Quick Start
Overview
In WHALE, a client bank card refers to a bank account opened by the user at a bank, which is bound by the user themselves or by back office personnel on their behalf. The corresponding bank card can be used for deposits and withdrawals in the broker app.
Quick Start
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Navigation: Cash Management > Bank Card Management
- Clients add a bank card in the app: The card will be displayed automatically on the page.
- When clients cannot bind a card in the client app: In such cases, a back office operator can add the bank card in the back office. After addition, it will be displayed automatically on the page. Click Add bank cards to enter the page, fill in the detailed information, and submit.
Click Batch Add to add bank card information in batches according to the template
- For client-submitted information requiring manual review, or for cards added manually in the back office on behalf of clients, when the bank card authentication status is Authentication In Progress, manual review is required.
When a client's bank card authentication status is Without Witness or Have Witnessed, the back office operator can modify the bank card information.
- Manually updating the fund deposit witness status: If a client's fund deposit transaction is completed, but their bank card's witness status remains To Witness, operators can click Update Deposit Verification to handle it.
After linking the client's deposit details, the system will automatically update the fund deposit witness status to Have Witnessed.
