Last updated 1 year ago
To register as an IB, follow these steps:
Navigate to the Client Portal URL.
Click "Register as an IB."
Fill in the relevant fields and click on “Register”.
Complete the Slider Verification.
Input the email verification code sent to the registered email address and click on "Register."
Upon completing the email OTP Verification, you will need to fill in the IB registration fields and click “Next”.
You will need to verify the information filled in and click “Submit”.
The next step depends on the approval settings set by your broker:
If the approval settings are manual, you will need to wait for your broker to approve your registration request before you can log in to your account.
If the approval settings are automatic, you will be able to log in to your CRM account immediately after successful registration.