Welcome to the C&B Portal, 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;

Button

Description

Portfolio

Your home screen within the Caleb & Brown Portal

Wallets

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

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

Refer & Earn

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

Settings

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.

Logout

Logs you out of the platform

Top navigation bar

From left to right;

Button

Feature

Notification bell

Clicking this will reveal your notifications

Support

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

Profile

Opens a pop-up where you can access:

  • Multi-accounts

  • Profile

  • Logout

Did this answer your question?