How to Guides
Book a Trade
Book a Trade
Booking a trade is quick, simple and easy and takes less than 60 seconds
Once logged into the platform, click “Convert and Pay” on the side menu or “Conversion Manager” on the Dashboard
Select the currency you wish to sell
e.g GBP for Pounds Sterling. For a full list of currencies available click here
Select the currency you wish to buy
e.g. USD for United States Dollars
Enter the amount of currency you wish to buy or sell
e.g $50,000 USD
Select the date you want the currency delivered
The default is 2 working days (or spot date) which normally gives you plenty of time to get funds to us to settle.
Click “Get a Quote” to get your live rates.
Here you will be given 20 seconds to accept the quote. To accept the quoted trade tick the box “I am happy with this quote” and click “Convert”. If you do not accept the trade, simply click “Requote” to get the latest rates again.
Once you accept the trade, you will be shown the trade confirmation. You will also receive an email copy of this confirmation.
Next steps, select the beneficiary (the company or individual you would like to pay). If you have already added the beneficiary to the platform click “Pay Now” otherwise click “Pay Later” to add the new beneficiary.
Make a Payment
Make A Payment
It’s as simple as selecting your beneficiary and adding your payment reference
Click on “Unallocated Funds” on the menu on the left.
Here you will find a list of booked trades that require payment instructions.
To make a payment, find the trade you would like to make the payment from and click “Make Payment” under the actions column on the right. You will now be able to select one of your beneficiaries to make the payment to.
Once the payment has been sent to your beneficiary you will receive a payment confirmation email.
Full Trade History
View your full trade history
Once logged into the platform, click “Search” on the menu on the left.
This will open the search page and clicking the search button on the right will populate your Full Trade History.
You can also use the date filters and Advanced View to filter down further all your previous trades.