Prop Trading Client Portal User Guide
Prop Trading Back Office User Guide
  • Prop Trading Client Portal User Guide
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Components
    • Become an IB
  • 4. Accounts
    • Create New or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfer
    • Withdrawal
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenges
    • Prop Challenge Statistics
  • 10. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Center
    • Ticketing
    • Languages
    • Logging Out
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  1. 1. Account Registration

Multi-Step Registration

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Last updated 9 months ago

In the event that your prop broker has configured multi-step registration, you might be required to complete the registration form and KYC form in a single process to successfully register your account.

To complete the multi-step registration, follow these steps:

  1. Navigate to the Client Portal URL.

  2. Click "Register as a Trader" or "Register as an IB".

  1. You will see the registration steps here.

  2. Fill in your registration information and click "Next".

  1. Select the KYC Form.

  2. Fill in your KYC details and click "Next".

  3. Review the information and click "Submit".

Depending on the approval settings set by your prop broker:

  1. If the approval settings are manual, you will need to wait for your prop broker to approve your registration request before you can log in to your account.

  2. If the approval settings are automatic, you will be able to log in to your CRM account immediately after successful registration.