1.2.1_ENG_FYNXT_How To Get Referral Link From Your IB Account?

Author: Livia Tay, MY 
Last Updated: October 29, 2024

For Introducing Brokers (IB), referral links play a vital role in expanding their network and generating commissions. An IB account facilitates easy access to and management of these referral links; however, this process must be conducted through the designated BackOffice of the platform. This guide offers a detailed, step-by-step explanation of the procedure.

Step-by-Step

1. Ensure Your IB Account is Approved
   Ensure the IB account has been fully approved. Access to the referral link will not be available until the account status is verified.
   
    
2. Login to the Back Office
   Access the referral link by logging into the platform’s Back Office. This is the dedicated space for managing all IB-related activities.
   
    

3. Find the Referral Link on the Dashboard
   Upon logging in, the dashboard will display the referral link in this section. This link can be copied directly for prompt sharing with prospective clients or partners. For Clients, select "Client" from the Referral Type options and click the Copy button adjacent to it. For IBs, choose "IB" under the Referral Type and click the Copy button next to it. Kindly refer to image 1.2.1.3a (for clients) and image1.2.1.3b. (for IBs) for visual guidance.
   
    

   
                                                                         image 1.2.1.3a
   
   
                                                                         image 1.2.1.3a

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4. Create or Edit Referral Links
   If generating a new referral link or making changes to an existing one is necessary, follow these steps. Navigate to the Marketing Tools (image 1.2.1.4a) section on the left side column, select Referral Links, and from there, create a new referral link or edit an existing one to customize it for different marketing campaigns. Kindly refer to image 1.2.1.4a and image1.2.1.4b for visual guidance.
   
    

   
   image 1.2.1.4a
   
   
   image 1.2.1.4b
    

5. Copy and Share the Referral Link
   The referral link is available in a copyable format, making it easy to share across various platforms such as email, social media, or other communication channels.
   
    

Frequent Asked Questions on IB Referrals

Q1: What if Client wanted to change referral to the IB that only carries SF Account? (For Client that is not eligible for SF)
A1: If the request is from Salesperson, proceed as usual. However, If the request is direct from Client (Via Tickets,etc), kindly refer to our TL.

In summary, acquiring a referral link from an Introducing Broker (IB) account is a simple procedure that can greatly improve networking capabilities and the potential for earning commissions. By adhering to the detailed guide, IBs can efficiently maneuver through their platform’s BackOffice to obtain and oversee their referral links. Effectively utilizing these referral links is crucial for optimizing opportunities within the IB structure.