Introducing Broker Refer & Earn

They provide their clients with trading education and support, as well as access to the financial markets. Many IB’s are one-man operations, using their unique Identifying links to register clients on the retail brokers’ platform. IB’s are better able to service customers as they are local and have direct relationship with the clients. IB’s help increase the efficiency and lower the work load of the retail broker. This course will review the Broker Portal, which is our free and powerful client relationship management platform for Introducing Brokers . The web application serves as the one-stop destination to manage clients, run reports and key performance metrics, funding, and more. Additionally, automatic billing, flexible commission markups, and interest markups/markdowns forex introducing broker are part of IBKR’s turnkey solution for Broker-Dealers and Introducing Brokers. Charge clients for services rendered based on a fee-per-trade unit for each asset class, exchange and currency. The trade unit is determined by the unit IBKR uses for its commissions charges and can be on a per share, per contract, or percent of trade value basis.


At Optimus, we’re committed to developing relationships of trust and good faith with our clients. We have implemented an approach to provide you with systematic, disciplined and above all, objective guidelines focused solely on your personal needs and financial objectives. Simply introduce customers to us using your own contacts or marketing efforts and we’ll do the rest. By using this site, you are agreeing to security monitoring and auditing. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Your request has been identified as part of a network of automated tools outside of the acceptable policy and will be managed until action is taken to declare your traffic.
  • The IB program should not be viewed as a Multi-level Marketing gig where you need referrals to progress.
  • Each customer whose account is introduced on a fully disclosed basis shall be notified in writing upon the opening of the account of the existence of the carrying agreement and the responsibilities allocated to each respective party.
  • This lesson reviews the ability for IBs to configure these markups/markdowns at Interactive Brokers.
  • These include white papers, government data, original reporting, and interviews with industry experts.
  • Optimus Futures and Optimus FX are both independent, and very few companies can match our breadth of platforms offerings, routing capabilities and clearing arrangements.
IBKR does not make any representations or warranties concerning the past or future performance of any financial instrument. By posting material on IBKR Campus, IBKR is not representing that any particular financial instrument or trading strategy is appropriate for you. Fully Disclosed Brokers can create multiple tier accounts by adding Registered Advisor, Non-Professional Advisor , Proprietary Trading Group Separate Trading Limit and Multiple Hedge Fund master accounts to their broker account structure. Each Advisor, Proprietary Trading STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.

Introducing Brokers

Feature your Introducing Broker link or advertising materials on your website to start referring clients. White Label solutions are installed by qualified experts who are in charge of all the setups and integrations to ensure brokers everything is working as one ecosystem. In terms of the scope of IB obligations in general, their task is to solve all the clients’ issues to make the trading process exceptionally easy for them. IBs describe all the services, point out their pros and cons, looking for the best solution right now. Education How to choose a forex broker Milan Cutkovic Finding the right forex broker before starting your trading journey is the first crucial decision you will have to make. What is a Type 4 introducing broker Furthermore, White Label programs are characterized by more flexible revenues and commissions, making it possible to establish different partnership levels. This is why White Labelling is among the best options to dip your toe into the Forex market – 63% of beginner brokers prefer to start with WL components. For instance, B2Core is the CRM solution of the new generation that manages referral programs up to 30 levels. Brokers don’t need to keep rewards, payments and invoices under their management as everything is automated.

Interactive Brokers Group Cookie Policy

Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. Charge markups to clients based on IBKR stock borrow rates, entered as a variable or fixed percentage of our borrow rate. You can enter both types of markups and our system will apply the markup rate that results in the larger total amount. Investopedia requires writers to use primary sources to support their work. These include white papers, government data, original reporting, and interviews with industry experts. White branding is a great marketing tool that can give your customers the impression that you are offering a complete package of in-house trading tools and supporting products. An introducing broker acts as a middleman by matching an entity seeking access to markets with a counterparty willing to take the other side of the transaction. Generally speaking, IBs make recommendations while delegating the task of executing trades to someone who operates on a trading floor. The introducing broker and whoever executes a transaction split the fees and commissions according to some agreed upon arrangement. No later than July 1 of each year, the carrying firm shall notify the introducing firm’s chief executive and chief compliance officer in writing of the list of reports offered to, requested by and supplied to the introducing firm as of the date of the notice. A copy of this written notice must at the same time be provided to the introducing firm’s designated examining authority .

Introducing Broker (IB): Definition, Role, Registration, Examples

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