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
    • Registration Form
    • Onboarding Flow
    • KYC Policies
    • Client Registration Process
    • Client KYC Process
  • 4. Client Group Settings
    • Client Groups
    • Sensitive Fields
  • 5. Referral Program Settings
    • Referral Program Banner
  • 6. Deposit Settings
    • Deposit Account Settings
    • Payment Method Settings
    • Payment Gateway Icon
    • PSP Settings
  • 7. Withdrawal Settings
    • Withdrawal Account Settings
    • Withdrawal Method Settings
    • Match2Pay Withdrawal
  • 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
    • Types of Approval Methods
    • Approval Method Settings
    • Multi-Level Approval
  • 12. Promotional Link Settings
    • Creating Promotional Links
    • Sharing Promotional Links
    • Viewing Performance Analytics of Promotional Links
  • 13. Prop Trading Settings
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • Viewing Prop Challenges
    • Setting Up Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Coupons & Promo Codes
  • 15. Go Live
  • 16. Other Functionalities
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  • 1. Login Methods
  • 2. Registration Process
  1. 3. Client Onboarding Process

Onboarding Flow

PreviousRegistration FormNextKYC Policies

Last updated 1 year ago

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.

You have the flexibility to customize the available login methods for your clients. The options include login via email address, phone number, or trading account. This customization allows you to cater to the preferences and convenience of your clients, providing them with a seamless and personalized login experience.

1. Login Methods

To configure login methods, navigate to Settings > Login / Registration Settings. You have the flexibility to customize the available login methods for your clients. The options include login via email address, phone number, or trading account. This customization allows you to cater to the preferences and convenience of your clients, providing them with a seamless and personalized login experience.

Once you have configured the login methods, clients will have the flexibility to switch between their preferred login methods by clicking on the drop-down menu.

2. Registration Process

You have the ability to customize the registration process settings according to your business and client preferences. You can configure either a quick one-step setup or a detailed multi-step process which includes KYC and trading account creation.