Deposit to Trading Balance
Who is involved
Customer, Finance, Admin, and the trading account system.
Flow map
| Step | Product | Actor | What happens | Result |
|---|---|---|---|---|
| 1 | AltCore Customer Portal | Customer | Chooses a deposit type and method, enters amount, and submits payment details. | Deposit request is created. |
| 2 | AltCRM Admin Panel | Finance | Reviews the deposit request and attached payment evidence. | Request is approved, rejected, or sent for correction. |
| 3 | AltCRM Admin Panel | Finance | Approves a valid payment. | Transaction is recorded. |
| 4 | AltCore Customer Portal | Customer | Sees updated wallet/account transaction history. | Customer can confirm the funded amount. |
| 5 | AltTrade Trading Platform | Customer | Trading account margin/balance reflects available funds where applicable. | Customer can place trades using the funded balance. |
What each product does
AltCore Customer Portal presents available deposit methods and shows request status/history.
AltCRM Admin Panel controls deposit method setup, finance review, approvals, and transaction audit.
AltTrade Trading Platform consumes the funded account state for trading availability, margin, and exposure.
Detailed docs
- Deposit method setup: Configure Deposit Methods
- Deposit type setup: Manage Deposit Types
- Admin finance workflow: Process a Deposit End to End
- Deposit lifecycle concept: Deposits and Withdrawals: the Lifecycle