Author: Livia Tay, MY
Last Updated: April 24, 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
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Log into Client Account
You must first create a client account before you can create an IB account.
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Click on 'Wallet/Finance'.
On the right side of the menus, click on "Wallet/Finance". Kindly refer image 2.3.1.2a for detailed information.
image 2.3.1.2a
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Access the Wallet/Finance Section
In the Withdrawal section, find the Bank Account / E-Wallet column. Click on the “Add Bank Account” button. Kindly refer image 1.2.1.3a for detailed information.
image 2.3.1.3a
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Fill in the Required Information
A pop-up window will appear. Enter all required details for your bank account or e-wallet. Kindly refer image 1.2.1.3a for detailed information.
image 2.3.1.4a
- Submit for Approval
Once completed, click "Add". Your request will be sent to the Finance Team for verification and approval. You will be notified via email or through the portal once the account is successfully approved.