connection settings as needed - [Deposit wallets](https://docs.b2broker.com/es/b2core/back-office-guide/finance/deposit-wallets): View and manage client cryptocurrency wallets, including wallet IDs, owners, tags, addresses, destination tags, deposit methods, and supported currencies - [Deposits](https://docs.b2broker.com/es/b2core/back-office-guide/finance/deposits): Access a full list of client deposits, including detailed information and transaction monitoring results - [Exchange](https://docs.b2broker.com/es/b2core/back-office-guide/finance/exchange): View and manage client exchange transactions, including details on accounts, amounts, currencies, commissions, rates, statuses, and who executed the exchange - [Finance](https://docs.b2broker.com/es/b2core/back-office-guide/finance): Explore the options for managing financial operations, including deposits, withdrawals, deposit wallets, transfers, exchanges, transactions, and generating reports within B2CORE - [Payouts](https://docs.b2broker.com/es/b2core/back-office-guide/finance/payouts): Access a full list of client withdrawals, including detailed information and transaction monitoring results - [Reports](https://docs.b2broker.com/es/b2core/back-office-guide/finance/reports): View and manage reports with details on schedules, formats, recipients, and report types - [Static deposit](https://docs.b2broker.com/es/b2core/back-office-guide/finance/static-deposit): Learn how static deposits work in B2CORE, their benefits over regular deposits, and how to manage unresolved deposit requests - [Transactions](https://docs.b2broker.com/es/b2core/back-office-guide/finance/transactions): View all transactions, including deposits, withdrawals, transfers, exchanges, rewards, and savings payments, with details on amounts, currencies, and statuses - [Transfers](https://docs.b2broker.com/es/b2core/back-office-guide/finance/transfers): View and manage transfers between client accounts, including details about source and destination accounts, amounts, currencies, transfer types, and statuses - [Mailing](https://docs.b2broker.com/es/b2core/back-office-guide/mailing): Manage and configure email services in B2CORE to create and send marketing campaigns, handle system emails, monitor delivery status, and ensure reliable communication with your clients - [System](https://docs.b2broker.com/es/b2core/back-office-guide/mailing/system): Manage SMTP provider connections, view and configure email sending settings, monitor unsent email queues, and review mailing logs to ensure reliable email delivery in B2CORE - [Groups](https://docs.b2broker.com/es/b2core/back-office-guide/products/groups): View and manage product groups to organize products into categories, control their display priority, and provide captions and descriptions for structured client presentation in the B2CORE UI - [Products](https://docs.b2broker.com/es/b2core/back-office-guide/products): Explore functionalities for managing products, groups, permissions, and platforms to create wallets and trading accounts in B2CORE, configure their settings, and ensure data synchronization with external platforms - [Platforms](https://docs.b2broker.com/es/b2core/back-office-guide/products/platforms): Manage and configure platforms that connect B2CORE to external trading systems. View platform details, status, connection settings, and control demo/live account support and transfer requests - [Products](https://docs.b2broker.com/es/b2core/back-office-guide/products/products): Manage products that define wallet and trading account creation and settings across platforms. Configure currencies, permissions, restrictions, and features that control product behavior - [Rights](https://docs.b2broker.com/es/b2core/back-office-guide/products/rights): View and manage permission groups that contain sets of permissions that can be easily assigned to specific products - [Announcements](https://docs.b2broker.com/es/b2core/back-office-guide/promotion/announcements): Create and manage required or optional announcements displayed to clients in the B2CORE UI - [Banners](https://docs.b2broker.com/es/b2core/back-office-guide/promotion/banners): Create and manage banners displayed in the B2CORE UI and mobile app with custom themes, URLs, and display restrictions - [Dashboard](https://docs.b2broker.com/es/b2core/back-office-guide/promotion/dashboard): Manage and customize widgets on the B2CORE UI Dashboard, adjusting their order and appearance - [Promotion](https://docs.b2broker.com/es/b2core/back-office-guide/promotion): Discover the tools for managing promotional materials, such as banners, announcements, and dashboard customizations, along with options to tailor the B2CORE UI menu - [Menu](https://docs.b2broker.com/es/b2core/back-office-guide/promotion/menu): Customize the menu in the B2CORE UI by managing item visibility, order, and labels, with options to add custom items and restrict visibility by verification level and client type - [Client request statuses](https://docs.b2broker.com/es/b2core/back-office-guide/references/client-request-statuses): Learn about the client request statuses used to identify the progress of requests through the approval process - [Client statuses](https://docs.b2broker.com/es/b2core/back-office-guide/references/client-statuses): Learn about the different client statuses used to indicate the state of client profiles and how they impact client access to the B2CORE UI - [Email template types](https://docs.b2broker.com/es/b2core/back-office-guide/references/email-template-types): The following is a list of pre-configured email types used to notify clients and Back Office users, such as admins or managers, about specific system… - [Event types for triggering event notifications for Back Office users](https://docs.b2broker.com/es/b2core/back-office-guide/references/event-types-for-triggering-event-notifications-for-back-office-users): Explore the event types that trigger notifications for Back Office users, outlining the actions and templates used to send updates via email, SMS, Slack, or Telegram - [References](https://docs.b2broker.com/es/b2core/back-office-guide/references): Understand the B2CORE reference data, including client and request statuses, transaction types, event triggers, product permissions, supported currencies and crypto payment methods - [Product permissions](https://docs.b2broker.com/es/b2core/back-office-guide/references/product-permissions): Explore the available product permissions that define which actions clients can perform on accounts and wallets created from products - [Supported cryptocurrency payment methods](https://docs.b2broker.com/es/b2core/back-office-guide/references/supported-cryptocurrency-payment-methods): Learn about the supported cryptocurrency payment methods in B2CORE, including coins, stablecoins, and tokens, each with a designated icon - [Supported currencies](https://docs.b2broker.com/es/b2core/back-office-guide/references/supported-currencies): Explore the list of supported crypto- and fiat currencies in B2CORE, including details such as ISO code, Alpha code, decimal precision, and icons for graphical representation - [Transaction statuses](https://docs.b2broker.com/es/b2core/back-office-guide/references/transaction-statuses): Learn about the different statuses that can be assigned to transactions in B2CORE to track progress and identify required actions - [Savings](https://docs.b2broker.com/es/b2core/back-office-guide/savings): Explore savings programs, including Fixed and Flexible strategies, and learn how clients can invest, earn interest, and manage savings plans with withdrawal conditions and interest payments - [Plans](https://docs.b2broker.com/es/b2core/back-office-guide/savings/plans): View and manage client savings plans — see statuses, strategies, details, and interest payments. Each plan is based on a preset and linked to a specific client and wallet - [Presets](https://docs.b2broker.com/es/b2core/back-office-guide/savings/presets): Manage savings program presets — view, edit, or create new ones. Set terms, rates, and penalties. Presets can't be deleted but can be deactivated if not in use - [Address whitelist](https://docs.b2broker.com/es/b2core/back-office-guide/security/address-whitelist): View and manage client whitelisted withdrawal addresses, including wallet details, destination tags, and currencies, used to restrict withdrawals when Address Management is enabled - [Black lists](https://docs.b2broker.com/es/b2core/back-office-guide/security/black-lists): View and manage black lists to block specific IPs from accessing API endpoints, helping to quickly restrict unwanted traffic at the application level - [Blocked clients](https://docs.b2broker.com/es/b2core/back-office-guide/security/blocked-clients): View and manage temporarily blocked clients, including their ID, email, IP address, block start and expiration times, and reasons for blocking, with options to unblock them as needed - [Email black list](https://docs.b2broker.com/es/b2core/back-office-guide/security/email-black-list): Manage blacklisted email domains that block registration and optionally ban existing clients with those domains from accessing the B2CORE UI; edit, delete, or export domain data as needed - [Security](https://docs.b2broker.com/es/b2core/back-office-guide/security): Learn about security settings in B2CORE, including IP search, blocked clients, blacklists, whitelists, transaction monitoring, address whitelist, and email blacklists - [Search by IP](https://docs.b2broker.com/es/b2core/back-office-guide/security/search-by-ip): View and search client login records by IP address, including client details, login time, authorization status, and an option to hide duplicate IP entries for clearer analysis - [Transaction monitoring](https://docs.b2broker.com/es/b2core/back-office-guide/security/transaction-monitoring): Monitor client transactions, view risk scores, trace fund origins, and analyze key risk signals. Access detailed info on each transaction’s type, amount, status, and provider review results - [White lists](https://docs.b2broker.com/es/b2core/back-office-guide/security/white-lists): View and configure white lists that limit access to URLs based on IP addresses. Each entry shows ID, route, IP address, activation status, comments, and and relevant dates - [Client tests](https://docs.b2broker.com/es/b2core/back-office-guide/verification/client-tests): View and manage client accreditation tests that can be used in your KYC process, including test titles, visibility, and descriptions, with options to create, edit, and configure tests - [Document groups](https://docs.b2broker.com/es/b2core/back-office-guide/verification/document-groups): View and manage document groups used for client verification, including their names, types, status, descriptions, and priority, with options to create and edit groups - [Document types](https://docs.b2broker.com/es/b2core/back-office-guide/verification/document-types): View and manage document types used for client verification, including their names, status, priority, descriptions, examples, and grouping, with options to create and edit types - [Documents](https://docs.b2broker.com/es/b2core/back-office-guide/verification/documents): View and manage all client-submitted verification documents, including their type, status, and client details, with options to review document files and update statuses - [Verification](https://docs.b2broker.com/es/b2core/back-office-guide/verification): Explore the options for managing client verification in B2CORE, including setting verification levels, uploading documents, and organizing document types and groups for streamlined KYC processes - [Levels](https://docs.b2broker.com/es/b2core/back-office-guide/verification/levels): Manage verification levels in the Back Office by creating, viewing, and configuring their settings, descriptions, verification procedures, client permissions, and document requirements - [Backend images](https://docs.b2broker.com/es/b2core/back-office-guide/system/backend-images): View and manage images used across the Back Office, including logos and backgrounds - [Bulk actions](https://docs.b2broker.com/es/b2core/back-office-guide/system/bulk-actions): Manage and execute bulk actions that apply changes to multiple clients at once, including bans, type changes, deposits, and balance resets in B2CORE - [Client folders](https://docs.b2broker.com/es/b2core/back-office-guide/system/client-folders): View and manage a tree of client folders with any nesting depth, set access rights, and control which folders appear on the Files tab in each client's details - [Client rights](https://docs.b2broker.com/es/b2core/back-office-guide/system/client-rights): View and manage client permission levels linked to verification levels to control which actions — such as deposits, withdrawals, transfers, or others — clients can perform based on their verification level - [Countries](https://docs.b2broker.com/es/b2core/back-office-guide/system/countries): View and manage the list of countries available for client selection during registration in the B2CORE UI - [Custom fields](https://docs.b2broker.com/es/b2core/back-office-guide/system/custom-fields): Create and manage custom fields to collect additional client data, organize them into groups, show them during registration, and edit their values on client profiles in the B2CORE Admin Panel - [Deposit system](https://docs.b2broker.com/es/b2core/back-office-guide/system/deposit-system): Manage and configure deposit methods, including payment providers, supported currencies, groups, and commissions, to ensure smooth deposit processing in B2CORE - [Event notifications](https://docs.b2broker.com/es/b2core/back-office-guide/system/event-notifications): View and configure event-triggered notifications for Back Office users via email, Slack, Telegram, or SMS - [Events](https://docs.b2broker.com/es/b2core/back-office-guide/system/events): Set up event handlers and workflows to process system events, including balance updates, transfers, account creation, and completed operations - [External connections](https://docs.b2broker.com/es/b2core/back-office-guide/system/external-connections): View and manage connections to external systems and service providers like payment systems, trading platforms, and others integrated with B2CORE - [Import data](https://docs.b2broker.com/es/b2core/back-office-guide/system/import-data): View and manage data import operations for clients, accounts, and IB programs using CSV or TSV files - [System](https://docs.b2broker.com/es/b2core/back-office-guide/system): Learn about system settings in B2CORE, including SMS providers, deposit/withdrawal systems, wizards, bulk actions, external connections, notifications, user management, and more - [Key storage](https://docs.b2broker.com/es/b2core/back-office-guide/system/key-storage): Manage key-value pairs and tags used in email templates to store parameters that are replaced with assigned values when the template is used to send notifications - [Localizations](https://docs.b2broker.com/es/b2core/back-office-guide/system/localizations): View and manage supported languages and localization settings in B2CORE — enable or disable languages, set their display order, and configure format options - [Logs](https://docs.b2broker.com/es/b2core/back-office-guide/system/logs): View and track logs of Back Office user actions, including client and transaction events, with details on actors, event types, timestamps, and specific changes made in B2CORE - [Operation types](https://docs.b2broker.com/es/b2core/back-office-guide/system/operation-types): View and manage operation types that control deposits, withdrawals, transfers, exchanges, and partner rewards, including settings for status, approval, limits, and processing in B2CORE - [Payout system](https://docs.b2broker.com/es/b2core/back-office-guide/system/payout-system): Manage and configure withdrawal methods, including payment providers, supported currencies, groups, and commissions, to ensure seamless withdrawal processing in B2CORE - [Registration](https://docs.b2broker.com/es/b2core/back-office-guide/system/registration): View and manage registration profiles that define the client registration process in the B2CORE UI, for both individual and corporate clients - [Requests](https://docs.b2broker.com/es/b2core/back-office-guide/system/requests): View and manage resolutions for client requests, including their types and statuses, to categorize and handle request rejections effectively in B2CORE - [Settings](https://docs.b2broker.com/es/b2core/back-office-guide/system/settings): Configure settings for B2CORE features including client profiles, registration, mobile app links, bonuses, 2FA, and other options - [SMS Providers](https://docs.b2broker.com/es/b2core/back-office-guide/system/sms-providers): View and manage the configuration settings of connected SMS providers used for sending notifications with verification codes to confirm various actions in B2CORE - [Status checks](https://docs.b2broker.com/es/b2core/back-office-guide/system/status-checks): Monitor the health of key B2CORE areas, such as trading platform connectivity and setup completeness, from a single page with a status timeline for the last month - [Visual customization](https://docs.b2broker.com/es/b2core/back-office-guide/system/visual-customization): Customize your B2CORE UI appearance by enabling light and dark themes, uploading logos and backgrounds, adjusting colors, and adding custom scripts for branding and functionality - [Wizards](https://docs.b2broker.com/es/b2core/back-office-guide/system/wizards): Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI - [How to add custom menu items](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options/how-to-add-custom-menu-items): Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions - [How to add the Contact Us information in the B2CORE UI](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options/how-to-add-the-contact-us-information-in-the-b2core-ui): Learn how to add the Contact Us section in B2CORE UI via B2TRANSLATE to show support email, links, or other contact details for clients - [How to add Ticker Widget symbols to the Dashboard](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options/how-to-add-ticker-widget-symbols-to-the-dashboard): Add symbols to the Ticker Widget on the Dashboard by editing the widget, creating new symbols, and choosing whether to show them immediately or make them selectable for clients - [How to configure a menu in the B2CORE UI](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options/how-to-configure-a-menu-in-the-b2core-ui): Customize the B2CORE UI menu by toggling item visibility, changing their order, and editing captions. Set visibility by verification level or client type, and mark items as 'New' for clients - [How to configure the default Dashboard](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options/how-to-configure-the-default-dashboard): Configure the default Dashboard in B2CORE by enabling widgets, setting their size and position, and allowing clients to close widgets - [How to create a banner](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options/how-to-create-a-banner): Learn how to create and customize banners for the B2CORE UI and mobile app - [How to create an announcement](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options/how-to-create-an-announcement): Learn how to create and configure announcements in B2CORE, including types, text, buttons, targeting, and expiration settings - [Manage advertising options](https://docs.b2broker.com/es/b2core/how-to-articles/manage-advertising-options): Find here step-by-step guides for managing advertising options in B2CORE, including creating banners, configuring the default Dashboard, and customizing the B2CORE UI menu - [How to automatically credit bonuses to clients upon deposits](https://docs.b2broker.com/es/b2core/how-to-articles/manage-bonuses/how-to-automatically-credit-bonuses-to-clients-upon-deposits): Learn how to configure automatic deposit bonuses that credit clients a percentage of their deposits, based on predefined settings and presets - [How to create a bonus preset](https://docs.b2broker.com/es/b2core/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset): Learn how to configure bonus presets to control how and when clients receive and use trading bonuses - [How to create a temporary bonus program](https://docs.b2broker.com/es/b2core/how-to-articles/manage-bonuses/how-to-create-a-temporary-bonus-program): Learn how to create temporary bonus programs for clients to claim in the B2CORE UI, with custom trading conditions, expiry, and crediting options - [How to manually credit bonuses to clients](https://docs.b2broker.com/es/b2core/how-to-articles/manage-bonuses/how-to-manually-credit-bonuses-to-clients): Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets - [Manage bonuses](https://docs.b2broker.com/es/b2core/how-to-articles/manage-bonuses): Find here step-by-step guides for managing bonuses in the B2CORE Back Office, including creating bonus presets, temporary programs, and crediting bonuses to clients - [How to configure cashback programs for MT4 and MT5](https://docs.b2broker.com/es/b2core/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5): Learn how to set up cashback for MT4/MT5 by configuring rates, tiers, account types, and creating a cashback deposit method for rewarding clients - [Manage cashback options](https://docs.b2broker.com/es/b2core/how-to-articles/manage-cashback-options): Learn how to configure cashback programs for MT4 and MT5 in the B2CORE Back Office, enabling you set up and manage cashback options for your clients - [How to approve or reject client requests](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-approve-or-reject-client-requests): Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications - [How to assign tags to clients](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-assign-tags-to-clients): Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags - [How to change a client password](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-change-a-client-password): Learn how to change a client’s password by entering or generating a new password via the B2CORE Back Office - [How to create a jurisdiction](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-create-a-jurisdiction): Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE - [How to disable 2FA for a client](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-disable-2fa-for-a-client): Learn how to disable two-factor authentication (2FA) for a client by turning off the Google or SMS option in client details within the B2CORE Back Office - [How to enable internal transfers for a client](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-enable-internal-transfers-for-a-client): Learn how to enable internal transfers for a client by activating the Internal Transfers option in client details within the B2CORE Back Office - [How to identify who resolved client requests](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-identify-who-resolved-client-requests): Learn how to identify which Back Office user approved or rejected a client request - [How to register a new client](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-register-a-new-client): Learn how to register a new client via the B2CORE Back Office - [How to upload files to a client profile](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-upload-files-to-a-client-profile): Learn how to upload single or multiple files to a client profile and organize them into folders via the Files tab in client details within the B2CORE Back Office - [How to view deposit or withdrawal wallet addresses](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients/how-to-view-deposit-or-withdrawal-wallet-addresses): Learn how to view a client’s deposit or withdrawal wallet addresses by accessing the Finance tab in client details within the B2CORE Back Office - [Manage clients](https://docs.b2broker.com/es/b2core/how-to-articles/manage-clients): Explore step-by-step guides for managing clients in B2CORE, including registration, password management, 2FA settings, tag assignments, request management, and jurisdiction creation - [How to configure Twilio](https://docs.b2broker.com/es/b2core/how-to-articles/manage-communication-platforms/how-to-configure-twilio): Learn how to configure Twilio in B2CORE for sending 2FA SMS codes and making client calls via the B2CORE Back Office - [How to get Telegram chat, group and channel identifiers](https://docs.b2broker.com/es/b2core/how-to-articles/manage-communication-platforms/how-to-get-telegram-chat-group-and-channel-identifiers): Learn how to get Telegram user, group, and channel IDs to enable event notifications for Back Office users in B2CORE - [How to integrate Twilio SendGrid](https://docs.b2broker.com/es/b2core/how-to-articles/manage-communication-platforms/how-to-integarte-sendgrid): Learn how to connect Twilio SendGrid to B2CORE - [How to integrate ActiveCampaign](https://docs.b2broker.com/es/b2core/how-to-articles/manage-communication-platforms/how-to-integrate-activecampaign): Learn how to connect ActiveCampaign to B2CORE - [How to set up a Slack bot](https://docs.b2broker.com/es/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-slack-bot): Learn how to set up a Slack bot, assign the required permissions, obtain a bot token, and connect it to B2CORE to enable event notifications in Slack - [How to set up a Telegram bot](https://docs.b2broker.com/es/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-telegram-bot): Learn how to create a Telegram bot, get the API token, and connect it to B2CORE to enable sending event notifications to Telegram chats, groups, and channels - [Manage communication platforms](https://docs.b2broker.com/es/b2core/how-to-articles/manage-communication-platforms): Find here step-by-step guides for configuring communication platforms in the B2CORE Back Office, including setting up Twilio, and configuring Slack and Telegram bots to receive notifications - [How to add a currency](https://docs.b2broker.com/es/b2core/how-to-articles/manage-currencies/how-to-add-a-currency): Learn how to add currencies in B2CORE - [How to add an exchange currency pair](https://docs.b2broker.com/es/b2core/how-to-articles/manage-currencies/how-to-add-an-exchange-currency-pair): Add currency pairs that will be available for exchange in the Back Office and B2CORE UI. You can add currency pairs one by one or add multiple pairs at once. - [How to configure currency exchange rates](https://docs.b2broker.com/es/b2core/how-to-articles/manage-currencies/how-to-configure-currency-exchange-rates): Learn how to set up exchange rate providers to enable accurate currency conversions for transaction processing in B2CORE - [How to enable requests for exchanges in specific currency pairs](https://docs.b2broker.com/es/b2core/how-to-articles/manage-currencies/how-to-enable-requests-for-exchanges-in-specific-currency-pairs): Learn how to require admin approval for exchanges in specific currency pairs by enabling exchange requests in the currency pair settings - [How to set priorities for exchange rate providers](https://docs.b2broker.com/es/b2core/how-to-articles/manage-currencies/how-to-set-priorities-for-exchange-rate-providers): Learn how to set priorities for exchange rate providers to optimize rate sourcing and avoid exceeding provider request limits - [How to update rates in exchange requests](https://docs.b2broker.com/es/b2core/how-to-articles/manage-currencies/how-to-update-rates-in-exchange-requests): Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates - [Manage currencies](https://docs.b2broker.com/es/b2core/how-to-articles/manage-currencies): Find here step-by-step guides for managing currencies in B2CORE, including adding currencies, configuring exchange rates, setting rate provider priorities, and handling client exchange requests - [How to create a deposit](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-create-a-deposit): Learn how to manually create a deposit in the B2CORE Back Office using the manual deposit method - [How to create a payout](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-create-a-payout): Learn how to manually create a payout in the B2CORE Back Office using the manual withdrawal method - [How to create a report](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-create-a-report): Learn how to create and schedule financial reports in B2CORE, choose report types, set delivery intervals, formats, and recipients, and configure data slices and time settings - [How to create a transfer](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-create-a-transfer): Learn how to create a transfer between a client's accounts in the B2CORE Back Office - [How to exchange funds](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-exchange-funds): Learn how to exchange funds between a client's accounts in the B2CORE Back Office - [How to get data about all transactions for a client](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-get-data-about-all-transactions-for-a-client): Learn how to view and export all transactions for a specific client’s wallets and accounts - [How to get total deposits or withdrawals for all clients](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-get-total-deposits-or-withdrawals-for-all-clients): Learn how to export deposit or withdrawal data from the Back Office to calculate total amounts for all clients - [How to process PaymentSystem Assistance requests for deposits and withdrawals](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests): Understand PaymentSystem Deposit Assistance and PaymentSystem Withdrawal Assistance requests and learn how to process them - [How to process transactions with the Assistance status](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-assistance-status): Learn how to process deposits and withdrawals with the Assistance status - [How to process transactions with the Partial status](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-partial-status): Learn how to manually process transactions with the Partial status in the Back Office when automatic processing fails - [How to update balances](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/how-to-update-balances): Learn how to update balances on multiple client accounts at once using a CSV file with emails, account IDs, and deposit amounts - [Manage finances](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances): Explore step-by-step guides for managing client finances in B2CORE, including creating deposits, withdrawals, transfers, exchanges, generating reports, updating balances, and processing transactions - [Move a transaction to Failed](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/move-to-failed): Move a deposit or withdrawal to Failed in PaymentSystem Assistance requests to stop syncing and mark the transaction as unsuccessful - [move-to-in-progress](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/move-to-in-progress): Resume syncing with the external system by moving a deposit or withdrawal to In Progress in PaymentSystem Assistance requests - [Move a transaction to Success](https://docs.b2broker.com/es/b2core/how-to-articles/manage-finances/move-to-success): Manually move a deposit or withdrawal to Success by verifying it externally and entering the final amount in PaymentSystem Assistance requests - [How to configure SMTP](https://docs.b2broker.com/es/b2core/how-to-articles/manage-mailing-options/how-to-configure-smtp): Learn how to configure SMTP in B2CORE to send client email notifications. Set up SMTP details like hostname, port, username, and password, then test and enable the connection for reliable mailing - [How to determine why clients fail to receive email notifications](https://docs.b2broker.com/es/b2core/how-to-articles/manage-mailing-options/how-to-determine-why-clients-fail-to-receive-email-notifications): Learn how to identify why clients don’t receive email notifications by checking email logs, verifying template activation, testing email service, and reviewing SMTP server settings - [Manage mailing options](https://docs.b2broker.com/es/b2core/how-to-articles/manage-mailing-options): Find here step-by-step guides for managing mailing options in B2CORE, including configuring SMTP and troubleshooting - [How pay and receive amounts are calculated in transactions](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-pay-and-receive-amounts-are-calculated-in-transactions): Learn how B2CORE calculates pay and receive amounts with currency conversions, including rounding rules and currency scales - [How to add deposit and withdrawal methods through PSS](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss): Learn how to add deposit and withdrawal methods using PSS-supported payment systems in B2CORE, including configuring connections and setting up methods - [How to add non-PSS deposit and withdrawal methods](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal methods using non-PSS connections for payment systems not yet integrated with the B2CORE Payment System Service (PSS). - [How to add the Constructor deposit or withdrawal method](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-add-the-constructor-deposit-or-withdrawal-method): Learn how to add and configure Constructor deposit and withdrawal methods in the B2CORE Back Office, enabling the addition of custom fields for clients to provide the necessary information - [How to add the manual deposit or withdrawal method](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-add-the-manual-deposit-or-withdrawal-method): Learn how to add manual deposit and withdrawal methods in the B2CORE Back Office, allowing you to handle client deposits and withdrawals manually in selected currencies - [How to configure commissions for deposit and withdrawal methods](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-configure-commissions-for-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal commissions in B2CORE, including setting fixed, percentage, or combined rates, with options for minimum and maximum commission limits - [How to integrate 1-2-Pay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-1-2pay): Learn how to integrate 1-2-Pay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate B2BINPAY](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay-v3): Learn how to integrate B2BINPAY with B2CORE via PSS for deposits and withdrawals using the B2BINPAY API v3 - [How to integrate B2BINPAY (non-PSS)](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay): Learn how to connect B2BINPAY to B2CORE and set up deposit and withdrawal methods with Travel Rule support - [How to integrate BridgerPay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-bridgerpay): Learn how to integrate BridgerPay with B2CORE for deposits, including setting up connections, adding methods, testing configurations, and configuring webhooks and redirect URLs for seamless transactions - [How to integrate Canonical](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-canonical): Learn how the Canonical PSS driver lets you connect a payment service provider to B2CORE by implementing a standard deposit API contract, including B2CORE-side configuration, webhooks, polling, and the deposit status lifecycle. - [How to integrate ChipPay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-chippay): Learn how to integrate ChipPay with B2CORE for deposits and withdrawals, configure connections, set up deposit/withdrawal methods, and ensure correct settings for payments processed in USDT and CNY - [How to integrate Jetapay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-jetapay): Learn how to to integrate Jetapay with B2CORE through PSS for deposits and withdrawals. It covers setting up Jetapay connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate KoraPay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-korapay): Learn how to integrate KoraPay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate LuqaPay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-luqapay): Learn how to set up LuqaPay integration with B2CORE via PSS to enable withdrawals - [How to integrate PaymentAsia](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paymentasia): Learn how to integrate PaymentAsia with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate PayPal](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paypal): Learn how to integrate PayPal with B2CORE through PSS for deposits and withdrawals. It covers setting up PayPal connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate PayRetailers](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payretailers): Learn how to integrate PayRetailers with B2CORE via PSS to enable deposits and withdrawals in supported currencies - [How to integrate Payrock](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payrock): Learn how to integrate Payrock with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Paytiko](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paytiko): Learn how to integrate Paytiko with B2CORE for deposits. Follow steps to configure the connection, set up the deposit method, and set up webhooks for status updates in the B2CORE Back Office - [How to integrate Praxis](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-praxis): Learn how to integrate Praxis with B2CORE for both deposits and withdrawals. Follow the steps to configure connections, set up deposit and withdrawal methods, and apply necessary settings for seamless transactions - [How to integrate Proxpay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-proxpay): Learn how to integrate Proxpay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Sticpay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-sticpay): Learn how to integrate Sticpay with B2CORE via PSS, including API setup, connection settings, and adding deposit and withdrawal methods - [How to integrate TopChange Pay](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-topchange): Learn how to integrate TopChange Pay with B2CORE via PSS to enable deposits and withdrawals, including setup, method configuration, and verification - [How to integrate UniPayment](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-unipayment): Learn how to integrate UniPayment with B2CORE via PSS for bank card deposits in supported currencies - [How to integrate Visionpay (HILZI)](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-integrate-visionpay-hilzi): Learn how to integrate Visionpay (HILZI) with B2CORE through PSS for deposits and withdrawals in USD - [How to restrict the use of deposit and withdrawal methods](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods/how-to-restrict-the-use-of-deposit-and-withdrawal-methods): Learn how to restrict the use of deposit and withdrawal methods in B2CORE by verification level, country, or client type, with options to apply specific or combined restrictions - [Manage payment methods](https://docs.b2broker.com/es/b2core/how-to-articles/manage-payment-methods): Find here step-by-step guides for adding and configuring deposit and withdrawal methods in B2CORE, setting commissions, applying restrictions, and using PSS - [How to create a wallet](https://docs.b2broker.com/es/b2core/how-to-articles/manage-products/how-to-create-a-wallet): Learn how to create a wallet in B2CORE, choose currencies, and set wallet details - [How to restrict the use of a product](https://docs.b2broker.com/es/b2core/how-to-articles/manage-products/how-to-restrict-the-use-of-a-product): Learn how to restrict product use based on client verification levels - [Manage products](https://docs.b2broker.com/es/b2core/how-to-articles/manage-products): Explore step-by-step guides for managing products in the B2CORE Back Office, including creating wallets and restricting the use of products - [How to track interest payments to clients in savings programs](https://docs.b2broker.com/es/b2core/how-to-articles/manage-savings-programs/how-to-track-interest-payments-to-clients-in-savings-programs): Learn how to track and view scheduled or completed interest payments for clients in savings strategies - [Manage savings programs](https://docs.b2broker.com/es/b2core/how-to-articles/manage-savings-programs): Learn how to manage savings programs in the B2CORE Back Office, including creating and configuring programs to offer flexible saving options for your clients - [How to enable one-click trading access from the B2CORE UI and mobile app](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms/how-to-enable-one-click-access-to-web-trading-terminals): Learn how to enable one-click access to trading web terminals from the B2CORE UI and mobile apps via the Trade button on account cards - [How to integrate B2TRADER](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms/how-to-integrate-b2trader): Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE - [How to integrate DXtrade](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms/how-to-integrate-dxtrade): Learn how to create platforms, product groups, and products to enable DXtrade functionality in B2CORE - [How to integrate Match-Trader](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms/how-to-integrate-match-trader): Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE - [How to integrate OneZero and PrimeXM](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms/how-to-integrate-onezero-and-primexm): Learn how to configure OneZero and PrimeXM platforms, create products, and set up client accounts in B2CORE Back Office - [How to integrate TradeLocker](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms/how-to-integrate-tradelocker): Learn how to configure a connection and create platforms, product groups, and products to enable TradeLocker functionality in B2CORE - [How to integrate MetaTrader 4/5](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms/how-to-intergate-mt): Learn how to integrate MetaTrader 4/5 functionality in B2CORE by creating platforms and products in the Back Office - [Manage platforms](https://docs.b2broker.com/es/b2core/how-to-articles/manage-platforms): Explore step-by-step guides for connecting trading platforms and hubs, creating products, enabling one-click trading, and managing related settings in the B2CORE Back Office - [How to create a client accreditation test](https://docs.b2broker.com/es/b2core/how-to-articles/manage-verification-options/how-to-create-a-client-accreditation-test): Learn how to create client accreditation tests in B2CORE, add questions and answers, and link tests to verification levels - [How to use ShuftiPro](https://docs.b2broker.com/es/b2core/how-to-articles/manage-verification-options/how-to-use-shuftipro): Set up and use ShuftiPro in B2CRE for KYC, face, address, and AML verification. Learn how to configure connections, document groups, types, and verification levels - [How to use SumSub](https://docs.b2broker.com/es/b2core/how-to-articles/manage-verification-options/how-to-use-sumsubstance): Learn how to connect and configure SumSub as a KYC and KYT provider in B2CORE, including document setup, verification levels, flows, and webhook settings - [How to use the KYC constructor](https://docs.b2broker.com/es/b2core/how-to-articles/manage-verification-options/how-to-use-the-kyc-constructor): Learn how to configure custom KYC procedures in B2CORE, create verification levels, define required documents, set permissions, and apply client type and country-based restrictions - [Manage verification options](https://docs.b2broker.com/es/b2core/how-to-articles/manage-verification-options): Explore how to set up KYC, integrate with SumSub or ShuftiPro, and create client accreditation tests - [How to add a manager](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-add-a-manager): Learn how to add managers in the Back Office and set country restrictions to control which clients are automatically assigned to them - [How to add a user group and grant permissions](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-add-a-user-group-and-grant-permissions): Learn how to create user groups in B2CORE and assign specific permissions to control access and actions for different types of Back Office users - [How to add an admin user](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-add-an-admin-user): Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking - [How to add or remove a language](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-add-or-remove-a-language): Learn how to enable or disable languages in the B2CORE UI via the Localizations page in the Back Office - [How to block registration for a country](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country): Learn how to block client registration from specific countries by disabling them in the Countries page in the Back Office - [How to change Back Office images](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-change-back-office-images): Learn how to view and update images used in the Back Office, such as logos and background images - [How to change the wizard workflow](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow): Learn how to modify wizard workflows in B2CORE by adding or removing steps, and applying country or client type restrictions - [How to configure a connection to RudderStack](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-rudderstack): Learn how to configure a RudderStack connection in B2CORE to collect event data for analytics - [How to configure a connection to Zendesk](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-zendesk): Learn how to configure a connection to Zendesk in B2CORE to enable single sign-on (SSO) for clients to submit and manage support tickets directly in Zendesk - [How to configure email templates](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-configure-email-templates): Learn how to configure email templates to notify clients and Back Office users about specific system events - [How to configure settings for mobile app downloads](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-configure-settings-for-mobile-app-downloads): Learn how to configure mobile app download settings in B2CORE. Set up links for iOS and Android apps, display download buttons on the Sign In page and Dashboard, and ensure easy client access - [How to create a bulk action](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-create-a-bulk-action): Learn how to create and execute bulk actions to perform tasks like banning clients or changing their settings using email lists from CSV files - [How to create a request resolution type](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution-type): Learn how to create request resolution types in B2CORE by defining a name, caption, and enabling the type for use in classifying request resolutions - [How to create a request resolution](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution): Learn how to create request resolutions in B2CORE by setting a name, caption, and resolution type to classify and manage incoming client requests effectively - [How to enable sign-in with Google and Apple](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-enable-sign-in-with-google-and-apple): Learn how to prepare Google and Apple developer credentials so your clients can sign in or register in B2CORE using their Google or Apple account - [How to export a CSV file with email addresses](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-export-a-csv-file-with-email-addresses): Learn how to export a CSV file with client email addresses for use in bulk actions - [How to import client-related data](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-import-client-related-data): Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions - [How to import data related to Back Office user groups](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups): Learn how to import Back Office user group data, including permissions, from a JSON file and choose whether to replace or add to existing groups - [How to integrate Salesforce](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-integarte-salesforce): Learn how to connect Salesforce to B2CORE - [How to integrate Amplitude](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-integrate-amplitude): Learn how to integrate Amplitude with B2CORE to track events and gain powerful analytics - [How to integrate your app as iframe in B2CORE](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-integrate-your-app-as-iframe-in-b2core): Learn how to integrate a third-party web application into B2CORE as an iframe, including server configuration, theme and language synchronization, and JWT-based authentication via the postMessage API - [How to make an admin user see only specific clients](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-make-an-admin-user-see-only-specific-clients): Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags - [How to migrate client-related data from external CRMs to B2CORE](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-migrate-cliet-related-data-from-external-crms-to-b2core): Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE - [How to migrate to the new registration settings](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-migrate-to-new-registration-settings): Learn how to move from Registration wizards to the new registration settings and custom fields to build the client registration process in the B2CORE UI - [How to set up 2FA](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-2fa): Learn how to set up 2FA in the Back Office so your clients can secure their profiles using Google Authenticator or SMS in the B2CORE UI - [How to set up Apple push notification](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-apple-push-notification): Learn how to set up a connection to Apple Push Notification service (APNs) to enable push notifications for key events in your iOS app - [How to set up event notifications](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-event-notifications): Learn how to set up event notifications for Back Office users via email, SMS, Slack, or Telegram by selecting events, templates, and recipients - [How to switch from SupportPal to Zendesk](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-switch-from-supportpal-to-zendesk): Learn how to switch from SupportPal to Zendesk by setting the SupportPal connection to "Read-only" in the Back Office to stop new ticket submissions while keeping access to ticket history - [How to use B2CORE as a trusted identity provider (OIDC)](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-use-b2core-as-a-trusted-identity-provider-oidc): Learn how to let a third-party application offer "Log in with B2CORE" by connecting to B2CORE as an OpenID Connect (OIDC) identity provider - [Manage system settings](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings): Explore step-by-step guides for configuring system settings in the B2CORE Back Office, including setting up registration wizards, user roles, event notifications, integrations, and more - [Back office users encounter the 403 Access Denied error when approving or rejecting client requests](https://docs.b2broker.com/es/b2core/troubleshooting/back-office-issues/back-office-users-encounter-access-denied-error-when-resolving-requests): Troubleshooting the 403 Access Denied error when Back Office users resolving client requests - [Back Office issues](https://docs.b2broker.com/es/b2core/troubleshooting/back-office-issues): Troubleshoot issues related to the B2CORE Back Office - [Clients not receiving 2FA codes](https://docs.b2broker.com/es/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-2fa-codes): Troubleshooting client 2FA issues, including Google Authenticator and SMS confirmation options - [Clients not receiving emails sent from B2CORE](https://docs.b2broker.com/es/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-emails-from-b2core): Troubleshooting email delivery issues in B2CORE when clients don’t receive notifications due to SMTP, templates, or provider problems - [Email & notification issues](https://docs.b2broker.com/es/b2core/troubleshooting/email-and-notification-issues): Troubleshoot common issues with email delivery and notification alerts - [Clients not seeing their transactions in the B2CORE UI](https://docs.b2broker.com/es/b2core/troubleshooting/finance-issues/clients-not-seeing-their-transactions-in-the-b2core-ui): Troubleshooting missing B2CORE UI transactions by adjusting operation types and allowed statuses in the Back Office - [Exchanges fail with the Exchange Rate error: the rate for this pair cannot be found, please try another pair](https://docs.b2broker.com/es/b2core/troubleshooting/finance-issues/exchanges-fail-with-error): Troubleshooting exchange failures caused by missing currencies, pairs, or misconfigured rate providers in B2CORE - [Finance issues](https://docs.b2broker.com/es/b2core/troubleshooting/finance-issues): Troubleshoot common issues with payment methods and financial transactions - [Localization & B2TRANSLATE issues](https://docs.b2broker.com/es/b2core/troubleshooting/localization-and-b2translate-issues): Troubleshoot issues related to localization and translations using B2TRANSLATE - [Newly enabled language not displaying in the B2CORE UI](https://docs.b2broker.com/es/b2core/troubleshooting/localization-and-b2translate-issues/newly-enabled-language-not-displaying-in-the-b2core-ui): Troubleshooting why a newly enabled language doesn’t appear in the B2CORE UI and learn how to fix it via B2TRANSLATE - [Translation for a key in B2TRANSLATE not reflecting correctly in the B2CORE UI](https://docs.b2broker.com/es/b2core/troubleshooting/localization-and-b2translate-issues/translation-for-a-key-in-b2translate-not-reflecting-correctly-in-the-b2core-ui): Troubleshooting B2TRANSLATE translations not displaying correctly in the B2CORE UI - [Clients encounter the 404 Not Found error after signing in to the B2CORE UI](https://docs.b2broker.com/es/b2core/troubleshooting/sign-in-and-authentication-issues/clients-encounter-not-found-error-after-signing-in-to-the-b2core-ui): Troubleshooting 404 Not Found errors in the B2CORE UI caused by menu visibility, verification level, or client type restrictions - [Clients experience sign-in issues on the B2CORE mobile app](https://docs.b2broker.com/es/b2core/troubleshooting/sign-in-and-authentication-issues/clients-experience-sign-in-issues-on-b2core-mobile-app): Troubleshooting sign-in issues on the B2CORE mobile app - [Sign-in & authentication issues](https://docs.b2broker.com/es/b2core/troubleshooting/sign-in-and-authentication-issues): Troubleshoot issues related to sign-in and authentication in B2CORE - [Clients can't create trading accounts via the B2CORE UI](https://docs.b2broker.com/es/b2core/troubleshooting/trading-platform-issues/clients-can-not-create-trading-accounts-via-the-b2core-ui): Troubleshooting trading account creation issues in the B2CORE UI caused by platform connection errors, product limits, or misconfigured settings - [Trading platform issues](https://docs.b2broker.com/es/b2core/troubleshooting/trading-platform-issues): Troubleshoot common issues affecting trading platform operations and account management - [Trading accounts appear in the E (Error) or A (Archived) status in the B2CORE Back Office](https://docs.b2broker.com/es/b2core/troubleshooting/trading-platform-issues/trading-account-appear-in-error-or-archive-status): Troubleshooting accounts in the E (Error) or A (Archived) status in B2CORE and resolve connection or platform sync issues - [Clients can't submit verification requests in the B2CORE UI](https://docs.b2broker.com/es/b2core/troubleshooting/verification-issues/clients-can-not-submit-verification-requests-in-the-b2core-ui): Troubleshooting client issues with submitting verification requests in the B2CORE UI - [Verification issues](https://docs.b2broker.com/es/b2core/troubleshooting/verification-issues): Troubleshoot issues related to verification and KYC procedures - [Back Office guide](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide): Explore B2CORE IB Back Office Guide. Learn how to manage users, commissions, settings, search filters, and reports efficiently - [Interface overview](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/interface-overview): Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities - [Processes](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/processes): Monitor various processes running on the IB server - [Sync Pipelines](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/sync-pipelines): Monitor synchronization pipelines that keep IB data in sync with trading platforms and run them manually if needed - [How to block a partner](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-block-a-partner): Block partners in B2CORE IB for compliance and risk management, ensuring network integrity and oversight - [How to change an IB type for a partner](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-change-an-ib-type-for-a-partner): Switch your partner to another Introducing Broker program - [How to configure a Master IB](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-configure-a-master-ib): Offer special conditions for key partners - [How to configure levels](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-configure-levels): Set up and manage levels for your IB program to distribute rewards along the partners chain - [How to configure personal rewards](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-configure-personal-rewards): Set up personalized IB reward structures for key partners - [How to configure the Converter driver for use with B2CORE API v2.x](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-configure-the-converter-driver-for-use-with-b2core-api-v2.x): Follow this detailed guide to configure the converter driver for B2CORE API v2.x in the IB backend to ensure smooth data handling - [How to configure tiers](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-configure-tiers): Set up tiers and define targets for receiving increased rewards to further motivate your partners - [How to connect to cTrader](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-connect-to-ctrader): Set up connection to the cTrader platform through the IB Back Office - [How to create an IB type](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-create-an-ib-type): Create IB programs, define parameters, reward schemes, and joining options - [How to generate a QR code](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-generate-a-qr-code): Generate QR codes in B2CORE IB. Customize branding logos and colors and share QR codes for quicker signups - [How to import IB-related data](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-import-ib-related-data): Learn how to import IB details into B2CORE from CSV files using predefined formats and import actions - [How to register a partner](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-register-a-partner): Follow step-by-step instructions to register and activate your new IB partners directly within the B2CORE Back Office - [How to set up a payment plan for symbols](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-payment-plan-for-symbols): Configure custom payment plans for specific trading symbols in the B2CORE Back Office - [How to set up a wallet](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-wallet): Configure wallets for Introducing Brokers to enable reward payments - [How to transfer clients and structures in the IB system](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles/how-to-transfer-clients-and-structures): Transfer client structures between Introducing Brokers or move clients within the same IB hierarchy - [How-to articles](https://docs.b2broker.com/es/b2core-ib/broker-guide/how-to-articles): Find our step-by-step tutorials illustrating how to solve most common tasks in the B2CORE IB Back Office - [Partner Dashboard](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/dashboard): View widgets summarizing your rewards, referral link, and partnership program activity on the Partner Dashboard - [IB Room](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room): Access tools and settings for managing promo campaigns and tracking client activities in the IB Room - [Añadir o modificar traducciones](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/add-or-modify-translations): Aprende a añadir o modificar traducciones en B2TRANSLATE para localizar tu plataforma y ofrecer soporte multilingüe a usuarios globales - [Lápiz de B2TRANSLATE](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/b2translate-pencil): Activa el modo de edición en tu WebUI para localizar e identificar fácilmente las claves de traducción. Sigue estos pasos para resaltar traducciones y copiar claves - [Copiar traducciones de otro proyecto](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/copy-translations): Reutiliza traducciones de otro proyecto dentro del mismo tipo de proyecto en B2TRANSLATE - [Descargar y cargar traducciones](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/download-and-upload-translations): Exporta traducciones a un archivo CSV, edítalas externamente y luego vuelve a cargarlas en B2TRANSLATE para realizar actualizaciones masivas más rápidas - [Gestionar formas plurales](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/handle-plural-forms): Traduce contenido dependiente de cantidades manteniendo la flexibilidad y el control en diversos idiomas y sus requisitos gramaticales únicos - [Gestionar traducciones](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations): Aprende a gestionar las traducciones en tus proyectos: añadir, modificar, copiar y reutilizar - [Enviar traducciones a otro proyecto](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/send-translations): Enviar traducciones a otro proyecto dentro del mismo tipo de proyecto en B2TRANSLATE - [Traducir con IA](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/translate-with-ai): Experimenta una traducción fluida con ChatGPT de B2TRANSLATE y mejora tu flujo de trabajo con soluciones lingüísticas de IA - [Usar variables en las traducciones](https://docs.b2broker.com/es/b2translate/customer/user-guide/manage-translations/use-variables-in-translations): Usa variables en B2TRANSLATE para personalizar y estandarizar cadenas de traducción para contenido dinámico y elementos de la plataforma - [MetaTrader Volume](https://docs.b2broker.com/es/b2core/back-office-guide/cashback/metatrader-volume): Configure cashback reward programs for clients trading on MetaTrader 4 and 5. Cashback is based on daily closed volumes and credited the next day. Manage settings via Preferences and Tiers tabs - [Preferences tab](https://docs.b2broker.com/es/b2core/back-office-guide/cashback/metatrader-volume/preferences-tab): Configure key settings for MT4 or MT5 cashback programs, including enabling or disabling programs, setting cashback rates and currencies, selecting account types, and more - [Tiers tab](https://docs.b2broker.com/es/b2core/back-office-guide/cashback/metatrader-volume/tiers-tab): Manage cashback reward tiers that offer higher rates based on daily traded volumes - [Accounts tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/accounts-tab): On this tab, you can view a list of client's accounts. To view details of a specific account, click the Edit button in the corresponding row. - [Advanced tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/advanced-tab): On this tab, you can find additional information provided by a client during registration. - [Client tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/client-tab): This tab is visible by default. Here, you can find information about a particular client and view the client profile details, such as profile status and… - [Compliances tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/compliances-tab): On this tab, you can view, add, and edit text notes, or comments, related to a particular client. - [Contacts tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/contacts-tab): On this tab, you can view a list of a client’s addresses and phone numbers as well as add the required contact information by clicking the +Add button. - [Custom fields tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/custom-fields-tab): View and edit the values of custom fields specified for a client, organized by custom field groups - [Devices tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/devices-tab): On this tab, you can view a list of devices from which a client was logged in to the B2CORE UI. - [Documents tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/documents-tab): On this tab, you can view a list of documents that a client submitted for verification. - [Files tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/files-tab): On this tab, you can view and manage files related to a particular client. - [Finance tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/finance-tab): On this tab, you can find a list of a client’s deposit and withdrawal wallets, as well as a list of saved withdrawal templates. - [History tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/history-tab): On this tab, you can view the history of changes of a client’s password, email address, verification level, and 2FA options. - [General](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general): View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more - [Introducing brokers tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/introducing-brokers-tab): On this tab, you can find information about referral programs which a client has joined. - [Mailing Log tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/mailing-log-tab): On this tab, you can view a list of messages sent to a client email and export this data to a CSV or XLSX file. - [Marketing Data tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/marketing-data-tab): View and manage the marketing attributes collected for a client, such as communication consent, communication language and first deposit amount - [Settings tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/settings-tab): On this tab, you can configure various client profile settings, which are grouped under the following sections: - [Trades tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/trades-tab): On this tab, you can view a history of trades executed by a client on B2TRADER. - [Transactions tab](https://docs.b2broker.com/es/b2core/back-office-guide/clients/general/transactions-tab): On this tab, you can find detailed information about a client’s transactions. - [Email](https://docs.b2broker.com/es/b2core/back-office-guide/system/templates/email): In this subsection, you can manage HTML email templates that are used to notify clients and Back Office users about specific event types. - [Templates](https://docs.b2broker.com/es/b2core/back-office-guide/system/templates): Manage templates for email, SMS, Slack, and Telegram. Customize messages for events to ensure clear, consistent notifications to clients and Back Office users - [Slack](https://docs.b2broker.com/es/b2core/back-office-guide/system/templates/slack): Manage Slack templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [SMS](https://docs.b2broker.com/es/b2core/back-office-guide/system/templates/sms): Manage SMS templates for event notifications to Back Office users and 2FA verification codes to clients. View, edit, and enable templates for smooth SMS communication - [Telegram](https://docs.b2broker.com/es/b2core/back-office-guide/system/templates/telegram): Manage Telegram templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [Client Tags](https://docs.b2broker.com/es/b2core/back-office-guide/system/users/client-tags): View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions - [Groups](https://docs.b2broker.com/es/b2core/back-office-guide/system/users/groups): View and manage Back Office user groups. Assign permissions, add users, and import or export group data - [Users](https://docs.b2broker.com/es/b2core/back-office-guide/system/users): Add and manage Back Office users, assign them to groups with specific permissions, and control client list visibility using client tags for streamlined access and administration - [Users](https://docs.b2broker.com/es/b2core/back-office-guide/system/users/users): View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options - [Configure the Fixed strategy settings](https://docs.b2broker.com/es/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-fixed-strategy-settings): Set fixed savings terms, such as plan duration, payment intervals, investment amount, interest rate, and early withdrawal penalties - [Configure the Flexible strategy settings](https://docs.b2broker.com/es/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-flexible-strategy-settings): Set flexible savings terms, such as investment limits, early withdrawal penalties, payment frequency, and tiered interest rates - [How to create a savings program](https://docs.b2broker.com/es/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program): Learn how to create Fixed or Flexible savings programs to let clients invest funds and earn interest through B2CORE - [Field types and validation rules](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/field-types-and-validation-rules): Learn about the supported field types and validation rules for the Registration wizard, including input fields, dropdowns, checkboxes, and various data validation options - [Fields supported in the Basic Information step](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step): Learn about the fields supported in the Basic Information step of the Registration wizard, including field types, validation rules, and nesting requirements - [How to add and configure the registration wizard](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard): Learn how to create and configure the Registration wizard to set up the client registration process in the B2CORE UI - [How to configure the User Registration step](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-configure-the-user-registration-step): Learn how to configure the User Registration step in the Registration wizard, including selecting the client type and initial verification level for clients after registration - [How to set up fields for the Advanced step](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step): Learn how to set up fields for the Advanced step in the Registration wizard - [How to set up fields for the Basic Information step](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step): Learn how to configure and manage fields for the Basic Information step in the Registration wizard - [How to set up the Registration wizard](https://docs.b2broker.com/es/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard): Learn how to set up and configure the Registration wizard in B2CORE, including customizing steps, fields, field types, validation rules, and client registration settings - [CPA acquisitions](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/cpa/cpa-acquisitions): View clients referred by partners who have fulfilled CPA program conditions - [CPA payments](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/cpa/cpa-payments): View CPA reward payments made to partners for referred clients who fulfilled the program conditions - [CPA programs](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/cpa/cpa-programs): Create and manage CPA programs that define the conditions under which partners earn rewards for referred clients - [CPA](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/cpa): Manage CPA programs to reward partners for bringing in clients who meet specific conditions - [Payment plans](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/cpa/payment-plans): Configure payment plans with conditions that clients must fulfill for a partner to earn a CPA reward - [Accounts](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/payments/accounts): View IB accounts of your clients - [Currencies](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/payments/currencies): Find a list of supported currencies - [Failed payments](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/payments/failed-payments): View the list of failed IB reward payments along with the error details to investigate and resolve payment issues - [Payments](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/payments): Manage and track Introducing Broker's accounts, currencies, and reward payments - [Rates](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/payments/rates): Manage connected exchange rate providers - [Rewards](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/payments/rewards): View a list of all rewards to your partners - [Transactions](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/payments/transactions): View a list of reward transactions - [Accounts](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms/accounts): View a list of trading accounts of the clients who participate in your partnership programs - [Platform Deposits](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms/deposits): View a list of deposits of all IB clients on all trading accounts - [Groups](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms/groups): Find a list of all symbols traded on connected platforms - [Platforms](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms): Overview the information on accounts and trades obtained from trading platforms and set up payment plans for symbols - [Platforms](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms/platforms): Manage trading platforms connected to your IB - [Symbols](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms/symbols): View a list of symbols and manage payment plans - [Trades](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms/trades): View a list of trades executed by IB clients - [Platform Withdrawals](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/platforms/withdrawals): View a list of withdrawals of all clients on all trading accounts - [Apps](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/apps): Overview a list of all apps that have access to IB via API - [Date & time](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/date-and-time): View the B2CORE UI date and time as well as the time zone defined for an IB server - [Preferences](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences): Configure preferences in the B2CORE IB Back Office to adjust system settings, permissions, and workflows - [Network](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/network): Overview and manage connection to B2CORE IB server - [Updates](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/updates): Access B2CORE IB release notes directly from the Back Office - [Clients](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/program/clients): View a list of direct clients and sub-IB clients attracted by your partners - [Program](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/program): Explore a complete guide to managing, customizing, and scaling your IB partnership program for optimized performance and growth - [Introducing brokers](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/program/introducing-brokers): View a list of partners participating in your partnership programs - [Reassign Users](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/program/reassign-users): Reassign clients and sub-IBs from one Introducing Broker to another, either individually or all at once - [Types](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/program/types): View a list of configured partnership programs — IB types. Create an unlimited number of programs with various joining options and methods for calculating rewards - [Promo](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo): Control and manage promotional materials that your partners can use to attract new clients and increase engagement - [Landings](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/landings): Learn about referral landing pages and how they work in B2CORE IB - [Acquisition report](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/reports/acquisition-report): Generate, view, and export reports indicating the number of your active partners, clicks on referral links or promo banners, registrations, and click conversion rate - [Reports](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/reports): Generate and manage detailed reports on your partnership programs performance within the B2CORE IB Back Office - [Payment report](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/reports/payment-report): Generate, view, and export reports containing data on the number of your active partners and traders, their trades, trading volume, and rewards - [Savings Rebates](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/savings): Manage savings programs to reward partners when their referred clients invest in savings plans - [Savings acquisitions](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/savings/savings-acquisitions): View clients referred by partners who have enrolled in savings programs - [Savings payments](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/savings/savings-payments): View reward payments made to partners for clients who invested in savings plans - [Savings programs](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/savings/savings-programs): Create and manage savings programs that define reward rates for partners whose clients invest in savings plans - [Banners](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/promo/banners): Find a preconfigured collection of promo banners that can be used to attract new clients by means of banner advertising - [Promo](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/promo): Access promotional tools and campaign tracking features in the IB Room - [Links](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/promo/links): Create personalized referral links (URLs) and convert them into QR codes - [Accounts](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/accounts): Identify the top-performing trading accounts that generate the most rewards - [Acquisitions](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/acquisitions): Track referral link clicks and promo banner interactions, analyze traffic sources for new client acquisition and identify the countries of users who engage with your referral links - [Client List](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/client-list): Identify clients with high trading activity who generate the most rewards for you - [CPA](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/cpa-acquisitions): Track referred clients and their progress through CPA program conditions - [Platform Deposits](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/deposits): Monitor deposits made by your direct clients and sub-IB clients to their trading accounts - [Reports](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports): The Reports page is a single page with the following tabs. Each tab provides its own table columns, and shares common Filters and Rows per page controls. - [Rewards](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/rewards): Monitor trades executed by your direct clients and sub-IB clients, and track the rewards received for these trades - [Savings Rebates](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/savings-payments): Track savings reward payments received for clients who invested in savings plans - [Trades](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/trades): Monitor trades executed by your direct clients and sub-IB clients - [Transactions](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/transactions): Monitor incoming reward payment transactions - [Platform Withdrawals](https://docs.b2broker.com/es/b2core-ib/partner-guide/ib-room/reports/withdrawals): Monitor withdrawals made by your direct clients and sub-IB clients from their trading accounts - [Countries](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/location/countries): View a list of countries used for geographic data - [Geolocation](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/location/geolocation): View a list of geolocation providers - [Location](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/location): Configure location-based settings within the B2CORE IB Back Office to manage operations and permissions tailored to specific regions - [Attacks](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security/attacks): View a list of prevented brute-force attacks - [Authentications](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security/authentications): View a list of authenticated API users who have accessed the IB platform using the API - [Authorizations](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security/authorizations): View a list of users that were authorized using the API - [Blacklist](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security/blacklist): View and modify a list of blocked IP addresses for leveled-up security - [Incidents](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security/incidents): View a list of incidents detected on the platform - [Security](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security): Adjust security settings in the B2CORE IB Back Office to enforce secure access, authentication, and operational compliance - [IP addresses](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security/ip-addresses): View the list of IP addresses for which access to the IB platform is allowed or denied - [Whitelist](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/preferences/security/whitelist): Switch to using a safe list and grant access only to the IPs that you trust - [Clicks](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/analytics/clicks): View detailed data on clicks made to referral links and promo materials - [Analytics](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/analytics): View the click data for referral links and for other promotional materials used in your partnership programs - [Banners](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/banners/banners): Create and manage promo banners that your partners can use in their promotional campaigns - [Banners](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/banners): View and configure promo banners that your partners can use in their promo campaigns and materials - [Languages](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/banners/languages): View a list of languages configured for banners, add new ones, and modify them - [Sizes](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/banners/sizes): Specify possible banner sizes and configure banners with specific dimensions - [Themes](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/banners/themes): Configure themes to easier group and manage banners - [Colors](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/colors): View and customize color settings for QR codes - [Icons](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/icons): View and manage the QR code icons - [QR codes](https://docs.b2broker.com/es/b2core-ib/broker-guide/back-office-guide/promo/qr-codes): Customize colors and icons for QR codes that you and your partners can generate for referral links - [FIX API](https://docs.b2broker.com/fr/b2connect/fix-api): Version 1.2 - [Welcome to B2CONNECT docs](https://docs.b2broker.com/fr/b2connect): Access all guides and setup documentation for B2CONNECT integrations and tools - [Release notes](https://docs.b2broker.com/fr/b2connect/release-notes): View the history of B2CONNECT releases with key points and major updates highlighted - [Welcome to B2CORE docs](https://docs.b2broker.com/fr/b2core): A feature-rich solution for brokers and exchanges to manage clients, finances, trading activity, and more — all in one place - [Restricted access to the API](https://docs.b2broker.com/fr/b2core/restricted-access-to-the-api): Learn how to request access to the B2CORE API by submitting a support ticket with your use case details - [Welcome to B2CORE IB docs](https://docs.b2broker.com/fr/b2core-ib): Comprehensive guides for brokers and partners on setting up and managing the B2CORE Introducing Brokers (IB) program - [Release notes](https://docs.b2broker.com/fr/b2core-ib/release-notes): View the history of B2CORE IB releases with key points and major updates highlighted - [Welcome to B2TRADER API docs](https://docs.b2broker.com/fr/b2trader/api): Complete B2TRADER API documentation with getting started guides, REST and WSS API methods, release changelog. Everything you need to integrate trading APIs - [Release notes](https://docs.b2broker.com/fr/b2trader/api/release-notes): View the history of B2TRADER API releases with key points and major updates highlighted - [Welcome to B2TRADER docs](https://docs.b2broker.com/fr/b2trader/terminal): Explore the comprehensive documentation for B2TRADER Trading Terminal, covering features and basic concepts - [Bienvenue dans la documentation B2TRANSLATE](https://docs.b2broker.com/fr/b2translate/customer): Accédez au centre de documentation B2TRANSLATE. Découvrez comment gérer les traductions, localiser des projets et configurer des flux de travail pour tous les produits - [Notes de version](https://docs.b2broker.com/fr/b2translate/customer/release-notes): Consultez l’historique des versions de B2TRANSLATE avec les points clés et les principales mises à jour mis en évidence - [How to connect Binance with an Ed25519 key pair](https://docs.b2broker.com/fr/b2connect/how-to-articles/how-to-connect-binance-with-ed25519-keys): Configure your B2CONNECT connectivity with the Binance platform using Ed25519 API keys - [How to properly configure API keys on Kraken](https://docs.b2broker.com/fr/b2connect/how-to-articles/how-to-properly-configure-api-keys-on-kraken): Configure your B2CONNECT connectivity with the Kraken platform using API keys - [Exchanges](https://docs.b2broker.com/fr/b2connect/supported-venues/exchanges): Explore the liquidity provider platforms supported by B2CONNECT - [FIX platforms](https://docs.b2broker.com/fr/b2connect/supported-venues/fix-platforms): Explore the FIX platforms supported by B2CONNECT - [Deploying your Android app](https://docs.b2broker.com/fr/b2core/b2core-mobile/deploying-your-android-app): Learn how to prepare and publish your branded Android app on Google Play - [Deploying your iOS app](https://docs.b2broker.com/fr/b2core/b2core-mobile/deploying-your-ios-app): Learn how to prepare and publish your branded iOS app, from licensing and demo setup to App Store compliance and approval - [Dashboard](https://docs.b2broker.com/fr/b2core/back-office-guide/dashboard): Explore key financial metrics, including deposits, withdrawals, and net deposits on the Back Office Dashboard - [Get started](https://docs.b2broker.com/fr/b2core/back-office-guide/get-started): Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office - [Introducing brokers](https://docs.b2broker.com/fr/b2core/back-office-guide/introducing-brokers): Learn about the Introducing Brokers (IB) program in B2CORE, designed to support referral programs that help expand your client base - [Ticket feedback](https://docs.b2broker.com/fr/b2core/back-office-guide/ticket-feedback): Learn about the options for viewing client feedback on resolved HelpDesk tickets in B2CORE, including ticket details, client comments, satisfaction ratings, and updates for reopened tickets - [Communication platforms](https://docs.b2broker.com/fr/b2core/integrations/communication-platforms): Explore B2CORE’s supported platforms for messaging, email delivery, notifications, and marketing via ActiveCampaign, Twilio, Vonage, SendGrid, Slack, and Telegram - [KYC providers](https://docs.b2broker.com/fr/b2core/integrations/kyc-providers): View supported KYC providers in B2CORE, the document groups used for verification, and how each provider handles identity checks in the B2CORE UI - [Other systems](https://docs.b2broker.com/fr/b2core/integrations/other-systems): Explore B2CORE-integrated systems for enhanced functionality, including CRM platforms, customer support tools, and data analytics solutions - [Payment systems](https://docs.b2broker.com/fr/b2core/integrations/payment-systems): Explore all payment systems integrated with B2CORE, including their support for deposits, withdrawals, and integration through the Payment System Service (PSS) - [Platforms](https://docs.b2broker.com/fr/b2core/integrations/platforms): Explore supported trading platforms and hubs in B2CORE, with a comparison of key features, integrations, and functionalities across each solution - [Welcome to Troubleshooting](https://docs.b2broker.com/fr/b2core/troubleshooting): Find solutions to common B2CORE issues. The troubleshooting articles are grouped by topic to help you resolve problems efficiently - [Mobile app release notes](https://docs.b2broker.com/fr/b2core/release-notes/release-notes-mobile): View the history of releases for B2CORE mobile apps on iOS and Android, including key updates, new features, and enhancements - [Release notes](https://docs.b2broker.com/fr/b2core/release-notes/release-notes): View the history of B2CORE releases with key points and major updates highlighted - [About IB](https://docs.b2broker.com/fr/b2core-ib/broker-guide/about-ib): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Key terms](https://docs.b2broker.com/fr/b2core-ib/broker-guide/key-terms): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Payment plans](https://docs.b2broker.com/fr/b2core-ib/broker-guide/payment-plans): Learn about various payment plans available for IB program - [How to join a partnership program](https://docs.b2broker.com/fr/b2core-ib/partner-guide/how-to-join-a-partnership-program): Learn how to find and join Introducing Broker programs in B2CORE UI. Onboard as a partner and access referral tools for better client management - [Market Data](https://docs.b2broker.com/fr/b2trader/api/fix-api/market-data): Subscribe to real-time market data updates via FIX 4.4 protocol - [Trading](https://docs.b2broker.com/fr/b2trader/api/fix-api/trading): Place orders and receive execution reports via FIX 4.4 protocol - [Account statuses](https://docs.b2broker.com/fr/b2trader/api/get-started/account-statuses): Understand account statuses to know which operations are permitted on a trading account - [Market statuses](https://docs.b2broker.com/fr/b2trader/api/get-started/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/fr/b2trader/api/get-started/order-statuses): Understand order statuses to track trading activity more effectively - [Order types](https://docs.b2broker.com/fr/b2trader/api/get-started/order-types): Navigate order types and learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [API overview](https://docs.b2broker.com/fr/b2trader/api/get-started/overview): Complete B2TRADER API overview covering REST, WebSocket, and FIX APIs. Learn when to use each API type, available endpoints, and integration guidelines for trading applications - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/fr/b2trader/api/get-started/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/fr/b2trader/api/get-started/time-in-force): Explore various supported TIF options for better risk management - [Guest](https://docs.b2broker.com/fr/b2trader/api/rest-api/guest): Read public market data over REST without an access token — anonymous counterparts of the trading, settings, and market data endpoints - [History](https://docs.b2broker.com/fr/b2trader/api/rest-api/history): Access comprehensive trading history with execution details, order data, and position closing information - [Settings](https://docs.b2broker.com/fr/b2trader/api/rest-api/settings): Configure account margin settings, get market parameters, trading sessions, asset details, and system preferences for optimal trading setup - [Trading](https://docs.b2broker.com/fr/b2trader/api/rest-api/trading): Place orders, modify price triggers, execute trades and manage positions across multiple trading instruments - [Account info](https://docs.b2broker.com/fr/b2trader/api/ws-api/account-info): Stream real-time account balances, margin data, equity, PnL, and margin levels with live financial updates - [Market Data](https://docs.b2broker.com/fr/b2trader/api/ws-api/market-data): Stream real-time order books, trading charts, price data, and market summaries with live bid/ask updates - [Trading](https://docs.b2broker.com/fr/b2trader/api/ws-api/trading): Stream real-time open orders, open and closed positions with live updates, PnL tracking, and order status monitoring - [Connect ChatGPT](https://docs.b2broker.com/fr/b2trader/terminal/connect-your-ai-agent/connect-chatgpt): You can connect B2Trader to ChatGPT as a connector. It uses the same B2Trader MCP URL and OAuth sign-in as every other agent. Pick the surface you need… - [Connect Claude](https://docs.b2broker.com/fr/b2trader/terminal/connect-your-ai-agent/connect-claude): You can connect B2Trader to Claude in two places: - [Connect a custom agent](https://docs.b2broker.com/fr/b2trader/terminal/connect-your-ai-agent/connect-custom-agent): If you are building your own agent (for example with an Agent SDK) or using an MCP client that is not Claude or ChatGPT, you connect to the same two… - [Full-access safety](https://docs.b2broker.com/fr/b2trader/terminal/connect-your-ai-agent/full-access-safety): The full-access surface (/mcp-full-access) lets a connected AI agent trade on your account directly. This page explains exactly what that means and how to… - [Overview](https://docs.b2broker.com/fr/b2trader/terminal/connect-your-ai-agent/overview): B2Trader can expose your trading account to external AI agents through the Model Context Protocol (MCP) — an open standard that lets AI applications such as… - [Customizing your Terminal](https://docs.b2broker.com/fr/b2trader/terminal/get-started/customizing-your-terminal): Customize your trading workspace by managing widgets, creating layouts, and configuring your interface to match your trading style - [Guest mode](https://docs.b2broker.com/fr/b2trader/terminal/get-started/guest-mode): Explore the Trading terminal without logging in — browse markets, follow live prices and charts, and log in when you are ready to trade - [Settings](https://docs.b2broker.com/fr/b2trader/terminal/get-started/settings): Configure interface, widgets, margin accounts, trading reports, and API tokens in the Trading terminal settings - [Market statuses](https://docs.b2broker.com/fr/b2trader/terminal/knowledge-base/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/fr/b2trader/terminal/knowledge-base/order-statuses): Understand all order status types to track trading activity more effectively - [Order types](https://docs.b2broker.com/fr/b2trader/terminal/knowledge-base/order-types): Navigate order types, learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/fr/b2trader/terminal/knowledge-base/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/fr/b2trader/terminal/knowledge-base/time-in-force): Explore various Time in force options supported for better risk management - [Release notes Mobile](https://docs.b2broker.com/fr/b2trader/terminal/release-notes/release-notes-mobile): View the history of the Mobile App releases - [Release notes](https://docs.b2broker.com/fr/b2trader/terminal/release-notes/release-notes): View the history of platform releases with key points and major updates highlighted - [AI Assistant](https://docs.b2broker.com/fr/b2trader/terminal/widgets/ai-assistant): Get AI-powered market analysis, price forecasts, and trading recommendations - [All markets](https://docs.b2broker.com/fr/b2trader/terminal/widgets/all-markets): Explore real-time price updates across all available markets and view live trading data across all instruments - [Assets](https://docs.b2broker.com/fr/b2trader/terminal/widgets/assets): View balances and available funds in the Trading Terminal - [Closed positions](https://docs.b2broker.com/fr/b2trader/terminal/widgets/closed-positions): Monitor closed positions in your dashboard. Review completed trades, realized profits and losses, and execution details - [Margin](https://docs.b2broker.com/fr/b2trader/terminal/widgets/margin): Monitor and manage margin level in real time using the Margin widget to prevent overexposure - [Market depth](https://docs.b2broker.com/fr/b2trader/terminal/widgets/market-depth): View real-time order book data using the Market Depth widget in the Trading terminal - [Market summary](https://docs.b2broker.com/fr/b2trader/terminal/widgets/market-summary): View real-time market statistics and key performance indicators using the Market Summary widget in the Trading Terminal - [Messages](https://docs.b2broker.com/fr/b2trader/terminal/widgets/messages): View notifications, announcements, and important communications from your broker - [Open orders](https://docs.b2broker.com/fr/b2trader/terminal/widgets/open-orders): Monitor open orders in real-time to adjust positions and respond quickly to market fluctuations - [Open positions](https://docs.b2broker.com/fr/b2trader/terminal/widgets/open-positions): Monitor in real-time all active positions in the Trading terminal, keep track of unrealized profit and loss, current price, used margin, and related trades for enhanced control - [Order book](https://docs.b2broker.com/fr/b2trader/terminal/widgets/order-book): Monitor live buy and sell prices, bid/ask spreads, and trading depth in one place - [Order history](https://docs.b2broker.com/fr/b2trader/terminal/widgets/order-history): Review completed trades and order execution history - [Place order](https://docs.b2broker.com/fr/b2trader/terminal/widgets/place-order): Use the Place Order widget to submit orders, navigate advanced and time-in-force options to manage risk more effectively - [Price chart](https://docs.b2broker.com/fr/b2trader/terminal/widgets/price-chart): View real-time market prices with an interactive chart showing live data and trends for selected instruments in your trading platform - [Price control](https://docs.b2broker.com/fr/b2trader/terminal/widgets/price-control): Configure notifications to monitor asset price behavior and control real-time trading execution - [Stop orders](https://docs.b2broker.com/fr/b2trader/terminal/widgets/stop-orders): Monitor Stop orders in the Trading terminal - [Watch list](https://docs.b2broker.com/fr/b2trader/terminal/widgets/watch-list): Easily view selected trading instruments and assets all in one place in the Trading Terminal - [Introduction à B2TRANSLATE](https://docs.b2broker.com/fr/b2translate/customer/get-started/introduction-to-b2translate): Découvrez les principes essentiels de l’organisation des projets et des traductions dans B2TRANSLATE, et optimisez votre processus de localisation grâce à notre plateforme intuitive - [Gérer votre compte](https://docs.b2broker.com/fr/b2translate/customer/get-started/manage-your-account): Gérez votre compte B2TRANSLATE — modifiez votre mot de passe, créez des jetons API personnels, consultez les notifications et changez la langue de l’interface - [Connexion et 2FA](https://docs.b2broker.com/fr/b2translate/customer/get-started/sign-in-to-b2translate): Connectez-vous à B2TRANSLATE pour gérer les traductions de votre plateforme et localiser vos produits et projets afin de les adapter à différents marchés et profils démographiques - [Filtrer les clés](https://docs.b2broker.com/fr/b2translate/customer/user-guide/filter-keys): Appliquez différents filtres pour détecter rapidement les traductions manquantes et gérer efficacement le WebUI de votre projet - [Langues](https://docs.b2broker.com/fr/b2translate/customer/user-guide/languages): Aperçu de la liste des langues disponibles - [Projets](https://docs.b2broker.com/fr/b2translate/customer/user-guide/projects): Vue d’ensemble de vos projets regroupés par types de projet et accès aux clés de projet - [Bonus distribution](https://docs.b2broker.com/fr/b2core/back-office-guide/bonuses/bonus-distribution): Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history - [Bonus presets](https://docs.b2broker.com/fr/b2core/back-office-guide/bonuses/bonus-presets): Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits - [Bonuses](https://docs.b2broker.com/fr/b2core/back-office-guide/bonuses): Learn about bonus programs in B2CORE, including how they offer financial incentives to clients, support for MetaTrader 4/5 and cTrader, and the process of converting bonus credits to real funds - [Temporary bonuses](https://docs.b2broker.com/fr/b2core/back-office-guide/bonuses/temporary-bonuses): Create and manage time-limited bonus programs with customizable requirements and eligibility in B2CORE - [Cashback](https://docs.b2broker.com/fr/b2core/back-office-guide/cashback): Explore the feature for configuring MetaTrader Volume cashback rewards for clients on MT4/5 - [Accounts](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/accounts): View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once - [Clients](https://docs.b2broker.com/fr/b2core/back-office-guide/clients): Access detailed overviews of the options for managing client profiles, requests, manager assignments, client types, and jurisdictions - [Jurisdictions](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/jurisdictions): Create, view, and manage jurisdictions to segment clients based on countries and client types - [Managers](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/managers): View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules - [Requests](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/requests): View and manage client requests, approve or reject them, add comments, and export data if needed - [Types](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/types): View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients - [Currencies](https://docs.b2broker.com/fr/b2core/back-office-guide/currencies/currencies): View, add, and configure currencies — manage currency codes, display names, markups, and precision for seamless operation in B2CORE - [Currency pairs](https://docs.b2broker.com/fr/b2core/back-office-guide/currencies/currency-pairs): View and manage currency pairs for exchanges, configuring settings such as max amount, step size, rate priorities, and approval requirements. - [Currencies](https://docs.b2broker.com/fr/b2core/back-office-guide/currencies): Explore functionalities for managing currencies, including adding and configuring rates, as well as setting up and managing currency pairs in B2CORE - [Rates](https://docs.b2broker.com/fr/b2core/back-office-guide/currencies/rates): View and manage exchange rate providers to ensure accurate currency conversions for smooth transaction processing. Configure provider details, currencies, and connection settings as needed - [Deposit wallets](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/deposit-wallets): View and manage client cryptocurrency wallets, including wallet IDs, owners, tags, addresses, destination tags, deposit methods, and supported currencies - [Deposits](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/deposits): Access a full list of client deposits, including detailed information and transaction monitoring results - [Exchange](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/exchange): View and manage client exchange transactions, including details on accounts, amounts, currencies, commissions, rates, statuses, and who executed the exchange - [Finance](https://docs.b2broker.com/fr/b2core/back-office-guide/finance): Explore the options for managing financial operations, including deposits, withdrawals, deposit wallets, transfers, exchanges, transactions, and generating reports within B2CORE - [Payouts](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/payouts): Access a full list of client withdrawals, including detailed information and transaction monitoring results - [Reports](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/reports): View and manage reports with details on schedules, formats, recipients, and report types - [Static deposit](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/static-deposit): Learn how static deposits work in B2CORE, their benefits over regular deposits, and how to manage unresolved deposit requests - [Transactions](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/transactions): View all transactions, including deposits, withdrawals, transfers, exchanges, rewards, and savings payments, with details on amounts, currencies, and statuses - [Transfers](https://docs.b2broker.com/fr/b2core/back-office-guide/finance/transfers): View and manage transfers between client accounts, including details about source and destination accounts, amounts, currencies, transfer types, and statuses - [Mailing](https://docs.b2broker.com/fr/b2core/back-office-guide/mailing): Manage and configure email services in B2CORE to create and send marketing campaigns, handle system emails, monitor delivery status, and ensure reliable communication with your clients - [System](https://docs.b2broker.com/fr/b2core/back-office-guide/mailing/system): Manage SMTP provider connections, view and configure email sending settings, monitor unsent email queues, and review mailing logs to ensure reliable email delivery in B2CORE - [Groups](https://docs.b2broker.com/fr/b2core/back-office-guide/products/groups): View and manage product groups to organize products into categories, control their display priority, and provide captions and descriptions for structured client presentation in the B2CORE UI - [Products](https://docs.b2broker.com/fr/b2core/back-office-guide/products): Explore functionalities for managing products, groups, permissions, and platforms to create wallets and trading accounts in B2CORE, configure their settings, and ensure data synchronization with external platforms - [Platforms](https://docs.b2broker.com/fr/b2core/back-office-guide/products/platforms): Manage and configure platforms that connect B2CORE to external trading systems. View platform details, status, connection settings, and control demo/live account support and transfer requests - [Products](https://docs.b2broker.com/fr/b2core/back-office-guide/products/products): Manage products that define wallet and trading account creation and settings across platforms. Configure currencies, permissions, restrictions, and features that control product behavior - [Rights](https://docs.b2broker.com/fr/b2core/back-office-guide/products/rights): View and manage permission groups that contain sets of permissions that can be easily assigned to specific products - [Announcements](https://docs.b2broker.com/fr/b2core/back-office-guide/promotion/announcements): Create and manage required or optional announcements displayed to clients in the B2CORE UI - [Banners](https://docs.b2broker.com/fr/b2core/back-office-guide/promotion/banners): Create and manage banners displayed in the B2CORE UI and mobile app with custom themes, URLs, and display restrictions - [Dashboard](https://docs.b2broker.com/fr/b2core/back-office-guide/promotion/dashboard): Manage and customize widgets on the B2CORE UI Dashboard, adjusting their order and appearance - [Promotion](https://docs.b2broker.com/fr/b2core/back-office-guide/promotion): Discover the tools for managing promotional materials, such as banners, announcements, and dashboard customizations, along with options to tailor the B2CORE UI menu - [Menu](https://docs.b2broker.com/fr/b2core/back-office-guide/promotion/menu): Customize the menu in the B2CORE UI by managing item visibility, order, and labels, with options to add custom items and restrict visibility by verification level and client type - [Client request statuses](https://docs.b2broker.com/fr/b2core/back-office-guide/references/client-request-statuses): Learn about the client request statuses used to identify the progress of requests through the approval process - [Client statuses](https://docs.b2broker.com/fr/b2core/back-office-guide/references/client-statuses): Learn about the different client statuses used to indicate the state of client profiles and how they impact client access to the B2CORE UI - [Email template types](https://docs.b2broker.com/fr/b2core/back-office-guide/references/email-template-types): The following is a list of pre-configured email types used to notify clients and Back Office users, such as admins or managers, about specific system… - [Event types for triggering event notifications for Back Office users](https://docs.b2broker.com/fr/b2core/back-office-guide/references/event-types-for-triggering-event-notifications-for-back-office-users): Explore the event types that trigger notifications for Back Office users, outlining the actions and templates used to send updates via email, SMS, Slack, or Telegram - [References](https://docs.b2broker.com/fr/b2core/back-office-guide/references): Understand the B2CORE reference data, including client and request statuses, transaction types, event triggers, product permissions, supported currencies and crypto payment methods - [Product permissions](https://docs.b2broker.com/fr/b2core/back-office-guide/references/product-permissions): Explore the available product permissions that define which actions clients can perform on accounts and wallets created from products - [Supported cryptocurrency payment methods](https://docs.b2broker.com/fr/b2core/back-office-guide/references/supported-cryptocurrency-payment-methods): Learn about the supported cryptocurrency payment methods in B2CORE, including coins, stablecoins, and tokens, each with a designated icon - [Supported currencies](https://docs.b2broker.com/fr/b2core/back-office-guide/references/supported-currencies): Explore the list of supported crypto- and fiat currencies in B2CORE, including details such as ISO code, Alpha code, decimal precision, and icons for graphical representation - [Transaction statuses](https://docs.b2broker.com/fr/b2core/back-office-guide/references/transaction-statuses): Learn about the different statuses that can be assigned to transactions in B2CORE to track progress and identify required actions - [Savings](https://docs.b2broker.com/fr/b2core/back-office-guide/savings): Explore savings programs, including Fixed and Flexible strategies, and learn how clients can invest, earn interest, and manage savings plans with withdrawal conditions and interest payments - [Plans](https://docs.b2broker.com/fr/b2core/back-office-guide/savings/plans): View and manage client savings plans — see statuses, strategies, details, and interest payments. Each plan is based on a preset and linked to a specific client and wallet - [Presets](https://docs.b2broker.com/fr/b2core/back-office-guide/savings/presets): Manage savings program presets — view, edit, or create new ones. Set terms, rates, and penalties. Presets can't be deleted but can be deactivated if not in use - [Address whitelist](https://docs.b2broker.com/fr/b2core/back-office-guide/security/address-whitelist): View and manage client whitelisted withdrawal addresses, including wallet details, destination tags, and currencies, used to restrict withdrawals when Address Management is enabled - [Black lists](https://docs.b2broker.com/fr/b2core/back-office-guide/security/black-lists): View and manage black lists to block specific IPs from accessing API endpoints, helping to quickly restrict unwanted traffic at the application level - [Blocked clients](https://docs.b2broker.com/fr/b2core/back-office-guide/security/blocked-clients): View and manage temporarily blocked clients, including their ID, email, IP address, block start and expiration times, and reasons for blocking, with options to unblock them as needed - [Email black list](https://docs.b2broker.com/fr/b2core/back-office-guide/security/email-black-list): Manage blacklisted email domains that block registration and optionally ban existing clients with those domains from accessing the B2CORE UI; edit, delete, or export domain data as needed - [Security](https://docs.b2broker.com/fr/b2core/back-office-guide/security): Learn about security settings in B2CORE, including IP search, blocked clients, blacklists, whitelists, transaction monitoring, address whitelist, and email blacklists - [Search by IP](https://docs.b2broker.com/fr/b2core/back-office-guide/security/search-by-ip): View and search client login records by IP address, including client details, login time, authorization status, and an option to hide duplicate IP entries for clearer analysis - [Transaction monitoring](https://docs.b2broker.com/fr/b2core/back-office-guide/security/transaction-monitoring): Monitor client transactions, view risk scores, trace fund origins, and analyze key risk signals. Access detailed info on each transaction’s type, amount, status, and provider review results - [White lists](https://docs.b2broker.com/fr/b2core/back-office-guide/security/white-lists): View and configure white lists that limit access to URLs based on IP addresses. Each entry shows ID, route, IP address, activation status, comments, and and relevant dates - [Client tests](https://docs.b2broker.com/fr/b2core/back-office-guide/verification/client-tests): View and manage client accreditation tests that can be used in your KYC process, including test titles, visibility, and descriptions, with options to create, edit, and configure tests - [Document groups](https://docs.b2broker.com/fr/b2core/back-office-guide/verification/document-groups): View and manage document groups used for client verification, including their names, types, status, descriptions, and priority, with options to create and edit groups - [Document types](https://docs.b2broker.com/fr/b2core/back-office-guide/verification/document-types): View and manage document types used for client verification, including their names, status, priority, descriptions, examples, and grouping, with options to create and edit types - [Documents](https://docs.b2broker.com/fr/b2core/back-office-guide/verification/documents): View and manage all client-submitted verification documents, including their type, status, and client details, with options to review document files and update statuses - [Verification](https://docs.b2broker.com/fr/b2core/back-office-guide/verification): Explore the options for managing client verification in B2CORE, including setting verification levels, uploading documents, and organizing document types and groups for streamlined KYC processes - [Levels](https://docs.b2broker.com/fr/b2core/back-office-guide/verification/levels): Manage verification levels in the Back Office by creating, viewing, and configuring their settings, descriptions, verification procedures, client permissions, and document requirements - [Backend images](https://docs.b2broker.com/fr/b2core/back-office-guide/system/backend-images): View and manage images used across the Back Office, including logos and backgrounds - [Bulk actions](https://docs.b2broker.com/fr/b2core/back-office-guide/system/bulk-actions): Manage and execute bulk actions that apply changes to multiple clients at once, including bans, type changes, deposits, and balance resets in B2CORE - [Client folders](https://docs.b2broker.com/fr/b2core/back-office-guide/system/client-folders): View and manage a tree of client folders with any nesting depth, set access rights, and control which folders appear on the Files tab in each client's details - [Client rights](https://docs.b2broker.com/fr/b2core/back-office-guide/system/client-rights): View and manage client permission levels linked to verification levels to control which actions — such as deposits, withdrawals, transfers, or others — clients can perform based on their verification level - [Countries](https://docs.b2broker.com/fr/b2core/back-office-guide/system/countries): View and manage the list of countries available for client selection during registration in the B2CORE UI - [Custom fields](https://docs.b2broker.com/fr/b2core/back-office-guide/system/custom-fields): Create and manage custom fields to collect additional client data, organize them into groups, show them during registration, and edit their values on client profiles in the B2CORE Admin Panel - [Deposit system](https://docs.b2broker.com/fr/b2core/back-office-guide/system/deposit-system): Manage and configure deposit methods, including payment providers, supported currencies, groups, and commissions, to ensure smooth deposit processing in B2CORE - [Event notifications](https://docs.b2broker.com/fr/b2core/back-office-guide/system/event-notifications): View and configure event-triggered notifications for Back Office users via email, Slack, Telegram, or SMS - [Events](https://docs.b2broker.com/fr/b2core/back-office-guide/system/events): Set up event handlers and workflows to process system events, including balance updates, transfers, account creation, and completed operations - [External connections](https://docs.b2broker.com/fr/b2core/back-office-guide/system/external-connections): View and manage connections to external systems and service providers like payment systems, trading platforms, and others integrated with B2CORE - [Import data](https://docs.b2broker.com/fr/b2core/back-office-guide/system/import-data): View and manage data import operations for clients, accounts, and IB programs using CSV or TSV files - [System](https://docs.b2broker.com/fr/b2core/back-office-guide/system): Learn about system settings in B2CORE, including SMS providers, deposit/withdrawal systems, wizards, bulk actions, external connections, notifications, user management, and more - [Key storage](https://docs.b2broker.com/fr/b2core/back-office-guide/system/key-storage): Manage key-value pairs and tags used in email templates to store parameters that are replaced with assigned values when the template is used to send notifications - [Localizations](https://docs.b2broker.com/fr/b2core/back-office-guide/system/localizations): View and manage supported languages and localization settings in B2CORE — enable or disable languages, set their display order, and configure format options - [Logs](https://docs.b2broker.com/fr/b2core/back-office-guide/system/logs): View and track logs of Back Office user actions, including client and transaction events, with details on actors, event types, timestamps, and specific changes made in B2CORE - [Operation types](https://docs.b2broker.com/fr/b2core/back-office-guide/system/operation-types): View and manage operation types that control deposits, withdrawals, transfers, exchanges, and partner rewards, including settings for status, approval, limits, and processing in B2CORE - [Payout system](https://docs.b2broker.com/fr/b2core/back-office-guide/system/payout-system): Manage and configure withdrawal methods, including payment providers, supported currencies, groups, and commissions, to ensure seamless withdrawal processing in B2CORE - [Registration](https://docs.b2broker.com/fr/b2core/back-office-guide/system/registration): View and manage registration profiles that define the client registration process in the B2CORE UI, for both individual and corporate clients - [Requests](https://docs.b2broker.com/fr/b2core/back-office-guide/system/requests): View and manage resolutions for client requests, including their types and statuses, to categorize and handle request rejections effectively in B2CORE - [Settings](https://docs.b2broker.com/fr/b2core/back-office-guide/system/settings): Configure settings for B2CORE features including client profiles, registration, mobile app links, bonuses, 2FA, and other options - [SMS Providers](https://docs.b2broker.com/fr/b2core/back-office-guide/system/sms-providers): View and manage the configuration settings of connected SMS providers used for sending notifications with verification codes to confirm various actions in B2CORE - [Status checks](https://docs.b2broker.com/fr/b2core/back-office-guide/system/status-checks): Monitor the health of key B2CORE areas, such as trading platform connectivity and setup completeness, from a single page with a status timeline for the last month - [Visual customization](https://docs.b2broker.com/fr/b2core/back-office-guide/system/visual-customization): Customize your B2CORE UI appearance by enabling light and dark themes, uploading logos and backgrounds, adjusting colors, and adding custom scripts for branding and functionality - [Wizards](https://docs.b2broker.com/fr/b2core/back-office-guide/system/wizards): Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI - [How to add custom menu items](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options/how-to-add-custom-menu-items): Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions - [How to add the Contact Us information in the B2CORE UI](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options/how-to-add-the-contact-us-information-in-the-b2core-ui): Learn how to add the Contact Us section in B2CORE UI via B2TRANSLATE to show support email, links, or other contact details for clients - [How to add Ticker Widget symbols to the Dashboard](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options/how-to-add-ticker-widget-symbols-to-the-dashboard): Add symbols to the Ticker Widget on the Dashboard by editing the widget, creating new symbols, and choosing whether to show them immediately or make them selectable for clients - [How to configure a menu in the B2CORE UI](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options/how-to-configure-a-menu-in-the-b2core-ui): Customize the B2CORE UI menu by toggling item visibility, changing their order, and editing captions. Set visibility by verification level or client type, and mark items as 'New' for clients - [How to configure the default Dashboard](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options/how-to-configure-the-default-dashboard): Configure the default Dashboard in B2CORE by enabling widgets, setting their size and position, and allowing clients to close widgets - [How to create a banner](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options/how-to-create-a-banner): Learn how to create and customize banners for the B2CORE UI and mobile app - [How to create an announcement](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options/how-to-create-an-announcement): Learn how to create and configure announcements in B2CORE, including types, text, buttons, targeting, and expiration settings - [Manage advertising options](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-advertising-options): Find here step-by-step guides for managing advertising options in B2CORE, including creating banners, configuring the default Dashboard, and customizing the B2CORE UI menu - [How to automatically credit bonuses to clients upon deposits](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-bonuses/how-to-automatically-credit-bonuses-to-clients-upon-deposits): Learn how to configure automatic deposit bonuses that credit clients a percentage of their deposits, based on predefined settings and presets - [How to create a bonus preset](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset): Learn how to configure bonus presets to control how and when clients receive and use trading bonuses - [How to create a temporary bonus program](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-bonuses/how-to-create-a-temporary-bonus-program): Learn how to create temporary bonus programs for clients to claim in the B2CORE UI, with custom trading conditions, expiry, and crediting options - [How to manually credit bonuses to clients](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-bonuses/how-to-manually-credit-bonuses-to-clients): Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets - [Manage bonuses](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-bonuses): Find here step-by-step guides for managing bonuses in the B2CORE Back Office, including creating bonus presets, temporary programs, and crediting bonuses to clients - [How to configure cashback programs for MT4 and MT5](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5): Learn how to set up cashback for MT4/MT5 by configuring rates, tiers, account types, and creating a cashback deposit method for rewarding clients - [Manage cashback options](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-cashback-options): Learn how to configure cashback programs for MT4 and MT5 in the B2CORE Back Office, enabling you set up and manage cashback options for your clients - [How to approve or reject client requests](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-approve-or-reject-client-requests): Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications - [How to assign tags to clients](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-assign-tags-to-clients): Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags - [How to change a client password](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-change-a-client-password): Learn how to change a client’s password by entering or generating a new password via the B2CORE Back Office - [How to create a jurisdiction](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-create-a-jurisdiction): Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE - [How to disable 2FA for a client](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-disable-2fa-for-a-client): Learn how to disable two-factor authentication (2FA) for a client by turning off the Google or SMS option in client details within the B2CORE Back Office - [How to enable internal transfers for a client](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-enable-internal-transfers-for-a-client): Learn how to enable internal transfers for a client by activating the Internal Transfers option in client details within the B2CORE Back Office - [How to identify who resolved client requests](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-identify-who-resolved-client-requests): Learn how to identify which Back Office user approved or rejected a client request - [How to register a new client](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-register-a-new-client): Learn how to register a new client via the B2CORE Back Office - [How to upload files to a client profile](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-upload-files-to-a-client-profile): Learn how to upload single or multiple files to a client profile and organize them into folders via the Files tab in client details within the B2CORE Back Office - [How to view deposit or withdrawal wallet addresses](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients/how-to-view-deposit-or-withdrawal-wallet-addresses): Learn how to view a client’s deposit or withdrawal wallet addresses by accessing the Finance tab in client details within the B2CORE Back Office - [Manage clients](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-clients): Explore step-by-step guides for managing clients in B2CORE, including registration, password management, 2FA settings, tag assignments, request management, and jurisdiction creation - [How to configure Twilio](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-communication-platforms/how-to-configure-twilio): Learn how to configure Twilio in B2CORE for sending 2FA SMS codes and making client calls via the B2CORE Back Office - [How to get Telegram chat, group and channel identifiers](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-communication-platforms/how-to-get-telegram-chat-group-and-channel-identifiers): Learn how to get Telegram user, group, and channel IDs to enable event notifications for Back Office users in B2CORE - [How to integrate Twilio SendGrid](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-communication-platforms/how-to-integarte-sendgrid): Learn how to connect Twilio SendGrid to B2CORE - [How to integrate ActiveCampaign](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-communication-platforms/how-to-integrate-activecampaign): Learn how to connect ActiveCampaign to B2CORE - [How to set up a Slack bot](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-slack-bot): Learn how to set up a Slack bot, assign the required permissions, obtain a bot token, and connect it to B2CORE to enable event notifications in Slack - [How to set up a Telegram bot](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-telegram-bot): Learn how to create a Telegram bot, get the API token, and connect it to B2CORE to enable sending event notifications to Telegram chats, groups, and channels - [Manage communication platforms](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-communication-platforms): Find here step-by-step guides for configuring communication platforms in the B2CORE Back Office, including setting up Twilio, and configuring Slack and Telegram bots to receive notifications - [How to add a currency](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-currencies/how-to-add-a-currency): Learn how to add currencies in B2CORE - [How to add an exchange currency pair](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-currencies/how-to-add-an-exchange-currency-pair): Add currency pairs that will be available for exchange in the Back Office and B2CORE UI. You can add currency pairs one by one or add multiple pairs at once. - [How to configure currency exchange rates](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-currencies/how-to-configure-currency-exchange-rates): Learn how to set up exchange rate providers to enable accurate currency conversions for transaction processing in B2CORE - [How to enable requests for exchanges in specific currency pairs](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-currencies/how-to-enable-requests-for-exchanges-in-specific-currency-pairs): Learn how to require admin approval for exchanges in specific currency pairs by enabling exchange requests in the currency pair settings - [How to set priorities for exchange rate providers](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-currencies/how-to-set-priorities-for-exchange-rate-providers): Learn how to set priorities for exchange rate providers to optimize rate sourcing and avoid exceeding provider request limits - [How to update rates in exchange requests](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-currencies/how-to-update-rates-in-exchange-requests): Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates - [Manage currencies](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-currencies): Find here step-by-step guides for managing currencies in B2CORE, including adding currencies, configuring exchange rates, setting rate provider priorities, and handling client exchange requests - [How to create a deposit](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-create-a-deposit): Learn how to manually create a deposit in the B2CORE Back Office using the manual deposit method - [How to create a payout](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-create-a-payout): Learn how to manually create a payout in the B2CORE Back Office using the manual withdrawal method - [How to create a report](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-create-a-report): Learn how to create and schedule financial reports in B2CORE, choose report types, set delivery intervals, formats, and recipients, and configure data slices and time settings - [How to create a transfer](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-create-a-transfer): Learn how to create a transfer between a client's accounts in the B2CORE Back Office - [How to exchange funds](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-exchange-funds): Learn how to exchange funds between a client's accounts in the B2CORE Back Office - [How to get data about all transactions for a client](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-get-data-about-all-transactions-for-a-client): Learn how to view and export all transactions for a specific client’s wallets and accounts - [How to get total deposits or withdrawals for all clients](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-get-total-deposits-or-withdrawals-for-all-clients): Learn how to export deposit or withdrawal data from the Back Office to calculate total amounts for all clients - [How to process PaymentSystem Assistance requests for deposits and withdrawals](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests): Understand PaymentSystem Deposit Assistance and PaymentSystem Withdrawal Assistance requests and learn how to process them - [How to process transactions with the Assistance status](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-assistance-status): Learn how to process deposits and withdrawals with the Assistance status - [How to process transactions with the Partial status](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-partial-status): Learn how to manually process transactions with the Partial status in the Back Office when automatic processing fails - [How to update balances](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/how-to-update-balances): Learn how to update balances on multiple client accounts at once using a CSV file with emails, account IDs, and deposit amounts - [Manage finances](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances): Explore step-by-step guides for managing client finances in B2CORE, including creating deposits, withdrawals, transfers, exchanges, generating reports, updating balances, and processing transactions - [Move a transaction to Failed](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/move-to-failed): Move a deposit or withdrawal to Failed in PaymentSystem Assistance requests to stop syncing and mark the transaction as unsuccessful - [move-to-in-progress](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/move-to-in-progress): Resume syncing with the external system by moving a deposit or withdrawal to In Progress in PaymentSystem Assistance requests - [Move a transaction to Success](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-finances/move-to-success): Manually move a deposit or withdrawal to Success by verifying it externally and entering the final amount in PaymentSystem Assistance requests - [How to configure SMTP](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-mailing-options/how-to-configure-smtp): Learn how to configure SMTP in B2CORE to send client email notifications. Set up SMTP details like hostname, port, username, and password, then test and enable the connection for reliable mailing - [How to determine why clients fail to receive email notifications](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-mailing-options/how-to-determine-why-clients-fail-to-receive-email-notifications): Learn how to identify why clients don’t receive email notifications by checking email logs, verifying template activation, testing email service, and reviewing SMTP server settings - [Manage mailing options](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-mailing-options): Find here step-by-step guides for managing mailing options in B2CORE, including configuring SMTP and troubleshooting - [How pay and receive amounts are calculated in transactions](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-pay-and-receive-amounts-are-calculated-in-transactions): Learn how B2CORE calculates pay and receive amounts with currency conversions, including rounding rules and currency scales - [How to add deposit and withdrawal methods through PSS](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss): Learn how to add deposit and withdrawal methods using PSS-supported payment systems in B2CORE, including configuring connections and setting up methods - [How to add non-PSS deposit and withdrawal methods](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal methods using non-PSS connections for payment systems not yet integrated with the B2CORE Payment System Service (PSS). - [How to add the Constructor deposit or withdrawal method](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-add-the-constructor-deposit-or-withdrawal-method): Learn how to add and configure Constructor deposit and withdrawal methods in the B2CORE Back Office, enabling the addition of custom fields for clients to provide the necessary information - [How to add the manual deposit or withdrawal method](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-add-the-manual-deposit-or-withdrawal-method): Learn how to add manual deposit and withdrawal methods in the B2CORE Back Office, allowing you to handle client deposits and withdrawals manually in selected currencies - [How to configure commissions for deposit and withdrawal methods](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-configure-commissions-for-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal commissions in B2CORE, including setting fixed, percentage, or combined rates, with options for minimum and maximum commission limits - [How to integrate 1-2-Pay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-1-2pay): Learn how to integrate 1-2-Pay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate B2BINPAY](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay-v3): Learn how to integrate B2BINPAY with B2CORE via PSS for deposits and withdrawals using the B2BINPAY API v3 - [How to integrate B2BINPAY (non-PSS)](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay): Learn how to connect B2BINPAY to B2CORE and set up deposit and withdrawal methods with Travel Rule support - [How to integrate BridgerPay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-bridgerpay): Learn how to integrate BridgerPay with B2CORE for deposits, including setting up connections, adding methods, testing configurations, and configuring webhooks and redirect URLs for seamless transactions - [How to integrate Canonical](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-canonical): Learn how the Canonical PSS driver lets you connect a payment service provider to B2CORE by implementing a standard deposit API contract, including B2CORE-side configuration, webhooks, polling, and the deposit status lifecycle. - [How to integrate ChipPay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-chippay): Learn how to integrate ChipPay with B2CORE for deposits and withdrawals, configure connections, set up deposit/withdrawal methods, and ensure correct settings for payments processed in USDT and CNY - [How to integrate Jetapay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-jetapay): Learn how to to integrate Jetapay with B2CORE through PSS for deposits and withdrawals. It covers setting up Jetapay connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate KoraPay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-korapay): Learn how to integrate KoraPay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate LuqaPay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-luqapay): Learn how to set up LuqaPay integration with B2CORE via PSS to enable withdrawals - [How to integrate PaymentAsia](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paymentasia): Learn how to integrate PaymentAsia with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate PayPal](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paypal): Learn how to integrate PayPal with B2CORE through PSS for deposits and withdrawals. It covers setting up PayPal connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate PayRetailers](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payretailers): Learn how to integrate PayRetailers with B2CORE via PSS to enable deposits and withdrawals in supported currencies - [How to integrate Payrock](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payrock): Learn how to integrate Payrock with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Paytiko](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paytiko): Learn how to integrate Paytiko with B2CORE for deposits. Follow steps to configure the connection, set up the deposit method, and set up webhooks for status updates in the B2CORE Back Office - [How to integrate Praxis](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-praxis): Learn how to integrate Praxis with B2CORE for both deposits and withdrawals. Follow the steps to configure connections, set up deposit and withdrawal methods, and apply necessary settings for seamless transactions - [How to integrate Proxpay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-proxpay): Learn how to integrate Proxpay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Sticpay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-sticpay): Learn how to integrate Sticpay with B2CORE via PSS, including API setup, connection settings, and adding deposit and withdrawal methods - [How to integrate TopChange Pay](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-topchange): Learn how to integrate TopChange Pay with B2CORE via PSS to enable deposits and withdrawals, including setup, method configuration, and verification - [How to integrate UniPayment](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-unipayment): Learn how to integrate UniPayment with B2CORE via PSS for bank card deposits in supported currencies - [How to integrate Visionpay (HILZI)](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-integrate-visionpay-hilzi): Learn how to integrate Visionpay (HILZI) with B2CORE through PSS for deposits and withdrawals in USD - [How to restrict the use of deposit and withdrawal methods](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods/how-to-restrict-the-use-of-deposit-and-withdrawal-methods): Learn how to restrict the use of deposit and withdrawal methods in B2CORE by verification level, country, or client type, with options to apply specific or combined restrictions - [Manage payment methods](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-payment-methods): Find here step-by-step guides for adding and configuring deposit and withdrawal methods in B2CORE, setting commissions, applying restrictions, and using PSS - [How to create a wallet](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-products/how-to-create-a-wallet): Learn how to create a wallet in B2CORE, choose currencies, and set wallet details - [How to restrict the use of a product](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-products/how-to-restrict-the-use-of-a-product): Learn how to restrict product use based on client verification levels - [Manage products](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-products): Explore step-by-step guides for managing products in the B2CORE Back Office, including creating wallets and restricting the use of products - [How to track interest payments to clients in savings programs](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-savings-programs/how-to-track-interest-payments-to-clients-in-savings-programs): Learn how to track and view scheduled or completed interest payments for clients in savings strategies - [Manage savings programs](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-savings-programs): Learn how to manage savings programs in the B2CORE Back Office, including creating and configuring programs to offer flexible saving options for your clients - [How to enable one-click trading access from the B2CORE UI and mobile app](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms/how-to-enable-one-click-access-to-web-trading-terminals): Learn how to enable one-click access to trading web terminals from the B2CORE UI and mobile apps via the Trade button on account cards - [How to integrate B2TRADER](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms/how-to-integrate-b2trader): Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE - [How to integrate DXtrade](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms/how-to-integrate-dxtrade): Learn how to create platforms, product groups, and products to enable DXtrade functionality in B2CORE - [How to integrate Match-Trader](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms/how-to-integrate-match-trader): Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE - [How to integrate OneZero and PrimeXM](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms/how-to-integrate-onezero-and-primexm): Learn how to configure OneZero and PrimeXM platforms, create products, and set up client accounts in B2CORE Back Office - [How to integrate TradeLocker](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms/how-to-integrate-tradelocker): Learn how to configure a connection and create platforms, product groups, and products to enable TradeLocker functionality in B2CORE - [How to integrate MetaTrader 4/5](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms/how-to-intergate-mt): Learn how to integrate MetaTrader 4/5 functionality in B2CORE by creating platforms and products in the Back Office - [Manage platforms](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-platforms): Explore step-by-step guides for connecting trading platforms and hubs, creating products, enabling one-click trading, and managing related settings in the B2CORE Back Office - [How to create a client accreditation test](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-verification-options/how-to-create-a-client-accreditation-test): Learn how to create client accreditation tests in B2CORE, add questions and answers, and link tests to verification levels - [How to use ShuftiPro](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-verification-options/how-to-use-shuftipro): Set up and use ShuftiPro in B2CRE for KYC, face, address, and AML verification. Learn how to configure connections, document groups, types, and verification levels - [How to use SumSub](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-verification-options/how-to-use-sumsubstance): Learn how to connect and configure SumSub as a KYC and KYT provider in B2CORE, including document setup, verification levels, flows, and webhook settings - [How to use the KYC constructor](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-verification-options/how-to-use-the-kyc-constructor): Learn how to configure custom KYC procedures in B2CORE, create verification levels, define required documents, set permissions, and apply client type and country-based restrictions - [Manage verification options](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-verification-options): Explore how to set up KYC, integrate with SumSub or ShuftiPro, and create client accreditation tests - [How to add a manager](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-add-a-manager): Learn how to add managers in the Back Office and set country restrictions to control which clients are automatically assigned to them - [How to add a user group and grant permissions](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-add-a-user-group-and-grant-permissions): Learn how to create user groups in B2CORE and assign specific permissions to control access and actions for different types of Back Office users - [How to add an admin user](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-add-an-admin-user): Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking - [How to add or remove a language](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-add-or-remove-a-language): Learn how to enable or disable languages in the B2CORE UI via the Localizations page in the Back Office - [How to block registration for a country](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country): Learn how to block client registration from specific countries by disabling them in the Countries page in the Back Office - [How to change Back Office images](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-change-back-office-images): Learn how to view and update images used in the Back Office, such as logos and background images - [How to change the wizard workflow](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow): Learn how to modify wizard workflows in B2CORE by adding or removing steps, and applying country or client type restrictions - [How to configure a connection to RudderStack](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-rudderstack): Learn how to configure a RudderStack connection in B2CORE to collect event data for analytics - [How to configure a connection to Zendesk](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-zendesk): Learn how to configure a connection to Zendesk in B2CORE to enable single sign-on (SSO) for clients to submit and manage support tickets directly in Zendesk - [How to configure email templates](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-configure-email-templates): Learn how to configure email templates to notify clients and Back Office users about specific system events - [How to configure settings for mobile app downloads](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-configure-settings-for-mobile-app-downloads): Learn how to configure mobile app download settings in B2CORE. Set up links for iOS and Android apps, display download buttons on the Sign In page and Dashboard, and ensure easy client access - [How to create a bulk action](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-create-a-bulk-action): Learn how to create and execute bulk actions to perform tasks like banning clients or changing their settings using email lists from CSV files - [How to create a request resolution type](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution-type): Learn how to create request resolution types in B2CORE by defining a name, caption, and enabling the type for use in classifying request resolutions - [How to create a request resolution](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution): Learn how to create request resolutions in B2CORE by setting a name, caption, and resolution type to classify and manage incoming client requests effectively - [How to enable sign-in with Google and Apple](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-enable-sign-in-with-google-and-apple): Learn how to prepare Google and Apple developer credentials so your clients can sign in or register in B2CORE using their Google or Apple account - [How to export a CSV file with email addresses](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-export-a-csv-file-with-email-addresses): Learn how to export a CSV file with client email addresses for use in bulk actions - [How to import client-related data](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-import-client-related-data): Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions - [How to import data related to Back Office user groups](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups): Learn how to import Back Office user group data, including permissions, from a JSON file and choose whether to replace or add to existing groups - [How to integrate Salesforce](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-integarte-salesforce): Learn how to connect Salesforce to B2CORE - [How to integrate Amplitude](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-integrate-amplitude): Learn how to integrate Amplitude with B2CORE to track events and gain powerful analytics - [How to integrate your app as iframe in B2CORE](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-integrate-your-app-as-iframe-in-b2core): Learn how to integrate a third-party web application into B2CORE as an iframe, including server configuration, theme and language synchronization, and JWT-based authentication via the postMessage API - [How to make an admin user see only specific clients](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-make-an-admin-user-see-only-specific-clients): Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags - [How to migrate client-related data from external CRMs to B2CORE](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-migrate-cliet-related-data-from-external-crms-to-b2core): Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE - [How to migrate to the new registration settings](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-migrate-to-new-registration-settings): Learn how to move from Registration wizards to the new registration settings and custom fields to build the client registration process in the B2CORE UI - [How to set up 2FA](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-2fa): Learn how to set up 2FA in the Back Office so your clients can secure their profiles using Google Authenticator or SMS in the B2CORE UI - [How to set up Apple push notification](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-apple-push-notification): Learn how to set up a connection to Apple Push Notification service (APNs) to enable push notifications for key events in your iOS app - [How to set up event notifications](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-event-notifications): Learn how to set up event notifications for Back Office users via email, SMS, Slack, or Telegram by selecting events, templates, and recipients - [How to switch from SupportPal to Zendesk](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-switch-from-supportpal-to-zendesk): Learn how to switch from SupportPal to Zendesk by setting the SupportPal connection to "Read-only" in the Back Office to stop new ticket submissions while keeping access to ticket history - [How to use B2CORE as a trusted identity provider (OIDC)](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-use-b2core-as-a-trusted-identity-provider-oidc): Learn how to let a third-party application offer "Log in with B2CORE" by connecting to B2CORE as an OpenID Connect (OIDC) identity provider - [Manage system settings](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings): Explore step-by-step guides for configuring system settings in the B2CORE Back Office, including setting up registration wizards, user roles, event notifications, integrations, and more - [Back office users encounter the 403 Access Denied error when approving or rejecting client requests](https://docs.b2broker.com/fr/b2core/troubleshooting/back-office-issues/back-office-users-encounter-access-denied-error-when-resolving-requests): Troubleshooting the 403 Access Denied error when Back Office users resolving client requests - [Back Office issues](https://docs.b2broker.com/fr/b2core/troubleshooting/back-office-issues): Troubleshoot issues related to the B2CORE Back Office - [Clients not receiving 2FA codes](https://docs.b2broker.com/fr/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-2fa-codes): Troubleshooting client 2FA issues, including Google Authenticator and SMS confirmation options - [Clients not receiving emails sent from B2CORE](https://docs.b2broker.com/fr/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-emails-from-b2core): Troubleshooting email delivery issues in B2CORE when clients don’t receive notifications due to SMTP, templates, or provider problems - [Email & notification issues](https://docs.b2broker.com/fr/b2core/troubleshooting/email-and-notification-issues): Troubleshoot common issues with email delivery and notification alerts - [Clients not seeing their transactions in the B2CORE UI](https://docs.b2broker.com/fr/b2core/troubleshooting/finance-issues/clients-not-seeing-their-transactions-in-the-b2core-ui): Troubleshooting missing B2CORE UI transactions by adjusting operation types and allowed statuses in the Back Office - [Exchanges fail with the Exchange Rate error: the rate for this pair cannot be found, please try another pair](https://docs.b2broker.com/fr/b2core/troubleshooting/finance-issues/exchanges-fail-with-error): Troubleshooting exchange failures caused by missing currencies, pairs, or misconfigured rate providers in B2CORE - [Finance issues](https://docs.b2broker.com/fr/b2core/troubleshooting/finance-issues): Troubleshoot common issues with payment methods and financial transactions - [Localization & B2TRANSLATE issues](https://docs.b2broker.com/fr/b2core/troubleshooting/localization-and-b2translate-issues): Troubleshoot issues related to localization and translations using B2TRANSLATE - [Newly enabled language not displaying in the B2CORE UI](https://docs.b2broker.com/fr/b2core/troubleshooting/localization-and-b2translate-issues/newly-enabled-language-not-displaying-in-the-b2core-ui): Troubleshooting why a newly enabled language doesn’t appear in the B2CORE UI and learn how to fix it via B2TRANSLATE - [Translation for a key in B2TRANSLATE not reflecting correctly in the B2CORE UI](https://docs.b2broker.com/fr/b2core/troubleshooting/localization-and-b2translate-issues/translation-for-a-key-in-b2translate-not-reflecting-correctly-in-the-b2core-ui): Troubleshooting B2TRANSLATE translations not displaying correctly in the B2CORE UI - [Clients encounter the 404 Not Found error after signing in to the B2CORE UI](https://docs.b2broker.com/fr/b2core/troubleshooting/sign-in-and-authentication-issues/clients-encounter-not-found-error-after-signing-in-to-the-b2core-ui): Troubleshooting 404 Not Found errors in the B2CORE UI caused by menu visibility, verification level, or client type restrictions - [Clients experience sign-in issues on the B2CORE mobile app](https://docs.b2broker.com/fr/b2core/troubleshooting/sign-in-and-authentication-issues/clients-experience-sign-in-issues-on-b2core-mobile-app): Troubleshooting sign-in issues on the B2CORE mobile app - [Sign-in & authentication issues](https://docs.b2broker.com/fr/b2core/troubleshooting/sign-in-and-authentication-issues): Troubleshoot issues related to sign-in and authentication in B2CORE - [Clients can't create trading accounts via the B2CORE UI](https://docs.b2broker.com/fr/b2core/troubleshooting/trading-platform-issues/clients-can-not-create-trading-accounts-via-the-b2core-ui): Troubleshooting trading account creation issues in the B2CORE UI caused by platform connection errors, product limits, or misconfigured settings - [Trading platform issues](https://docs.b2broker.com/fr/b2core/troubleshooting/trading-platform-issues): Troubleshoot common issues affecting trading platform operations and account management - [Trading accounts appear in the E (Error) or A (Archived) status in the B2CORE Back Office](https://docs.b2broker.com/fr/b2core/troubleshooting/trading-platform-issues/trading-account-appear-in-error-or-archive-status): Troubleshooting accounts in the E (Error) or A (Archived) status in B2CORE and resolve connection or platform sync issues - [Clients can't submit verification requests in the B2CORE UI](https://docs.b2broker.com/fr/b2core/troubleshooting/verification-issues/clients-can-not-submit-verification-requests-in-the-b2core-ui): Troubleshooting client issues with submitting verification requests in the B2CORE UI - [Verification issues](https://docs.b2broker.com/fr/b2core/troubleshooting/verification-issues): Troubleshoot issues related to verification and KYC procedures - [Back Office guide](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide): Explore B2CORE IB Back Office Guide. Learn how to manage users, commissions, settings, search filters, and reports efficiently - [Interface overview](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/interface-overview): Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities - [Processes](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/processes): Monitor various processes running on the IB server - [Sync Pipelines](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/sync-pipelines): Monitor synchronization pipelines that keep IB data in sync with trading platforms and run them manually if needed - [How to block a partner](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-block-a-partner): Block partners in B2CORE IB for compliance and risk management, ensuring network integrity and oversight - [How to change an IB type for a partner](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-change-an-ib-type-for-a-partner): Switch your partner to another Introducing Broker program - [How to configure a Master IB](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-configure-a-master-ib): Offer special conditions for key partners - [How to configure levels](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-configure-levels): Set up and manage levels for your IB program to distribute rewards along the partners chain - [How to configure personal rewards](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-configure-personal-rewards): Set up personalized IB reward structures for key partners - [How to configure the Converter driver for use with B2CORE API v2.x](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-configure-the-converter-driver-for-use-with-b2core-api-v2.x): Follow this detailed guide to configure the converter driver for B2CORE API v2.x in the IB backend to ensure smooth data handling - [How to configure tiers](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-configure-tiers): Set up tiers and define targets for receiving increased rewards to further motivate your partners - [How to connect to cTrader](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-connect-to-ctrader): Set up connection to the cTrader platform through the IB Back Office - [How to create an IB type](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-create-an-ib-type): Create IB programs, define parameters, reward schemes, and joining options - [How to generate a QR code](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-generate-a-qr-code): Generate QR codes in B2CORE IB. Customize branding logos and colors and share QR codes for quicker signups - [How to import IB-related data](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-import-ib-related-data): Learn how to import IB details into B2CORE from CSV files using predefined formats and import actions - [How to register a partner](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-register-a-partner): Follow step-by-step instructions to register and activate your new IB partners directly within the B2CORE Back Office - [How to set up a payment plan for symbols](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-payment-plan-for-symbols): Configure custom payment plans for specific trading symbols in the B2CORE Back Office - [How to set up a wallet](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-wallet): Configure wallets for Introducing Brokers to enable reward payments - [How to transfer clients and structures in the IB system](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles/how-to-transfer-clients-and-structures): Transfer client structures between Introducing Brokers or move clients within the same IB hierarchy - [How-to articles](https://docs.b2broker.com/fr/b2core-ib/broker-guide/how-to-articles): Find our step-by-step tutorials illustrating how to solve most common tasks in the B2CORE IB Back Office - [Partner Dashboard](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/dashboard): View widgets summarizing your rewards, referral link, and partnership program activity on the Partner Dashboard - [IB Room](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room): Access tools and settings for managing promo campaigns and tracking client activities in the IB Room - [Ajouter ou modifier des traductions](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/add-or-modify-translations): Découvrez comment ajouter ou modifier des traductions dans B2TRANSLATE afin de localiser votre plateforme et d’offrir une prise en charge multilingue aux utilisateurs du monde entier - [Crayon B2TRANSLATE](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/b2translate-pencil): Activez le mode d’édition dans votre WebUI pour localiser et identifier facilement les clés de traduction. Suivez ces étapes pour mettre en évidence les traductions et copier les clés - [Copier des traductions depuis un autre projet](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/copy-translations): Réutilisez les traductions d’un autre projet du même type de projet dans B2TRANSLATE - [Télécharger et importer des traductions](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/download-and-upload-translations): Exportez les traductions vers un fichier CSV, modifiez-les en externe, puis importez-les dans B2TRANSLATE pour des mises à jour groupées plus rapides - [Gérer les formes plurielles](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/handle-plural-forms): Traduisez le contenu dépendant des quantités tout en préservant flexibilité et contrôle pour diverses langues et leurs exigences grammaticales uniques - [Gérer les traductions](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations): Découvrez comment gérer les traductions dans vos projets — ajouter, modifier, copier et réutiliser - [Envoyer des traductions vers un autre projet](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/send-translations): Soumettre et envoyer des traductions vers un autre projet du même type de projet dans B2TRANSLATE - [Traduire avec l’IA](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/translate-with-ai): Découvrez une traduction fluide avec ChatGPT de B2TRANSLATE et améliorez votre flux de travail grâce aux solutions linguistiques d’IA - [Utiliser des variables dans les traductions](https://docs.b2broker.com/fr/b2translate/customer/user-guide/manage-translations/use-variables-in-translations): Utilisez des variables dans B2TRANSLATE pour personnaliser et standardiser les chaînes de traduction pour le contenu dynamique et les éléments de la plateforme - [MetaTrader Volume](https://docs.b2broker.com/fr/b2core/back-office-guide/cashback/metatrader-volume): Configure cashback reward programs for clients trading on MetaTrader 4 and 5. Cashback is based on daily closed volumes and credited the next day. Manage settings via Preferences and Tiers tabs - [Preferences tab](https://docs.b2broker.com/fr/b2core/back-office-guide/cashback/metatrader-volume/preferences-tab): Configure key settings for MT4 or MT5 cashback programs, including enabling or disabling programs, setting cashback rates and currencies, selecting account types, and more - [Tiers tab](https://docs.b2broker.com/fr/b2core/back-office-guide/cashback/metatrader-volume/tiers-tab): Manage cashback reward tiers that offer higher rates based on daily traded volumes - [Accounts tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/accounts-tab): On this tab, you can view a list of client's accounts. To view details of a specific account, click the Edit button in the corresponding row. - [Advanced tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/advanced-tab): On this tab, you can find additional information provided by a client during registration. - [Client tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/client-tab): This tab is visible by default. Here, you can find information about a particular client and view the client profile details, such as profile status and… - [Compliances tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/compliances-tab): On this tab, you can view, add, and edit text notes, or comments, related to a particular client. - [Contacts tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/contacts-tab): On this tab, you can view a list of a client’s addresses and phone numbers as well as add the required contact information by clicking the +Add button. - [Custom fields tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/custom-fields-tab): View and edit the values of custom fields specified for a client, organized by custom field groups - [Devices tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/devices-tab): On this tab, you can view a list of devices from which a client was logged in to the B2CORE UI. - [Documents tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/documents-tab): On this tab, you can view a list of documents that a client submitted for verification. - [Files tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/files-tab): On this tab, you can view and manage files related to a particular client. - [Finance tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/finance-tab): On this tab, you can find a list of a client’s deposit and withdrawal wallets, as well as a list of saved withdrawal templates. - [History tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/history-tab): On this tab, you can view the history of changes of a client’s password, email address, verification level, and 2FA options. - [General](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general): View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more - [Introducing brokers tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/introducing-brokers-tab): On this tab, you can find information about referral programs which a client has joined. - [Mailing Log tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/mailing-log-tab): On this tab, you can view a list of messages sent to a client email and export this data to a CSV or XLSX file. - [Marketing Data tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/marketing-data-tab): View and manage the marketing attributes collected for a client, such as communication consent, communication language and first deposit amount - [Settings tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/settings-tab): On this tab, you can configure various client profile settings, which are grouped under the following sections: - [Trades tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/trades-tab): On this tab, you can view a history of trades executed by a client on B2TRADER. - [Transactions tab](https://docs.b2broker.com/fr/b2core/back-office-guide/clients/general/transactions-tab): On this tab, you can find detailed information about a client’s transactions. - [Email](https://docs.b2broker.com/fr/b2core/back-office-guide/system/templates/email): In this subsection, you can manage HTML email templates that are used to notify clients and Back Office users about specific event types. - [Templates](https://docs.b2broker.com/fr/b2core/back-office-guide/system/templates): Manage templates for email, SMS, Slack, and Telegram. Customize messages for events to ensure clear, consistent notifications to clients and Back Office users - [Slack](https://docs.b2broker.com/fr/b2core/back-office-guide/system/templates/slack): Manage Slack templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [SMS](https://docs.b2broker.com/fr/b2core/back-office-guide/system/templates/sms): Manage SMS templates for event notifications to Back Office users and 2FA verification codes to clients. View, edit, and enable templates for smooth SMS communication - [Telegram](https://docs.b2broker.com/fr/b2core/back-office-guide/system/templates/telegram): Manage Telegram templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [Client Tags](https://docs.b2broker.com/fr/b2core/back-office-guide/system/users/client-tags): View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions - [Groups](https://docs.b2broker.com/fr/b2core/back-office-guide/system/users/groups): View and manage Back Office user groups. Assign permissions, add users, and import or export group data - [Users](https://docs.b2broker.com/fr/b2core/back-office-guide/system/users): Add and manage Back Office users, assign them to groups with specific permissions, and control client list visibility using client tags for streamlined access and administration - [Users](https://docs.b2broker.com/fr/b2core/back-office-guide/system/users/users): View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options - [Configure the Fixed strategy settings](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-fixed-strategy-settings): Set fixed savings terms, such as plan duration, payment intervals, investment amount, interest rate, and early withdrawal penalties - [Configure the Flexible strategy settings](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-flexible-strategy-settings): Set flexible savings terms, such as investment limits, early withdrawal penalties, payment frequency, and tiered interest rates - [How to create a savings program](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program): Learn how to create Fixed or Flexible savings programs to let clients invest funds and earn interest through B2CORE - [Field types and validation rules](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/field-types-and-validation-rules): Learn about the supported field types and validation rules for the Registration wizard, including input fields, dropdowns, checkboxes, and various data validation options - [Fields supported in the Basic Information step](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step): Learn about the fields supported in the Basic Information step of the Registration wizard, including field types, validation rules, and nesting requirements - [How to add and configure the registration wizard](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard): Learn how to create and configure the Registration wizard to set up the client registration process in the B2CORE UI - [How to configure the User Registration step](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-configure-the-user-registration-step): Learn how to configure the User Registration step in the Registration wizard, including selecting the client type and initial verification level for clients after registration - [How to set up fields for the Advanced step](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step): Learn how to set up fields for the Advanced step in the Registration wizard - [How to set up fields for the Basic Information step](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step): Learn how to configure and manage fields for the Basic Information step in the Registration wizard - [How to set up the Registration wizard](https://docs.b2broker.com/fr/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard): Learn how to set up and configure the Registration wizard in B2CORE, including customizing steps, fields, field types, validation rules, and client registration settings - [CPA acquisitions](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/cpa/cpa-acquisitions): View clients referred by partners who have fulfilled CPA program conditions - [CPA payments](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/cpa/cpa-payments): View CPA reward payments made to partners for referred clients who fulfilled the program conditions - [CPA programs](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/cpa/cpa-programs): Create and manage CPA programs that define the conditions under which partners earn rewards for referred clients - [CPA](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/cpa): Manage CPA programs to reward partners for bringing in clients who meet specific conditions - [Payment plans](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/cpa/payment-plans): Configure payment plans with conditions that clients must fulfill for a partner to earn a CPA reward - [Accounts](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/payments/accounts): View IB accounts of your clients - [Currencies](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/payments/currencies): Find a list of supported currencies - [Failed payments](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/payments/failed-payments): View the list of failed IB reward payments along with the error details to investigate and resolve payment issues - [Payments](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/payments): Manage and track Introducing Broker's accounts, currencies, and reward payments - [Rates](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/payments/rates): Manage connected exchange rate providers - [Rewards](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/payments/rewards): View a list of all rewards to your partners - [Transactions](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/payments/transactions): View a list of reward transactions - [Accounts](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms/accounts): View a list of trading accounts of the clients who participate in your partnership programs - [Platform Deposits](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms/deposits): View a list of deposits of all IB clients on all trading accounts - [Groups](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms/groups): Find a list of all symbols traded on connected platforms - [Platforms](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms): Overview the information on accounts and trades obtained from trading platforms and set up payment plans for symbols - [Platforms](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms/platforms): Manage trading platforms connected to your IB - [Symbols](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms/symbols): View a list of symbols and manage payment plans - [Trades](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms/trades): View a list of trades executed by IB clients - [Platform Withdrawals](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/platforms/withdrawals): View a list of withdrawals of all clients on all trading accounts - [Apps](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/apps): Overview a list of all apps that have access to IB via API - [Date & time](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/date-and-time): View the B2CORE UI date and time as well as the time zone defined for an IB server - [Preferences](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences): Configure preferences in the B2CORE IB Back Office to adjust system settings, permissions, and workflows - [Network](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/network): Overview and manage connection to B2CORE IB server - [Updates](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/updates): Access B2CORE IB release notes directly from the Back Office - [Clients](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/program/clients): View a list of direct clients and sub-IB clients attracted by your partners - [Program](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/program): Explore a complete guide to managing, customizing, and scaling your IB partnership program for optimized performance and growth - [Introducing brokers](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/program/introducing-brokers): View a list of partners participating in your partnership programs - [Reassign Users](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/program/reassign-users): Reassign clients and sub-IBs from one Introducing Broker to another, either individually or all at once - [Types](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/program/types): View a list of configured partnership programs — IB types. Create an unlimited number of programs with various joining options and methods for calculating rewards - [Promo](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo): Control and manage promotional materials that your partners can use to attract new clients and increase engagement - [Landings](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/landings): Learn about referral landing pages and how they work in B2CORE IB - [Acquisition report](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/reports/acquisition-report): Generate, view, and export reports indicating the number of your active partners, clicks on referral links or promo banners, registrations, and click conversion rate - [Reports](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/reports): Generate and manage detailed reports on your partnership programs performance within the B2CORE IB Back Office - [Payment report](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/reports/payment-report): Generate, view, and export reports containing data on the number of your active partners and traders, their trades, trading volume, and rewards - [Savings Rebates](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/savings): Manage savings programs to reward partners when their referred clients invest in savings plans - [Savings acquisitions](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/savings/savings-acquisitions): View clients referred by partners who have enrolled in savings programs - [Savings payments](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/savings/savings-payments): View reward payments made to partners for clients who invested in savings plans - [Savings programs](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/savings/savings-programs): Create and manage savings programs that define reward rates for partners whose clients invest in savings plans - [Banners](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/promo/banners): Find a preconfigured collection of promo banners that can be used to attract new clients by means of banner advertising - [Promo](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/promo): Access promotional tools and campaign tracking features in the IB Room - [Links](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/promo/links): Create personalized referral links (URLs) and convert them into QR codes - [Accounts](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/accounts): Identify the top-performing trading accounts that generate the most rewards - [Acquisitions](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/acquisitions): Track referral link clicks and promo banner interactions, analyze traffic sources for new client acquisition and identify the countries of users who engage with your referral links - [Client List](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/client-list): Identify clients with high trading activity who generate the most rewards for you - [CPA](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/cpa-acquisitions): Track referred clients and their progress through CPA program conditions - [Platform Deposits](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/deposits): Monitor deposits made by your direct clients and sub-IB clients to their trading accounts - [Reports](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports): The Reports page is a single page with the following tabs. Each tab provides its own table columns, and shares common Filters and Rows per page controls. - [Rewards](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/rewards): Monitor trades executed by your direct clients and sub-IB clients, and track the rewards received for these trades - [Savings Rebates](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/savings-payments): Track savings reward payments received for clients who invested in savings plans - [Trades](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/trades): Monitor trades executed by your direct clients and sub-IB clients - [Transactions](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/transactions): Monitor incoming reward payment transactions - [Platform Withdrawals](https://docs.b2broker.com/fr/b2core-ib/partner-guide/ib-room/reports/withdrawals): Monitor withdrawals made by your direct clients and sub-IB clients from their trading accounts - [Countries](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/location/countries): View a list of countries used for geographic data - [Geolocation](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/location/geolocation): View a list of geolocation providers - [Location](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/location): Configure location-based settings within the B2CORE IB Back Office to manage operations and permissions tailored to specific regions - [Attacks](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security/attacks): View a list of prevented brute-force attacks - [Authentications](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security/authentications): View a list of authenticated API users who have accessed the IB platform using the API - [Authorizations](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security/authorizations): View a list of users that were authorized using the API - [Blacklist](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security/blacklist): View and modify a list of blocked IP addresses for leveled-up security - [Incidents](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security/incidents): View a list of incidents detected on the platform - [Security](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security): Adjust security settings in the B2CORE IB Back Office to enforce secure access, authentication, and operational compliance - [IP addresses](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security/ip-addresses): View the list of IP addresses for which access to the IB platform is allowed or denied - [Whitelist](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/preferences/security/whitelist): Switch to using a safe list and grant access only to the IPs that you trust - [Clicks](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/analytics/clicks): View detailed data on clicks made to referral links and promo materials - [Analytics](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/analytics): View the click data for referral links and for other promotional materials used in your partnership programs - [Banners](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/banners/banners): Create and manage promo banners that your partners can use in their promotional campaigns - [Banners](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/banners): View and configure promo banners that your partners can use in their promo campaigns and materials - [Languages](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/banners/languages): View a list of languages configured for banners, add new ones, and modify them - [Sizes](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/banners/sizes): Specify possible banner sizes and configure banners with specific dimensions - [Themes](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/banners/themes): Configure themes to easier group and manage banners - [Colors](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/colors): View and customize color settings for QR codes - [Icons](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/icons): View and manage the QR code icons - [QR codes](https://docs.b2broker.com/fr/b2core-ib/broker-guide/back-office-guide/promo/qr-codes): Customize colors and icons for QR codes that you and your partners can generate for referral links - [FIX API](https://docs.b2broker.com/de/b2connect/fix-api): Version 1.2 - [Welcome to B2CONNECT docs](https://docs.b2broker.com/de/b2connect): Access all guides and setup documentation for B2CONNECT integrations and tools - [Release notes](https://docs.b2broker.com/de/b2connect/release-notes): View the history of B2CONNECT releases with key points and major updates highlighted - [Welcome to B2CORE docs](https://docs.b2broker.com/de/b2core): A feature-rich solution for brokers and exchanges to manage clients, finances, trading activity, and more — all in one place - [Restricted access to the API](https://docs.b2broker.com/de/b2core/restricted-access-to-the-api): Learn how to request access to the B2CORE API by submitting a support ticket with your use case details - [Welcome to B2CORE IB docs](https://docs.b2broker.com/de/b2core-ib): Comprehensive guides for brokers and partners on setting up and managing the B2CORE Introducing Brokers (IB) program - [Release notes](https://docs.b2broker.com/de/b2core-ib/release-notes): View the history of B2CORE IB releases with key points and major updates highlighted - [Welcome to B2TRADER API docs](https://docs.b2broker.com/de/b2trader/api): Complete B2TRADER API documentation with getting started guides, REST and WSS API methods, release changelog. Everything you need to integrate trading APIs - [Release notes](https://docs.b2broker.com/de/b2trader/api/release-notes): View the history of B2TRADER API releases with key points and major updates highlighted - [Welcome to B2TRADER docs](https://docs.b2broker.com/de/b2trader/terminal): Explore the comprehensive documentation for B2TRADER Trading Terminal, covering features and basic concepts - [Willkommen in der B2TRANSLATE-Dokumentation](https://docs.b2broker.com/de/b2translate/customer): Greifen Sie auf das B2TRANSLATE-Dokumentationszentrum zu. Erfahren Sie, wie Sie Übersetzungen verwalten, Projekte lokalisieren und Workflows für alle Produkte konfigurieren - [Versionshinweise](https://docs.b2broker.com/de/b2translate/customer/release-notes): Zeigen Sie die Historie der B2TRANSLATE-Versionen mit hervorgehobenen Kernpunkten und wichtigen Updates an - [How to connect Binance with an Ed25519 key pair](https://docs.b2broker.com/de/b2connect/how-to-articles/how-to-connect-binance-with-ed25519-keys): Configure your B2CONNECT connectivity with the Binance platform using Ed25519 API keys - [How to properly configure API keys on Kraken](https://docs.b2broker.com/de/b2connect/how-to-articles/how-to-properly-configure-api-keys-on-kraken): Configure your B2CONNECT connectivity with the Kraken platform using API keys - [Exchanges](https://docs.b2broker.com/de/b2connect/supported-venues/exchanges): Explore the liquidity provider platforms supported by B2CONNECT - [FIX platforms](https://docs.b2broker.com/de/b2connect/supported-venues/fix-platforms): Explore the FIX platforms supported by B2CONNECT - [Deploying your Android app](https://docs.b2broker.com/de/b2core/b2core-mobile/deploying-your-android-app): Learn how to prepare and publish your branded Android app on Google Play - [Deploying your iOS app](https://docs.b2broker.com/de/b2core/b2core-mobile/deploying-your-ios-app): Learn how to prepare and publish your branded iOS app, from licensing and demo setup to App Store compliance and approval - [Dashboard](https://docs.b2broker.com/de/b2core/back-office-guide/dashboard): Explore key financial metrics, including deposits, withdrawals, and net deposits on the Back Office Dashboard - [Get started](https://docs.b2broker.com/de/b2core/back-office-guide/get-started): Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office - [Introducing brokers](https://docs.b2broker.com/de/b2core/back-office-guide/introducing-brokers): Learn about the Introducing Brokers (IB) program in B2CORE, designed to support referral programs that help expand your client base - [Ticket feedback](https://docs.b2broker.com/de/b2core/back-office-guide/ticket-feedback): Learn about the options for viewing client feedback on resolved HelpDesk tickets in B2CORE, including ticket details, client comments, satisfaction ratings, and updates for reopened tickets - [Communication platforms](https://docs.b2broker.com/de/b2core/integrations/communication-platforms): Explore B2CORE’s supported platforms for messaging, email delivery, notifications, and marketing via ActiveCampaign, Twilio, Vonage, SendGrid, Slack, and Telegram - [KYC providers](https://docs.b2broker.com/de/b2core/integrations/kyc-providers): View supported KYC providers in B2CORE, the document groups used for verification, and how each provider handles identity checks in the B2CORE UI - [Other systems](https://docs.b2broker.com/de/b2core/integrations/other-systems): Explore B2CORE-integrated systems for enhanced functionality, including CRM platforms, customer support tools, and data analytics solutions - [Payment systems](https://docs.b2broker.com/de/b2core/integrations/payment-systems): Explore all payment systems integrated with B2CORE, including their support for deposits, withdrawals, and integration through the Payment System Service (PSS) - [Platforms](https://docs.b2broker.com/de/b2core/integrations/platforms): Explore supported trading platforms and hubs in B2CORE, with a comparison of key features, integrations, and functionalities across each solution - [Welcome to Troubleshooting](https://docs.b2broker.com/de/b2core/troubleshooting): Find solutions to common B2CORE issues. The troubleshooting articles are grouped by topic to help you resolve problems efficiently - [Mobile app release notes](https://docs.b2broker.com/de/b2core/release-notes/release-notes-mobile): View the history of releases for B2CORE mobile apps on iOS and Android, including key updates, new features, and enhancements - [Release notes](https://docs.b2broker.com/de/b2core/release-notes/release-notes): View the history of B2CORE releases with key points and major updates highlighted - [About IB](https://docs.b2broker.com/de/b2core-ib/broker-guide/about-ib): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Key terms](https://docs.b2broker.com/de/b2core-ib/broker-guide/key-terms): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Payment plans](https://docs.b2broker.com/de/b2core-ib/broker-guide/payment-plans): Learn about various payment plans available for IB program - [How to join a partnership program](https://docs.b2broker.com/de/b2core-ib/partner-guide/how-to-join-a-partnership-program): Learn how to find and join Introducing Broker programs in B2CORE UI. Onboard as a partner and access referral tools for better client management - [Market Data](https://docs.b2broker.com/de/b2trader/api/fix-api/market-data): Subscribe to real-time market data updates via FIX 4.4 protocol - [Trading](https://docs.b2broker.com/de/b2trader/api/fix-api/trading): Place orders and receive execution reports via FIX 4.4 protocol - [Account statuses](https://docs.b2broker.com/de/b2trader/api/get-started/account-statuses): Understand account statuses to know which operations are permitted on a trading account - [Market statuses](https://docs.b2broker.com/de/b2trader/api/get-started/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/de/b2trader/api/get-started/order-statuses): Understand order statuses to track trading activity more effectively - [Order types](https://docs.b2broker.com/de/b2trader/api/get-started/order-types): Navigate order types and learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [API overview](https://docs.b2broker.com/de/b2trader/api/get-started/overview): Complete B2TRADER API overview covering REST, WebSocket, and FIX APIs. Learn when to use each API type, available endpoints, and integration guidelines for trading applications - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/de/b2trader/api/get-started/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/de/b2trader/api/get-started/time-in-force): Explore various supported TIF options for better risk management - [Guest](https://docs.b2broker.com/de/b2trader/api/rest-api/guest): Read public market data over REST without an access token — anonymous counterparts of the trading, settings, and market data endpoints - [History](https://docs.b2broker.com/de/b2trader/api/rest-api/history): Access comprehensive trading history with execution details, order data, and position closing information - [Settings](https://docs.b2broker.com/de/b2trader/api/rest-api/settings): Configure account margin settings, get market parameters, trading sessions, asset details, and system preferences for optimal trading setup - [Trading](https://docs.b2broker.com/de/b2trader/api/rest-api/trading): Place orders, modify price triggers, execute trades and manage positions across multiple trading instruments - [Account info](https://docs.b2broker.com/de/b2trader/api/ws-api/account-info): Stream real-time account balances, margin data, equity, PnL, and margin levels with live financial updates - [Market Data](https://docs.b2broker.com/de/b2trader/api/ws-api/market-data): Stream real-time order books, trading charts, price data, and market summaries with live bid/ask updates - [Trading](https://docs.b2broker.com/de/b2trader/api/ws-api/trading): Stream real-time open orders, open and closed positions with live updates, PnL tracking, and order status monitoring - [Connect ChatGPT](https://docs.b2broker.com/de/b2trader/terminal/connect-your-ai-agent/connect-chatgpt): You can connect B2Trader to ChatGPT as a connector. It uses the same B2Trader MCP URL and OAuth sign-in as every other agent. Pick the surface you need… - [Connect Claude](https://docs.b2broker.com/de/b2trader/terminal/connect-your-ai-agent/connect-claude): You can connect B2Trader to Claude in two places: - [Connect a custom agent](https://docs.b2broker.com/de/b2trader/terminal/connect-your-ai-agent/connect-custom-agent): If you are building your own agent (for example with an Agent SDK) or using an MCP client that is not Claude or ChatGPT, you connect to the same two… - [Full-access safety](https://docs.b2broker.com/de/b2trader/terminal/connect-your-ai-agent/full-access-safety): The full-access surface (/mcp-full-access) lets a connected AI agent trade on your account directly. This page explains exactly what that means and how to… - [Overview](https://docs.b2broker.com/de/b2trader/terminal/connect-your-ai-agent/overview): B2Trader can expose your trading account to external AI agents through the Model Context Protocol (MCP) — an open standard that lets AI applications such as… - [Customizing your Terminal](https://docs.b2broker.com/de/b2trader/terminal/get-started/customizing-your-terminal): Customize your trading workspace by managing widgets, creating layouts, and configuring your interface to match your trading style - [Guest mode](https://docs.b2broker.com/de/b2trader/terminal/get-started/guest-mode): Explore the Trading terminal without logging in — browse markets, follow live prices and charts, and log in when you are ready to trade - [Settings](https://docs.b2broker.com/de/b2trader/terminal/get-started/settings): Configure interface, widgets, margin accounts, trading reports, and API tokens in the Trading terminal settings - [Market statuses](https://docs.b2broker.com/de/b2trader/terminal/knowledge-base/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/de/b2trader/terminal/knowledge-base/order-statuses): Understand all order status types to track trading activity more effectively - [Order types](https://docs.b2broker.com/de/b2trader/terminal/knowledge-base/order-types): Navigate order types, learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/de/b2trader/terminal/knowledge-base/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/de/b2trader/terminal/knowledge-base/time-in-force): Explore various Time in force options supported for better risk management - [Release notes Mobile](https://docs.b2broker.com/de/b2trader/terminal/release-notes/release-notes-mobile): View the history of the Mobile App releases - [Release notes](https://docs.b2broker.com/de/b2trader/terminal/release-notes/release-notes): View the history of platform releases with key points and major updates highlighted - [AI Assistant](https://docs.b2broker.com/de/b2trader/terminal/widgets/ai-assistant): Get AI-powered market analysis, price forecasts, and trading recommendations - [All markets](https://docs.b2broker.com/de/b2trader/terminal/widgets/all-markets): Explore real-time price updates across all available markets and view live trading data across all instruments - [Assets](https://docs.b2broker.com/de/b2trader/terminal/widgets/assets): View balances and available funds in the Trading Terminal - [Closed positions](https://docs.b2broker.com/de/b2trader/terminal/widgets/closed-positions): Monitor closed positions in your dashboard. Review completed trades, realized profits and losses, and execution details - [Margin](https://docs.b2broker.com/de/b2trader/terminal/widgets/margin): Monitor and manage margin level in real time using the Margin widget to prevent overexposure - [Market depth](https://docs.b2broker.com/de/b2trader/terminal/widgets/market-depth): View real-time order book data using the Market Depth widget in the Trading terminal - [Market summary](https://docs.b2broker.com/de/b2trader/terminal/widgets/market-summary): View real-time market statistics and key performance indicators using the Market Summary widget in the Trading Terminal - [Messages](https://docs.b2broker.com/de/b2trader/terminal/widgets/messages): View notifications, announcements, and important communications from your broker - [Open orders](https://docs.b2broker.com/de/b2trader/terminal/widgets/open-orders): Monitor open orders in real-time to adjust positions and respond quickly to market fluctuations - [Open positions](https://docs.b2broker.com/de/b2trader/terminal/widgets/open-positions): Monitor in real-time all active positions in the Trading terminal, keep track of unrealized profit and loss, current price, used margin, and related trades for enhanced control - [Order book](https://docs.b2broker.com/de/b2trader/terminal/widgets/order-book): Monitor live buy and sell prices, bid/ask spreads, and trading depth in one place - [Order history](https://docs.b2broker.com/de/b2trader/terminal/widgets/order-history): Review completed trades and order execution history - [Place order](https://docs.b2broker.com/de/b2trader/terminal/widgets/place-order): Use the Place Order widget to submit orders, navigate advanced and time-in-force options to manage risk more effectively - [Price chart](https://docs.b2broker.com/de/b2trader/terminal/widgets/price-chart): View real-time market prices with an interactive chart showing live data and trends for selected instruments in your trading platform - [Price control](https://docs.b2broker.com/de/b2trader/terminal/widgets/price-control): Configure notifications to monitor asset price behavior and control real-time trading execution - [Stop orders](https://docs.b2broker.com/de/b2trader/terminal/widgets/stop-orders): Monitor Stop orders in the Trading terminal - [Watch list](https://docs.b2broker.com/de/b2trader/terminal/widgets/watch-list): Easily view selected trading instruments and assets all in one place in the Trading Terminal - [Einführung in B2TRANSLATE](https://docs.b2broker.com/de/b2translate/customer/get-started/introduction-to-b2translate): Erfahren Sie die Grundlagen der Organisation von Projekten und Übersetzungen in B2TRANSLATE und optimieren Sie Ihren Lokalisierungsprozess mit unserer intuitiven Plattform - [Konto verwalten](https://docs.b2broker.com/de/b2translate/customer/get-started/manage-your-account): Verwalten Sie Ihr B2TRANSLATE-Konto — ändern Sie Ihr Passwort, erstellen Sie persönliche API-Token, zeigen Sie Benachrichtigungen an und wechseln Sie die Oberflächensprache - [Anmeldung und 2FA](https://docs.b2broker.com/de/b2translate/customer/get-started/sign-in-to-b2translate): Melden Sie sich bei B2TRANSLATE an, um Übersetzungen für Ihre Plattform zu verwalten und Ihre Produkte und Projekte für verschiedene Märkte und Zielgruppen zu lokalisieren - [Schlüssel filtern](https://docs.b2broker.com/de/b2translate/customer/user-guide/filter-keys): Wenden Sie verschiedene Filter an, um fehlende Übersetzungen schnell zu erkennen und Ihr Projekt-WebUI effektiv zu verwalten - [Sprachen](https://docs.b2broker.com/de/b2translate/customer/user-guide/languages): Übersicht einer Liste verfügbarer Sprachen - [Projekte](https://docs.b2broker.com/de/b2translate/customer/user-guide/projects): Übersicht über Ihre nach Projekttypen gruppierten Projekte und Zugriff auf Projektschlüssel - [Bonus distribution](https://docs.b2broker.com/de/b2core/back-office-guide/bonuses/bonus-distribution): Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history - [Bonus presets](https://docs.b2broker.com/de/b2core/back-office-guide/bonuses/bonus-presets): Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits - [Bonuses](https://docs.b2broker.com/de/b2core/back-office-guide/bonuses): Learn about bonus programs in B2CORE, including how they offer financial incentives to clients, support for MetaTrader 4/5 and cTrader, and the process of converting bonus credits to real funds - [Temporary bonuses](https://docs.b2broker.com/de/b2core/back-office-guide/bonuses/temporary-bonuses): Create and manage time-limited bonus programs with customizable requirements and eligibility in B2CORE - [Cashback](https://docs.b2broker.com/de/b2core/back-office-guide/cashback): Explore the feature for configuring MetaTrader Volume cashback rewards for clients on MT4/5 - [Accounts](https://docs.b2broker.com/de/b2core/back-office-guide/clients/accounts): View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once - [Clients](https://docs.b2broker.com/de/b2core/back-office-guide/clients): Access detailed overviews of the options for managing client profiles, requests, manager assignments, client types, and jurisdictions - [Jurisdictions](https://docs.b2broker.com/de/b2core/back-office-guide/clients/jurisdictions): Create, view, and manage jurisdictions to segment clients based on countries and client types - [Managers](https://docs.b2broker.com/de/b2core/back-office-guide/clients/managers): View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules - [Requests](https://docs.b2broker.com/de/b2core/back-office-guide/clients/requests): View and manage client requests, approve or reject them, add comments, and export data if needed - [Types](https://docs.b2broker.com/de/b2core/back-office-guide/clients/types): View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients - [Currencies](https://docs.b2broker.com/de/b2core/back-office-guide/currencies/currencies): View, add, and configure currencies — manage currency codes, display names, markups, and precision for seamless operation in B2CORE - [Currency pairs](https://docs.b2broker.com/de/b2core/back-office-guide/currencies/currency-pairs): View and manage currency pairs for exchanges, configuring settings such as max amount, step size, rate priorities, and approval requirements. - [Currencies](https://docs.b2broker.com/de/b2core/back-office-guide/currencies): Explore functionalities for managing currencies, including adding and configuring rates, as well as setting up and managing currency pairs in B2CORE - [Rates](https://docs.b2broker.com/de/b2core/back-office-guide/currencies/rates): View and manage exchange rate providers to ensure accurate currency conversions for smooth transaction processing. Configure provider details, currencies, and connection settings as needed - [Deposit wallets](https://docs.b2broker.com/de/b2core/back-office-guide/finance/deposit-wallets): View and manage client cryptocurrency wallets, including wallet IDs, owners, tags, addresses, destination tags, deposit methods, and supported currencies - [Deposits](https://docs.b2broker.com/de/b2core/back-office-guide/finance/deposits): Access a full list of client deposits, including detailed information and transaction monitoring results - [Exchange](https://docs.b2broker.com/de/b2core/back-office-guide/finance/exchange): View and manage client exchange transactions, including details on accounts, amounts, currencies, commissions, rates, statuses, and who executed the exchange - [Finance](https://docs.b2broker.com/de/b2core/back-office-guide/finance): Explore the options for managing financial operations, including deposits, withdrawals, deposit wallets, transfers, exchanges, transactions, and generating reports within B2CORE - [Payouts](https://docs.b2broker.com/de/b2core/back-office-guide/finance/payouts): Access a full list of client withdrawals, including detailed information and transaction monitoring results - [Reports](https://docs.b2broker.com/de/b2core/back-office-guide/finance/reports): View and manage reports with details on schedules, formats, recipients, and report types - [Static deposit](https://docs.b2broker.com/de/b2core/back-office-guide/finance/static-deposit): Learn how static deposits work in B2CORE, their benefits over regular deposits, and how to manage unresolved deposit requests - [Transactions](https://docs.b2broker.com/de/b2core/back-office-guide/finance/transactions): View all transactions, including deposits, withdrawals, transfers, exchanges, rewards, and savings payments, with details on amounts, currencies, and statuses - [Transfers](https://docs.b2broker.com/de/b2core/back-office-guide/finance/transfers): View and manage transfers between client accounts, including details about source and destination accounts, amounts, currencies, transfer types, and statuses - [Mailing](https://docs.b2broker.com/de/b2core/back-office-guide/mailing): Manage and configure email services in B2CORE to create and send marketing campaigns, handle system emails, monitor delivery status, and ensure reliable communication with your clients - [System](https://docs.b2broker.com/de/b2core/back-office-guide/mailing/system): Manage SMTP provider connections, view and configure email sending settings, monitor unsent email queues, and review mailing logs to ensure reliable email delivery in B2CORE - [Groups](https://docs.b2broker.com/de/b2core/back-office-guide/products/groups): View and manage product groups to organize products into categories, control their display priority, and provide captions and descriptions for structured client presentation in the B2CORE UI - [Products](https://docs.b2broker.com/de/b2core/back-office-guide/products): Explore functionalities for managing products, groups, permissions, and platforms to create wallets and trading accounts in B2CORE, configure their settings, and ensure data synchronization with external platforms - [Platforms](https://docs.b2broker.com/de/b2core/back-office-guide/products/platforms): Manage and configure platforms that connect B2CORE to external trading systems. View platform details, status, connection settings, and control demo/live account support and transfer requests - [Products](https://docs.b2broker.com/de/b2core/back-office-guide/products/products): Manage products that define wallet and trading account creation and settings across platforms. Configure currencies, permissions, restrictions, and features that control product behavior - [Rights](https://docs.b2broker.com/de/b2core/back-office-guide/products/rights): View and manage permission groups that contain sets of permissions that can be easily assigned to specific products - [Announcements](https://docs.b2broker.com/de/b2core/back-office-guide/promotion/announcements): Create and manage required or optional announcements displayed to clients in the B2CORE UI - [Banners](https://docs.b2broker.com/de/b2core/back-office-guide/promotion/banners): Create and manage banners displayed in the B2CORE UI and mobile app with custom themes, URLs, and display restrictions - [Dashboard](https://docs.b2broker.com/de/b2core/back-office-guide/promotion/dashboard): Manage and customize widgets on the B2CORE UI Dashboard, adjusting their order and appearance - [Promotion](https://docs.b2broker.com/de/b2core/back-office-guide/promotion): Discover the tools for managing promotional materials, such as banners, announcements, and dashboard customizations, along with options to tailor the B2CORE UI menu - [Menu](https://docs.b2broker.com/de/b2core/back-office-guide/promotion/menu): Customize the menu in the B2CORE UI by managing item visibility, order, and labels, with options to add custom items and restrict visibility by verification level and client type - [Client request statuses](https://docs.b2broker.com/de/b2core/back-office-guide/references/client-request-statuses): Learn about the client request statuses used to identify the progress of requests through the approval process - [Client statuses](https://docs.b2broker.com/de/b2core/back-office-guide/references/client-statuses): Learn about the different client statuses used to indicate the state of client profiles and how they impact client access to the B2CORE UI - [Email template types](https://docs.b2broker.com/de/b2core/back-office-guide/references/email-template-types): The following is a list of pre-configured email types used to notify clients and Back Office users, such as admins or managers, about specific system… - [Event types for triggering event notifications for Back Office users](https://docs.b2broker.com/de/b2core/back-office-guide/references/event-types-for-triggering-event-notifications-for-back-office-users): Explore the event types that trigger notifications for Back Office users, outlining the actions and templates used to send updates via email, SMS, Slack, or Telegram - [References](https://docs.b2broker.com/de/b2core/back-office-guide/references): Understand the B2CORE reference data, including client and request statuses, transaction types, event triggers, product permissions, supported currencies and crypto payment methods - [Product permissions](https://docs.b2broker.com/de/b2core/back-office-guide/references/product-permissions): Explore the available product permissions that define which actions clients can perform on accounts and wallets created from products - [Supported cryptocurrency payment methods](https://docs.b2broker.com/de/b2core/back-office-guide/references/supported-cryptocurrency-payment-methods): Learn about the supported cryptocurrency payment methods in B2CORE, including coins, stablecoins, and tokens, each with a designated icon - [Supported currencies](https://docs.b2broker.com/de/b2core/back-office-guide/references/supported-currencies): Explore the list of supported crypto- and fiat currencies in B2CORE, including details such as ISO code, Alpha code, decimal precision, and icons for graphical representation - [Transaction statuses](https://docs.b2broker.com/de/b2core/back-office-guide/references/transaction-statuses): Learn about the different statuses that can be assigned to transactions in B2CORE to track progress and identify required actions - [Savings](https://docs.b2broker.com/de/b2core/back-office-guide/savings): Explore savings programs, including Fixed and Flexible strategies, and learn how clients can invest, earn interest, and manage savings plans with withdrawal conditions and interest payments - [Plans](https://docs.b2broker.com/de/b2core/back-office-guide/savings/plans): View and manage client savings plans — see statuses, strategies, details, and interest payments. Each plan is based on a preset and linked to a specific client and wallet - [Presets](https://docs.b2broker.com/de/b2core/back-office-guide/savings/presets): Manage savings program presets — view, edit, or create new ones. Set terms, rates, and penalties. Presets can't be deleted but can be deactivated if not in use - [Address whitelist](https://docs.b2broker.com/de/b2core/back-office-guide/security/address-whitelist): View and manage client whitelisted withdrawal addresses, including wallet details, destination tags, and currencies, used to restrict withdrawals when Address Management is enabled - [Black lists](https://docs.b2broker.com/de/b2core/back-office-guide/security/black-lists): View and manage black lists to block specific IPs from accessing API endpoints, helping to quickly restrict unwanted traffic at the application level - [Blocked clients](https://docs.b2broker.com/de/b2core/back-office-guide/security/blocked-clients): View and manage temporarily blocked clients, including their ID, email, IP address, block start and expiration times, and reasons for blocking, with options to unblock them as needed - [Email black list](https://docs.b2broker.com/de/b2core/back-office-guide/security/email-black-list): Manage blacklisted email domains that block registration and optionally ban existing clients with those domains from accessing the B2CORE UI; edit, delete, or export domain data as needed - [Security](https://docs.b2broker.com/de/b2core/back-office-guide/security): Learn about security settings in B2CORE, including IP search, blocked clients, blacklists, whitelists, transaction monitoring, address whitelist, and email blacklists - [Search by IP](https://docs.b2broker.com/de/b2core/back-office-guide/security/search-by-ip): View and search client login records by IP address, including client details, login time, authorization status, and an option to hide duplicate IP entries for clearer analysis - [Transaction monitoring](https://docs.b2broker.com/de/b2core/back-office-guide/security/transaction-monitoring): Monitor client transactions, view risk scores, trace fund origins, and analyze key risk signals. Access detailed info on each transaction’s type, amount, status, and provider review results - [White lists](https://docs.b2broker.com/de/b2core/back-office-guide/security/white-lists): View and configure white lists that limit access to URLs based on IP addresses. Each entry shows ID, route, IP address, activation status, comments, and and relevant dates - [Client tests](https://docs.b2broker.com/de/b2core/back-office-guide/verification/client-tests): View and manage client accreditation tests that can be used in your KYC process, including test titles, visibility, and descriptions, with options to create, edit, and configure tests - [Document groups](https://docs.b2broker.com/de/b2core/back-office-guide/verification/document-groups): View and manage document groups used for client verification, including their names, types, status, descriptions, and priority, with options to create and edit groups - [Document types](https://docs.b2broker.com/de/b2core/back-office-guide/verification/document-types): View and manage document types used for client verification, including their names, status, priority, descriptions, examples, and grouping, with options to create and edit types - [Documents](https://docs.b2broker.com/de/b2core/back-office-guide/verification/documents): View and manage all client-submitted verification documents, including their type, status, and client details, with options to review document files and update statuses - [Verification](https://docs.b2broker.com/de/b2core/back-office-guide/verification): Explore the options for managing client verification in B2CORE, including setting verification levels, uploading documents, and organizing document types and groups for streamlined KYC processes - [Levels](https://docs.b2broker.com/de/b2core/back-office-guide/verification/levels): Manage verification levels in the Back Office by creating, viewing, and configuring their settings, descriptions, verification procedures, client permissions, and document requirements - [Backend images](https://docs.b2broker.com/de/b2core/back-office-guide/system/backend-images): View and manage images used across the Back Office, including logos and backgrounds - [Bulk actions](https://docs.b2broker.com/de/b2core/back-office-guide/system/bulk-actions): Manage and execute bulk actions that apply changes to multiple clients at once, including bans, type changes, deposits, and balance resets in B2CORE - [Client folders](https://docs.b2broker.com/de/b2core/back-office-guide/system/client-folders): View and manage a tree of client folders with any nesting depth, set access rights, and control which folders appear on the Files tab in each client's details - [Client rights](https://docs.b2broker.com/de/b2core/back-office-guide/system/client-rights): View and manage client permission levels linked to verification levels to control which actions — such as deposits, withdrawals, transfers, or others — clients can perform based on their verification level - [Countries](https://docs.b2broker.com/de/b2core/back-office-guide/system/countries): View and manage the list of countries available for client selection during registration in the B2CORE UI - [Custom fields](https://docs.b2broker.com/de/b2core/back-office-guide/system/custom-fields): Create and manage custom fields to collect additional client data, organize them into groups, show them during registration, and edit their values on client profiles in the B2CORE Admin Panel - [Deposit system](https://docs.b2broker.com/de/b2core/back-office-guide/system/deposit-system): Manage and configure deposit methods, including payment providers, supported currencies, groups, and commissions, to ensure smooth deposit processing in B2CORE - [Event notifications](https://docs.b2broker.com/de/b2core/back-office-guide/system/event-notifications): View and configure event-triggered notifications for Back Office users via email, Slack, Telegram, or SMS - [Events](https://docs.b2broker.com/de/b2core/back-office-guide/system/events): Set up event handlers and workflows to process system events, including balance updates, transfers, account creation, and completed operations - [External connections](https://docs.b2broker.com/de/b2core/back-office-guide/system/external-connections): View and manage connections to external systems and service providers like payment systems, trading platforms, and others integrated with B2CORE - [Import data](https://docs.b2broker.com/de/b2core/back-office-guide/system/import-data): View and manage data import operations for clients, accounts, and IB programs using CSV or TSV files - [System](https://docs.b2broker.com/de/b2core/back-office-guide/system): Learn about system settings in B2CORE, including SMS providers, deposit/withdrawal systems, wizards, bulk actions, external connections, notifications, user management, and more - [Key storage](https://docs.b2broker.com/de/b2core/back-office-guide/system/key-storage): Manage key-value pairs and tags used in email templates to store parameters that are replaced with assigned values when the template is used to send notifications - [Localizations](https://docs.b2broker.com/de/b2core/back-office-guide/system/localizations): View and manage supported languages and localization settings in B2CORE — enable or disable languages, set their display order, and configure format options - [Logs](https://docs.b2broker.com/de/b2core/back-office-guide/system/logs): View and track logs of Back Office user actions, including client and transaction events, with details on actors, event types, timestamps, and specific changes made in B2CORE - [Operation types](https://docs.b2broker.com/de/b2core/back-office-guide/system/operation-types): View and manage operation types that control deposits, withdrawals, transfers, exchanges, and partner rewards, including settings for status, approval, limits, and processing in B2CORE - [Payout system](https://docs.b2broker.com/de/b2core/back-office-guide/system/payout-system): Manage and configure withdrawal methods, including payment providers, supported currencies, groups, and commissions, to ensure seamless withdrawal processing in B2CORE - [Registration](https://docs.b2broker.com/de/b2core/back-office-guide/system/registration): View and manage registration profiles that define the client registration process in the B2CORE UI, for both individual and corporate clients - [Requests](https://docs.b2broker.com/de/b2core/back-office-guide/system/requests): View and manage resolutions for client requests, including their types and statuses, to categorize and handle request rejections effectively in B2CORE - [Settings](https://docs.b2broker.com/de/b2core/back-office-guide/system/settings): Configure settings for B2CORE features including client profiles, registration, mobile app links, bonuses, 2FA, and other options - [SMS Providers](https://docs.b2broker.com/de/b2core/back-office-guide/system/sms-providers): View and manage the configuration settings of connected SMS providers used for sending notifications with verification codes to confirm various actions in B2CORE - [Status checks](https://docs.b2broker.com/de/b2core/back-office-guide/system/status-checks): Monitor the health of key B2CORE areas, such as trading platform connectivity and setup completeness, from a single page with a status timeline for the last month - [Visual customization](https://docs.b2broker.com/de/b2core/back-office-guide/system/visual-customization): Customize your B2CORE UI appearance by enabling light and dark themes, uploading logos and backgrounds, adjusting colors, and adding custom scripts for branding and functionality - [Wizards](https://docs.b2broker.com/de/b2core/back-office-guide/system/wizards): Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI - [How to add custom menu items](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options/how-to-add-custom-menu-items): Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions - [How to add the Contact Us information in the B2CORE UI](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options/how-to-add-the-contact-us-information-in-the-b2core-ui): Learn how to add the Contact Us section in B2CORE UI via B2TRANSLATE to show support email, links, or other contact details for clients - [How to add Ticker Widget symbols to the Dashboard](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options/how-to-add-ticker-widget-symbols-to-the-dashboard): Add symbols to the Ticker Widget on the Dashboard by editing the widget, creating new symbols, and choosing whether to show them immediately or make them selectable for clients - [How to configure a menu in the B2CORE UI](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options/how-to-configure-a-menu-in-the-b2core-ui): Customize the B2CORE UI menu by toggling item visibility, changing their order, and editing captions. Set visibility by verification level or client type, and mark items as 'New' for clients - [How to configure the default Dashboard](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options/how-to-configure-the-default-dashboard): Configure the default Dashboard in B2CORE by enabling widgets, setting their size and position, and allowing clients to close widgets - [How to create a banner](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options/how-to-create-a-banner): Learn how to create and customize banners for the B2CORE UI and mobile app - [How to create an announcement](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options/how-to-create-an-announcement): Learn how to create and configure announcements in B2CORE, including types, text, buttons, targeting, and expiration settings - [Manage advertising options](https://docs.b2broker.com/de/b2core/how-to-articles/manage-advertising-options): Find here step-by-step guides for managing advertising options in B2CORE, including creating banners, configuring the default Dashboard, and customizing the B2CORE UI menu - [How to automatically credit bonuses to clients upon deposits](https://docs.b2broker.com/de/b2core/how-to-articles/manage-bonuses/how-to-automatically-credit-bonuses-to-clients-upon-deposits): Learn how to configure automatic deposit bonuses that credit clients a percentage of their deposits, based on predefined settings and presets - [How to create a bonus preset](https://docs.b2broker.com/de/b2core/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset): Learn how to configure bonus presets to control how and when clients receive and use trading bonuses - [How to create a temporary bonus program](https://docs.b2broker.com/de/b2core/how-to-articles/manage-bonuses/how-to-create-a-temporary-bonus-program): Learn how to create temporary bonus programs for clients to claim in the B2CORE UI, with custom trading conditions, expiry, and crediting options - [How to manually credit bonuses to clients](https://docs.b2broker.com/de/b2core/how-to-articles/manage-bonuses/how-to-manually-credit-bonuses-to-clients): Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets - [Manage bonuses](https://docs.b2broker.com/de/b2core/how-to-articles/manage-bonuses): Find here step-by-step guides for managing bonuses in the B2CORE Back Office, including creating bonus presets, temporary programs, and crediting bonuses to clients - [How to configure cashback programs for MT4 and MT5](https://docs.b2broker.com/de/b2core/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5): Learn how to set up cashback for MT4/MT5 by configuring rates, tiers, account types, and creating a cashback deposit method for rewarding clients - [Manage cashback options](https://docs.b2broker.com/de/b2core/how-to-articles/manage-cashback-options): Learn how to configure cashback programs for MT4 and MT5 in the B2CORE Back Office, enabling you set up and manage cashback options for your clients - [How to approve or reject client requests](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-approve-or-reject-client-requests): Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications - [How to assign tags to clients](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-assign-tags-to-clients): Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags - [How to change a client password](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-change-a-client-password): Learn how to change a client’s password by entering or generating a new password via the B2CORE Back Office - [How to create a jurisdiction](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-create-a-jurisdiction): Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE - [How to disable 2FA for a client](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-disable-2fa-for-a-client): Learn how to disable two-factor authentication (2FA) for a client by turning off the Google or SMS option in client details within the B2CORE Back Office - [How to enable internal transfers for a client](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-enable-internal-transfers-for-a-client): Learn how to enable internal transfers for a client by activating the Internal Transfers option in client details within the B2CORE Back Office - [How to identify who resolved client requests](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-identify-who-resolved-client-requests): Learn how to identify which Back Office user approved or rejected a client request - [How to register a new client](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-register-a-new-client): Learn how to register a new client via the B2CORE Back Office - [How to upload files to a client profile](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-upload-files-to-a-client-profile): Learn how to upload single or multiple files to a client profile and organize them into folders via the Files tab in client details within the B2CORE Back Office - [How to view deposit or withdrawal wallet addresses](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients/how-to-view-deposit-or-withdrawal-wallet-addresses): Learn how to view a client’s deposit or withdrawal wallet addresses by accessing the Finance tab in client details within the B2CORE Back Office - [Manage clients](https://docs.b2broker.com/de/b2core/how-to-articles/manage-clients): Explore step-by-step guides for managing clients in B2CORE, including registration, password management, 2FA settings, tag assignments, request management, and jurisdiction creation - [How to configure Twilio](https://docs.b2broker.com/de/b2core/how-to-articles/manage-communication-platforms/how-to-configure-twilio): Learn how to configure Twilio in B2CORE for sending 2FA SMS codes and making client calls via the B2CORE Back Office - [How to get Telegram chat, group and channel identifiers](https://docs.b2broker.com/de/b2core/how-to-articles/manage-communication-platforms/how-to-get-telegram-chat-group-and-channel-identifiers): Learn how to get Telegram user, group, and channel IDs to enable event notifications for Back Office users in B2CORE - [How to integrate Twilio SendGrid](https://docs.b2broker.com/de/b2core/how-to-articles/manage-communication-platforms/how-to-integarte-sendgrid): Learn how to connect Twilio SendGrid to B2CORE - [How to integrate ActiveCampaign](https://docs.b2broker.com/de/b2core/how-to-articles/manage-communication-platforms/how-to-integrate-activecampaign): Learn how to connect ActiveCampaign to B2CORE - [How to set up a Slack bot](https://docs.b2broker.com/de/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-slack-bot): Learn how to set up a Slack bot, assign the required permissions, obtain a bot token, and connect it to B2CORE to enable event notifications in Slack - [How to set up a Telegram bot](https://docs.b2broker.com/de/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-telegram-bot): Learn how to create a Telegram bot, get the API token, and connect it to B2CORE to enable sending event notifications to Telegram chats, groups, and channels - [Manage communication platforms](https://docs.b2broker.com/de/b2core/how-to-articles/manage-communication-platforms): Find here step-by-step guides for configuring communication platforms in the B2CORE Back Office, including setting up Twilio, and configuring Slack and Telegram bots to receive notifications - [How to add a currency](https://docs.b2broker.com/de/b2core/how-to-articles/manage-currencies/how-to-add-a-currency): Learn how to add currencies in B2CORE - [How to add an exchange currency pair](https://docs.b2broker.com/de/b2core/how-to-articles/manage-currencies/how-to-add-an-exchange-currency-pair): Add currency pairs that will be available for exchange in the Back Office and B2CORE UI. You can add currency pairs one by one or add multiple pairs at once. - [How to configure currency exchange rates](https://docs.b2broker.com/de/b2core/how-to-articles/manage-currencies/how-to-configure-currency-exchange-rates): Learn how to set up exchange rate providers to enable accurate currency conversions for transaction processing in B2CORE - [How to enable requests for exchanges in specific currency pairs](https://docs.b2broker.com/de/b2core/how-to-articles/manage-currencies/how-to-enable-requests-for-exchanges-in-specific-currency-pairs): Learn how to require admin approval for exchanges in specific currency pairs by enabling exchange requests in the currency pair settings - [How to set priorities for exchange rate providers](https://docs.b2broker.com/de/b2core/how-to-articles/manage-currencies/how-to-set-priorities-for-exchange-rate-providers): Learn how to set priorities for exchange rate providers to optimize rate sourcing and avoid exceeding provider request limits - [How to update rates in exchange requests](https://docs.b2broker.com/de/b2core/how-to-articles/manage-currencies/how-to-update-rates-in-exchange-requests): Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates - [Manage currencies](https://docs.b2broker.com/de/b2core/how-to-articles/manage-currencies): Find here step-by-step guides for managing currencies in B2CORE, including adding currencies, configuring exchange rates, setting rate provider priorities, and handling client exchange requests - [How to create a deposit](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-create-a-deposit): Learn how to manually create a deposit in the B2CORE Back Office using the manual deposit method - [How to create a payout](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-create-a-payout): Learn how to manually create a payout in the B2CORE Back Office using the manual withdrawal method - [How to create a report](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-create-a-report): Learn how to create and schedule financial reports in B2CORE, choose report types, set delivery intervals, formats, and recipients, and configure data slices and time settings - [How to create a transfer](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-create-a-transfer): Learn how to create a transfer between a client's accounts in the B2CORE Back Office - [How to exchange funds](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-exchange-funds): Learn how to exchange funds between a client's accounts in the B2CORE Back Office - [How to get data about all transactions for a client](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-get-data-about-all-transactions-for-a-client): Learn how to view and export all transactions for a specific client’s wallets and accounts - [How to get total deposits or withdrawals for all clients](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-get-total-deposits-or-withdrawals-for-all-clients): Learn how to export deposit or withdrawal data from the Back Office to calculate total amounts for all clients - [How to process PaymentSystem Assistance requests for deposits and withdrawals](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests): Understand PaymentSystem Deposit Assistance and PaymentSystem Withdrawal Assistance requests and learn how to process them - [How to process transactions with the Assistance status](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-assistance-status): Learn how to process deposits and withdrawals with the Assistance status - [How to process transactions with the Partial status](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-partial-status): Learn how to manually process transactions with the Partial status in the Back Office when automatic processing fails - [How to update balances](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/how-to-update-balances): Learn how to update balances on multiple client accounts at once using a CSV file with emails, account IDs, and deposit amounts - [Manage finances](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances): Explore step-by-step guides for managing client finances in B2CORE, including creating deposits, withdrawals, transfers, exchanges, generating reports, updating balances, and processing transactions - [Move a transaction to Failed](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/move-to-failed): Move a deposit or withdrawal to Failed in PaymentSystem Assistance requests to stop syncing and mark the transaction as unsuccessful - [move-to-in-progress](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/move-to-in-progress): Resume syncing with the external system by moving a deposit or withdrawal to In Progress in PaymentSystem Assistance requests - [Move a transaction to Success](https://docs.b2broker.com/de/b2core/how-to-articles/manage-finances/move-to-success): Manually move a deposit or withdrawal to Success by verifying it externally and entering the final amount in PaymentSystem Assistance requests - [How to configure SMTP](https://docs.b2broker.com/de/b2core/how-to-articles/manage-mailing-options/how-to-configure-smtp): Learn how to configure SMTP in B2CORE to send client email notifications. Set up SMTP details like hostname, port, username, and password, then test and enable the connection for reliable mailing - [How to determine why clients fail to receive email notifications](https://docs.b2broker.com/de/b2core/how-to-articles/manage-mailing-options/how-to-determine-why-clients-fail-to-receive-email-notifications): Learn how to identify why clients don’t receive email notifications by checking email logs, verifying template activation, testing email service, and reviewing SMTP server settings - [Manage mailing options](https://docs.b2broker.com/de/b2core/how-to-articles/manage-mailing-options): Find here step-by-step guides for managing mailing options in B2CORE, including configuring SMTP and troubleshooting - [How pay and receive amounts are calculated in transactions](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-pay-and-receive-amounts-are-calculated-in-transactions): Learn how B2CORE calculates pay and receive amounts with currency conversions, including rounding rules and currency scales - [How to add deposit and withdrawal methods through PSS](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss): Learn how to add deposit and withdrawal methods using PSS-supported payment systems in B2CORE, including configuring connections and setting up methods - [How to add non-PSS deposit and withdrawal methods](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal methods using non-PSS connections for payment systems not yet integrated with the B2CORE Payment System Service (PSS). - [How to add the Constructor deposit or withdrawal method](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-add-the-constructor-deposit-or-withdrawal-method): Learn how to add and configure Constructor deposit and withdrawal methods in the B2CORE Back Office, enabling the addition of custom fields for clients to provide the necessary information - [How to add the manual deposit or withdrawal method](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-add-the-manual-deposit-or-withdrawal-method): Learn how to add manual deposit and withdrawal methods in the B2CORE Back Office, allowing you to handle client deposits and withdrawals manually in selected currencies - [How to configure commissions for deposit and withdrawal methods](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-configure-commissions-for-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal commissions in B2CORE, including setting fixed, percentage, or combined rates, with options for minimum and maximum commission limits - [How to integrate 1-2-Pay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-1-2pay): Learn how to integrate 1-2-Pay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate B2BINPAY](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay-v3): Learn how to integrate B2BINPAY with B2CORE via PSS for deposits and withdrawals using the B2BINPAY API v3 - [How to integrate B2BINPAY (non-PSS)](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay): Learn how to connect B2BINPAY to B2CORE and set up deposit and withdrawal methods with Travel Rule support - [How to integrate BridgerPay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-bridgerpay): Learn how to integrate BridgerPay with B2CORE for deposits, including setting up connections, adding methods, testing configurations, and configuring webhooks and redirect URLs for seamless transactions - [How to integrate Canonical](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-canonical): Learn how the Canonical PSS driver lets you connect a payment service provider to B2CORE by implementing a standard deposit API contract, including B2CORE-side configuration, webhooks, polling, and the deposit status lifecycle. - [How to integrate ChipPay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-chippay): Learn how to integrate ChipPay with B2CORE for deposits and withdrawals, configure connections, set up deposit/withdrawal methods, and ensure correct settings for payments processed in USDT and CNY - [How to integrate Jetapay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-jetapay): Learn how to to integrate Jetapay with B2CORE through PSS for deposits and withdrawals. It covers setting up Jetapay connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate KoraPay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-korapay): Learn how to integrate KoraPay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate LuqaPay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-luqapay): Learn how to set up LuqaPay integration with B2CORE via PSS to enable withdrawals - [How to integrate PaymentAsia](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paymentasia): Learn how to integrate PaymentAsia with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate PayPal](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paypal): Learn how to integrate PayPal with B2CORE through PSS for deposits and withdrawals. It covers setting up PayPal connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate PayRetailers](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payretailers): Learn how to integrate PayRetailers with B2CORE via PSS to enable deposits and withdrawals in supported currencies - [How to integrate Payrock](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payrock): Learn how to integrate Payrock with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Paytiko](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paytiko): Learn how to integrate Paytiko with B2CORE for deposits. Follow steps to configure the connection, set up the deposit method, and set up webhooks for status updates in the B2CORE Back Office - [How to integrate Praxis](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-praxis): Learn how to integrate Praxis with B2CORE for both deposits and withdrawals. Follow the steps to configure connections, set up deposit and withdrawal methods, and apply necessary settings for seamless transactions - [How to integrate Proxpay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-proxpay): Learn how to integrate Proxpay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Sticpay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-sticpay): Learn how to integrate Sticpay with B2CORE via PSS, including API setup, connection settings, and adding deposit and withdrawal methods - [How to integrate TopChange Pay](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-topchange): Learn how to integrate TopChange Pay with B2CORE via PSS to enable deposits and withdrawals, including setup, method configuration, and verification - [How to integrate UniPayment](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-unipayment): Learn how to integrate UniPayment with B2CORE via PSS for bank card deposits in supported currencies - [How to integrate Visionpay (HILZI)](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-integrate-visionpay-hilzi): Learn how to integrate Visionpay (HILZI) with B2CORE through PSS for deposits and withdrawals in USD - [How to restrict the use of deposit and withdrawal methods](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods/how-to-restrict-the-use-of-deposit-and-withdrawal-methods): Learn how to restrict the use of deposit and withdrawal methods in B2CORE by verification level, country, or client type, with options to apply specific or combined restrictions - [Manage payment methods](https://docs.b2broker.com/de/b2core/how-to-articles/manage-payment-methods): Find here step-by-step guides for adding and configuring deposit and withdrawal methods in B2CORE, setting commissions, applying restrictions, and using PSS - [How to create a wallet](https://docs.b2broker.com/de/b2core/how-to-articles/manage-products/how-to-create-a-wallet): Learn how to create a wallet in B2CORE, choose currencies, and set wallet details - [How to restrict the use of a product](https://docs.b2broker.com/de/b2core/how-to-articles/manage-products/how-to-restrict-the-use-of-a-product): Learn how to restrict product use based on client verification levels - [Manage products](https://docs.b2broker.com/de/b2core/how-to-articles/manage-products): Explore step-by-step guides for managing products in the B2CORE Back Office, including creating wallets and restricting the use of products - [How to track interest payments to clients in savings programs](https://docs.b2broker.com/de/b2core/how-to-articles/manage-savings-programs/how-to-track-interest-payments-to-clients-in-savings-programs): Learn how to track and view scheduled or completed interest payments for clients in savings strategies - [Manage savings programs](https://docs.b2broker.com/de/b2core/how-to-articles/manage-savings-programs): Learn how to manage savings programs in the B2CORE Back Office, including creating and configuring programs to offer flexible saving options for your clients - [How to enable one-click trading access from the B2CORE UI and mobile app](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms/how-to-enable-one-click-access-to-web-trading-terminals): Learn how to enable one-click access to trading web terminals from the B2CORE UI and mobile apps via the Trade button on account cards - [How to integrate B2TRADER](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms/how-to-integrate-b2trader): Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE - [How to integrate DXtrade](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms/how-to-integrate-dxtrade): Learn how to create platforms, product groups, and products to enable DXtrade functionality in B2CORE - [How to integrate Match-Trader](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms/how-to-integrate-match-trader): Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE - [How to integrate OneZero and PrimeXM](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms/how-to-integrate-onezero-and-primexm): Learn how to configure OneZero and PrimeXM platforms, create products, and set up client accounts in B2CORE Back Office - [How to integrate TradeLocker](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms/how-to-integrate-tradelocker): Learn how to configure a connection and create platforms, product groups, and products to enable TradeLocker functionality in B2CORE - [How to integrate MetaTrader 4/5](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms/how-to-intergate-mt): Learn how to integrate MetaTrader 4/5 functionality in B2CORE by creating platforms and products in the Back Office - [Manage platforms](https://docs.b2broker.com/de/b2core/how-to-articles/manage-platforms): Explore step-by-step guides for connecting trading platforms and hubs, creating products, enabling one-click trading, and managing related settings in the B2CORE Back Office - [How to create a client accreditation test](https://docs.b2broker.com/de/b2core/how-to-articles/manage-verification-options/how-to-create-a-client-accreditation-test): Learn how to create client accreditation tests in B2CORE, add questions and answers, and link tests to verification levels - [How to use ShuftiPro](https://docs.b2broker.com/de/b2core/how-to-articles/manage-verification-options/how-to-use-shuftipro): Set up and use ShuftiPro in B2CRE for KYC, face, address, and AML verification. Learn how to configure connections, document groups, types, and verification levels - [How to use SumSub](https://docs.b2broker.com/de/b2core/how-to-articles/manage-verification-options/how-to-use-sumsubstance): Learn how to connect and configure SumSub as a KYC and KYT provider in B2CORE, including document setup, verification levels, flows, and webhook settings - [How to use the KYC constructor](https://docs.b2broker.com/de/b2core/how-to-articles/manage-verification-options/how-to-use-the-kyc-constructor): Learn how to configure custom KYC procedures in B2CORE, create verification levels, define required documents, set permissions, and apply client type and country-based restrictions - [Manage verification options](https://docs.b2broker.com/de/b2core/how-to-articles/manage-verification-options): Explore how to set up KYC, integrate with SumSub or ShuftiPro, and create client accreditation tests - [How to add a manager](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-add-a-manager): Learn how to add managers in the Back Office and set country restrictions to control which clients are automatically assigned to them - [How to add a user group and grant permissions](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-add-a-user-group-and-grant-permissions): Learn how to create user groups in B2CORE and assign specific permissions to control access and actions for different types of Back Office users - [How to add an admin user](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-add-an-admin-user): Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking - [How to add or remove a language](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-add-or-remove-a-language): Learn how to enable or disable languages in the B2CORE UI via the Localizations page in the Back Office - [How to block registration for a country](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country): Learn how to block client registration from specific countries by disabling them in the Countries page in the Back Office - [How to change Back Office images](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-change-back-office-images): Learn how to view and update images used in the Back Office, such as logos and background images - [How to change the wizard workflow](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow): Learn how to modify wizard workflows in B2CORE by adding or removing steps, and applying country or client type restrictions - [How to configure a connection to RudderStack](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-rudderstack): Learn how to configure a RudderStack connection in B2CORE to collect event data for analytics - [How to configure a connection to Zendesk](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-zendesk): Learn how to configure a connection to Zendesk in B2CORE to enable single sign-on (SSO) for clients to submit and manage support tickets directly in Zendesk - [How to configure email templates](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-configure-email-templates): Learn how to configure email templates to notify clients and Back Office users about specific system events - [How to configure settings for mobile app downloads](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-configure-settings-for-mobile-app-downloads): Learn how to configure mobile app download settings in B2CORE. Set up links for iOS and Android apps, display download buttons on the Sign In page and Dashboard, and ensure easy client access - [How to create a bulk action](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-create-a-bulk-action): Learn how to create and execute bulk actions to perform tasks like banning clients or changing their settings using email lists from CSV files - [How to create a request resolution type](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution-type): Learn how to create request resolution types in B2CORE by defining a name, caption, and enabling the type for use in classifying request resolutions - [How to create a request resolution](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution): Learn how to create request resolutions in B2CORE by setting a name, caption, and resolution type to classify and manage incoming client requests effectively - [How to enable sign-in with Google and Apple](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-enable-sign-in-with-google-and-apple): Learn how to prepare Google and Apple developer credentials so your clients can sign in or register in B2CORE using their Google or Apple account - [How to export a CSV file with email addresses](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-export-a-csv-file-with-email-addresses): Learn how to export a CSV file with client email addresses for use in bulk actions - [How to import client-related data](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-import-client-related-data): Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions - [How to import data related to Back Office user groups](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups): Learn how to import Back Office user group data, including permissions, from a JSON file and choose whether to replace or add to existing groups - [How to integrate Salesforce](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-integarte-salesforce): Learn how to connect Salesforce to B2CORE - [How to integrate Amplitude](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-integrate-amplitude): Learn how to integrate Amplitude with B2CORE to track events and gain powerful analytics - [How to integrate your app as iframe in B2CORE](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-integrate-your-app-as-iframe-in-b2core): Learn how to integrate a third-party web application into B2CORE as an iframe, including server configuration, theme and language synchronization, and JWT-based authentication via the postMessage API - [How to make an admin user see only specific clients](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-make-an-admin-user-see-only-specific-clients): Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags - [How to migrate client-related data from external CRMs to B2CORE](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-migrate-cliet-related-data-from-external-crms-to-b2core): Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE - [How to migrate to the new registration settings](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-migrate-to-new-registration-settings): Learn how to move from Registration wizards to the new registration settings and custom fields to build the client registration process in the B2CORE UI - [How to set up 2FA](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-2fa): Learn how to set up 2FA in the Back Office so your clients can secure their profiles using Google Authenticator or SMS in the B2CORE UI - [How to set up Apple push notification](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-apple-push-notification): Learn how to set up a connection to Apple Push Notification service (APNs) to enable push notifications for key events in your iOS app - [How to set up event notifications](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-event-notifications): Learn how to set up event notifications for Back Office users via email, SMS, Slack, or Telegram by selecting events, templates, and recipients - [How to switch from SupportPal to Zendesk](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-switch-from-supportpal-to-zendesk): Learn how to switch from SupportPal to Zendesk by setting the SupportPal connection to "Read-only" in the Back Office to stop new ticket submissions while keeping access to ticket history - [How to use B2CORE as a trusted identity provider (OIDC)](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-use-b2core-as-a-trusted-identity-provider-oidc): Learn how to let a third-party application offer "Log in with B2CORE" by connecting to B2CORE as an OpenID Connect (OIDC) identity provider - [Manage system settings](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings): Explore step-by-step guides for configuring system settings in the B2CORE Back Office, including setting up registration wizards, user roles, event notifications, integrations, and more - [Back office users encounter the 403 Access Denied error when approving or rejecting client requests](https://docs.b2broker.com/de/b2core/troubleshooting/back-office-issues/back-office-users-encounter-access-denied-error-when-resolving-requests): Troubleshooting the 403 Access Denied error when Back Office users resolving client requests - [Back Office issues](https://docs.b2broker.com/de/b2core/troubleshooting/back-office-issues): Troubleshoot issues related to the B2CORE Back Office - [Clients not receiving 2FA codes](https://docs.b2broker.com/de/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-2fa-codes): Troubleshooting client 2FA issues, including Google Authenticator and SMS confirmation options - [Clients not receiving emails sent from B2CORE](https://docs.b2broker.com/de/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-emails-from-b2core): Troubleshooting email delivery issues in B2CORE when clients don’t receive notifications due to SMTP, templates, or provider problems - [Email & notification issues](https://docs.b2broker.com/de/b2core/troubleshooting/email-and-notification-issues): Troubleshoot common issues with email delivery and notification alerts - [Clients not seeing their transactions in the B2CORE UI](https://docs.b2broker.com/de/b2core/troubleshooting/finance-issues/clients-not-seeing-their-transactions-in-the-b2core-ui): Troubleshooting missing B2CORE UI transactions by adjusting operation types and allowed statuses in the Back Office - [Exchanges fail with the Exchange Rate error: the rate for this pair cannot be found, please try another pair](https://docs.b2broker.com/de/b2core/troubleshooting/finance-issues/exchanges-fail-with-error): Troubleshooting exchange failures caused by missing currencies, pairs, or misconfigured rate providers in B2CORE - [Finance issues](https://docs.b2broker.com/de/b2core/troubleshooting/finance-issues): Troubleshoot common issues with payment methods and financial transactions - [Localization & B2TRANSLATE issues](https://docs.b2broker.com/de/b2core/troubleshooting/localization-and-b2translate-issues): Troubleshoot issues related to localization and translations using B2TRANSLATE - [Newly enabled language not displaying in the B2CORE UI](https://docs.b2broker.com/de/b2core/troubleshooting/localization-and-b2translate-issues/newly-enabled-language-not-displaying-in-the-b2core-ui): Troubleshooting why a newly enabled language doesn’t appear in the B2CORE UI and learn how to fix it via B2TRANSLATE - [Translation for a key in B2TRANSLATE not reflecting correctly in the B2CORE UI](https://docs.b2broker.com/de/b2core/troubleshooting/localization-and-b2translate-issues/translation-for-a-key-in-b2translate-not-reflecting-correctly-in-the-b2core-ui): Troubleshooting B2TRANSLATE translations not displaying correctly in the B2CORE UI - [Clients encounter the 404 Not Found error after signing in to the B2CORE UI](https://docs.b2broker.com/de/b2core/troubleshooting/sign-in-and-authentication-issues/clients-encounter-not-found-error-after-signing-in-to-the-b2core-ui): Troubleshooting 404 Not Found errors in the B2CORE UI caused by menu visibility, verification level, or client type restrictions - [Clients experience sign-in issues on the B2CORE mobile app](https://docs.b2broker.com/de/b2core/troubleshooting/sign-in-and-authentication-issues/clients-experience-sign-in-issues-on-b2core-mobile-app): Troubleshooting sign-in issues on the B2CORE mobile app - [Sign-in & authentication issues](https://docs.b2broker.com/de/b2core/troubleshooting/sign-in-and-authentication-issues): Troubleshoot issues related to sign-in and authentication in B2CORE - [Clients can't create trading accounts via the B2CORE UI](https://docs.b2broker.com/de/b2core/troubleshooting/trading-platform-issues/clients-can-not-create-trading-accounts-via-the-b2core-ui): Troubleshooting trading account creation issues in the B2CORE UI caused by platform connection errors, product limits, or misconfigured settings - [Trading platform issues](https://docs.b2broker.com/de/b2core/troubleshooting/trading-platform-issues): Troubleshoot common issues affecting trading platform operations and account management - [Trading accounts appear in the E (Error) or A (Archived) status in the B2CORE Back Office](https://docs.b2broker.com/de/b2core/troubleshooting/trading-platform-issues/trading-account-appear-in-error-or-archive-status): Troubleshooting accounts in the E (Error) or A (Archived) status in B2CORE and resolve connection or platform sync issues - [Clients can't submit verification requests in the B2CORE UI](https://docs.b2broker.com/de/b2core/troubleshooting/verification-issues/clients-can-not-submit-verification-requests-in-the-b2core-ui): Troubleshooting client issues with submitting verification requests in the B2CORE UI - [Verification issues](https://docs.b2broker.com/de/b2core/troubleshooting/verification-issues): Troubleshoot issues related to verification and KYC procedures - [Back Office guide](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide): Explore B2CORE IB Back Office Guide. Learn how to manage users, commissions, settings, search filters, and reports efficiently - [Interface overview](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/interface-overview): Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities - [Processes](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/processes): Monitor various processes running on the IB server - [Sync Pipelines](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/sync-pipelines): Monitor synchronization pipelines that keep IB data in sync with trading platforms and run them manually if needed - [How to block a partner](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-block-a-partner): Block partners in B2CORE IB for compliance and risk management, ensuring network integrity and oversight - [How to change an IB type for a partner](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-change-an-ib-type-for-a-partner): Switch your partner to another Introducing Broker program - [How to configure a Master IB](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-configure-a-master-ib): Offer special conditions for key partners - [How to configure levels](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-configure-levels): Set up and manage levels for your IB program to distribute rewards along the partners chain - [How to configure personal rewards](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-configure-personal-rewards): Set up personalized IB reward structures for key partners - [How to configure the Converter driver for use with B2CORE API v2.x](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-configure-the-converter-driver-for-use-with-b2core-api-v2.x): Follow this detailed guide to configure the converter driver for B2CORE API v2.x in the IB backend to ensure smooth data handling - [How to configure tiers](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-configure-tiers): Set up tiers and define targets for receiving increased rewards to further motivate your partners - [How to connect to cTrader](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-connect-to-ctrader): Set up connection to the cTrader platform through the IB Back Office - [How to create an IB type](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-create-an-ib-type): Create IB programs, define parameters, reward schemes, and joining options - [How to generate a QR code](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-generate-a-qr-code): Generate QR codes in B2CORE IB. Customize branding logos and colors and share QR codes for quicker signups - [How to import IB-related data](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-import-ib-related-data): Learn how to import IB details into B2CORE from CSV files using predefined formats and import actions - [How to register a partner](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-register-a-partner): Follow step-by-step instructions to register and activate your new IB partners directly within the B2CORE Back Office - [How to set up a payment plan for symbols](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-payment-plan-for-symbols): Configure custom payment plans for specific trading symbols in the B2CORE Back Office - [How to set up a wallet](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-wallet): Configure wallets for Introducing Brokers to enable reward payments - [How to transfer clients and structures in the IB system](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles/how-to-transfer-clients-and-structures): Transfer client structures between Introducing Brokers or move clients within the same IB hierarchy - [How-to articles](https://docs.b2broker.com/de/b2core-ib/broker-guide/how-to-articles): Find our step-by-step tutorials illustrating how to solve most common tasks in the B2CORE IB Back Office - [Partner Dashboard](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/dashboard): View widgets summarizing your rewards, referral link, and partnership program activity on the Partner Dashboard - [IB Room](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room): Access tools and settings for managing promo campaigns and tracking client activities in the IB Room - [Übersetzungen hinzufügen oder ändern](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/add-or-modify-translations): Erfahren Sie, wie Sie Übersetzungen in B2TRANSLATE hinzufügen oder ändern, um Ihre Plattform zu lokalisieren und globalen Nutzern mehrsprachigen Support zu bieten - [B2TRANSLATE-Stiftsymbol](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/b2translate-pencil): Aktivieren Sie den Bearbeitungsmodus in Ihrer WebUI, um Übersetzungsschlüssel mühelos zu finden und zu identifizieren. Befolgen Sie diese Schritte, um Übersetzungen hervorzuheben und Schlüssel zu kopieren - [Übersetzungen aus einem anderen Projekt kopieren](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/copy-translations): Übersetzungen aus einem anderen Projekt desselben Projekttyps in B2TRANSLATE wiederverwenden - [Übersetzungen herunterladen und hochladen](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/download-and-upload-translations): Übersetzungen in eine CSV-Datei exportieren, extern bearbeiten und anschließend für schnellere Massenaktualisierungen wieder in B2TRANSLATE hochladen - [Pluralformen verwalten](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/handle-plural-forms): Mengenabhängige Inhalte übersetzen und dabei Flexibilität und Kontrolle über verschiedene Sprachen und ihre einzigartigen grammatikalischen Anforderungen hinweg bewahren - [Übersetzungen verwalten](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations): Erfahren Sie, wie Sie Übersetzungen in Ihren Projekten verwalten — hinzufügen, ändern, kopieren und wiederverwenden - [Übersetzungen an ein anderes Projekt senden](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/send-translations): Übersetzungen an ein anderes Projekt desselben Projekttyps in B2TRANSLATE übermitteln und senden - [Mit KI übersetzen](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/translate-with-ai): Erleben Sie reibungslose Übersetzungen mit ChatGPT von B2TRANSLATE und verbessern Sie Ihren Workflow mit KI-Sprachlösungen - [Variablen in Übersetzungen verwenden](https://docs.b2broker.com/de/b2translate/customer/user-guide/manage-translations/use-variables-in-translations): Verwenden Sie Variablen in B2TRANSLATE, um Übersetzungszeichenfolgen für dynamische Inhalte und Plattformelemente zu personalisieren und zu standardisieren - [MetaTrader Volume](https://docs.b2broker.com/de/b2core/back-office-guide/cashback/metatrader-volume): Configure cashback reward programs for clients trading on MetaTrader 4 and 5. Cashback is based on daily closed volumes and credited the next day. Manage settings via Preferences and Tiers tabs - [Preferences tab](https://docs.b2broker.com/de/b2core/back-office-guide/cashback/metatrader-volume/preferences-tab): Configure key settings for MT4 or MT5 cashback programs, including enabling or disabling programs, setting cashback rates and currencies, selecting account types, and more - [Tiers tab](https://docs.b2broker.com/de/b2core/back-office-guide/cashback/metatrader-volume/tiers-tab): Manage cashback reward tiers that offer higher rates based on daily traded volumes - [Accounts tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/accounts-tab): On this tab, you can view a list of client's accounts. To view details of a specific account, click the Edit button in the corresponding row. - [Advanced tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/advanced-tab): On this tab, you can find additional information provided by a client during registration. - [Client tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/client-tab): This tab is visible by default. Here, you can find information about a particular client and view the client profile details, such as profile status and… - [Compliances tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/compliances-tab): On this tab, you can view, add, and edit text notes, or comments, related to a particular client. - [Contacts tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/contacts-tab): On this tab, you can view a list of a client’s addresses and phone numbers as well as add the required contact information by clicking the +Add button. - [Custom fields tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/custom-fields-tab): View and edit the values of custom fields specified for a client, organized by custom field groups - [Devices tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/devices-tab): On this tab, you can view a list of devices from which a client was logged in to the B2CORE UI. - [Documents tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/documents-tab): On this tab, you can view a list of documents that a client submitted for verification. - [Files tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/files-tab): On this tab, you can view and manage files related to a particular client. - [Finance tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/finance-tab): On this tab, you can find a list of a client’s deposit and withdrawal wallets, as well as a list of saved withdrawal templates. - [History tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/history-tab): On this tab, you can view the history of changes of a client’s password, email address, verification level, and 2FA options. - [General](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general): View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more - [Introducing brokers tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/introducing-brokers-tab): On this tab, you can find information about referral programs which a client has joined. - [Mailing Log tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/mailing-log-tab): On this tab, you can view a list of messages sent to a client email and export this data to a CSV or XLSX file. - [Marketing Data tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/marketing-data-tab): View and manage the marketing attributes collected for a client, such as communication consent, communication language and first deposit amount - [Settings tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/settings-tab): On this tab, you can configure various client profile settings, which are grouped under the following sections: - [Trades tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/trades-tab): On this tab, you can view a history of trades executed by a client on B2TRADER. - [Transactions tab](https://docs.b2broker.com/de/b2core/back-office-guide/clients/general/transactions-tab): On this tab, you can find detailed information about a client’s transactions. - [Email](https://docs.b2broker.com/de/b2core/back-office-guide/system/templates/email): In this subsection, you can manage HTML email templates that are used to notify clients and Back Office users about specific event types. - [Templates](https://docs.b2broker.com/de/b2core/back-office-guide/system/templates): Manage templates for email, SMS, Slack, and Telegram. Customize messages for events to ensure clear, consistent notifications to clients and Back Office users - [Slack](https://docs.b2broker.com/de/b2core/back-office-guide/system/templates/slack): Manage Slack templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [SMS](https://docs.b2broker.com/de/b2core/back-office-guide/system/templates/sms): Manage SMS templates for event notifications to Back Office users and 2FA verification codes to clients. View, edit, and enable templates for smooth SMS communication - [Telegram](https://docs.b2broker.com/de/b2core/back-office-guide/system/templates/telegram): Manage Telegram templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [Client Tags](https://docs.b2broker.com/de/b2core/back-office-guide/system/users/client-tags): View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions - [Groups](https://docs.b2broker.com/de/b2core/back-office-guide/system/users/groups): View and manage Back Office user groups. Assign permissions, add users, and import or export group data - [Users](https://docs.b2broker.com/de/b2core/back-office-guide/system/users): Add and manage Back Office users, assign them to groups with specific permissions, and control client list visibility using client tags for streamlined access and administration - [Users](https://docs.b2broker.com/de/b2core/back-office-guide/system/users/users): View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options - [Configure the Fixed strategy settings](https://docs.b2broker.com/de/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-fixed-strategy-settings): Set fixed savings terms, such as plan duration, payment intervals, investment amount, interest rate, and early withdrawal penalties - [Configure the Flexible strategy settings](https://docs.b2broker.com/de/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-flexible-strategy-settings): Set flexible savings terms, such as investment limits, early withdrawal penalties, payment frequency, and tiered interest rates - [How to create a savings program](https://docs.b2broker.com/de/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program): Learn how to create Fixed or Flexible savings programs to let clients invest funds and earn interest through B2CORE - [Field types and validation rules](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/field-types-and-validation-rules): Learn about the supported field types and validation rules for the Registration wizard, including input fields, dropdowns, checkboxes, and various data validation options - [Fields supported in the Basic Information step](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step): Learn about the fields supported in the Basic Information step of the Registration wizard, including field types, validation rules, and nesting requirements - [How to add and configure the registration wizard](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard): Learn how to create and configure the Registration wizard to set up the client registration process in the B2CORE UI - [How to configure the User Registration step](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-configure-the-user-registration-step): Learn how to configure the User Registration step in the Registration wizard, including selecting the client type and initial verification level for clients after registration - [How to set up fields for the Advanced step](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step): Learn how to set up fields for the Advanced step in the Registration wizard - [How to set up fields for the Basic Information step](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step): Learn how to configure and manage fields for the Basic Information step in the Registration wizard - [How to set up the Registration wizard](https://docs.b2broker.com/de/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard): Learn how to set up and configure the Registration wizard in B2CORE, including customizing steps, fields, field types, validation rules, and client registration settings - [CPA acquisitions](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/cpa/cpa-acquisitions): View clients referred by partners who have fulfilled CPA program conditions - [CPA payments](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/cpa/cpa-payments): View CPA reward payments made to partners for referred clients who fulfilled the program conditions - [CPA programs](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/cpa/cpa-programs): Create and manage CPA programs that define the conditions under which partners earn rewards for referred clients - [CPA](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/cpa): Manage CPA programs to reward partners for bringing in clients who meet specific conditions - [Payment plans](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/cpa/payment-plans): Configure payment plans with conditions that clients must fulfill for a partner to earn a CPA reward - [Accounts](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/payments/accounts): View IB accounts of your clients - [Currencies](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/payments/currencies): Find a list of supported currencies - [Failed payments](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/payments/failed-payments): View the list of failed IB reward payments along with the error details to investigate and resolve payment issues - [Payments](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/payments): Manage and track Introducing Broker's accounts, currencies, and reward payments - [Rates](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/payments/rates): Manage connected exchange rate providers - [Rewards](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/payments/rewards): View a list of all rewards to your partners - [Transactions](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/payments/transactions): View a list of reward transactions - [Accounts](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms/accounts): View a list of trading accounts of the clients who participate in your partnership programs - [Platform Deposits](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms/deposits): View a list of deposits of all IB clients on all trading accounts - [Groups](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms/groups): Find a list of all symbols traded on connected platforms - [Platforms](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms): Overview the information on accounts and trades obtained from trading platforms and set up payment plans for symbols - [Platforms](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms/platforms): Manage trading platforms connected to your IB - [Symbols](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms/symbols): View a list of symbols and manage payment plans - [Trades](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms/trades): View a list of trades executed by IB clients - [Platform Withdrawals](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/platforms/withdrawals): View a list of withdrawals of all clients on all trading accounts - [Apps](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/apps): Overview a list of all apps that have access to IB via API - [Date & time](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/date-and-time): View the B2CORE UI date and time as well as the time zone defined for an IB server - [Preferences](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences): Configure preferences in the B2CORE IB Back Office to adjust system settings, permissions, and workflows - [Network](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/network): Overview and manage connection to B2CORE IB server - [Updates](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/updates): Access B2CORE IB release notes directly from the Back Office - [Clients](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/program/clients): View a list of direct clients and sub-IB clients attracted by your partners - [Program](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/program): Explore a complete guide to managing, customizing, and scaling your IB partnership program for optimized performance and growth - [Introducing brokers](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/program/introducing-brokers): View a list of partners participating in your partnership programs - [Reassign Users](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/program/reassign-users): Reassign clients and sub-IBs from one Introducing Broker to another, either individually or all at once - [Types](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/program/types): View a list of configured partnership programs — IB types. Create an unlimited number of programs with various joining options and methods for calculating rewards - [Promo](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo): Control and manage promotional materials that your partners can use to attract new clients and increase engagement - [Landings](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/landings): Learn about referral landing pages and how they work in B2CORE IB - [Acquisition report](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/reports/acquisition-report): Generate, view, and export reports indicating the number of your active partners, clicks on referral links or promo banners, registrations, and click conversion rate - [Reports](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/reports): Generate and manage detailed reports on your partnership programs performance within the B2CORE IB Back Office - [Payment report](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/reports/payment-report): Generate, view, and export reports containing data on the number of your active partners and traders, their trades, trading volume, and rewards - [Savings Rebates](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/savings): Manage savings programs to reward partners when their referred clients invest in savings plans - [Savings acquisitions](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/savings/savings-acquisitions): View clients referred by partners who have enrolled in savings programs - [Savings payments](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/savings/savings-payments): View reward payments made to partners for clients who invested in savings plans - [Savings programs](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/savings/savings-programs): Create and manage savings programs that define reward rates for partners whose clients invest in savings plans - [Banners](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/promo/banners): Find a preconfigured collection of promo banners that can be used to attract new clients by means of banner advertising - [Promo](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/promo): Access promotional tools and campaign tracking features in the IB Room - [Links](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/promo/links): Create personalized referral links (URLs) and convert them into QR codes - [Accounts](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/accounts): Identify the top-performing trading accounts that generate the most rewards - [Acquisitions](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/acquisitions): Track referral link clicks and promo banner interactions, analyze traffic sources for new client acquisition and identify the countries of users who engage with your referral links - [Client List](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/client-list): Identify clients with high trading activity who generate the most rewards for you - [CPA](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/cpa-acquisitions): Track referred clients and their progress through CPA program conditions - [Platform Deposits](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/deposits): Monitor deposits made by your direct clients and sub-IB clients to their trading accounts - [Reports](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports): The Reports page is a single page with the following tabs. Each tab provides its own table columns, and shares common Filters and Rows per page controls. - [Rewards](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/rewards): Monitor trades executed by your direct clients and sub-IB clients, and track the rewards received for these trades - [Savings Rebates](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/savings-payments): Track savings reward payments received for clients who invested in savings plans - [Trades](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/trades): Monitor trades executed by your direct clients and sub-IB clients - [Transactions](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/transactions): Monitor incoming reward payment transactions - [Platform Withdrawals](https://docs.b2broker.com/de/b2core-ib/partner-guide/ib-room/reports/withdrawals): Monitor withdrawals made by your direct clients and sub-IB clients from their trading accounts - [Countries](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/location/countries): View a list of countries used for geographic data - [Geolocation](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/location/geolocation): View a list of geolocation providers - [Location](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/location): Configure location-based settings within the B2CORE IB Back Office to manage operations and permissions tailored to specific regions - [Attacks](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security/attacks): View a list of prevented brute-force attacks - [Authentications](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security/authentications): View a list of authenticated API users who have accessed the IB platform using the API - [Authorizations](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security/authorizations): View a list of users that were authorized using the API - [Blacklist](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security/blacklist): View and modify a list of blocked IP addresses for leveled-up security - [Incidents](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security/incidents): View a list of incidents detected on the platform - [Security](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security): Adjust security settings in the B2CORE IB Back Office to enforce secure access, authentication, and operational compliance - [IP addresses](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security/ip-addresses): View the list of IP addresses for which access to the IB platform is allowed or denied - [Whitelist](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/preferences/security/whitelist): Switch to using a safe list and grant access only to the IPs that you trust - [Clicks](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/analytics/clicks): View detailed data on clicks made to referral links and promo materials - [Analytics](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/analytics): View the click data for referral links and for other promotional materials used in your partnership programs - [Banners](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/banners/banners): Create and manage promo banners that your partners can use in their promotional campaigns - [Banners](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/banners): View and configure promo banners that your partners can use in their promo campaigns and materials - [Languages](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/banners/languages): View a list of languages configured for banners, add new ones, and modify them - [Sizes](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/banners/sizes): Specify possible banner sizes and configure banners with specific dimensions - [Themes](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/banners/themes): Configure themes to easier group and manage banners - [Colors](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/colors): View and customize color settings for QR codes - [Icons](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/icons): View and manage the QR code icons - [QR codes](https://docs.b2broker.com/de/b2core-ib/broker-guide/back-office-guide/promo/qr-codes): Customize colors and icons for QR codes that you and your partners can generate for referral links - [FIX API](https://docs.b2broker.com/ar/b2connect/fix-api): Version 1.2 - [Welcome to B2CONNECT docs](https://docs.b2broker.com/ar/b2connect): Access all guides and setup documentation for B2CONNECT integrations and tools - [Release notes](https://docs.b2broker.com/ar/b2connect/release-notes): View the history of B2CONNECT releases with key points and major updates highlighted - [Welcome to B2CORE docs](https://docs.b2broker.com/ar/b2core): A feature-rich solution for brokers and exchanges to manage clients, finances, trading activity, and more — all in one place - [Restricted access to the API](https://docs.b2broker.com/ar/b2core/restricted-access-to-the-api): Learn how to request access to the B2CORE API by submitting a support ticket with your use case details - [Welcome to B2CORE IB docs](https://docs.b2broker.com/ar/b2core-ib): Comprehensive guides for brokers and partners on setting up and managing the B2CORE Introducing Brokers (IB) program - [Release notes](https://docs.b2broker.com/ar/b2core-ib/release-notes): View the history of B2CORE IB releases with key points and major updates highlighted - [Welcome to B2TRADER API docs](https://docs.b2broker.com/ar/b2trader/api): Complete B2TRADER API documentation with getting started guides, REST and WSS API methods, release changelog. Everything you need to integrate trading APIs - [Release notes](https://docs.b2broker.com/ar/b2trader/api/release-notes): View the history of B2TRADER API releases with key points and major updates highlighted - [Welcome to B2TRADER docs](https://docs.b2broker.com/ar/b2trader/terminal): Explore the comprehensive documentation for B2TRADER Trading Terminal, covering features and basic concepts - [مرحبًا بك في وثائق B2TRANSLATE](https://docs.b2broker.com/ar/b2translate/customer): الوصول إلى مركز وثائق B2TRANSLATE. تعرّف على كيفية إدارة الترجمات، وتوطين المشاريع، وتهيئة سير العمل عبر جميع المنتجات - [ملاحظات الإصدار](https://docs.b2broker.com/ar/b2translate/customer/release-notes): عرض سجل إصدارات B2TRANSLATE مع إبراز النقاط الرئيسية والتحديثات المهمة - [How to connect Binance with an Ed25519 key pair](https://docs.b2broker.com/ar/b2connect/how-to-articles/how-to-connect-binance-with-ed25519-keys): Configure your B2CONNECT connectivity with the Binance platform using Ed25519 API keys - [How to properly configure API keys on Kraken](https://docs.b2broker.com/ar/b2connect/how-to-articles/how-to-properly-configure-api-keys-on-kraken): Configure your B2CONNECT connectivity with the Kraken platform using API keys - [Exchanges](https://docs.b2broker.com/ar/b2connect/supported-venues/exchanges): Explore the liquidity provider platforms supported by B2CONNECT - [FIX platforms](https://docs.b2broker.com/ar/b2connect/supported-venues/fix-platforms): Explore the FIX platforms supported by B2CONNECT - [Deploying your Android app](https://docs.b2broker.com/ar/b2core/b2core-mobile/deploying-your-android-app): Learn how to prepare and publish your branded Android app on Google Play - [Deploying your iOS app](https://docs.b2broker.com/ar/b2core/b2core-mobile/deploying-your-ios-app): Learn how to prepare and publish your branded iOS app, from licensing and demo setup to App Store compliance and approval - [Dashboard](https://docs.b2broker.com/ar/b2core/back-office-guide/dashboard): Explore key financial metrics, including deposits, withdrawals, and net deposits on the Back Office Dashboard - [Get started](https://docs.b2broker.com/ar/b2core/back-office-guide/get-started): Learn how to sign in, navigate, manage data, apply filters, export files, and customize views in the B2CORE Back Office - [Introducing brokers](https://docs.b2broker.com/ar/b2core/back-office-guide/introducing-brokers): Learn about the Introducing Brokers (IB) program in B2CORE, designed to support referral programs that help expand your client base - [Ticket feedback](https://docs.b2broker.com/ar/b2core/back-office-guide/ticket-feedback): Learn about the options for viewing client feedback on resolved HelpDesk tickets in B2CORE, including ticket details, client comments, satisfaction ratings, and updates for reopened tickets - [Communication platforms](https://docs.b2broker.com/ar/b2core/integrations/communication-platforms): Explore B2CORE’s supported platforms for messaging, email delivery, notifications, and marketing via ActiveCampaign, Twilio, Vonage, SendGrid, Slack, and Telegram - [KYC providers](https://docs.b2broker.com/ar/b2core/integrations/kyc-providers): View supported KYC providers in B2CORE, the document groups used for verification, and how each provider handles identity checks in the B2CORE UI - [Other systems](https://docs.b2broker.com/ar/b2core/integrations/other-systems): Explore B2CORE-integrated systems for enhanced functionality, including CRM platforms, customer support tools, and data analytics solutions - [Payment systems](https://docs.b2broker.com/ar/b2core/integrations/payment-systems): Explore all payment systems integrated with B2CORE, including their support for deposits, withdrawals, and integration through the Payment System Service (PSS) - [Platforms](https://docs.b2broker.com/ar/b2core/integrations/platforms): Explore supported trading platforms and hubs in B2CORE, with a comparison of key features, integrations, and functionalities across each solution - [Welcome to Troubleshooting](https://docs.b2broker.com/ar/b2core/troubleshooting): Find solutions to common B2CORE issues. The troubleshooting articles are grouped by topic to help you resolve problems efficiently - [Mobile app release notes](https://docs.b2broker.com/ar/b2core/release-notes/release-notes-mobile): View the history of releases for B2CORE mobile apps on iOS and Android, including key updates, new features, and enhancements - [Release notes](https://docs.b2broker.com/ar/b2core/release-notes/release-notes): View the history of B2CORE releases with key points and major updates highlighted - [About IB](https://docs.b2broker.com/ar/b2core-ib/broker-guide/about-ib): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Key terms](https://docs.b2broker.com/ar/b2core-ib/broker-guide/key-terms): Overview of essential information, structure, and core concepts related to the Introducing Brokers (IB) program in B2CORE - [Payment plans](https://docs.b2broker.com/ar/b2core-ib/broker-guide/payment-plans): Learn about various payment plans available for IB program - [How to join a partnership program](https://docs.b2broker.com/ar/b2core-ib/partner-guide/how-to-join-a-partnership-program): Learn how to find and join Introducing Broker programs in B2CORE UI. Onboard as a partner and access referral tools for better client management - [Market Data](https://docs.b2broker.com/ar/b2trader/api/fix-api/market-data): Subscribe to real-time market data updates via FIX 4.4 protocol - [Trading](https://docs.b2broker.com/ar/b2trader/api/fix-api/trading): Place orders and receive execution reports via FIX 4.4 protocol - [Account statuses](https://docs.b2broker.com/ar/b2trader/api/get-started/account-statuses): Understand account statuses to know which operations are permitted on a trading account - [Market statuses](https://docs.b2broker.com/ar/b2trader/api/get-started/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/ar/b2trader/api/get-started/order-statuses): Understand order statuses to track trading activity more effectively - [Order types](https://docs.b2broker.com/ar/b2trader/api/get-started/order-types): Navigate order types and learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [API overview](https://docs.b2broker.com/ar/b2trader/api/get-started/overview): Complete B2TRADER API overview covering REST, WebSocket, and FIX APIs. Learn when to use each API type, available endpoints, and integration guidelines for trading applications - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/ar/b2trader/api/get-started/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/ar/b2trader/api/get-started/time-in-force): Explore various supported TIF options for better risk management - [Guest](https://docs.b2broker.com/ar/b2trader/api/rest-api/guest): Read public market data over REST without an access token — anonymous counterparts of the trading, settings, and market data endpoints - [History](https://docs.b2broker.com/ar/b2trader/api/rest-api/history): Access comprehensive trading history with execution details, order data, and position closing information - [Settings](https://docs.b2broker.com/ar/b2trader/api/rest-api/settings): Configure account margin settings, get market parameters, trading sessions, asset details, and system preferences for optimal trading setup - [Trading](https://docs.b2broker.com/ar/b2trader/api/rest-api/trading): Place orders, modify price triggers, execute trades and manage positions across multiple trading instruments - [Account info](https://docs.b2broker.com/ar/b2trader/api/ws-api/account-info): Stream real-time account balances, margin data, equity, PnL, and margin levels with live financial updates - [Market Data](https://docs.b2broker.com/ar/b2trader/api/ws-api/market-data): Stream real-time order books, trading charts, price data, and market summaries with live bid/ask updates - [Trading](https://docs.b2broker.com/ar/b2trader/api/ws-api/trading): Stream real-time open orders, open and closed positions with live updates, PnL tracking, and order status monitoring - [Connect ChatGPT](https://docs.b2broker.com/ar/b2trader/terminal/connect-your-ai-agent/connect-chatgpt): You can connect B2Trader to ChatGPT as a connector. It uses the same B2Trader MCP URL and OAuth sign-in as every other agent. Pick the surface you need… - [Connect Claude](https://docs.b2broker.com/ar/b2trader/terminal/connect-your-ai-agent/connect-claude): You can connect B2Trader to Claude in two places: - [Connect a custom agent](https://docs.b2broker.com/ar/b2trader/terminal/connect-your-ai-agent/connect-custom-agent): If you are building your own agent (for example with an Agent SDK) or using an MCP client that is not Claude or ChatGPT, you connect to the same two… - [Full-access safety](https://docs.b2broker.com/ar/b2trader/terminal/connect-your-ai-agent/full-access-safety): The full-access surface (/mcp-full-access) lets a connected AI agent trade on your account directly. This page explains exactly what that means and how to… - [Overview](https://docs.b2broker.com/ar/b2trader/terminal/connect-your-ai-agent/overview): B2Trader can expose your trading account to external AI agents through the Model Context Protocol (MCP) — an open standard that lets AI applications such as… - [Customizing your Terminal](https://docs.b2broker.com/ar/b2trader/terminal/get-started/customizing-your-terminal): Customize your trading workspace by managing widgets, creating layouts, and configuring your interface to match your trading style - [Guest mode](https://docs.b2broker.com/ar/b2trader/terminal/get-started/guest-mode): Explore the Trading terminal without logging in — browse markets, follow live prices and charts, and log in when you are ready to trade - [Settings](https://docs.b2broker.com/ar/b2trader/terminal/get-started/settings): Configure interface, widgets, margin accounts, trading reports, and API tokens in the Trading terminal settings - [Market statuses](https://docs.b2broker.com/ar/b2trader/terminal/knowledge-base/market-statuses): Understand how market statuses work to assess trading activity and respond to market changes effectively - [Order statuses](https://docs.b2broker.com/ar/b2trader/terminal/knowledge-base/order-statuses): Understand all order status types to track trading activity more effectively - [Order types](https://docs.b2broker.com/ar/b2trader/terminal/knowledge-base/order-types): Navigate order types, learn how execute Market, Limit, and Stop orders to manage your trading risks more effectively - [Take profit, Stop loss, Trailing stop](https://docs.b2broker.com/ar/b2trader/terminal/knowledge-base/price-triggers): Understand how the Stop loss, Take profit, and Trailing stop triggers work to boost your risk management - [Time in force](https://docs.b2broker.com/ar/b2trader/terminal/knowledge-base/time-in-force): Explore various Time in force options supported for better risk management - [Release notes Mobile](https://docs.b2broker.com/ar/b2trader/terminal/release-notes/release-notes-mobile): View the history of the Mobile App releases - [Release notes](https://docs.b2broker.com/ar/b2trader/terminal/release-notes/release-notes): View the history of platform releases with key points and major updates highlighted - [AI Assistant](https://docs.b2broker.com/ar/b2trader/terminal/widgets/ai-assistant): Get AI-powered market analysis, price forecasts, and trading recommendations - [All markets](https://docs.b2broker.com/ar/b2trader/terminal/widgets/all-markets): Explore real-time price updates across all available markets and view live trading data across all instruments - [Assets](https://docs.b2broker.com/ar/b2trader/terminal/widgets/assets): View balances and available funds in the Trading Terminal - [Closed positions](https://docs.b2broker.com/ar/b2trader/terminal/widgets/closed-positions): Monitor closed positions in your dashboard. Review completed trades, realized profits and losses, and execution details - [Margin](https://docs.b2broker.com/ar/b2trader/terminal/widgets/margin): Monitor and manage margin level in real time using the Margin widget to prevent overexposure - [Market depth](https://docs.b2broker.com/ar/b2trader/terminal/widgets/market-depth): View real-time order book data using the Market Depth widget in the Trading terminal - [Market summary](https://docs.b2broker.com/ar/b2trader/terminal/widgets/market-summary): View real-time market statistics and key performance indicators using the Market Summary widget in the Trading Terminal - [Messages](https://docs.b2broker.com/ar/b2trader/terminal/widgets/messages): View notifications, announcements, and important communications from your broker - [Open orders](https://docs.b2broker.com/ar/b2trader/terminal/widgets/open-orders): Monitor open orders in real-time to adjust positions and respond quickly to market fluctuations - [Open positions](https://docs.b2broker.com/ar/b2trader/terminal/widgets/open-positions): Monitor in real-time all active positions in the Trading terminal, keep track of unrealized profit and loss, current price, used margin, and related trades for enhanced control - [Order book](https://docs.b2broker.com/ar/b2trader/terminal/widgets/order-book): Monitor live buy and sell prices, bid/ask spreads, and trading depth in one place - [Order history](https://docs.b2broker.com/ar/b2trader/terminal/widgets/order-history): Review completed trades and order execution history - [Place order](https://docs.b2broker.com/ar/b2trader/terminal/widgets/place-order): Use the Place Order widget to submit orders, navigate advanced and time-in-force options to manage risk more effectively - [Price chart](https://docs.b2broker.com/ar/b2trader/terminal/widgets/price-chart): View real-time market prices with an interactive chart showing live data and trends for selected instruments in your trading platform - [Price control](https://docs.b2broker.com/ar/b2trader/terminal/widgets/price-control): Configure notifications to monitor asset price behavior and control real-time trading execution - [Stop orders](https://docs.b2broker.com/ar/b2trader/terminal/widgets/stop-orders): Monitor Stop orders in the Trading terminal - [Watch list](https://docs.b2broker.com/ar/b2trader/terminal/widgets/watch-list): Easily view selected trading instruments and assets all in one place in the Trading Terminal - [مقدمة إلى B2TRANSLATE](https://docs.b2broker.com/ar/b2translate/customer/get-started/introduction-to-b2translate): تعرّف على أساسيات تنظيم المشاريع والترجمات في B2TRANSLATE وسهّل عملية التوطين لديك باستخدام منصتنا البديهية - [إدارة حسابك](https://docs.b2broker.com/ar/b2translate/customer/get-started/manage-your-account): إدارة حساب B2TRANSLATE الخاص بك — تغيير كلمة المرور، وإنشاء رموز API الشخصية، وعرض الإشعارات، وتبديل لغة الواجهة - [تسجيل الدخول والمصادقة الثنائية](https://docs.b2broker.com/ar/b2translate/customer/get-started/sign-in-to-b2translate): سجّل الدخول إلى B2TRANSLATE لإدارة الترجمات لمنصتك وتوطين منتجاتك ومشاريعك بما يناسب الأسواق والفئات السكانية المختلفة - [تصفية المفاتيح](https://docs.b2broker.com/ar/b2translate/customer/user-guide/filter-keys): طبّق عوامل تصفية متنوعة لاكتشاف الترجمات المفقودة بسرعة وإدارة واجهة الويب لمشروعك بفعالية - [اللغات](https://docs.b2broker.com/ar/b2translate/customer/user-guide/languages): نظرة عامة على قائمة اللغات المتاحة - [المشاريع](https://docs.b2broker.com/ar/b2translate/customer/user-guide/projects): نظرة عامة على مشاريعك المجمعة حسب أنواع المشاريع والوصول إلى مفاتيح المشاريع - [Bonus distribution](https://docs.b2broker.com/ar/b2core/back-office-guide/bonuses/bonus-distribution): Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history - [Bonus presets](https://docs.b2broker.com/ar/b2core/back-office-guide/bonuses/bonus-presets): Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits - [Bonuses](https://docs.b2broker.com/ar/b2core/back-office-guide/bonuses): Learn about bonus programs in B2CORE, including how they offer financial incentives to clients, support for MetaTrader 4/5 and cTrader, and the process of converting bonus credits to real funds - [Temporary bonuses](https://docs.b2broker.com/ar/b2core/back-office-guide/bonuses/temporary-bonuses): Create and manage time-limited bonus programs with customizable requirements and eligibility in B2CORE - [Cashback](https://docs.b2broker.com/ar/b2core/back-office-guide/cashback): Explore the feature for configuring MetaTrader Volume cashback rewards for clients on MT4/5 - [Accounts](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/accounts): View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once - [Clients](https://docs.b2broker.com/ar/b2core/back-office-guide/clients): Access detailed overviews of the options for managing client profiles, requests, manager assignments, client types, and jurisdictions - [Jurisdictions](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/jurisdictions): Create, view, and manage jurisdictions to segment clients based on countries and client types - [Managers](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/managers): View a list of all Back Office managers and control client distribution among them. Set a default manager for automatic client assignment based on location rules - [Requests](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/requests): View and manage client requests, approve or reject them, add comments, and export data if needed - [Types](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/types): View and manage client types. See each type ID, name, description, status, default assignment, and the number of assigned clients - [Currencies](https://docs.b2broker.com/ar/b2core/back-office-guide/currencies/currencies): View, add, and configure currencies — manage currency codes, display names, markups, and precision for seamless operation in B2CORE - [Currency pairs](https://docs.b2broker.com/ar/b2core/back-office-guide/currencies/currency-pairs): View and manage currency pairs for exchanges, configuring settings such as max amount, step size, rate priorities, and approval requirements. - [Currencies](https://docs.b2broker.com/ar/b2core/back-office-guide/currencies): Explore functionalities for managing currencies, including adding and configuring rates, as well as setting up and managing currency pairs in B2CORE - [Rates](https://docs.b2broker.com/ar/b2core/back-office-guide/currencies/rates): View and manage exchange rate providers to ensure accurate currency conversions for smooth transaction processing. Configure provider details, currencies, and connection settings as needed - [Deposit wallets](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/deposit-wallets): View and manage client cryptocurrency wallets, including wallet IDs, owners, tags, addresses, destination tags, deposit methods, and supported currencies - [Deposits](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/deposits): Access a full list of client deposits, including detailed information and transaction monitoring results - [Exchange](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/exchange): View and manage client exchange transactions, including details on accounts, amounts, currencies, commissions, rates, statuses, and who executed the exchange - [Finance](https://docs.b2broker.com/ar/b2core/back-office-guide/finance): Explore the options for managing financial operations, including deposits, withdrawals, deposit wallets, transfers, exchanges, transactions, and generating reports within B2CORE - [Payouts](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/payouts): Access a full list of client withdrawals, including detailed information and transaction monitoring results - [Reports](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/reports): View and manage reports with details on schedules, formats, recipients, and report types - [Static deposit](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/static-deposit): Learn how static deposits work in B2CORE, their benefits over regular deposits, and how to manage unresolved deposit requests - [Transactions](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/transactions): View all transactions, including deposits, withdrawals, transfers, exchanges, rewards, and savings payments, with details on amounts, currencies, and statuses - [Transfers](https://docs.b2broker.com/ar/b2core/back-office-guide/finance/transfers): View and manage transfers between client accounts, including details about source and destination accounts, amounts, currencies, transfer types, and statuses - [Mailing](https://docs.b2broker.com/ar/b2core/back-office-guide/mailing): Manage and configure email services in B2CORE to create and send marketing campaigns, handle system emails, monitor delivery status, and ensure reliable communication with your clients - [System](https://docs.b2broker.com/ar/b2core/back-office-guide/mailing/system): Manage SMTP provider connections, view and configure email sending settings, monitor unsent email queues, and review mailing logs to ensure reliable email delivery in B2CORE - [Groups](https://docs.b2broker.com/ar/b2core/back-office-guide/products/groups): View and manage product groups to organize products into categories, control their display priority, and provide captions and descriptions for structured client presentation in the B2CORE UI - [Products](https://docs.b2broker.com/ar/b2core/back-office-guide/products): Explore functionalities for managing products, groups, permissions, and platforms to create wallets and trading accounts in B2CORE, configure their settings, and ensure data synchronization with external platforms - [Platforms](https://docs.b2broker.com/ar/b2core/back-office-guide/products/platforms): Manage and configure platforms that connect B2CORE to external trading systems. View platform details, status, connection settings, and control demo/live account support and transfer requests - [Products](https://docs.b2broker.com/ar/b2core/back-office-guide/products/products): Manage products that define wallet and trading account creation and settings across platforms. Configure currencies, permissions, restrictions, and features that control product behavior - [Rights](https://docs.b2broker.com/ar/b2core/back-office-guide/products/rights): View and manage permission groups that contain sets of permissions that can be easily assigned to specific products - [Announcements](https://docs.b2broker.com/ar/b2core/back-office-guide/promotion/announcements): Create and manage required or optional announcements displayed to clients in the B2CORE UI - [Banners](https://docs.b2broker.com/ar/b2core/back-office-guide/promotion/banners): Create and manage banners displayed in the B2CORE UI and mobile app with custom themes, URLs, and display restrictions - [Dashboard](https://docs.b2broker.com/ar/b2core/back-office-guide/promotion/dashboard): Manage and customize widgets on the B2CORE UI Dashboard, adjusting their order and appearance - [Promotion](https://docs.b2broker.com/ar/b2core/back-office-guide/promotion): Discover the tools for managing promotional materials, such as banners, announcements, and dashboard customizations, along with options to tailor the B2CORE UI menu - [Menu](https://docs.b2broker.com/ar/b2core/back-office-guide/promotion/menu): Customize the menu in the B2CORE UI by managing item visibility, order, and labels, with options to add custom items and restrict visibility by verification level and client type - [Client request statuses](https://docs.b2broker.com/ar/b2core/back-office-guide/references/client-request-statuses): Learn about the client request statuses used to identify the progress of requests through the approval process - [Client statuses](https://docs.b2broker.com/ar/b2core/back-office-guide/references/client-statuses): Learn about the different client statuses used to indicate the state of client profiles and how they impact client access to the B2CORE UI - [Email template types](https://docs.b2broker.com/ar/b2core/back-office-guide/references/email-template-types): The following is a list of pre-configured email types used to notify clients and Back Office users, such as admins or managers, about specific system… - [Event types for triggering event notifications for Back Office users](https://docs.b2broker.com/ar/b2core/back-office-guide/references/event-types-for-triggering-event-notifications-for-back-office-users): Explore the event types that trigger notifications for Back Office users, outlining the actions and templates used to send updates via email, SMS, Slack, or Telegram - [References](https://docs.b2broker.com/ar/b2core/back-office-guide/references): Understand the B2CORE reference data, including client and request statuses, transaction types, event triggers, product permissions, supported currencies and crypto payment methods - [Product permissions](https://docs.b2broker.com/ar/b2core/back-office-guide/references/product-permissions): Explore the available product permissions that define which actions clients can perform on accounts and wallets created from products - [Supported cryptocurrency payment methods](https://docs.b2broker.com/ar/b2core/back-office-guide/references/supported-cryptocurrency-payment-methods): Learn about the supported cryptocurrency payment methods in B2CORE, including coins, stablecoins, and tokens, each with a designated icon - [Supported currencies](https://docs.b2broker.com/ar/b2core/back-office-guide/references/supported-currencies): Explore the list of supported crypto- and fiat currencies in B2CORE, including details such as ISO code, Alpha code, decimal precision, and icons for graphical representation - [Transaction statuses](https://docs.b2broker.com/ar/b2core/back-office-guide/references/transaction-statuses): Learn about the different statuses that can be assigned to transactions in B2CORE to track progress and identify required actions - [Savings](https://docs.b2broker.com/ar/b2core/back-office-guide/savings): Explore savings programs, including Fixed and Flexible strategies, and learn how clients can invest, earn interest, and manage savings plans with withdrawal conditions and interest payments - [Plans](https://docs.b2broker.com/ar/b2core/back-office-guide/savings/plans): View and manage client savings plans — see statuses, strategies, details, and interest payments. Each plan is based on a preset and linked to a specific client and wallet - [Presets](https://docs.b2broker.com/ar/b2core/back-office-guide/savings/presets): Manage savings program presets — view, edit, or create new ones. Set terms, rates, and penalties. Presets can't be deleted but can be deactivated if not in use - [Address whitelist](https://docs.b2broker.com/ar/b2core/back-office-guide/security/address-whitelist): View and manage client whitelisted withdrawal addresses, including wallet details, destination tags, and currencies, used to restrict withdrawals when Address Management is enabled - [Black lists](https://docs.b2broker.com/ar/b2core/back-office-guide/security/black-lists): View and manage black lists to block specific IPs from accessing API endpoints, helping to quickly restrict unwanted traffic at the application level - [Blocked clients](https://docs.b2broker.com/ar/b2core/back-office-guide/security/blocked-clients): View and manage temporarily blocked clients, including their ID, email, IP address, block start and expiration times, and reasons for blocking, with options to unblock them as needed - [Email black list](https://docs.b2broker.com/ar/b2core/back-office-guide/security/email-black-list): Manage blacklisted email domains that block registration and optionally ban existing clients with those domains from accessing the B2CORE UI; edit, delete, or export domain data as needed - [Security](https://docs.b2broker.com/ar/b2core/back-office-guide/security): Learn about security settings in B2CORE, including IP search, blocked clients, blacklists, whitelists, transaction monitoring, address whitelist, and email blacklists - [Search by IP](https://docs.b2broker.com/ar/b2core/back-office-guide/security/search-by-ip): View and search client login records by IP address, including client details, login time, authorization status, and an option to hide duplicate IP entries for clearer analysis - [Transaction monitoring](https://docs.b2broker.com/ar/b2core/back-office-guide/security/transaction-monitoring): Monitor client transactions, view risk scores, trace fund origins, and analyze key risk signals. Access detailed info on each transaction’s type, amount, status, and provider review results - [White lists](https://docs.b2broker.com/ar/b2core/back-office-guide/security/white-lists): View and configure white lists that limit access to URLs based on IP addresses. Each entry shows ID, route, IP address, activation status, comments, and and relevant dates - [Client tests](https://docs.b2broker.com/ar/b2core/back-office-guide/verification/client-tests): View and manage client accreditation tests that can be used in your KYC process, including test titles, visibility, and descriptions, with options to create, edit, and configure tests - [Document groups](https://docs.b2broker.com/ar/b2core/back-office-guide/verification/document-groups): View and manage document groups used for client verification, including their names, types, status, descriptions, and priority, with options to create and edit groups - [Document types](https://docs.b2broker.com/ar/b2core/back-office-guide/verification/document-types): View and manage document types used for client verification, including their names, status, priority, descriptions, examples, and grouping, with options to create and edit types - [Documents](https://docs.b2broker.com/ar/b2core/back-office-guide/verification/documents): View and manage all client-submitted verification documents, including their type, status, and client details, with options to review document files and update statuses - [Verification](https://docs.b2broker.com/ar/b2core/back-office-guide/verification): Explore the options for managing client verification in B2CORE, including setting verification levels, uploading documents, and organizing document types and groups for streamlined KYC processes - [Levels](https://docs.b2broker.com/ar/b2core/back-office-guide/verification/levels): Manage verification levels in the Back Office by creating, viewing, and configuring their settings, descriptions, verification procedures, client permissions, and document requirements - [Backend images](https://docs.b2broker.com/ar/b2core/back-office-guide/system/backend-images): View and manage images used across the Back Office, including logos and backgrounds - [Bulk actions](https://docs.b2broker.com/ar/b2core/back-office-guide/system/bulk-actions): Manage and execute bulk actions that apply changes to multiple clients at once, including bans, type changes, deposits, and balance resets in B2CORE - [Client folders](https://docs.b2broker.com/ar/b2core/back-office-guide/system/client-folders): View and manage a tree of client folders with any nesting depth, set access rights, and control which folders appear on the Files tab in each client's details - [Client rights](https://docs.b2broker.com/ar/b2core/back-office-guide/system/client-rights): View and manage client permission levels linked to verification levels to control which actions — such as deposits, withdrawals, transfers, or others — clients can perform based on their verification level - [Countries](https://docs.b2broker.com/ar/b2core/back-office-guide/system/countries): View and manage the list of countries available for client selection during registration in the B2CORE UI - [Custom fields](https://docs.b2broker.com/ar/b2core/back-office-guide/system/custom-fields): Create and manage custom fields to collect additional client data, organize them into groups, show them during registration, and edit their values on client profiles in the B2CORE Admin Panel - [Deposit system](https://docs.b2broker.com/ar/b2core/back-office-guide/system/deposit-system): Manage and configure deposit methods, including payment providers, supported currencies, groups, and commissions, to ensure smooth deposit processing in B2CORE - [Event notifications](https://docs.b2broker.com/ar/b2core/back-office-guide/system/event-notifications): View and configure event-triggered notifications for Back Office users via email, Slack, Telegram, or SMS - [Events](https://docs.b2broker.com/ar/b2core/back-office-guide/system/events): Set up event handlers and workflows to process system events, including balance updates, transfers, account creation, and completed operations - [External connections](https://docs.b2broker.com/ar/b2core/back-office-guide/system/external-connections): View and manage connections to external systems and service providers like payment systems, trading platforms, and others integrated with B2CORE - [Import data](https://docs.b2broker.com/ar/b2core/back-office-guide/system/import-data): View and manage data import operations for clients, accounts, and IB programs using CSV or TSV files - [System](https://docs.b2broker.com/ar/b2core/back-office-guide/system): Learn about system settings in B2CORE, including SMS providers, deposit/withdrawal systems, wizards, bulk actions, external connections, notifications, user management, and more - [Key storage](https://docs.b2broker.com/ar/b2core/back-office-guide/system/key-storage): Manage key-value pairs and tags used in email templates to store parameters that are replaced with assigned values when the template is used to send notifications - [Localizations](https://docs.b2broker.com/ar/b2core/back-office-guide/system/localizations): View and manage supported languages and localization settings in B2CORE — enable or disable languages, set their display order, and configure format options - [Logs](https://docs.b2broker.com/ar/b2core/back-office-guide/system/logs): View and track logs of Back Office user actions, including client and transaction events, with details on actors, event types, timestamps, and specific changes made in B2CORE - [Operation types](https://docs.b2broker.com/ar/b2core/back-office-guide/system/operation-types): View and manage operation types that control deposits, withdrawals, transfers, exchanges, and partner rewards, including settings for status, approval, limits, and processing in B2CORE - [Payout system](https://docs.b2broker.com/ar/b2core/back-office-guide/system/payout-system): Manage and configure withdrawal methods, including payment providers, supported currencies, groups, and commissions, to ensure seamless withdrawal processing in B2CORE - [Registration](https://docs.b2broker.com/ar/b2core/back-office-guide/system/registration): View and manage registration profiles that define the client registration process in the B2CORE UI, for both individual and corporate clients - [Requests](https://docs.b2broker.com/ar/b2core/back-office-guide/system/requests): View and manage resolutions for client requests, including their types and statuses, to categorize and handle request rejections effectively in B2CORE - [Settings](https://docs.b2broker.com/ar/b2core/back-office-guide/system/settings): Configure settings for B2CORE features including client profiles, registration, mobile app links, bonuses, 2FA, and other options - [SMS Providers](https://docs.b2broker.com/ar/b2core/back-office-guide/system/sms-providers): View and manage the configuration settings of connected SMS providers used for sending notifications with verification codes to confirm various actions in B2CORE - [Status checks](https://docs.b2broker.com/ar/b2core/back-office-guide/system/status-checks): Monitor the health of key B2CORE areas, such as trading platform connectivity and setup completeness, from a single page with a status timeline for the last month - [Visual customization](https://docs.b2broker.com/ar/b2core/back-office-guide/system/visual-customization): Customize your B2CORE UI appearance by enabling light and dark themes, uploading logos and backgrounds, adjusting colors, and adding custom scripts for branding and functionality - [Wizards](https://docs.b2broker.com/ar/b2core/back-office-guide/system/wizards): Manage and configure wizards defining workflows for various procedures like registration, authorization, password recovery, and more in the B2CORE UI - [How to add custom menu items](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options/how-to-add-custom-menu-items): Learn how to add and set up custom menu items to the B2CORE UI and mobile app, including URL links, icons, visibility settings, and client access restrictions - [How to add the Contact Us information in the B2CORE UI](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options/how-to-add-the-contact-us-information-in-the-b2core-ui): Learn how to add the Contact Us section in B2CORE UI via B2TRANSLATE to show support email, links, or other contact details for clients - [How to add Ticker Widget symbols to the Dashboard](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options/how-to-add-ticker-widget-symbols-to-the-dashboard): Add symbols to the Ticker Widget on the Dashboard by editing the widget, creating new symbols, and choosing whether to show them immediately or make them selectable for clients - [How to configure a menu in the B2CORE UI](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options/how-to-configure-a-menu-in-the-b2core-ui): Customize the B2CORE UI menu by toggling item visibility, changing their order, and editing captions. Set visibility by verification level or client type, and mark items as 'New' for clients - [How to configure the default Dashboard](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options/how-to-configure-the-default-dashboard): Configure the default Dashboard in B2CORE by enabling widgets, setting their size and position, and allowing clients to close widgets - [How to create a banner](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options/how-to-create-a-banner): Learn how to create and customize banners for the B2CORE UI and mobile app - [How to create an announcement](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options/how-to-create-an-announcement): Learn how to create and configure announcements in B2CORE, including types, text, buttons, targeting, and expiration settings - [Manage advertising options](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-advertising-options): Find here step-by-step guides for managing advertising options in B2CORE, including creating banners, configuring the default Dashboard, and customizing the B2CORE UI menu - [How to automatically credit bonuses to clients upon deposits](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-bonuses/how-to-automatically-credit-bonuses-to-clients-upon-deposits): Learn how to configure automatic deposit bonuses that credit clients a percentage of their deposits, based on predefined settings and presets - [How to create a bonus preset](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset): Learn how to configure bonus presets to control how and when clients receive and use trading bonuses - [How to create a temporary bonus program](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-bonuses/how-to-create-a-temporary-bonus-program): Learn how to create temporary bonus programs for clients to claim in the B2CORE UI, with custom trading conditions, expiry, and crediting options - [How to manually credit bonuses to clients](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-bonuses/how-to-manually-credit-bonuses-to-clients): Learn ho wto manually credit bonuses to client accounts using custom settings or existing temporary bonus programs, with flexible options and presets - [Manage bonuses](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-bonuses): Find here step-by-step guides for managing bonuses in the B2CORE Back Office, including creating bonus presets, temporary programs, and crediting bonuses to clients - [How to configure cashback programs for MT4 and MT5](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5): Learn how to set up cashback for MT4/MT5 by configuring rates, tiers, account types, and creating a cashback deposit method for rewarding clients - [Manage cashback options](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-cashback-options): Learn how to configure cashback programs for MT4 and MT5 in the B2CORE Back Office, enabling you set up and manage cashback options for your clients - [How to approve or reject client requests](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-approve-or-reject-client-requests): Learn how to approve or reject client requests in the Back Office by reviewing, commenting, auditing, and resolving requests with appropriate resolutions and notifications - [How to assign tags to clients](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-assign-tags-to-clients): Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags - [How to change a client password](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-change-a-client-password): Learn how to change a client’s password by entering or generating a new password via the B2CORE Back Office - [How to create a jurisdiction](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-create-a-jurisdiction): Learn how to create jurisdictions, select countries, and assign optional tags to automate client assignment during registration in B2CORE - [How to disable 2FA for a client](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-disable-2fa-for-a-client): Learn how to disable two-factor authentication (2FA) for a client by turning off the Google or SMS option in client details within the B2CORE Back Office - [How to enable internal transfers for a client](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-enable-internal-transfers-for-a-client): Learn how to enable internal transfers for a client by activating the Internal Transfers option in client details within the B2CORE Back Office - [How to identify who resolved client requests](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-identify-who-resolved-client-requests): Learn how to identify which Back Office user approved or rejected a client request - [How to register a new client](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-register-a-new-client): Learn how to register a new client via the B2CORE Back Office - [How to upload files to a client profile](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-upload-files-to-a-client-profile): Learn how to upload single or multiple files to a client profile and organize them into folders via the Files tab in client details within the B2CORE Back Office - [How to view deposit or withdrawal wallet addresses](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients/how-to-view-deposit-or-withdrawal-wallet-addresses): Learn how to view a client’s deposit or withdrawal wallet addresses by accessing the Finance tab in client details within the B2CORE Back Office - [Manage clients](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-clients): Explore step-by-step guides for managing clients in B2CORE, including registration, password management, 2FA settings, tag assignments, request management, and jurisdiction creation - [How to configure Twilio](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-communication-platforms/how-to-configure-twilio): Learn how to configure Twilio in B2CORE for sending 2FA SMS codes and making client calls via the B2CORE Back Office - [How to get Telegram chat, group and channel identifiers](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-communication-platforms/how-to-get-telegram-chat-group-and-channel-identifiers): Learn how to get Telegram user, group, and channel IDs to enable event notifications for Back Office users in B2CORE - [How to integrate Twilio SendGrid](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-communication-platforms/how-to-integarte-sendgrid): Learn how to connect Twilio SendGrid to B2CORE - [How to integrate ActiveCampaign](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-communication-platforms/how-to-integrate-activecampaign): Learn how to connect ActiveCampaign to B2CORE - [How to set up a Slack bot](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-slack-bot): Learn how to set up a Slack bot, assign the required permissions, obtain a bot token, and connect it to B2CORE to enable event notifications in Slack - [How to set up a Telegram bot](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-communication-platforms/how-to-set-up-a-telegram-bot): Learn how to create a Telegram bot, get the API token, and connect it to B2CORE to enable sending event notifications to Telegram chats, groups, and channels - [Manage communication platforms](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-communication-platforms): Find here step-by-step guides for configuring communication platforms in the B2CORE Back Office, including setting up Twilio, and configuring Slack and Telegram bots to receive notifications - [How to add a currency](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-currencies/how-to-add-a-currency): Learn how to add currencies in B2CORE - [How to add an exchange currency pair](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-currencies/how-to-add-an-exchange-currency-pair): Add currency pairs that will be available for exchange in the Back Office and B2CORE UI. You can add currency pairs one by one or add multiple pairs at once. - [How to configure currency exchange rates](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-currencies/how-to-configure-currency-exchange-rates): Learn how to set up exchange rate providers to enable accurate currency conversions for transaction processing in B2CORE - [How to enable requests for exchanges in specific currency pairs](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-currencies/how-to-enable-requests-for-exchanges-in-specific-currency-pairs): Learn how to require admin approval for exchanges in specific currency pairs by enabling exchange requests in the currency pair settings - [How to set priorities for exchange rate providers](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-currencies/how-to-set-priorities-for-exchange-rate-providers): Learn how to set priorities for exchange rate providers to optimize rate sourcing and avoid exceeding provider request limits - [How to update rates in exchange requests](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-currencies/how-to-update-rates-in-exchange-requests): Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates - [Manage currencies](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-currencies): Find here step-by-step guides for managing currencies in B2CORE, including adding currencies, configuring exchange rates, setting rate provider priorities, and handling client exchange requests - [How to create a deposit](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-create-a-deposit): Learn how to manually create a deposit in the B2CORE Back Office using the manual deposit method - [How to create a payout](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-create-a-payout): Learn how to manually create a payout in the B2CORE Back Office using the manual withdrawal method - [How to create a report](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-create-a-report): Learn how to create and schedule financial reports in B2CORE, choose report types, set delivery intervals, formats, and recipients, and configure data slices and time settings - [How to create a transfer](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-create-a-transfer): Learn how to create a transfer between a client's accounts in the B2CORE Back Office - [How to exchange funds](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-exchange-funds): Learn how to exchange funds between a client's accounts in the B2CORE Back Office - [How to get data about all transactions for a client](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-get-data-about-all-transactions-for-a-client): Learn how to view and export all transactions for a specific client’s wallets and accounts - [How to get total deposits or withdrawals for all clients](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-get-total-deposits-or-withdrawals-for-all-clients): Learn how to export deposit or withdrawal data from the Back Office to calculate total amounts for all clients - [How to process PaymentSystem Assistance requests for deposits and withdrawals](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-process-ps-deposit-assistance-and-ps-withdrawal-assitance-requests): Understand PaymentSystem Deposit Assistance and PaymentSystem Withdrawal Assistance requests and learn how to process them - [How to process transactions with the Assistance status](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-assistance-status): Learn how to process deposits and withdrawals with the Assistance status - [How to process transactions with the Partial status](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-process-transactions-with-the-partial-status): Learn how to manually process transactions with the Partial status in the Back Office when automatic processing fails - [How to update balances](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/how-to-update-balances): Learn how to update balances on multiple client accounts at once using a CSV file with emails, account IDs, and deposit amounts - [Manage finances](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances): Explore step-by-step guides for managing client finances in B2CORE, including creating deposits, withdrawals, transfers, exchanges, generating reports, updating balances, and processing transactions - [Move a transaction to Failed](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/move-to-failed): Move a deposit or withdrawal to Failed in PaymentSystem Assistance requests to stop syncing and mark the transaction as unsuccessful - [move-to-in-progress](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/move-to-in-progress): Resume syncing with the external system by moving a deposit or withdrawal to In Progress in PaymentSystem Assistance requests - [Move a transaction to Success](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-finances/move-to-success): Manually move a deposit or withdrawal to Success by verifying it externally and entering the final amount in PaymentSystem Assistance requests - [How to configure SMTP](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-mailing-options/how-to-configure-smtp): Learn how to configure SMTP in B2CORE to send client email notifications. Set up SMTP details like hostname, port, username, and password, then test and enable the connection for reliable mailing - [How to determine why clients fail to receive email notifications](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-mailing-options/how-to-determine-why-clients-fail-to-receive-email-notifications): Learn how to identify why clients don’t receive email notifications by checking email logs, verifying template activation, testing email service, and reviewing SMTP server settings - [Manage mailing options](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-mailing-options): Find here step-by-step guides for managing mailing options in B2CORE, including configuring SMTP and troubleshooting - [How pay and receive amounts are calculated in transactions](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-pay-and-receive-amounts-are-calculated-in-transactions): Learn how B2CORE calculates pay and receive amounts with currency conversions, including rounding rules and currency scales - [How to add deposit and withdrawal methods through PSS](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-add-deposit-and-withdrawal-methods-through-pss): Learn how to add deposit and withdrawal methods using PSS-supported payment systems in B2CORE, including configuring connections and setting up methods - [How to add non-PSS deposit and withdrawal methods](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-add-non-pss-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal methods using non-PSS connections for payment systems not yet integrated with the B2CORE Payment System Service (PSS). - [How to add the Constructor deposit or withdrawal method](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-add-the-constructor-deposit-or-withdrawal-method): Learn how to add and configure Constructor deposit and withdrawal methods in the B2CORE Back Office, enabling the addition of custom fields for clients to provide the necessary information - [How to add the manual deposit or withdrawal method](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-add-the-manual-deposit-or-withdrawal-method): Learn how to add manual deposit and withdrawal methods in the B2CORE Back Office, allowing you to handle client deposits and withdrawals manually in selected currencies - [How to configure commissions for deposit and withdrawal methods](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-configure-commissions-for-deposit-and-withdrawal-methods): Learn how to configure deposit and withdrawal commissions in B2CORE, including setting fixed, percentage, or combined rates, with options for minimum and maximum commission limits - [How to integrate 1-2-Pay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-1-2pay): Learn how to integrate 1-2-Pay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate B2BINPAY](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay-v3): Learn how to integrate B2BINPAY with B2CORE via PSS for deposits and withdrawals using the B2BINPAY API v3 - [How to integrate B2BINPAY (non-PSS)](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-b2binpay): Learn how to connect B2BINPAY to B2CORE and set up deposit and withdrawal methods with Travel Rule support - [How to integrate BridgerPay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-bridgerpay): Learn how to integrate BridgerPay with B2CORE for deposits, including setting up connections, adding methods, testing configurations, and configuring webhooks and redirect URLs for seamless transactions - [How to integrate Canonical](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-canonical): Learn how the Canonical PSS driver lets you connect a payment service provider to B2CORE by implementing a standard deposit API contract, including B2CORE-side configuration, webhooks, polling, and the deposit status lifecycle. - [How to integrate ChipPay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-chippay): Learn how to integrate ChipPay with B2CORE for deposits and withdrawals, configure connections, set up deposit/withdrawal methods, and ensure correct settings for payments processed in USDT and CNY - [How to integrate Jetapay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-jetapay): Learn how to to integrate Jetapay with B2CORE through PSS for deposits and withdrawals. It covers setting up Jetapay connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate KoraPay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-korapay): Learn how to integrate KoraPay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate LuqaPay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-luqapay): Learn how to set up LuqaPay integration with B2CORE via PSS to enable withdrawals - [How to integrate PaymentAsia](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paymentasia): Learn how to integrate PaymentAsia with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate PayPal](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paypal): Learn how to integrate PayPal with B2CORE through PSS for deposits and withdrawals. It covers setting up PayPal connections, adding deposit and withdrawal methods, and verifying configurations - [How to integrate PayRetailers](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payretailers): Learn how to integrate PayRetailers with B2CORE via PSS to enable deposits and withdrawals in supported currencies - [How to integrate Payrock](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-payrock): Learn how to integrate Payrock with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Paytiko](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-paytiko): Learn how to integrate Paytiko with B2CORE for deposits. Follow steps to configure the connection, set up the deposit method, and set up webhooks for status updates in the B2CORE Back Office - [How to integrate Praxis](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-praxis): Learn how to integrate Praxis with B2CORE for both deposits and withdrawals. Follow the steps to configure connections, set up deposit and withdrawal methods, and apply necessary settings for seamless transactions - [How to integrate Proxpay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-proxpay): Learn how to integrate Proxpay with B2CORE via PSS, including configuring connections and adding deposit and withdrawal methods with supported currencies - [How to integrate Sticpay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-sticpay): Learn how to integrate Sticpay with B2CORE via PSS, including API setup, connection settings, and adding deposit and withdrawal methods - [How to integrate TopChange Pay](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-topchange): Learn how to integrate TopChange Pay with B2CORE via PSS to enable deposits and withdrawals, including setup, method configuration, and verification - [How to integrate UniPayment](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-unipayment): Learn how to integrate UniPayment with B2CORE via PSS for bank card deposits in supported currencies - [How to integrate Visionpay (HILZI)](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-integrate-visionpay-hilzi): Learn how to integrate Visionpay (HILZI) with B2CORE through PSS for deposits and withdrawals in USD - [How to restrict the use of deposit and withdrawal methods](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods/how-to-restrict-the-use-of-deposit-and-withdrawal-methods): Learn how to restrict the use of deposit and withdrawal methods in B2CORE by verification level, country, or client type, with options to apply specific or combined restrictions - [Manage payment methods](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-payment-methods): Find here step-by-step guides for adding and configuring deposit and withdrawal methods in B2CORE, setting commissions, applying restrictions, and using PSS - [How to create a wallet](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-products/how-to-create-a-wallet): Learn how to create a wallet in B2CORE, choose currencies, and set wallet details - [How to restrict the use of a product](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-products/how-to-restrict-the-use-of-a-product): Learn how to restrict product use based on client verification levels - [Manage products](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-products): Explore step-by-step guides for managing products in the B2CORE Back Office, including creating wallets and restricting the use of products - [How to track interest payments to clients in savings programs](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-savings-programs/how-to-track-interest-payments-to-clients-in-savings-programs): Learn how to track and view scheduled or completed interest payments for clients in savings strategies - [Manage savings programs](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-savings-programs): Learn how to manage savings programs in the B2CORE Back Office, including creating and configuring programs to offer flexible saving options for your clients - [How to enable one-click trading access from the B2CORE UI and mobile app](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms/how-to-enable-one-click-access-to-web-trading-terminals): Learn how to enable one-click access to trading web terminals from the B2CORE UI and mobile apps via the Trade button on account cards - [How to integrate B2TRADER](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms/how-to-integrate-b2trader): Learn how to create a platform, product group, and products to enable B2TRADER integration in B2CORE - [How to integrate DXtrade](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms/how-to-integrate-dxtrade): Learn how to create platforms, product groups, and products to enable DXtrade functionality in B2CORE - [How to integrate Match-Trader](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms/how-to-integrate-match-trader): Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE - [How to integrate OneZero and PrimeXM](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms/how-to-integrate-onezero-and-primexm): Learn how to configure OneZero and PrimeXM platforms, create products, and set up client accounts in B2CORE Back Office - [How to integrate TradeLocker](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms/how-to-integrate-tradelocker): Learn how to configure a connection and create platforms, product groups, and products to enable TradeLocker functionality in B2CORE - [How to integrate MetaTrader 4/5](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms/how-to-intergate-mt): Learn how to integrate MetaTrader 4/5 functionality in B2CORE by creating platforms and products in the Back Office - [Manage platforms](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-platforms): Explore step-by-step guides for connecting trading platforms and hubs, creating products, enabling one-click trading, and managing related settings in the B2CORE Back Office - [How to create a client accreditation test](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-verification-options/how-to-create-a-client-accreditation-test): Learn how to create client accreditation tests in B2CORE, add questions and answers, and link tests to verification levels - [How to use ShuftiPro](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-verification-options/how-to-use-shuftipro): Set up and use ShuftiPro in B2CRE for KYC, face, address, and AML verification. Learn how to configure connections, document groups, types, and verification levels - [How to use SumSub](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-verification-options/how-to-use-sumsubstance): Learn how to connect and configure SumSub as a KYC and KYT provider in B2CORE, including document setup, verification levels, flows, and webhook settings - [How to use the KYC constructor](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-verification-options/how-to-use-the-kyc-constructor): Learn how to configure custom KYC procedures in B2CORE, create verification levels, define required documents, set permissions, and apply client type and country-based restrictions - [Manage verification options](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-verification-options): Explore how to set up KYC, integrate with SumSub or ShuftiPro, and create client accreditation tests - [How to add a manager](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-add-a-manager): Learn how to add managers in the Back Office and set country restrictions to control which clients are automatically assigned to them - [How to add a user group and grant permissions](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-add-a-user-group-and-grant-permissions): Learn how to create user groups in B2CORE and assign specific permissions to control access and actions for different types of Back Office users - [How to add an admin user](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-add-an-admin-user): Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking - [How to add or remove a language](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-add-or-remove-a-language): Learn how to enable or disable languages in the B2CORE UI via the Localizations page in the Back Office - [How to block registration for a country](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-block-registration-for-a-country): Learn how to block client registration from specific countries by disabling them in the Countries page in the Back Office - [How to change Back Office images](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-change-back-office-images): Learn how to view and update images used in the Back Office, such as logos and background images - [How to change the wizard workflow](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-change-the-wizard-workflow): Learn how to modify wizard workflows in B2CORE by adding or removing steps, and applying country or client type restrictions - [How to configure a connection to RudderStack](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-rudderstack): Learn how to configure a RudderStack connection in B2CORE to collect event data for analytics - [How to configure a connection to Zendesk](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-configure-a-connection-to-zendesk): Learn how to configure a connection to Zendesk in B2CORE to enable single sign-on (SSO) for clients to submit and manage support tickets directly in Zendesk - [How to configure email templates](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-configure-email-templates): Learn how to configure email templates to notify clients and Back Office users about specific system events - [How to configure settings for mobile app downloads](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-configure-settings-for-mobile-app-downloads): Learn how to configure mobile app download settings in B2CORE. Set up links for iOS and Android apps, display download buttons on the Sign In page and Dashboard, and ensure easy client access - [How to create a bulk action](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-create-a-bulk-action): Learn how to create and execute bulk actions to perform tasks like banning clients or changing their settings using email lists from CSV files - [How to create a request resolution type](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution-type): Learn how to create request resolution types in B2CORE by defining a name, caption, and enabling the type for use in classifying request resolutions - [How to create a request resolution](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-create-a-request-resolution): Learn how to create request resolutions in B2CORE by setting a name, caption, and resolution type to classify and manage incoming client requests effectively - [How to enable sign-in with Google and Apple](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-enable-sign-in-with-google-and-apple): Learn how to prepare Google and Apple developer credentials so your clients can sign in or register in B2CORE using their Google or Apple account - [How to export a CSV file with email addresses](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-export-a-csv-file-with-email-addresses): Learn how to export a CSV file with client email addresses for use in bulk actions - [How to import client-related data](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-import-client-related-data): Learn how to import client data, accounts, and IB details into B2CORE from CSV or TSV files using predefined formats and import actions - [How to import data related to Back Office user groups](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-import-data-related-to-back-office-user-groups): Learn how to import Back Office user group data, including permissions, from a JSON file and choose whether to replace or add to existing groups - [How to integrate Salesforce](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-integarte-salesforce): Learn how to connect Salesforce to B2CORE - [How to integrate Amplitude](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-integrate-amplitude): Learn how to integrate Amplitude with B2CORE to track events and gain powerful analytics - [How to integrate your app as iframe in B2CORE](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-integrate-your-app-as-iframe-in-b2core): Learn how to integrate a third-party web application into B2CORE as an iframe, including server configuration, theme and language synchronization, and JWT-based authentication via the postMessage API - [How to make an admin user see only specific clients](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-make-an-admin-user-see-only-specific-clients): Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags - [How to migrate client-related data from external CRMs to B2CORE](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-migrate-cliet-related-data-from-external-crms-to-b2core): Learn how to migrate clients and their related data, including accounts, and KYC documents, from external CRMs to B2CORE - [How to migrate to the new registration settings](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-migrate-to-new-registration-settings): Learn how to move from Registration wizards to the new registration settings and custom fields to build the client registration process in the B2CORE UI - [How to set up 2FA](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-2fa): Learn how to set up 2FA in the Back Office so your clients can secure their profiles using Google Authenticator or SMS in the B2CORE UI - [How to set up Apple push notification](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-apple-push-notification): Learn how to set up a connection to Apple Push Notification service (APNs) to enable push notifications for key events in your iOS app - [How to set up event notifications](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-event-notifications): Learn how to set up event notifications for Back Office users via email, SMS, Slack, or Telegram by selecting events, templates, and recipients - [How to switch from SupportPal to Zendesk](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-switch-from-supportpal-to-zendesk): Learn how to switch from SupportPal to Zendesk by setting the SupportPal connection to "Read-only" in the Back Office to stop new ticket submissions while keeping access to ticket history - [How to use B2CORE as a trusted identity provider (OIDC)](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-use-b2core-as-a-trusted-identity-provider-oidc): Learn how to let a third-party application offer "Log in with B2CORE" by connecting to B2CORE as an OpenID Connect (OIDC) identity provider - [Manage system settings](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings): Explore step-by-step guides for configuring system settings in the B2CORE Back Office, including setting up registration wizards, user roles, event notifications, integrations, and more - [Back office users encounter the 403 Access Denied error when approving or rejecting client requests](https://docs.b2broker.com/ar/b2core/troubleshooting/back-office-issues/back-office-users-encounter-access-denied-error-when-resolving-requests): Troubleshooting the 403 Access Denied error when Back Office users resolving client requests - [Back Office issues](https://docs.b2broker.com/ar/b2core/troubleshooting/back-office-issues): Troubleshoot issues related to the B2CORE Back Office - [Clients not receiving 2FA codes](https://docs.b2broker.com/ar/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-2fa-codes): Troubleshooting client 2FA issues, including Google Authenticator and SMS confirmation options - [Clients not receiving emails sent from B2CORE](https://docs.b2broker.com/ar/b2core/troubleshooting/email-and-notification-issues/clients-not-receiving-emails-from-b2core): Troubleshooting email delivery issues in B2CORE when clients don’t receive notifications due to SMTP, templates, or provider problems - [Email & notification issues](https://docs.b2broker.com/ar/b2core/troubleshooting/email-and-notification-issues): Troubleshoot common issues with email delivery and notification alerts - [Clients not seeing their transactions in the B2CORE UI](https://docs.b2broker.com/ar/b2core/troubleshooting/finance-issues/clients-not-seeing-their-transactions-in-the-b2core-ui): Troubleshooting missing B2CORE UI transactions by adjusting operation types and allowed statuses in the Back Office - [Exchanges fail with the Exchange Rate error: the rate for this pair cannot be found, please try another pair](https://docs.b2broker.com/ar/b2core/troubleshooting/finance-issues/exchanges-fail-with-error): Troubleshooting exchange failures caused by missing currencies, pairs, or misconfigured rate providers in B2CORE - [Finance issues](https://docs.b2broker.com/ar/b2core/troubleshooting/finance-issues): Troubleshoot common issues with payment methods and financial transactions - [Localization & B2TRANSLATE issues](https://docs.b2broker.com/ar/b2core/troubleshooting/localization-and-b2translate-issues): Troubleshoot issues related to localization and translations using B2TRANSLATE - [Newly enabled language not displaying in the B2CORE UI](https://docs.b2broker.com/ar/b2core/troubleshooting/localization-and-b2translate-issues/newly-enabled-language-not-displaying-in-the-b2core-ui): Troubleshooting why a newly enabled language doesn’t appear in the B2CORE UI and learn how to fix it via B2TRANSLATE - [Translation for a key in B2TRANSLATE not reflecting correctly in the B2CORE UI](https://docs.b2broker.com/ar/b2core/troubleshooting/localization-and-b2translate-issues/translation-for-a-key-in-b2translate-not-reflecting-correctly-in-the-b2core-ui): Troubleshooting B2TRANSLATE translations not displaying correctly in the B2CORE UI - [Clients encounter the 404 Not Found error after signing in to the B2CORE UI](https://docs.b2broker.com/ar/b2core/troubleshooting/sign-in-and-authentication-issues/clients-encounter-not-found-error-after-signing-in-to-the-b2core-ui): Troubleshooting 404 Not Found errors in the B2CORE UI caused by menu visibility, verification level, or client type restrictions - [Clients experience sign-in issues on the B2CORE mobile app](https://docs.b2broker.com/ar/b2core/troubleshooting/sign-in-and-authentication-issues/clients-experience-sign-in-issues-on-b2core-mobile-app): Troubleshooting sign-in issues on the B2CORE mobile app - [Sign-in & authentication issues](https://docs.b2broker.com/ar/b2core/troubleshooting/sign-in-and-authentication-issues): Troubleshoot issues related to sign-in and authentication in B2CORE - [Clients can't create trading accounts via the B2CORE UI](https://docs.b2broker.com/ar/b2core/troubleshooting/trading-platform-issues/clients-can-not-create-trading-accounts-via-the-b2core-ui): Troubleshooting trading account creation issues in the B2CORE UI caused by platform connection errors, product limits, or misconfigured settings - [Trading platform issues](https://docs.b2broker.com/ar/b2core/troubleshooting/trading-platform-issues): Troubleshoot common issues affecting trading platform operations and account management - [Trading accounts appear in the E (Error) or A (Archived) status in the B2CORE Back Office](https://docs.b2broker.com/ar/b2core/troubleshooting/trading-platform-issues/trading-account-appear-in-error-or-archive-status): Troubleshooting accounts in the E (Error) or A (Archived) status in B2CORE and resolve connection or platform sync issues - [Clients can't submit verification requests in the B2CORE UI](https://docs.b2broker.com/ar/b2core/troubleshooting/verification-issues/clients-can-not-submit-verification-requests-in-the-b2core-ui): Troubleshooting client issues with submitting verification requests in the B2CORE UI - [Verification issues](https://docs.b2broker.com/ar/b2core/troubleshooting/verification-issues): Troubleshoot issues related to verification and KYC procedures - [Back Office guide](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide): Explore B2CORE IB Back Office Guide. Learn how to manage users, commissions, settings, search filters, and reports efficiently - [Interface overview](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/interface-overview): Explore the B2CORE IB Back Office interface, navigate key sections and tools to quickly access your favourite features and functionalities - [Processes](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/processes): Monitor various processes running on the IB server - [Sync Pipelines](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/sync-pipelines): Monitor synchronization pipelines that keep IB data in sync with trading platforms and run them manually if needed - [How to block a partner](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-block-a-partner): Block partners in B2CORE IB for compliance and risk management, ensuring network integrity and oversight - [How to change an IB type for a partner](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-change-an-ib-type-for-a-partner): Switch your partner to another Introducing Broker program - [How to configure a Master IB](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-configure-a-master-ib): Offer special conditions for key partners - [How to configure levels](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-configure-levels): Set up and manage levels for your IB program to distribute rewards along the partners chain - [How to configure personal rewards](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-configure-personal-rewards): Set up personalized IB reward structures for key partners - [How to configure the Converter driver for use with B2CORE API v2.x](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-configure-the-converter-driver-for-use-with-b2core-api-v2.x): Follow this detailed guide to configure the converter driver for B2CORE API v2.x in the IB backend to ensure smooth data handling - [How to configure tiers](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-configure-tiers): Set up tiers and define targets for receiving increased rewards to further motivate your partners - [How to connect to cTrader](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-connect-to-ctrader): Set up connection to the cTrader platform through the IB Back Office - [How to create an IB type](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-create-an-ib-type): Create IB programs, define parameters, reward schemes, and joining options - [How to generate a QR code](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-generate-a-qr-code): Generate QR codes in B2CORE IB. Customize branding logos and colors and share QR codes for quicker signups - [How to import IB-related data](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-import-ib-related-data): Learn how to import IB details into B2CORE from CSV files using predefined formats and import actions - [How to register a partner](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-register-a-partner): Follow step-by-step instructions to register and activate your new IB partners directly within the B2CORE Back Office - [How to set up a payment plan for symbols](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-payment-plan-for-symbols): Configure custom payment plans for specific trading symbols in the B2CORE Back Office - [How to set up a wallet](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-set-up-a-wallet): Configure wallets for Introducing Brokers to enable reward payments - [How to transfer clients and structures in the IB system](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles/how-to-transfer-clients-and-structures): Transfer client structures between Introducing Brokers or move clients within the same IB hierarchy - [How-to articles](https://docs.b2broker.com/ar/b2core-ib/broker-guide/how-to-articles): Find our step-by-step tutorials illustrating how to solve most common tasks in the B2CORE IB Back Office - [Partner Dashboard](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/dashboard): View widgets summarizing your rewards, referral link, and partnership program activity on the Partner Dashboard - [IB Room](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room): Access tools and settings for managing promo campaigns and tracking client activities in the IB Room - [إضافة الترجمات أو تعديلها](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/add-or-modify-translations): تعرّف على كيفية إضافة الترجمات أو تعديلها في B2TRANSLATE لتوطين منصتك وتقديم دعم متعدد اللغات للمستخدمين حول العالم - [قلم B2TRANSLATE](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/b2translate-pencil): فعّل وضع التحرير في واجهة الويب الخاصة بك لتحديد مفاتيح الترجمة والتعرّف عليها بسهولة. اتبع هذه الخطوات لإبراز الترجمات ونسخ المفاتيح - [نسخ الترجمات من مشروع آخر](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/copy-translations): إعادة استخدام الترجمات من مشروع آخر ضمن نفس نوع المشروع في B2TRANSLATE - [تنزيل الترجمات ورفعها](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/download-and-upload-translations): تصدير الترجمات إلى ملف CSV، وتحريرها خارجيًا، ثم رفعها مجددًا إلى B2TRANSLATE لإجراء تحديثات جماعية أسرع - [التعامل مع صيغ الجمع](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/handle-plural-forms): ترجمة المحتوى المعتمد على الكمية مع الحفاظ على المرونة والتحكم عبر اللغات المتنوعة ومتطلباتها النحوية الفريدة - [إدارة الترجمات](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations): تعرّف على كيفية التعامل مع الترجمات في مشاريعك — إضافتها وتعديلها ونسخها وإعادة استخدامها - [إرسال الترجمات إلى مشروع آخر](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/send-translations): إرسال الترجمات إلى مشروع آخر ضمن نوع المشروع نفسه في B2TRANSLATE - [الترجمة باستخدام الذكاء الاصطناعي](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/translate-with-ai): استمتع بترجمة سلسة باستخدام ChatGPT من B2TRANSLATE وحسّن سير عملك عبر حلول اللغة المدعومة بالذكاء الاصطناعي - [استخدام المتغيرات في الترجمات](https://docs.b2broker.com/ar/b2translate/customer/user-guide/manage-translations/use-variables-in-translations): استخدم المتغيرات في B2TRANSLATE لتخصيص وتوحيد سلاسل الترجمة للمحتوى الديناميكي وعناصر المنصة - [MetaTrader Volume](https://docs.b2broker.com/ar/b2core/back-office-guide/cashback/metatrader-volume): Configure cashback reward programs for clients trading on MetaTrader 4 and 5. Cashback is based on daily closed volumes and credited the next day. Manage settings via Preferences and Tiers tabs - [Preferences tab](https://docs.b2broker.com/ar/b2core/back-office-guide/cashback/metatrader-volume/preferences-tab): Configure key settings for MT4 or MT5 cashback programs, including enabling or disabling programs, setting cashback rates and currencies, selecting account types, and more - [Tiers tab](https://docs.b2broker.com/ar/b2core/back-office-guide/cashback/metatrader-volume/tiers-tab): Manage cashback reward tiers that offer higher rates based on daily traded volumes - [Accounts tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/accounts-tab): On this tab, you can view a list of client's accounts. To view details of a specific account, click the Edit button in the corresponding row. - [Advanced tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/advanced-tab): On this tab, you can find additional information provided by a client during registration. - [Client tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/client-tab): This tab is visible by default. Here, you can find information about a particular client and view the client profile details, such as profile status and… - [Compliances tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/compliances-tab): On this tab, you can view, add, and edit text notes, or comments, related to a particular client. - [Contacts tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/contacts-tab): On this tab, you can view a list of a client’s addresses and phone numbers as well as add the required contact information by clicking the +Add button. - [Custom fields tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/custom-fields-tab): View and edit the values of custom fields specified for a client, organized by custom field groups - [Devices tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/devices-tab): On this tab, you can view a list of devices from which a client was logged in to the B2CORE UI. - [Documents tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/documents-tab): On this tab, you can view a list of documents that a client submitted for verification. - [Files tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/files-tab): On this tab, you can view and manage files related to a particular client. - [Finance tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/finance-tab): On this tab, you can find a list of a client’s deposit and withdrawal wallets, as well as a list of saved withdrawal templates. - [History tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/history-tab): On this tab, you can view the history of changes of a client’s password, email address, verification level, and 2FA options. - [General](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general): View and manage a list of all clients registered in B2CORE, including their details, status, tags, verification level, and more - [Introducing brokers tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/introducing-brokers-tab): On this tab, you can find information about referral programs which a client has joined. - [Mailing Log tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/mailing-log-tab): On this tab, you can view a list of messages sent to a client email and export this data to a CSV or XLSX file. - [Marketing Data tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/marketing-data-tab): View and manage the marketing attributes collected for a client, such as communication consent, communication language and first deposit amount - [Settings tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/settings-tab): On this tab, you can configure various client profile settings, which are grouped under the following sections: - [Trades tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/trades-tab): On this tab, you can view a history of trades executed by a client on B2TRADER. - [Transactions tab](https://docs.b2broker.com/ar/b2core/back-office-guide/clients/general/transactions-tab): On this tab, you can find detailed information about a client’s transactions. - [Email](https://docs.b2broker.com/ar/b2core/back-office-guide/system/templates/email): In this subsection, you can manage HTML email templates that are used to notify clients and Back Office users about specific event types. - [Templates](https://docs.b2broker.com/ar/b2core/back-office-guide/system/templates): Manage templates for email, SMS, Slack, and Telegram. Customize messages for events to ensure clear, consistent notifications to clients and Back Office users - [Slack](https://docs.b2broker.com/ar/b2core/back-office-guide/system/templates/slack): Manage Slack templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [SMS](https://docs.b2broker.com/ar/b2core/back-office-guide/system/templates/sms): Manage SMS templates for event notifications to Back Office users and 2FA verification codes to clients. View, edit, and enable templates for smooth SMS communication - [Telegram](https://docs.b2broker.com/ar/b2core/back-office-guide/system/templates/telegram): Manage Telegram templates for sending event notifications to Back Office users. Customize messages for events like payout requests and test completions - [Client Tags](https://docs.b2broker.com/ar/b2core/back-office-guide/system/users/client-tags): View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions - [Groups](https://docs.b2broker.com/ar/b2core/back-office-guide/system/users/groups): View and manage Back Office user groups. Assign permissions, add users, and import or export group data - [Users](https://docs.b2broker.com/ar/b2core/back-office-guide/system/users): Add and manage Back Office users, assign them to groups with specific permissions, and control client list visibility using client tags for streamlined access and administration - [Users](https://docs.b2broker.com/ar/b2core/back-office-guide/system/users/users): View, add, and manage Back Office users. Configure profiles, permissions, security settings, data access, and notification options - [Configure the Fixed strategy settings](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-fixed-strategy-settings): Set fixed savings terms, such as plan duration, payment intervals, investment amount, interest rate, and early withdrawal penalties - [Configure the Flexible strategy settings](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program/configure-the-flexible-strategy-settings): Set flexible savings terms, such as investment limits, early withdrawal penalties, payment frequency, and tiered interest rates - [How to create a savings program](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-savings-programs/how-to-create-a-savings-program): Learn how to create Fixed or Flexible savings programs to let clients invest funds and earn interest through B2CORE - [Field types and validation rules](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/field-types-and-validation-rules): Learn about the supported field types and validation rules for the Registration wizard, including input fields, dropdowns, checkboxes, and various data validation options - [Fields supported in the Basic Information step](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/fields-supported-in-the-basic-information-step): Learn about the fields supported in the Basic Information step of the Registration wizard, including field types, validation rules, and nesting requirements - [How to add and configure the registration wizard](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-add-and-configure-the-registration-wizard): Learn how to create and configure the Registration wizard to set up the client registration process in the B2CORE UI - [How to configure the User Registration step](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-configure-the-user-registration-step): Learn how to configure the User Registration step in the Registration wizard, including selecting the client type and initial verification level for clients after registration - [How to set up fields for the Advanced step](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-advanced-step): Learn how to set up fields for the Advanced step in the Registration wizard - [How to set up fields for the Basic Information step](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard/how-to-set-up-fields-for-the-basic-information-step): Learn how to configure and manage fields for the Basic Information step in the Registration wizard - [How to set up the Registration wizard](https://docs.b2broker.com/ar/b2core/how-to-articles/manage-system-settings/how-to-set-up-the-registration-wazard): Learn how to set up and configure the Registration wizard in B2CORE, including customizing steps, fields, field types, validation rules, and client registration settings - [CPA acquisitions](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/cpa/cpa-acquisitions): View clients referred by partners who have fulfilled CPA program conditions - [CPA payments](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/cpa/cpa-payments): View CPA reward payments made to partners for referred clients who fulfilled the program conditions - [CPA programs](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/cpa/cpa-programs): Create and manage CPA programs that define the conditions under which partners earn rewards for referred clients - [CPA](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/cpa): Manage CPA programs to reward partners for bringing in clients who meet specific conditions - [Payment plans](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/cpa/payment-plans): Configure payment plans with conditions that clients must fulfill for a partner to earn a CPA reward - [Accounts](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/payments/accounts): View IB accounts of your clients - [Currencies](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/payments/currencies): Find a list of supported currencies - [Failed payments](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/payments/failed-payments): View the list of failed IB reward payments along with the error details to investigate and resolve payment issues - [Payments](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/payments): Manage and track Introducing Broker's accounts, currencies, and reward payments - [Rates](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/payments/rates): Manage connected exchange rate providers - [Rewards](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/payments/rewards): View a list of all rewards to your partners - [Transactions](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/payments/transactions): View a list of reward transactions - [Accounts](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms/accounts): View a list of trading accounts of the clients who participate in your partnership programs - [Platform Deposits](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms/deposits): View a list of deposits of all IB clients on all trading accounts - [Groups](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms/groups): Find a list of all symbols traded on connected platforms - [Platforms](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms): Overview the information on accounts and trades obtained from trading platforms and set up payment plans for symbols - [Platforms](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms/platforms): Manage trading platforms connected to your IB - [Symbols](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms/symbols): View a list of symbols and manage payment plans - [Trades](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms/trades): View a list of trades executed by IB clients - [Platform Withdrawals](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/platforms/withdrawals): View a list of withdrawals of all clients on all trading accounts - [Apps](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/apps): Overview a list of all apps that have access to IB via API - [Date & time](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/date-and-time): View the B2CORE UI date and time as well as the time zone defined for an IB server - [Preferences](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences): Configure preferences in the B2CORE IB Back Office to adjust system settings, permissions, and workflows - [Network](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/network): Overview and manage connection to B2CORE IB server - [Updates](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/updates): Access B2CORE IB release notes directly from the Back Office - [Clients](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/program/clients): View a list of direct clients and sub-IB clients attracted by your partners - [Program](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/program): Explore a complete guide to managing, customizing, and scaling your IB partnership program for optimized performance and growth - [Introducing brokers](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/program/introducing-brokers): View a list of partners participating in your partnership programs - [Reassign Users](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/program/reassign-users): Reassign clients and sub-IBs from one Introducing Broker to another, either individually or all at once - [Types](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/program/types): View a list of configured partnership programs — IB types. Create an unlimited number of programs with various joining options and methods for calculating rewards - [Promo](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo): Control and manage promotional materials that your partners can use to attract new clients and increase engagement - [Landings](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/landings): Learn about referral landing pages and how they work in B2CORE IB - [Acquisition report](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/reports/acquisition-report): Generate, view, and export reports indicating the number of your active partners, clicks on referral links or promo banners, registrations, and click conversion rate - [Reports](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/reports): Generate and manage detailed reports on your partnership programs performance within the B2CORE IB Back Office - [Payment report](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/reports/payment-report): Generate, view, and export reports containing data on the number of your active partners and traders, their trades, trading volume, and rewards - [Savings Rebates](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/savings): Manage savings programs to reward partners when their referred clients invest in savings plans - [Savings acquisitions](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/savings/savings-acquisitions): View clients referred by partners who have enrolled in savings programs - [Savings payments](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/savings/savings-payments): View reward payments made to partners for clients who invested in savings plans - [Savings programs](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/savings/savings-programs): Create and manage savings programs that define reward rates for partners whose clients invest in savings plans - [Banners](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/promo/banners): Find a preconfigured collection of promo banners that can be used to attract new clients by means of banner advertising - [Promo](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/promo): Access promotional tools and campaign tracking features in the IB Room - [Links](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/promo/links): Create personalized referral links (URLs) and convert them into QR codes - [Accounts](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/accounts): Identify the top-performing trading accounts that generate the most rewards - [Acquisitions](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/acquisitions): Track referral link clicks and promo banner interactions, analyze traffic sources for new client acquisition and identify the countries of users who engage with your referral links - [Client List](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/client-list): Identify clients with high trading activity who generate the most rewards for you - [CPA](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/cpa-acquisitions): Track referred clients and their progress through CPA program conditions - [Platform Deposits](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/deposits): Monitor deposits made by your direct clients and sub-IB clients to their trading accounts - [Reports](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports): The Reports page is a single page with the following tabs. Each tab provides its own table columns, and shares common Filters and Rows per page controls. - [Rewards](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/rewards): Monitor trades executed by your direct clients and sub-IB clients, and track the rewards received for these trades - [Savings Rebates](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/savings-payments): Track savings reward payments received for clients who invested in savings plans - [Trades](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/trades): Monitor trades executed by your direct clients and sub-IB clients - [Transactions](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/transactions): Monitor incoming reward payment transactions - [Platform Withdrawals](https://docs.b2broker.com/ar/b2core-ib/partner-guide/ib-room/reports/withdrawals): Monitor withdrawals made by your direct clients and sub-IB clients from their trading accounts - [Countries](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/location/countries): View a list of countries used for geographic data - [Geolocation](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/location/geolocation): View a list of geolocation providers - [Location](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/location): Configure location-based settings within the B2CORE IB Back Office to manage operations and permissions tailored to specific regions - [Attacks](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security/attacks): View a list of prevented brute-force attacks - [Authentications](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security/authentications): View a list of authenticated API users who have accessed the IB platform using the API - [Authorizations](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security/authorizations): View a list of users that were authorized using the API - [Blacklist](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security/blacklist): View and modify a list of blocked IP addresses for leveled-up security - [Incidents](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security/incidents): View a list of incidents detected on the platform - [Security](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security): Adjust security settings in the B2CORE IB Back Office to enforce secure access, authentication, and operational compliance - [IP addresses](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security/ip-addresses): View the list of IP addresses for which access to the IB platform is allowed or denied - [Whitelist](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/preferences/security/whitelist): Switch to using a safe list and grant access only to the IPs that you trust - [Clicks](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/analytics/clicks): View detailed data on clicks made to referral links and promo materials - [Analytics](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/analytics): View the click data for referral links and for other promotional materials used in your partnership programs - [Banners](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/banners/banners): Create and manage promo banners that your partners can use in their promotional campaigns - [Banners](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/banners): View and configure promo banners that your partners can use in their promo campaigns and materials - [Languages](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/banners/languages): View a list of languages configured for banners, add new ones, and modify them - [Sizes](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/banners/sizes): Specify possible banner sizes and configure banners with specific dimensions - [Themes](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/banners/themes): Configure themes to easier group and manage banners - [Colors](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/colors): View and customize color settings for QR codes - [Icons](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/qr-codes/icons): View and manage the QR code icons - [QR codes](https://docs.b2broker.com/ar/b2core-ib/broker-guide/back-office-guide/promo/qr-codes): Customize colors and icons for QR codes that you and your partners can generate for referral links