How To Setup Your Prop Broker (Abridged)

Prop Trading Back Office User Guide

How To Setup Your Prop Broker
1. Branding Setup
- Domain Settings
- Brand Settings
- Login Page Configuration
- Navigation Settings
2. User & Role Management
- Role Management
- User Management
3. Client Onboarding Process
4. Client Group Settings
- Client Groups
- Sensitive Fields
5. Referral Program Settings
- Referral Program Banner
6. Deposit Settings
7. Withdrawal Settings
8. Trading Platform Settings
- Synchronization with CRM
9. IB Commission Settings
- Ranks
- Symbol Groups
- Rule Settings
- Fixed Commission Scheme
- Flexible Commission Scheme
10. Email Settings
- Email Provider
- Notification Templates
11. Approval Settings
12. Promotional Link Settings
- Creating Promotional Links
- Sharing Promotional Links
- Viewing Performance Analytics of Promotional Links
13. Prop Trading Settings
14. Coupons & Promo Codes
15. Go Live
16. Other Functionalities

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13. Prop Trading Settings

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Last updated 1 year ago

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This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

With the foundational configurations in place, you are now ready to embark on creating your prop challenges and setting up the various packages for your clients.