How to transfer clients and structures in the IB system

Transfer client structures between Introducing Brokers or move clients within the same IB hierarchy

This article covers two common scenarios for managing client structures in the IB system:

• Transferring an entire client tree from one IB to another.

• Transferring an individual client from one IB to another.

Before you start

• Ensure you have proper backup of client data.

• Confirm that the destination IB exists and is active.

• Always verify exports before deleting source IBs.

Transferring the entire client structure from one IB to another

Use this method to move all clients or SubIBs from one Introducing Broker to another while preserving all relationships and data. This scenario requires the mandatory removal of the source IB from which clients are being transferred.

1

Go to Introducing brokers > Program > Introducing brokers and open the profile of the source IB (IB1).

2

On the Clients tab, export all first-level clients under IB1.

Export only first-level clients. All lower-level clients will be automatically transferred with their relationships preserved.

3

After confirming the export is complete, delete IB1 from the system.

4

Import IB data, as described here: How to import IB-related data.

In your CSV file, specify the following:

• In the IB Email column, the email address of the destination IB (IB2).

• In the Client Email column, the email addresses of clients exported from IB1.

• In the IB Type ID column, the identifier of the desired IB type. To find IB type IDs, go to Introducing brokers > Program > Types and export the existing types. The required IDs will be available in the exported file.

Upload the CSV file and complete the import process.

All clients will be transferred to IB2 with their transaction data, reward information, and subordinate client relationships intact.

Moving a particular client from one IB to another

Use this method to transfer an individual client or SubIB from a source IB to a target IB while preserving all their data.

1

Identify the current IB under which the client is located (IB1) and determine the target IB where the client should be moved (IB2).

2

Go to Introducing brokers > Program > Clients and remove the client from IB1.

3

Go to Introducing Brokers > Program > Introducing brokers and select the target IB2.

4

On the Clients tab, click the Create button to add the client.

5

On the Clients tab, enter the client's email address to create them under the target IB2. The system will automatically preserve all transaction and reward information during this process.

6

Verify that the client has been successfully moved to the target IB2 with all their historical data intact.