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Platform Guides
Platform Guides
These guides assist with different platform features and integrations
By Layla and 1 other
2 authors
11 articles
Handling OTC Trades
Handling LP transactions
Handling your SMSF Crypto Accounts
Portfolio and Dashboard
Why are the reported balances different from my wallet balances?
Transactions
Transaction Count (#txs)
How to undo changes?
How to Bulk Edit Transactions
Send, Receive, and Transfer
FAQ
Duplicate data handling and the sync feature
Why do the in-app transactions look different from the transactions on the CSV?
FAQ - Why didn't I receive the receipts or invoices in my email?