The complete 12-step flow from IB referral link to a fully-verified live trading account. Registration, email validation, Step I personal verification, Step II residence & investor profile.
Client journey starting point when a user registers through your IB referral link. Tracking is automatic; what your team must verify is that the right link is used and onboarding doesn't stall between phases.
Per latest spec direction, wallet currency should default to USD without alternative options. But your still able to deposit in EUR, GBP or AUD.
Each step has its own page. Jump straight to the step a client is stuck on most onboarding escalations are a specific step, not the whole flow.
The client enters the system through your IB master referral link. Tracking is automatic no manual linking required if the link is used correctly.
The referral link automatically tracks the client to your IB account. No manual linking is required if the link is used correctly. If the client lands on registration without the link, the account will not be assigned to you they must restart from your link.
The client lands on the 10X sign-up page (Create your trading account). They fill out the form, create the account, and agree to platform conditions.
Enter
Select
Accept
Action
8–16 characters · uppercase + lowercase + number · at least one of ! ~ ` · no other special characters.
Final action of Phase 1. After completing the Live Sign Up form, the client commits the registration.
After registration the client moves automatically to Phase 2 (email verification). The account exists in the system but is not yet usable login is blocked until the email is confirmed in Step 6.
After clicking Register Now, the client is redirected to the Account Validation page on MarketsVox. This is a confirmation screen no action is required here other than checking the email inbox.
"Congratulations! Your new account has been successfully registered. Your account needs to be validated. Within the next few minutes you will receive an email containing a validation link. If you do not receive this email, please check your spam folder and make sure that your inbox is active and not full."
The client receives a validation email from MarketsVox at the address they registered with. The email contains everything they need to confirm the account and log in.
The email comes from MarketsVox. If the client doesn't see it within a few minutes, the issue is almost always the spam/junk folder or a full inbox. Have them search "MarketsVox" before assuming delivery failed.
This is the gate. Until the email is confirmed, the client cannot log in. The entire onboarding flow stalls here if Step 6 is skipped or fails.
Clients complete this step immediately after registration. Clients understand that login access is blocked until verification is done. Any delay here stops the onboarding process completely.
After confirming their email, the client can log in to their MarketsVox account. Once inside the portal, they see the Account Opening Process section with the required verification steps for Step I and Step II.
The client clicks Start My Application to begin Step 8. The full verification process is split into two stages Step I unlocks payments and trading, Step II unlocks withdrawals and full account functionality.
The client clicks Start My Application and completes the personal information form. This information must match the identity document they upload in Step 10.
This information must be completed accurately and match the client's identity documents. Typos, nicknames, or abbreviated addresses will fail verification in Step 10 and force a re-submission.
As part of the application flow, the client must confirm they have read and accepted the applicable privacy and personal data processing notice. Standard regulatory consent.
The application cannot progress to Proof of ID upload until this confirmation is accepted. If a client is stuck here, the most common cause is they haven't ticked the box before clicking Continue.
Final action of Step I. The client uploads a valid identity document. The system asks them to specify the issuing country and document type.
The client can continue directly on desktop or switch to mobile if preferred.
The uploaded document must be valid and readable and must match the information entered in Step 8. Mismatched names or addresses are the number-one cause of rejection.
Step II begins. The client uploads a valid proof of residence document under Upload Documents. This proof must normally show three things.
The proof of residence must match the address entered during the application process. Common rejection reason: client moved between Step 8 and Step 11 and the proof shows a different address.
Confirm with 10X ops which exact document types are accepted in production (typically utility bills, bank statements, government letters). Not yet specified in source documentation leave this section for 10X to fill in.
Final action of the entire onboarding flow. The client completes the Investor Profile section required before the account becomes fully enabled for all functions.
This is part of the full onboarding process and is required before the account becomes fully enabled for all functions.
Source documentation does not specify the exact fields of the Investor Profile section. Confirm with 10X ops before answering specific client questions about what's asked (typically: trading experience, financial situation, risk tolerance but verify before quoting).
Client is now: registered (via your IB link), email-verified, KYC Step I complete (Personal Details + ID), KYC Step II complete (Proof of Residence + Investor Profile). Account has full deposit, withdrawal, and trading functionality. They're ready to choose a flow PAMM, Copy Trading, or Direct.