LOG IN TO THE CLIENT PORTAL:
Log in to your Client Portal. There is a menu on the left-hand side of your screen. The last menu option is “Request IB” menu. Click on it and it will open up the Introducing Broker Application.
COMPLETE INTRODUCING BROKER APPLICATION
The next step is to complete all the questions on the Introducing Broker Application Questionnaire, it is important to complete all the questions in full. Once you have completed the questionnaire, click submit and it will be sent to our Introducing Broker Manager for review.
INTRODUCING BROKER APPLICATION APPROVAL
The Introducing Broker Manager will review your Introducing Broker Application Questionnaire and approve, provided you meet our selection criteria. When your application is approved you will receive a notification via email and SMS notifying you that you have been approved.