Account types and structures

Empower your business with a multi-account system that supports spot, margin, CFD, and staking accounts—all managed seamlessly from a single platform. Attract a wider range of clients, maximize engagement, and adapt to evolving market demands with ease.

Live and practice accounts across wallet modes, with CRM lifecycle from onboarding through funding.

Five wallet modes, one client profile

Live and practice accounts for CFD, digital options, spot, staking, and margin—provisioned from operator CRM.

  • Wallet switcher clients use from one login
  • Practice mode on every wallet for onboarding
  • CRM lifecycle from lead through funded book
Trading solutions
Trading wallet switcher in client app

Onboarding and compliance before go-live

KYC, account configuration, and treasury limits are enforced in CRM before clients access live wallets.

  • KYC queue beside account provisioning
  • Role-based limits per account type
  • Operator approval for first deposit and live switch
Security & compliance
KYC verification before wallet funding

Ready to evaluate NFINX?

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