Getting Started
Before you can start trading, you need to:
Sign up for an account with Caleb & Brown.
Complete identity verification (KYC).
Be assigned a Broker and receive a Customer ID.
Deposit fiat currency (e.g., AUD, USD) or cryptocurrency into your trading account.
If you haven’t completed these steps yet, check out these guides:
Once everything is set up, you’re ready to trade!
Tip: If you're depositing crypto for the first time, you can send a small test transaction.
⚠️ Warning: Never trust any service that asks you to deposit funds urgently. Always use official Caleb & Brown channels.
Understanding Trading Terms
When trading cryptocurrencies or traditional assets, there can be numerous “types” of orders you can execute. At Caleb & Brown, we support three types of orders:
Swap: Instantly buy, sell, or exchange (“swap”) cryptocurrencies at their current market price.
Target Order: Set a specific price at which you want to buy or sell (also called a limit order).
Scheduled Order: Automatic recurring purchases (also known as Dollar Cost Averaging - DCA).
Of these order types you can do the following;
How to Trade
When submitting an order to Caleb & Brown, you can do so in two ways:
Through your Broker
1. Trading with Your Broker
How to place a Trade with your Broker
Simply email your Broker with the details of what you want to buy, sell, or swap.
Your Broker will process the order and send you a confirmation.
Types of trades you can place with your Broker:
✅ Buy, Sell, or Swap any cryptocurrency. (Swap order)
✅ Set specific prices for buy/sell orders. (Target Order)
✅ Execute multiple transactions in one request. (Swap Order)
Examples:
Buy Bitcoin with AUD at the market price.
Sell $40,000 AUD for Bitcoin when BTC reaches $25,000 AUD.
Swap Ethereum for Bitcoin.
2. Trading in the Caleb & Brown Portal
With the Portal, you can trade instantly without waiting for a Broker. You’ll receive updates via email and within the Portal once your trade is completed.
Before You Start
📌 You must have Two-Factor Authentication (2FA) enabled on your account. Set up 2FA here.
Navigating Trade in Portal
Trade is our home of order entry with the Portal. Here you can submit the order types we described above;
Swap orders
Navigating the Swap page
Sell side
The fiat/tokens you are exchanging
Buy side
The fiat/tokens you are receiving
Expected order output
Submit your trade
How to place a Market Order in the Portal
When using Swap in the Portal, do the following:
Log in to your Portal account.
Click on the ‘Trade’ menu.
Select ‘Swap’ to buy, sell, or exchange crypto.
4. Choose the asset you want to sell.
If selling fiat, enter the dollar amount.
If selling crypto, enter the number of units.
Click ‘MAX’ to select your full available balance.
5. Choose the asset you want to buy. (The system will auto-calculate how much you’ll receive.)
6. Review the estimated price and fees (pricing is indicative and may change).
7. Click ‘Place Order’ and confirm the trade.
Once confirmed, you’ll see a success message and receive a trade summary via email.
✅ Completed: You’ll receive another email when the trade is executed.
❌ Failed: If the trade cannot be completed, we’ll notify you immediately.
Tracking Your Trades
You can check the status of your trades in the Portal:
Trade Statuses:
REQUESTED: Trade request received.
PROCESSING: Trade is being executed.
COMPLETED: Trade is finished, and funds are in your Wallet.
How to view past trades
Go to the History page in the Portal.
Search for your past and pending trades.
FAQs
How do I cancel a trade?
To cancel a trade, contact your Broker immediately via phone or email.
Can I set up a recurring trade?
Yes! If you want to set up a scheduled order (Dollar Cost Averaging), check out our scheduled order Guide.
Whenever you're ready, you can click below to get started with your registration.
If you have any questions, or you need assistance completing the registration form, you can ask our Support 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.