Getting Started
Before placing a trade, you’ll need to:
Sign up for a Caleb & Brown account.
Complete identity verification (KYC).
Be assigned a Broker and receive your Customer ID.
Deposit fiat (AUD, USD, GBP, EUR, NZD) or cryptocurrency into your account.
👉 If you haven’t completed these steps yet, check out these guides:
How do I deposit cryptocurrency?
Once these are complete, you’re ready to trade!
Before You Start
📌 Two-Factor Authentication (2FA) must be enabled on your account before you can trade. Set up 2FA here.
Placing a Trade in the App
Log in to your account.
Tap the Trade button in the top menu.
Select the asset you wish to sell from the dropdown (this will show assets you currently hold).
Choose the asset you wish to buy by scrolling, filtering, or searching.
Enter the amount (in units) you want to sell.
💡 Tip: Tap the underlined units to auto-fill your maximum balance, then adjust if you’d like to sell only part of your holdings.
The system will automatically calculate how many units you’ll receive.
Review the details and tap Next.
Confirm your trade request.
After You Confirm
✅ Completed: You’ll receive a confirmation email when your trade is executed.
❌ Failed: If your trade cannot be completed, we’ll notify you immediately.
Tracking Your Trades
You can view the progress of each trade in the app under Portfolio > View Transactions.
Trade statuses you may see:
REQUESTED – We’ve received your trade order.
PROCESSING – Your trade is being executed.
COMPLETED – Your trade is complete and funds are available in your wallet.
FAQs
How do I cancel a trade?
Once a trade is requested, it cannot be cancelled through the app. Please contact your Broker immediately by phone or email.
Can I set up a recurring trade?
At this time, recurring trades are not supported in the app.
If you want to set up a scheduled order (Dollar Cost Averaging),check out our scheduled order Guide.