Frequently Asked Questions

1. To generate an IB link, navigate to the Partnership Menu and select "Marketing tools."
2. Within the Marketing tools section, scroll down to "Create New Link" to access the link creation feature.
3. Choose the option to "Create new link" to initiate the process of generating a new IB link.
4. Follow the on-screen instructions and provide the necessary details to customize your link.
5. Once you've inputted the required information, click "Continue" to proceed with the creation of your IB link.
6. Review the generated link to ensure it aligns with your marketing strategy and partnership goals.
7. Congratulations! You've successfully created an IB link that can now be utilized for marketing and promotional activities.

Here are step-by-step sentences for setting up a cashback wallet:

1. Create a cashback wallet: Begin by establishing a cashback wallet. To do this, navigate to the accounts menu on the platform.
2. Access the accounts menu: Once in the accounts menu, locate the option for creating a new account or wallet.
3. Press "Open Live Account" button: Look for the "Open Live Account" button within the accounts menu and click on it to proceed.
4. Select the cashback wallet option: When prompted to choose the type of account, select the option specifically labeled as a "Cashback Wallet."

These steps will guide you through the process of creating a cashback wallet in your accounts menu. Be sure to follow any additional instructions or provide necessary information to complete the setup of your cashback wallet. 

 Here are step-by-step for changing your email address:

1. Log in to the client portal: Start by logging in to the client portal using your current credentials.
2. Navigate to the profile menu: Once logged in, go to the profile menu.
3. Access profile information: Within the profile menu, find and select the "Profile" option.
4. Click on the email section: Locate the email section within your profile information and click on change button to initiate the email address change process. 
5. Receive PIN number: Upon initiating the change, a PIN number will be automatically sent to your current email address for verification.
6. Check your mailbox: Access your current mailbox to retrieve the PIN number sent for verification purposes.
7. Enter the PIN number: Enter the PIN number received in your mailbox to confirm and proceed with the email address change.
8. Continue with the change: After successfully entering the PIN, continue with the process to finalize and save the new email address.

Make sure to follow each step carefully, and be attentive to any prompts or messages that guide you through the email change process in the client portal. 

To enhance the security of your trading account, you can activate two-factor authentication. Follow these steps to set up Two-factor Authentication for your account: 

1. Log in to the Members Area.
2. Navigate to the 'Profile' section and select 'Two-factor Authentication.'
3. Click enable two-factor authentication via Google Authenticator.

Both trading and investor passwords are used to access a trading account, but they serve different purposes:

1. Trading Password: 

• A trading password, sometimes called a "master password" or "trading password," is used to log in to a trading platform with full access to the account. It allows the user to perform various actions, including opening and closing trades, modifying orders, and managing the account.
• Traders typically use the trading password to execute trades and actively manage their positions. This password grants complete control over the account and its trading activities.
• Keeping the trading password secure and confidential is crucial, as it allows for the execution of trading decisions.

1. Investor Password: 

• An investor password, also known as a "read-only password" or "view-only password," provides limited access to a trading account. Users can view the account's activities with an investor password, such as trade history, account balance, and open positions.
• However, the investor password does not allow the user to execute trades, modify orders, or make any changes to the account. It is primarily for monitoring and verifying the account's performance.
• The investor password is often shared with third parties, such as account managers or individuals interested in verifying a trader's track record without the ability to interfere with trading activities.

The use of both passwords serves a security and control purpose. The trading password is for the account holder's complete control and trading operations. In contrast, the investor password allows limited access for those who need to observe account activity without the ability to make changes. Traders should use and protect these passwords accordingly to ensure the security and integrity of their accounts.