Client Registration Process
Last updated
Last updated
Clients can either register an account as a trader or as an IB.
The registration process for clients includes three different options:
Traders can register a CRM account from the CRM Client Portal by following these steps:
Click on the “Register as a Trader” button.
IBs can register a CRM account from the CRM Client Portal by following these steps:
Click on “Register as an IB”.
You can create CRM accounts for your clients and IBs through the CRM Back Office by following these steps:
Login to CRM Back Office.
Navigate to "Clients" tab and click "Create Client".
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.
Refer to this section for more details:
Done by Client
Traders can register a CRM account from the registration link.
Done by Client
IBs can register a CRM account from the registration link.
Done by Back Office User
You can assist to create CRM accounts for your clients and IBs via the CRM Back Office.