How to Setup Your Prop Broker (Full)
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
    • Commission Calculations
  • 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
    • Application of Promotional Links
  • 13. Prop Trading Settings
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Challenge Dashboard
    • Viewing Prop Challenges
    • Setting Up Prop Challenges
    • Editing Prop Challenge Settings
    • Deleting Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Coupons & Promo Codes
    • Marketplace Installation & Permission Settings
    • Coupons
    • Promo Codes
  • 15. Go Live
  • 16. Other Functionalities
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On this page
  • 1. Traders Registration
  • 2. IB Registration
  • 3. Registration via Back Office
  • 4. Multi-Step Registration
  1. 3. Client Onboarding Process

Client Registration Process

PreviousKYC PoliciesNextClient KYC Process

Last updated 9 months ago

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

The registration process for clients includes three different options:

1. Traders Registration

Traders can register a CRM account from the CRM Client Portal by following these steps:

Click on the “Register as a Trader” button.

Fill in the required fields:

  1. Name of Client (required) - Names may be duplicated with existing clients.

  2. Nationality (required) - Select from the drop-down list.

  3. Country Code & Phone Number (required) - The phone number must not be duplicated with existing clients.

  4. Email Address (required) - Email Address must not be duplicated with existing clients.

  5. Password (required) - Password must meet the password requirements set by the broker via the CRM Backoffice Portal.

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

  7. Any other field configured by you. Refer to this section for more details:

Complete the Slider Verification.

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

Upon successful registration, the client will be redirected to the login page. You can set the approval settings for Trader Registration to be manual or automatic via the CRM Back Office.

  1. If the approval settings are manual, the client will need to wait for you to approve their request before they can log in to their CRM account.

  2. If the approval settings are automatic, the client can log in to their CRM account immediately after successful registration.

If the phone number or email address is duplicated with existing clients, there will be a pop-up notice to inform clients.

2. IB Registration

IBs can register a CRM account from the CRM Client Portal by following these steps:

Click on “Register as an IB”.

Fill in the relevant fields and click on “Register”.

  1. Complete the Slider Verification.

  2. Input the email verification code and click on “Register”.

Upon completing the email OTP Verification, the client will need to fill in the IB registration fields and click “Next”.

The client will need to verify the information filled in and click “Submit”.

Upon successful registration, the client will be redirected to the login page. You can set the approval settings for IB Registration to be manual or automatic via the CRM Back Office.

  1. If the approval settings are manual, the client will need to wait for you to approve their request before they can log in to their CRM account.

  2. If the approval settings are automatic, the client will be able to log in to their CRM account immediately upon successful registration.

3. Registration via Back Office

You can create CRM accounts for your clients and IBs through the CRM Back Office by following these steps:

  1. Login to CRM Back Office.

  2. Navigate to "Clients" tab and click "Create Client".

Select either “New Trader” or “New IB” and fill in the relevant fields and click “Create User”.

Compared to self-registration by the client, there are additional fields that you can assist to fill in:

  1. Owner - refers to the main sales contact of the client

  2. Participant - refers to the owner’s team members

  3. Force user to update password - the client will be forced to update their password upon first login to CRM.

  4. Send notification email to the client - upon successful creation of account, an email including the account credentials will be automatically sent to the client’s email address.

Upon successful creation of the account, the client can proceed to login to their CRM account.

4. Multi-Step Registration

  1. 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.

Trader Registration
IB Registration
Registration via Back Office
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