Navigating the Portal

A quick tour of your Caleb & Brown Portal

Dan Johnson avatar
Written by Dan Johnson
Updated over a week ago

Welcome to the C&B Portal! If you are already a verified client and have already set your password from the welcome email, log into the portal here. From here you can see your holdings at a glance.

To keep things simple, you can think of the Portal 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;




Your home screen within the Caleb & Brown Portal


The Drop-Down button includes

  • Overview: 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

  • Manage Addresses: Allows you to view all verified addresses, and add new wallet addresses. Any cancelled address will not be visible.

The Drop-Down includes

  • Trade: Submit your own trades via the trade function. You will also be able to view the status of the trades you submit.

  • Target orders: Enter and manage your target orders here.

A historical view of all transactions since your time with Caleb & Brown, including buys, sells, and swaps. Click each line item for details related to that transaction and you can download transaction history via the export summary. See here for detailed instructions. Here you will also see any open target orders that are close to target price.

The Drop-Down includes

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

  • Sectors: Deep dive into the crypto market using Market Sectors, sort by volume, market cap and filter the timeframe. Clicking into each coin/token will give you coin statistics along with their current listing status.

Coming soon: A feature is introduced from C&B to earn USDC on inviting friends to Caleb & Brown.


Download our House View research report.

Submit feedback

We want to hear about all the things you would like to see so get in touch using this form to provide your feedback.

Opens the settings page and shows:

  • Profile: Takes you to your user profile page, here you can view your personal details and broker contact information

  • Security: Here you can configure your 2FA

  • Useful Links: Here you can access to Support - our digital helpdesk (where you are currently reading this article) and submit feedback.


Logs you out of the platform

Top navigation bar

From left to right;



Your Broker

This is your broker. Click here to view all his contact details and to get in touch for all your needs.

Notification bell

Clicking this will reveal your notifications


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


Opens a pop-up where you can access:

  • Multi-accounts

  • Profile

  • Logout

If you have any questions, or you need assistance completing the registration form, you can ask our Product Specialist team through the Chat button in the bottom right corner of the webpage.

You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.

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