IB Onboarding
IB onboarding is the process of registering, verifying, and activating introducing brokers within a forex affiliate program.
What it means in practice
IB onboarding is the structured workflow through which forex brokers register, verify, and activate new introducing brokers in their partner program. Unlike standard affiliate onboarding, IB onboarding typically requires identity verification, regulatory compliance checks, and agreement signing before the IB can begin referring clients.
The onboarding process usually begins with the IB submitting an application through the broker's IB portal. The broker then reviews the application, verifies the IB's identity and regulatory standing, and provisions the IB with tracking links, commission structures, and marketing materials. The speed and quality of this process directly affects IB activation rates and early referral volume.
Effective IB onboarding includes clear documentation of commission terms through an IB agreement, immediate access to reporting dashboards, and training on available lot-based or spread-based commission models. Brokers who automate onboarding workflows tend to see higher IB activation rates and faster time-to-first-referral compared to those relying on manual processes.
How IB Onboarding works across industries
See how ib onboarding is applied in the verticals Track360 supports, from qualification logic and payout structure to the operational context behind each model.
How Track360 handles this
Track360 provides automated IB onboarding workflows with built-in compliance checks, document collection, and instant portal access. Brokers can configure approval rules, assign commission plans, and activate IBs without manual intervention.
Frequently Asked Questions
Common questions about ib onboarding, how it works in affiliate programs, and where it shows up across Track360's supported verticals.
IB onboarding is the process by which forex brokers register, verify, and activate new introducing brokers. It includes identity verification, compliance checks, agreement signing, commission plan assignment, and portal access provisioning.
Related Terms
Introducing Broker (IB)
An Introducing Broker is a partner who refers new traders to a Forex or CFD brokerage in exchange for ongoing commissions, typically calculated on the trading volume or revenue generated by those referred clients.
IB Agreement
An IB agreement is the formal contract between a forex broker and an [introducing broker](/glossary/introducing-broker) that defines the commission structure, payment terms, compliance obligations, client ownership rules, and termination conditions governing the partnership. It is the legal foundation that specifies how the IB earns revenue and what responsibilities each party assumes.
IB Portal
An IB portal is a self-service web interface provided by a broker to its [introducing brokers](/glossary/introducing-broker), giving them access to performance data, commission reports, tracking link generation, [sub-IB](/glossary/sub-ib) management, and marketing materials. It serves as the primary operational tool through which IBs monitor their referral activity and manage their partnership.
Sub-IB
A Sub-IB is an introducing broker recruited by another IB (the master IB) rather than directly by the broker. Sub-IBs operate under a multi-tier structure where commissions cascade from the broker through the master IB layer.
Affiliate Onboarding
The process of registering, verifying, and activating new affiliates in a partner program, from application through first campaign launch.
IB Rebate
An IB rebate is a payment that an introducing broker passes back to referred clients, typically funded from the IB's own commission share. Rebates are used to attract and retain active traders by reducing their effective trading costs.
IB Network
An IB network is a multi-tier structure where a master introducing broker recruits sub-IBs, earning override commissions on the trading volume they generate.
Master IB
A Master IB is an introducing broker who recruits and manages a network of Sub-IBs beneath them. The Master IB earns override commissions on the trading volume generated by their downstream partners in addition to commissions on their own direct referrals.
Continue Learning
Free structured courses that cover this topic and more.
Forex IB Program Management
Lot-based and symbol-based commission structures, multi-level IB hierarchies, MT4/MT5 integration, and per-partner deal terms built for brokerages. From onboarding to payout.
Scaling Forex IB Networks
Regional IB hierarchies, multi-currency payouts, advanced deal logic, and operational strategies for brokers scaling from 10 IBs to 500+.
Related Articles
Further reading on ib onboarding and related affiliate program topics.
Track360 and Skale CRM Partnership
Track360 Partners with Skale CRM to Empower Forex Brokers and Prop Firms with Next-Level Affiliate & IB Management
Sep 9, 2025
Track360 at Forex Expo Dubai October 2024
Track360's participation in Forex Expo Dubai 2024 was a milestone, showcasing our innovative solutions, building strategic partnerships, gaining industry insights, and reinforcing our commitment to excellence in forex and affiliate management.
Feb 2, 2025
Track360 and Antelope Partnership
Track360 and Antelope CRM Announce Strategic Partnership to Drive Enhanced Operational Efficiency, Streamlined Processes, and Growth Opportunities for Forex Brokers and Prop Firms
Feb 2, 2025
Track360 Partners with EXO Trading
This partnership brings brokers and trading firms a unified infrastructure for CRM, trading, and affiliate management, helping them streamline operations, improve attribution, and scale more effectively.
Mar 30, 2026
Track360 Partners with Axcera
This collaboration equips prop and broker firms with advanced management tools, enabling them to launch, manage, and grow their businesses with greater efficiency, control, and scalability.
Mar 26, 2026
Track360 & TradeCore Partnership
This collaboration delivers cutting-edge tools for CRM platforms with affiliate management, empowering new brokers to launch and grow their businesses with ease and efficiency.
Jan 13, 2025