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;

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

  • Manage Addresses: Allows you to view all verified addresses, and the ability to add address will be coming soon.

Trade

Submit your own trades via the trade function. You will also be able to view the status of the trades you submit. To learn more see our How to trade article.

Transactions

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.

Markets

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. Learn more about this feature and how to navigate it here.
Clicking into each coin/token will give you coin statistics along with their current listing status.

Refer & Earn

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

Research

Coming Soon

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.

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

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

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

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