Dashboard & Platform Navigation Guide
The Capital Street FX dashboard is the central control panel for managing your trading account, funds, documents, and platform access. This article explains how to navigate the dashboard and understand its main sections.
Dashboard Overview
After logging in, the dashboard provides a summary of your account status, including:
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Account balance
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Equity
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Margin usage
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Trading account details
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Recent activity
The dashboard is designed to give quick access to essential account functions.
Main Dashboard Sections
Profile & Personal Information
This section allows you to view and update your personal details such as name, contact information, and password settings.
Trading Accounts
Displays all live and demo trading accounts linked to your profile. From here, you can:
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Open new trading accounts
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View account numbers and leverage
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Reset trading passwords
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Download trading platforms
Deposits & Withdrawals
Used to fund your trading account or request withdrawals. All transaction history and payment method details are available in this section.
Documents & Verification
Allows you to upload and manage KYC documents, including identity and address verification files.
Reports & History
Provides access to transaction history, trade reports, and account statements.
Support & Help
Enables you to contact support, submit tickets, and access help resources.
Navigation Tips
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Use the side or top menu to switch between sections quickly.
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Always log out after completing your session, especially on shared devices.
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Ensure your browser is updated for the best performance.
Important Notes
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Some dashboard features may be restricted until KYC verification is completed.
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All changes made in the dashboard are logged for security purposes.
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Capital Street FX reserves the right to modify dashboard features without prior notice.
This guide helps you understand how to navigate the Capital Street FX dashboard efficiently and manage your trading account with confidence.