How to exchange funds

Learn how to exchange funds between a client's accounts in the B2CORE Back Office

To exchange funds for a client via the Back Office:

Navigate to Clients > General.

Select the client and click the Edit button.

You can use filters by name or email for a quick search.

Go to the Transactions tab, and then select Exchange.

Click +Create.

Fill out the form:

Select a debiting account in the From account dropdown.
Select a destination account in the To account dropdown.
Select the Exchange type:
- Source & Rate (Sell) — when selling currency, the destination amount can't be set
- Destination & Rate (Buy) — when buying currency, the source amount can't be set
- Source & Destination (Direct) — when making a direct transfer, the rates can't be set
Set the exchange amounts and rates depending on the selected exchange operation type.
Confirm the operation by solving a simple math problem and enter the result in the Verification code field.

Click Save to exchange the funds.