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
Powered by GitBook
On this page
  1. 1. Account Registration

Trader Registration

Previous1. Account RegistrationNextIB Registration

Last updated 4 months ago

To register as a trader, follow these steps:

  1. Navigate to the Client Portal URL.

  2. Click "Register as a Trader."

Fill in the fields:

  1. Name

  2. Nationality

  3. Country Code & Phone Number: Must not be duplicated with existing clients.

  4. Email Address: Must not be duplicated with existing clients.

  5. Password

  6. Referrals (optional): This refers to the referral's code. You will automatically be the referral’s downline upon account registration.

  1. Complete the Slider Verification.

  2. Input the email verification code sent to the registered email address and click on "Register."

The next step depends on the 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.

  2. If the approval settings are automatic, you will be able to log in to your CRM account immediately after successful registration.