You can copy and share your Introducing Broker (IB) referral links from the IB Portal. When clients register using your referral link, their accounts are automatically associated with your IB account.
Get and share your referral link
- Log in to the IB Portal.
- Select Referral Links.
- Select the language you want clients to see when they open the referral link.
- Select Copy to copy the referral link, or Share to share the link with your clients.
Clients who complete registration using your referral link will have their accounts automatically associated with your IB account.
Share a shortened referral link
On the Referral Links page, enable Share using short link to generate a shorter version of your referral link. You can then copy or share the shortened link with your clients.
Create and share a custom invitation code
You can also create an invitation code for clients to enter during registration.
- On the Referral Links page, select Customize.
- Enter your preferred code in the New Invitation Code field.
- Select Submit.
- Share the invitation code with your clients.
- Ask clients to enter the code in the Referred By field when registering.
Clients who complete registration using your invitation code will have their accounts automatically associated with your IB account.
