Free PDF guide

From trader to Introducing Broker

An 8-page, no-hype guide for traders who want to become an IB: the rules, how IBs are paid, how to choose a broker and a 90-day plan you can follow.

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  • Licence and marketing rules by region, in plain English
  • CPA, rebates and revenue share compared, with worked examples
  • A 10-point broker checklist and the 8 contract clauses to read
  • An audience worksheet and a day-by-day 90-day launch plan
Cover of the free IB2broker guide: From trader to Introducing Broker
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What's inside

Seven chapters, eight pages, zero hype

01

From trader to IB

What an introducing broker does, what changes when you start and the mindset that lasts.

02

Rules first

Licence and marketing rules in the US, UK, EU, Australia, UAE and India.

03

Your niche

IB models compared and an audience worksheet brokers will love.

04

How IBs are paid

CPA, rebates, revenue share and hybrid, plus the small print that matters.

05

Choose a broker

A 10-point checklist and the 8 clauses to read before you sign.

06

Your first 90 days

A step-by-step plan from set-up to your first supported clients.

07

Grow and avoid mistakes

What helps IBs grow, the mistakes that end careers and a launch checklist.

This guide is general information, not legal, tax or investment advice, and nothing in it is a promise of income. Trading forex and CFDs with leverage is high risk and many retail traders lose money. Want more? Read our free step-by-step guide to becoming a forex IB.