Client Registration Process

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.

Clients can either register an account as a trader or as an IB.

The registration process for clients includes three different options:

Trader Registration

Done by Client

Traders can register a CRM account from the registration link.

IB Registration

Done by Client

IBs can register a CRM account from the registration link.

Registration via Back Office

Done by Back Office User

You can assist to create CRM accounts for your clients and IBs via the CRM Back Office.

If you have set up a multi-step registration process for your clients, it's important to note that they must successfully complete all the necessary steps before the CRM account is created.