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How can I navigate the IB Portal?

Please note that in order to be considered for an Introducing Broker partnership with Axi, you are required to be licensed by the FCA.

Once access to the IB Portal is granted, the Partner Agreement will open automatically. This agreement outlines your duties and obligations as a partner, the services and products offered by Axi, and the overall relationship between Axi, you, and your customers. After reviewing the agreement, you can agree to the terms and proceed.

In the IB Portal, you will have access to the following tabs:

  • Dashboard: This gives you a full overview of your activities and earnings as an Introducing Broker. It’s designed to help you track your performance and manage your referrals.
  • Fees: On the IB Fees tab, you can easily track the rebates you’ve earned for each instrument traded, shown in both points and dollars, across different trading accounts.
  • Clients: Here, you can manage and view the clients linked to your IB account.
  • Marketing Banner: Access your marketing materials and promotional banners to share with potential clients.
  • Sub IBs: View and manage your sub-Introducing Brokers (IBs), if applicable.
  • Settled Rebates: Track the rebates that have been fully processed and settled.
  • Unsettled Rebates: Keep an eye on any rebates that are still pending settlement.
  • Agreement: You can always access and review your partner agreement here.
  • Logout: Click this to safely log out of your IB Portal account.
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