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How to Set up the Local Payment Agent Method
28.04.2023
The Local Payment Agent (LPA) is a payment method primarily used in Africa and Asia, as well as in countries where customers face challenges accessing electronic payment systems. In such cases, some individuals in these countries may act as LPAs. For instance, an LPA may accept funds from customers into their local bank account, transfer the funds to a payment system such as Visa or Mastercard, and then credit the broker's account from where the funds are transferred to the customers' trading accounts through internal transfers. Once the customer has traded, they would use the same method to withdraw funds - by internal transfer to the LPA account at the broker, and then the LPA would transfer the funds to the customer using a local payment method.
To enable the Local Payment Agent function for a broker, they need to access the Admin Module in UpTrader CRM, select Payment System in the left sidebar, and then Local Payment Agent. The broker would then upload Agreements that their future LPAs must sign.
To become a payment agent, one needs to select the Local Payment Agent tab from the UpTrader CRM Back Office module, choose the user they wish to make an agent, and specify the terms of work: commission percentage for deposits and withdrawals, the countries they will operate in, and the currency for receiving payments. It is also important to add a description - an instruction for deposits and withdrawals that customers can use when working with the broker. Finally, Agreements must be signed. Afterwards, clients from the countries you specified will be able to see your Local Payment Method in the list of ways to fund their trading account.
If you need assistance or additional explanations, please contact our support team via our live chat or ticket system.
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最新消息
On September 26-27, the World Trade Center (Halls 6, 7, 8) in Dubai will host the 6th International Forex Expo, and the UpTrader team will be there! We eagerly await the opportunity to meet with colleagues and partners, discuss the latest innovations and trends in the industry, and explore new collaboration opportunities.
The exhibition provides a unique platform for leading traders, investors, financial institutions, and brokers from around the world. Don't miss the chance to learn about the key aspects shaping the Forex industry and establish connections with market experts and leaders.
If you plan to attend the exhibition and want to meet with us, please send an email to [email protected], so we can coordinate our meeting.
We look forward to seeing you at the event!
21.09.2023
We continue to introduce you to the features of the highly anticipated Sales Team Interface in Forex CRM - Click2Call. This tool will be invaluable for brokers who value the privacy of their clients' data. If there are concerns about misuse of clients' personal information or in any other situations, the Click2Call function allows the client's number to be concealed during a call.
How to activate Click2Call?
- In the administrative interface, go to the "Click2Call" section.
- Choose your telephone provider, for example, Voiso.
- Some providers, such as Voiso, require the use of an API token. Obtain this token from your provider and input it in the corresponding field.
- Next, navigate to "Staff management" where you can select managers you'd like to endow with this feature.
- Assign each manager a unique Extension number and grant them the rights to make calls using Click2Call.
- After entering the extension number, a "Call" column will appear in the client's card.To make a call, simply click on the phone icon, select the desired provider, and click "Submit".
Now, communicating with your clients has become even safer and more efficient!
To get more details about Sales Interface, email us at: [email protected].
Your UpTrader Team
19.09.2023
Staying updated with the latest developments is crucial for maintaining efficiency and making informed decisions. In an effort to make this easier for you, we've consolidated all the recent updates into this single digest. Here's a breakdown of the latest features, enhancements, and changes we've made:
Streamlining Account Replenishment Requests
Say goodbye to manual monitoring! We've enhanced our payment systems in UpTrader CRM, enabling automatic tagging of unsuccessful replenishment requests as 'failed'. A future update will also include notifications to specific managers.
Learn more
Optimizing Cryptocurrency Payments
With an increased focus on cryptocurrency, we now support decimal values for maximum and minimum cryptocurrency funding amounts. For consistent cryptocurrency transactions, consider UpTrader’s efficient, automated crypto gateway.
Discover UpTrader's crypto gateway
Wallet Update: Enhanced 'Pending Funds' Display
Our Wallet now provides better visibility by displaying 'Pending Funds' that are awaiting approval.
Find out more
Improved User Export with Client Wallet Balance
To aid reporting, we've introduced a dedicated Wallet Balance column. Users can now easily monitor and manage their balances right from the User Export report.
Details here
Enhancements in Affiliate Commission Calculation
Our partnership program now boasts added flexibility. Set minimum durations for trading positions to be eligible for affiliate commission plans based on trading volume.
Read the full update
For all questions, please contact us at [email protected].
Your UpTrader Team
13.09.2023
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