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;
Side navigation menu
Top navigation bar
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 |
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 |