1.2.2_ENG_FXCRM_IB On-boarding Guidelines

Author: Livia Tay, MY 
Last Updated: November 19, 2024

IB onboarding refers to the process of registering and integrating Introducing Brokers (IBs) into a company's business ecosystem. An Introducing Broker is an individual or entity that refers clients to a broker in exchange for commissions.

Step-By-Step

1. Log into Client Account
   You must first create a client account before you can create an IB account.
   
   
2. Click on 'Partnership'.
   On the right side of the menus, click on . Kindly refer image 1.2.1.2a for detailed information.
   
   
                                                                      image 1.2.1.2a
   
   
3. Click on ‘Register now’.
   Kindly refer image 1.2.1.3a for detailed information.
    
                                                                                   image 1.2.1.3a
   
   
4. IB account application has been submitted.
   The verification application typically will be processed within 2-3 working days.