Welcome to the the Portal's dashboard, from here you can see your holdings at a glance.

To keep things simple, you can think of the dashboard and the overall interface in three components;

  1. Side navigation drawer

  2. Notification bar

  3. Main view

No matter which screen you dive into, the side navigation and notification bars will always stay the same.

Side navigation bar

From top to bottom;

Feature

Description

Dashboard

Your home screen within Caleb & Brown mobile

Transactions

A historical view of all transactions since your time with Caleb and Brown, including buys, sells, and swaps.

Markets

A live view of all current asset prices refreshed every 30 seconds, sorted by rank

Deposit crypto

Opens a modal window to allow you to deposit crypto into your existing wallets

Deposit Fiat

Reveals all Caleb & Brown bank accounts you may deposit fiat currency into, as always remember to send your bank deposit slip through via the in-app chat or over email to your broker

Profile

Takes you to your user profile page, here you can view your recorded email, phone number, and full name

Banking details

Reveals all Caleb & Brown bank accounts you may deposit Fiat currency into, as always remember to send your bank deposit slip through via the in-app chat or over email to your broker

Contact your broker

Opens your native email client with your broker's email preselected

Submit feedback

Opens our customer feedback form

Logout

Logs you out of the platform

Top notification bar

From left to right;

Button

Feature

Email your broker

Opens your native email client with your broker's email preselected

Notification bell

Clicking this will reveal your notifications

Profile

Takes you to your user profile page, here you can view your recorded email, phone number, and full name

Logout

Instantly logs your out of the platform

Did this answer your question?