Partner onboarding · Support operations · v2 · 2026

Everything your team
needs to operate.

The operational playbook for every client journey, onboarding, copy trading, PAMM, IB referrals, withdrawals and support handling. Search it, or pick a flow below.

Get started

01

Client onboarding

Registration via IB link → email verification → KYC Step I → Step II → fully live.

12 stepsAll clients · IB-referred

PAMM

02

PAMM investor

Choose a money manager, connect, fund and track a PAMM investment.

5 stepsInvestors
03

PAMM money manager

Set up offers, performance & management fees, agent commissions and join links.

9 stepsManagers

Copy trading

04

Copy trading · providers

Provider sign-up & publish flow with two manual verification gates by the 10X team.

10 stepsStrategy providers
05

Copy trading · copiers (MV)

Copier flow through the MarketVox dashboard, with built-in screenshots.

12 stepsCopy traders
06

Copy trading · copiers (10X)

Alternate flow for copiers entering through the 10X Strategy Marketplace.

10 stepsCopy traders

Partners

07

Introducing broker (IB) flow Ready

CU-number approval, Marketing Tools form embed, branded link, client tracking, View Profile tabs and the 7-tab My Reports suite.

19 steps + reportsIBs & partners

Money & payouts

08

Withdrawals · profit share · rebates In progress

How money moves out, withdrawal SLAs, profit share splits, IB rebate payouts, common holds.

All audiences

Support

09

Support team operational handbook

The book your team lives in, FAQ, escalation tree, troubleshooting playbooks, response templates, common objections, and what to flag to 10X staff.

Required readingSupport agents

The client journey · reference

01

Discovery & sign-up

Client registers on 10X or a partner channel.

02

KYC & connect

ID verified, trading account created & linked.

03

Fund & match

Deposit made. Picks Copy Trading or PAMM.

04

Active trading

Trades replicate, fees calculated live.

05

Withdraw & rebate

Profits out, rebates & fee splits paid.

Stuck or need something added?

Gaps, edge cases or new flows your team hits, escalate to your 10X account contact and we'll update the hub.

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