Create Offline Trade - Margaret Ellwood - Admin

Notice: Creating the trade offline means it will not be connected with any of the trading API-s and from this moment on you are responsible for manually managing the trade. (notify broker about payments, setting trade status to settled and so on)

* Broker account

Currencycloud (demo)

* Trade referenceMust be something unique, the one proposed is just a suggestion

* Sell currency

* Sell amount

* Buy currency

* Buy amount

* Rate

Cover Rate (required for some partners)

* Market rate

* Delivery date

* Traded at

— :

* Sell currency to gbp rate

* Buy currency to gbp rate

Settlement information

You need to provide enough information so that the client can transfer the fund to the broker

* Settlement at

— :

* Settlement reference

* Beneficiary name

* Currency

* Bank address

* Bank name

* Iban

* Bic swift

* Account number

* Sort code

* Aba

* Bsb

* Send trade confirmation email to client

Help information:

Calculator for: Sell amount * Rate = Buy Amount.
Make sure the result below is close to what you expect.
Result: NaN * NaN = NaN