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User Guide
Logging In
4
Assessing Monex Pay & 2FA
User ID (User Name)
Forgotten my Password
Push Notifications on Monex Pay
Bank Accounts
3
Entering Client's Own Bank Accounts
Adding Third Party Beneficiary Details and Bank Accounts
Uploading Multiple Third Party Beneficiaries via Excel Template
Trading
3
Creating a Monex Pay Trade
Contract Note and Settlement Instructions
Viewing Trades, Trades History and Statuses
Payments
10
Individual Payments Instructions
Editing a Value Date and Cancelling a Payment
Submitting Individual Payments for Approval
Approving or Rejecting Individual Payments
Creating Batch Payments
View all 10
Reporting
3
Current Balances
Statement by Currency
Activity Reports
User Management
3
Adding and Managing Users
Multi Trade and Payment Approval
Trading Limits For Users
Help Desk Software
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