> 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/multi-step-registration.md).

# Multi-Step Registration

In the event that your broker has configured multi-step registration, you might be required to complete the registration form, KYC form and trading account creation in a single process to successfully register your account.

To complete the multi-step registration, follow these steps: 

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

1. Navigate to the Client Portal URL.<br>
2. Click "Register as a Trader" or "Register as an IB". \
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FqaJfkRzA5j5HO5dj6nQg%2Fimage.png?alt=media\&token=ee475c9e-13db-4bc9-9742-f671ea318d7c)
   {% endtab %}

{% tab title="Step 2" %}

1. You will see the registration steps here. <br>
2. Fill in your registration information and click "Next". <br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FV6AvyyURtcDiCsd2KDHq%2Fimage.png?alt=media&amp;token=74acac3d-13d1-4ba0-9b39-aa8dc809ae06" alt="" width="563"><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 3" %}

1. Follow through the steps and click "Submit". <br>
2. The process depends on the approval settings set by your broker:<br>
   * 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>
   * If the approval settings are automatic, you will be able to log in to your CRM account immediately after successful registration.
     {% endtab %}
     {% endtabs %}