5 Steps to Get Started as an Introducing Broker

Five steps to get started as an IB or white label

If you are looking to establish yourself as an introducing broker, but are a little unclear as to where to begin, we have all the tools and information to help you get started. Our 5 simple steps show you how to get started.

  1. Complete our preliminary form

    This is as simple as it sounds. We need to know all about you and your existing business, as well as your long term plans once you become an IB. If we are armed with clear and precise information, we can then go ahead and tailor make a plan and package to suit your specific needs. Please include information about your website (if available) in this step. Even though a website isn’t required for approval, it is definitely a great way for you to put yourself on the map and start building a client base. Click either the “Sign Up Today” button to the right of this page or on this link.

  2. Receive a pre-approval email with IB application instructions

    Within 24 hours of you completing step 1, you will receive an email with further instructions.

  3. Upload Documents

    In order to move forward with your application, we require proof of your identity. This includes a picture ID, which can be a driver’s license, passport or government issued identification. Also required is a document that is less than 6 months old with your proof of address (for example, a utility bill, bank statement, or credit card statement). Corporate clients and white label providers will require additional documentation.

  4. Compliance Processing

    Your application is then submitted to our compliance department for processing. This will take at least 24 hours and no more than 48 hours if you have sent us all the necessary information.

  5. Final Approval

    Once we have accepted you application and it has been processed by compliance, you will receive a welcome approval email to confirm your role as an introducing agent. Your information will be added to our back office and you can begin to open accounts and get compensated. We will help you get your business moving forward and work with you based on your specific needs after that.

Get your IB business moving now…

5 Steps to Get Started as an Introducing Broker