3.1.4_ENG_FXCRM_Change Referral IB

Author: Livia Tay, MY 
Last Updated: February 27, 2025

Although it's a frequent request to modify a referral Introducing Broker (IB) in our internal system, it's crucial to adhere to the correct protocols to guarantee a seamless transition. 

This guidelines will walk you through the essential requirements, necessary paperwork, and the precise actions to finish the change when it comes to modifying a referral IB. This is intended to assist our internal team in effectively managing such changes while making sure that all operational and regulatory requirements are satisfied.

To make things easier for everyone, let's go into the specifics!

Step-By-Step

1. Log In to StoneInno Backoffice
   Access your Stoneinno backoffice account. Kindly refer image 3.1.4.1a for detailed information.
   
                                                                        image 3.1.4.1a
   
   

2. Check Client Profiles

   2.1 Review Floating Trades
   Submit a request via JIRA to Dealing Team to change check client's floating trade.
   
   2.2 Confirm New IB Details & MT4/MT5 Account Type
   Consult with the Team Leader (TL) or Senior(s) for validation.
   
   2.3 Change Client MT4 Account

   Submit a request via JIRA to Dealing Team to change client's MT4 account type.

3. Update the Client's Default Affiliate
   Go to Member Listing > Manage > Update Client's Default Affiliate and enter the IB's email address in the New Referral column. Kindly refer image 3.1.4.4a for detailed information.

   
   
                                                                                image 3.1.4.4a
   
   Double-Check Email and ID: Ensure both match the new IB.
   
                                                                                image 3.1.4.4b
   
   
4. Finalize Changes
   Confirm all updates are accurate. The referral IB change is now complete!