Owned CRM workspace
Sign in to your workspace
Use synthetic accounts here. Your GitHub and TradeCore logins are separate.
Create a synthetic client account
Only .test addresses are accepted. An administrator can read verification messages in the synthetic staging mailbox; no email is sent.
Verify client email
Recover client access
Accept client invitation
Use the single-use invitation from the administrator’s synthetic mailbox. This links your login to an existing CRM record; no trading account is activated.
Accept staff invitation
Administrator-issued synthetic staff invitations only. Your assigned role cannot be changed here. Staff MFA setup, verification and recovery are available in the integrated admin at /crm. Workspace policy can require MFA before staff CRM access.
Your synthetic account sessions
Read your other active sign-ins or sign them out while keeping this sign-in active. Counts are snapshots; a later login may change them.
Owned synthetic identity only · Provider sessions and device history unavailable.
Create synthetic client
Client book
| Client | Country | Lifecycle | Version |
|---|
No visible client records.
Client login invitation
Single-use, expires in one hour. Administrator-only synthetic mailbox; no real email delivery.
Activation requires a future onboarding and compliance workflow.
Internal notes
Client tasks
Audit trail
Append-only records; every CRM write records its actor in the same transaction.
| Event | Actor | Entity | Time |
|---|
Your client profile
These are your own synthetic records. Staff notes and operational evidence remain private. Trading, funding and provider services are unavailable.
Your synthetic IB commission statement
Only your own reviewed test allocations and exact reversals. These entries are not earned or payable funds. Trading verification, wallet balances, settlement and payouts remain unavailable.
| UTC time / journal reference | Entry | Signed test amount |
|---|
Up to 100 entries per page, newest first. Net totals include every retained entry in each currency on every page. Latest refreshes after changed history, access or backend restart. Referred client details, other IB amounts and private commercial rules remain private.
Your public synthetic KYC checklist
Only your own client-visible requests are shown. Update the requested fictional details and active identity/address fixtures, then save and submit a fresh onboarding profile below. Link its receipt here to retain your response. Staff will assess whether the requested updates are sufficient. Staff must explicitly restart review; this does not approve KYC, activate trading or execute money.
Checklist refresh preserves unsaved profile edits. A response links only the current submitted receipt; save and submit edits first.
Your private synthetic document fixtures
Fictional ASCII text only, starting with the fixture marker shown below. Real ID files, PDF/image uploads, virus scanning and document verification are unavailable. Saved fixtures stay private until an onboarding submission includes their receipts. Assigned KYC staff can download only active submitted fixtures.
| Fixture | Kind | State | Version | Bytes | SHA-256 | Actions |
|---|
Withdraw blocks downloads and keeps retained bytes. Restore preserves the same content and digest. Submit a fresh saved profile to include the current active fixtures; previous manifests remain unchanged.
Your synthetic onboarding profile
Use fictional test details only. Save a partial draft, then complete all fields before submitting. Your submitted copies are retained for your assigned KYC staff. Editing creates a new draft; previous submissions remain unchanged. Active document fixture receipts are captured when you submit. Real documents, provider screening and clearance are unavailable.
Your retained submissions
Latest 10 submissions shown. Submission is independent of KYC decisions and client lifecycle.
Your synthetic finance requests
Only your own synthetic workflow records. Internally approved requests remain execution pending. Money execution, settlement and trading balances are unavailable.
Up to 25 own requests per page, newest created first. Latest and returning to page one include new requests. Use Latest after changed access or backend restart. Paging preserves your unsent drafts.
| Request kind | Prepared amount | Workflow status | Updated | Execution / settlement |
|---|
No requests in this directory page.
Synthetic mailbox
Administrator-only synthetic test messages. No real email delivery. These temporary fixture tokens expire and can be used once.
Support tickets
Owned synthetic conversations. Internal staff notes stay private; no email or provider delivery.
Your support tickets
Up to 25 own tickets per page, newest first. Latest and returning to the first page include new tickets. Use Latest after changed access or backend restart. Ticket paging preserves your selected conversation and unsent drafts. Email, attachments and provider delivery remain unavailable.
| Subject | Client | Status | Version |
|---|
Conversation history
Up to 25 messages per page, oldest first within each page. Latest messages includes new replies. Changing page clears an unsent reply. History cursors expire after 30 minutes, changed access or backend restart; use Latest messages to recover. No email, attachments or provider delivery.