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Table of content

Account Creation & Login

The Phoenix Client Portal accounts are not created automatically. Access must be requested through our Client Services (CS) team before you can log in for the first time.

New users: Contact our Client Services (CS) team to submit an account creation request via email. Once your account is set up, you will receive a confirmation email containing a temporary password.

First login: Use the temporary password provided in the confirmation email. You will be prompted to set a new password upon first login.

Forgot password: Click “Forgot Password” on the login page. A new temporary password will be sent to your registered email address.

Dashboard

The Dashboard is your home screen upon logging in. It provides an overview of your account.

Note: The account shown in the screenshots below is fictional and for illustration purposes only.

Phoenix - Dashboard

What you will find on the Dashboard:

  • Total Balance & Margin Excess/Deficit: Displayed at the top of the page in USD.
  • Daily Ending Balance chart: View your balance history by Group Account or by Currencies & Sub Accounts. Toggle between 3, 6, and 12-month views using the buttons at the top right of the chart.
  • Quick action buttons: Use the Transfer, Withdraw, and Deposit shortcuts at the top right of the page to navigate directly to each function.
  • Left navigation sidebar: Access all portal sections from here: Dashboard, All Transactions, Deposit, Transfer, Withdrawal, Bank Account, and Statements.

Deposit

You are required to complete the bank transfer first before submitting a deposit request in the portal.

To submit a deposit:

  1. Transfer funds from your bank account to the designated company bank account. Retain your transaction receipt or screenshot.
  2. Log in to the Client Portal and navigate to Deposit in the left sidebar.
  3. Click “+ Create New” at the top right of the page.
  4. Complete the deposit form and upload the required supporting documents, including a screenshot of your bank transfer confirmation.
  5. Submit the request. Your deposit will appear in the Deposit list with a status and will be processed accordingly.

Deposit status reference:

  • Processing – Deposit is currently under review or being handled.
  • Done – Deposit has been successfully processed.
  • Cancelled – Deposit was withdrawn or stopped before completion.
  • Rejected – Deposit was reviewed but not approved for processing.

Transfer

The Transfer function allows you to move funds between your accounts within the Client Portal.

To submit a transfer:

  1. Navigate to Transfer in the left sidebar, or click the Transfer button on the Dashboard.
  2. Click “+ Create New” at the top right of the page.
  3. Select the target account, enter the transfer amount, and submit, which will be processed within 1-2 working days. 

Transfer status reference:

  • Processing – Transfer is being processed.
  • Done – Transfer completed successfully.
  • Cancelled – Transfer was withdrawn or stopped before completion.
  • Rejected – Transfer was reviewed but not approved for processing.

Withdrawal

The withdrawal process consists of two steps: registering a verified bank account (required once before your first withdrawal), followed by submitting a withdrawal request.

A. Adding a Bank Account (First-Time Setup)

Contact our Client Services (CS) team to submit a bank account creation request. Once your account is set up, you will be informed by the CS team, and the details will be reflected on the Client Portal.

B. Submitting a Withdrawal Request

  1. Navigate to Withdrawal in the left sidebar, or click the Withdraw button on the Dashboard.
  2. Click “+ Create New” at the top right of the page.
  3. Select your verified bank account, enter the withdrawal amount and currency, and submit.
  4. Your request will be reviewed before funds are disbursed within 3 working days*.
    *For reference only and may be delayed by processing or compliance requirements.

Withdrawal status reference:

  • Processing – Withdrawal is currently under review or being handled.
  • Done – Withdrawal has been successfully processed.
  • Cancelled – Withdrawal request was withdrawn or stopped before completion.
  • Rejected – Withdrawal was reviewed but not approved for processing.

Currency Daily Cut Off Time & Estimated Value Dates for Withdrawal, & Related Charges

Currencies
(CCY) 		Cut-off Time
(SGT) Monday – Friday
(Excluding SG Public & CCY Holidays) 		Estimated Value Date
(Up to 5 Mil USD or Equiv.) 		Estimated Value Date
(More than 5 Mil USD or Equiv.) 		Charges
(Per Withdrawal Request)
AUD
(Australian Dollar) 		16:00 Next Business Day 2 Business Day AUD 65
NZD
(New Zealand Dollar) 		16:00 Next Business Day 2 Business Day NZD 70
JPY
(Japanese Yen) 		16:00 Next Business Day 2 Business Day JPY 6,000
CNH
(Chinese Renminbi Offshore) 		16:00 Same Business Day Next Business Day CNY 285
HKD
(Hong Kong Dollar) 		16:00 Same Business Day Next Business Day HKD 330
USD
(US Dollar) 		16:00 Same Business Day Next Business Day USD 55
SGD
(Singapore Dollar) 		16:00 Same Business Day Next Business Day SGD 10
GBP
(Sterling Pound) 		16:00 Same Business Day Next Business Day GBP 38
EUR
(Euro) 		16:00 Same Business Day Next Business Day EUR 40
CAD
(Canadian Dollar) 		16:00 Same Business Day Next Business Day CAD 55
CHF
(Swiss Franc) 		16:00 Same Business Day Next Business Day CHF 40

Bank Standard Settlement Instruction (SSI)

Refer to the Bank Standard Settlement Instruction (SSI) for the corresponding bank details.

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Marcus Goi Chin Poh

Managing Director and Chief Executive Officer
Orient Futures International (Singapore)

Marcus Goi is the Managing Director and CEO of Orient Futures International (Singapore) Pte Ltd (OFIS). In his role, he spearheads the firm’s global expansion with a forward-thinking and disruptive approach, leveraging advanced technologies such as Artificial Intelligence, Machine Learning, and Smart Data to redefine brokerage services.

Under his leadership, OFIS has strengthened its role as a strategic bridge linking Asian markets, including China, with the wider global financial landscape, cultivating strong partnerships with exchanges, liquidity providers, and institutional clients globally. His unwavering focus on innovation and technological advancement continues to position the firm as a trusted partner for investors seeking both regional expertise and global opportunities.

With three decades of experience in financial services and capital markets, Marcus is widely respected for his expertise in exchange-traded derivatives, OTC clearing, and leveraged FX. He has built a strong track record for driving industry innovation, transformation, and sustainable growth.

Before joining OFIS, Mr. Goi was Head of Commercial and Global Sales at United Overseas Bank Bullion and Futures (“UOBBF”). A respected leader in the capital markets, he led the creation of UOB’s low-latency global trading network and solutions, which attracted a significant client base and high trading volumes.