How can IB receive notifications for successfully referred clients?
Introducing Brokers (IBs) can receive email notifications when a referred client successfully registers or opens a trading account. These notifications can be managed directly through the IB Portal.
How to Manage Notifications
- Log in to the PU Prime IB Portal and go to the dashboard.
- Click the "Mail" icon in the top-right corner.
- Under Email Notification Management, toggle the following options on or off:- Client Registration
- Account Opening
Changes will then apply immediately after being updated.
- Once enabled, you will receive an email notification at your registered email address when a referred client successfully registers or opens a trading account.
Important Information
- Notifications are sent to the IB's registered email address.
- Client Registration notifications are sent when a referred client successfully completes platform registration.
- Account Opening notifications are sent when a referred client successfully opens a trading account.
- Disabling a notification will stop emails for the selected event.
