Upon registering as an IB, you will receive a unique Referral Link that you can share with potential clients. This link can be used in emails, websites, or any communication channel to direct clients to the platform, ensuring they are associated with your IB account upon registration.
There are two main types of referral links:
- Client Referral Links: For onboarding individual clients who will trade on the platform.
- IB Referral Links: For recruiting other Introducing Brokers, expanding your network by creating a tree of sub-IBs under your management.
Key Features of Referral Links
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Region-Specific Links:
IBs can customize referral links based on the region where the client will be onboarded. By selecting the appropriate region in the IB portal, the link will adapt to the specific onboarding requirements of that area. -
Referral Type:
IBs can choose between Client and IB Referral links, depending on their target audience.
The Client Referral Link is used to bring in new clients who will directly trade on the platform, while the IB Referral Link is designed for onboarding sub-IBs who, in turn, refer their own clients. -
QR Codes for Easy Sharing:
The IB portal also enables the generation of QR codes for referral links. This feature makes it easy to share the referral link in offline marketing materials. Clients can simply scan the code and be directed to the registration page. -
Encrypted Links:
For added security, IBs can choose to create encrypted referral links. This ensures that the IB code is hidden, but the tracking still works effectively.