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Platform Guides
Platform Guides
These guides assist with different platform features and integrations
By Layla and 5 others
6 authors
13 articles
Handling OTC Trades
Handling LP transactions
Handling your SMSF Crypto Accounts
Portfolio and Dashboard
Portfolio Page
Transactions
How to Bulk Edit Transactions
Send, Receive, and Transfer
Filter by Sync Feature
Handling Duplicate Transactions
Grouped Transaction: Trade
FAQ
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?
Why are the transactions not auto-categorized?
Setting up 2FA