Published at: 2026-10-12

View account balances

View each fund account balance and frozen amount for a CRM account.

Overview

Distributors and internal users can check balances at any time. Customer fund account balance is an independent object. Multiple fund accounts for one CRM account appear as separate rows.
alt text ## Before you begin
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  • Customer Fund Account is enabled.
  • You can open Customer Fund Account Balance, or the object is added to the mobile menu or personal center.

Steps

Path 1: Web

  1. Search for and open Customer Fund Account Balance.
  2. Filter by CRM account and review each fund account balance.
alt text 3. Open the related account transaction logs if you need the change history.

Path 2: Mobile

  1. Open Customer Fund Account Balance from the mobile menu or personal center.
  2. Review every fund account balance for the CRM account.
alt text

Path 3: Home chart

If a customer fund account balance chart is added to Home, view it on the web or mobile home page.
alt text Mobile home looks like this.
alt text ## Expected result
  • You can see each fund account balance and, when needed, the frozen amount.
  • Multiple fund accounts for one CRM account appear as separate rows.

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