/ /
What is the difference between Client Portal and the IB Portal?
Updated 4 months ago

At Axi, we offer two distinct portals to serve the different needs of our clients: the Client Portal and the IB Portal. Whether you’re a regular trader or an Introducing Broker (IB), understanding the differences between these portals will help you make the most of the Axi platform.

Client Portal

The Client Portal is essential for managing your personal trading account, funding, and withdrawals.

Key Features:

  • Account Management: View balances, trading activity, and performance.
  • Deposits & Withdrawals: Manage funding and withdrawal requests.
  • Trading Platforms: Access MT4/MT5 for trading.
  • Financial Reports: Download statements and transaction history.
  • KYC Verification: Submit documents to verify identity.
  • Customer Support: Contact support for assistance.

IB Portal

The IB Portal is designed for Introducing Brokers (IBs) to manage client referrals, track rebates, and commissions. To access the IB Portal, you need to use your rebate account, which is automatically created when you apply and are approved as an IB.

Key Features:

  • Advanced Tracking: View aggregate rebate balances and historical data.
  • Top 20 Customers: Monitor your best-performing clients.
  • Commission Tracking: Track earnings from referred clients.
  • Key Metrics: View performance data and referral stats.
  • Daily Payouts: Request daily payouts directly.
  • IB Support: Access dedicated support from your IB Account Manager.

IB Portal helps IBs track client performance and commissions, ensuring their referral business runs smoothly.

Key Differences

FeatureClient PortalIB Portal
Primary UserIndividual tradersIntroducing Brokers (IBs)
Trading AccessFull access to trading accountsNo trading access; focused on client management
Rebate/Commission TrackingNot applicableTrack rebates and commissions
Client ReferralsNot applicableManage and track referred clients
Financial ReportsDownload trade history and statementsView rebate balances and performance metrics
Withdrawal RequestsRequest withdrawals directlyMust access Client Portal for rebate withdrawals
Access RequirementDirect accessRequires rebate account to access the IB Portal
Was this article helpful?