Getting Started Resources
Everything a new IB needs to launch successfully.
Quick Start
Apply to become an Equity IB partner
Complete identity verification and onboarding
Access your Marketing Hub and partner portal
Define your niche and target audience
Launch your first client acquisition campaign
Premium Guides
The Complete Introducing Broker Blueprint
How to Build a Professional IB Business From Scratch
The Complete IB Branding Guide
Build a Professional Brand That Attracts Premium Clients
Becoming an Introducing Broker
A step-by-step walkthrough of what it means to be an IB, how the rebate model works, and what to expect in your first 90 days.
Choosing Your IB Niche
How to identify a specific niche audience that aligns with your strengths, network and marketing skills.
Building Your Brand as an IB
A practical introduction to personal branding — covering your online presence, messaging and first impressions.
Setting Business Goals
A framework for setting realistic, measurable goals based on your current position and resources.
Creating Your First Client Acquisition Plan
A structured template and guidance for writing your first IB client acquisition plan — even if starting from scratch.
Frequently Asked Questions
Access All Getting Started Resources
Become an approved Equity IB partner to download all templates, access every premium guide and receive dedicated marketing support.