Welcome to the C&B 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 menu

  2. Top navigation bar

  3. Main view

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

Side navigation bar

From top to bottom;

Button

Description

Portfolio

Your home screen within the Caleb & Brown Portal

Wallets

Your current token holdings, and the top five ranked tokens.

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

Transactions

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

Markets

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

Support

This navigates you to our digital helpdesk (where you are currently reading this article).

Profile

Takes you to your user profile page, here you can view your personal details and configure 2FA

Contact your broker

Navigates you to your profile page to see your Broker contact information

Submit feedback

Opens our customer feedback form

Logout

Logs you out of the platform

Top navigation bar

From left to right;

Button

Feature

Email your broker

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

Profile

Takes you to your user profile page, here you can view your personal details and configure 2FA

Notification bell

Clicking this will reveal your notifications

Support

This navigates you to our digital helpdesk (where you are currently reading this article).

Logout

Instantly logs your out of the platform

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