> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-client-portal/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-client-portal/1.-account-registration/ib-registration.md).

# IB Registration

To register as an IB, follow these steps: 

{% tabs %}
{% tab title="Step 1" %}

1. Navigate to the Client Portal URL.<br>
2. Click "Register as an IB."\
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2F1aD6b0Sw3xXpw05Vbm0o%2Fimage.png?alt=media\&token=a214411a-47e3-4da9-ab19-b99b7b294dfa)
   {% endtab %}

{% tab title="Step 2" %}

1. Fill in the relevant fields and click on “Register”.<br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FFPrH3qz6lVeTPSr7n52a%2Fimage.png?alt=media&amp;token=2aeb72a2-559a-44c7-82d9-ab463feb07e9" alt=""><figcaption><p><br></p></figcaption></figure>
2. Complete the Slider Verification.\
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2Fnrl3CZrOSiCfcgJ8UTn2%2Fimage.png?alt=media\&token=aa4c9283-ad3c-401b-b9c1-4c02be44978f)<br>
3. Input the email verification code sent to the registered email address and click on "Register."\
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2F8XN1ugUd4kKmGJKS7mG4%2Fimage.png?alt=media\&token=e60c21a0-691b-4217-a2fd-30fd41bc83cc)
   {% endtab %}

{% tab title="Step 3" %}

1. Upon completing the email OTP Verification, you will need to fill in the IB registration fields and click “Next”.<br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2F58pOjAtFR6HFQFrnB4hD%2Fimage.png?alt=media&amp;token=277e5ae6-e0cc-4485-babe-e9278a3d6f66" alt="" width="563"><figcaption><p><br></p></figcaption></figure>
2. You will need to verify the information filled in and click “Submit”.<br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FMlbxpoaWMlUuTK78BjWq%2Fimage.png?alt=media&amp;token=262ca323-3ee7-4cea-bcf8-e801035d17b6" alt="" width="563"><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 4" %}
The next step depends on the approval settings set by your broker:

1. 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.<br>
2. If the approval settings are automatic, you will be able to log in to your CRM account immediately after successful registration.
   {% endtab %}
   {% endtabs %}