Register Your IB/Broker Account
Overview
Before IBWatch can begin tracking your referrals and automating your workflow, you'll need to connect your IB/Broker account.
This process securely links your broker account to IBWatch so the platform can synchronize your referral data and provide the features available with your selected plan.
The setup only takes a few minutes.
Before You Begin
Before registering your broker account, make sure you have:
An active IBWatch account.
Selected an IBWatch subscription plan (Free, Starter, Growth, Pro, Agency, or Enterprise).
An existing supported broker account.
The email address associated with your broker account.
Your broker account password.
Note: You'll be entering the password for your existing broker account. You are not creating a new password for IBWatch.
Step 1: Sign in to Your IBWatch Dashboard
Log in to your IBWatch account and open your dashboard.
From the side navigation menu, scroll down to Settings and tap on it. Now on the Settings page, scroll down to Register IB Account section.
Step 2: Select Your Broker
Choose your broker from the available list.
Ensure you select the broker where your IB/Partner account is registered.
Step 3: Enter the Account Holder Name
Enter the full name registered on your broker account.
This should match the name associated with your broker account to help ensure your information is accurate.
Step 4: Enter Your Broker Email Address
Provide the email address you use to sign in to your broker account.
Double-check for spelling mistakes before continuing.
Using an incorrect email address will prevent IBWatch from connecting to your broker account.
Step 5: Enter Your Broker Password
Enter the password you use to log in to your broker account.
For your security:
Use the exact password associated with your broker account.
Passwords are encrypted before being stored.
Your password is never displayed after it has been saved.
If you've recently changed your broker password, be sure to enter the updated password.
Step 6: Confirm Your Password
Re-enter the same broker password to confirm there are no typing errors.
If both passwords do not match, you'll need to correct them before continuing.
Step 7: Click Register/Update
Once all the information has been entered correctly, click the Register/Update button.
IBWatch will securely attempt to connect to your broker account.
Successful Registration
If everything has been entered correctly, you'll see the popup message:
IB account registered
Your broker account is now connected to IBWatch.
Depending on your broker, it may take a short time for your referral data to begin appearing in your dashboard.
Common Issues
Incorrect Email Address
If your email is incorrect, IBWatch won't be able to authenticate with your broker account.
Verify you're using the same email address you use to sign in to your broker's client portal.
Incorrect Password
If your password is incorrect, update it with the correct broker password and try again.
Remember, this is your broker account password—not your IBWatch password.
Recently Changed Your Broker Password
If you've changed your broker password recently, update your credentials in IBWatch by entering the new password and clicking Register/Update again.
Unsupported Broker
If your broker isn't listed, it isn't currently supported by IBWatch.
Keep an eye on future updates as we continue adding support for more brokers.
Security
IBWatch takes the security of your broker credentials seriously.
Your credentials are encrypted during transmission and while stored. They are used solely to establish and maintain the connection between IBWatch and your broker account, enabling the platform to synchronize the data required for its features.
As an added security measure, your password is never displayed after it has been saved.
If you ever change your broker password, simply update it in the Register IB Account section located on the Settings page of your IBWatch dashboard to restore synchronization.
Need Help?
If you're unable to register your broker account after checking your email address and password, contact the IBWatch support team for assistance.
Providing details about the issue—including any error messages you receive—will help us resolve it more quickly.