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How to use Client Portal

a. What is Welcome page?

The Welcome page is the first page you can see when you login. You can open live account, read latest notification pushed by Direct Access and visit Direct Access Support page.

b. Account Overview

You can check your current account on this page. If you don't have an live account, you can click "OPEN A LIVE ACCOUNT" to start application procedure. You can also open a DEMO account on this page.

c. Transfer

You can check your available fund on your connected account and manage fund transfer on this page.

d. Trades Inquiry

On this page, you can view the details and summary of your transaction records. For trades details, you can enter corresponding conditions in the criteria area to get more customized results.

e. Open Position

On this page, you can view your currently opened products. You can enter corresponding conditions in the criteria area to get more customized results.

d. Statements

On this page, you can download transaction statements for any date or time period


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