CRM Client Portal User Guide
CRM Back Office User Guide (Abridged)
  • Introduction
  • Client Portal (Front-End)
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Component
    • Become an IB
  • 4. Accounts
    • Create New Account or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfers
    • Withdrawals
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenge
    • Prop Challenge Statistics
  • 10. Trading Competitions
    • View Trading Competitions
    • Participate in Trading Competitions
    • Trading Competition Leaderboard
    • Trading Competition Transactions
  • 11. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Centre
    • Ticketing
    • Languages
    • Logging Out
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  1. 1. Account Registration

Multi-Step Registration

PreviousIB RegistrationNextTwilio Verify

Last updated 4 months ago

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:

  1. Navigate to the Client Portal URL.

  2. Click "Register as a Trader" or "Register as an IB".

  1. You will see the registration steps here.

  2. Fill in your registration information and click "Next".

  1. Follow through the steps and click "Submit".

  2. The process 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.