# July 10th, 2023

<details>

<summary>Register IB</summary>

Client can register as IB in your landing page by inputting their Full Name, Email, and Phone number. User will receive OTP code that's is sent through SMS

The landing page can be access [here](https://valbury.co.id/register-ib).

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FHH4Vyt29KFUhVDGQFlIG%2FScreenshot%202023-07-10%20at%2016.51.28.png?alt=media\&token=a82f8844-03fb-41b7-9702-29083888d6dd)    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FGkHrv56bDKqgqZ96PCbF%2Fimage.png?alt=media\&token=44364b37-bbea-4c26-851d-6cc939ad0e34)

* The system will check if this user is already registered as demo user or not.
  * If it's registered, then a pop-up message will appear\
    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FCaPXRjqdmhQgi3bnLfJ2%2Fimage.png?alt=media\&token=897d9552-9502-4baa-968c-f209fad749df)
  * If it's not registered, then the system will create new leads with this user's information and pop-up message will appear\
    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FX5A9PXhbi3Z1HIkfWHw4%2Fimage.png?alt=media\&token=d746714c-d1f3-4cf3-bbce-d1ca1f535f99)
* If this user already have a live account but not `ACTIVATED` yet, then this pop-up message will appear\
  ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FkjhO2mprYBCsxmYKK6Fy%2Fimage.png?alt=media\&token=e1b03340-65a3-4c61-8c6d-b5a98a034527)
* If this user already have an `ACTIVATED` live account, then the agreement for sign up as Introducing Broker will appear. If user checked on `I agree` and click submit then their request will be sent and branch admin can approve/disapprove this request.\
  ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2F7WBLNp3etDt8epfaXlKu%2Fimage.png?alt=media\&token=20322592-a922-40b4-86bc-39f73992d07a)    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FZkrwoHDJeQzsyw0q58cS%2Fimage.png?alt=media\&token=24d5d5a4-cd4e-49b8-baeb-2e2652da9247)
* When the request is submitted, branch admin can see the user's request in `Referral`  -> `Introducing Brokers` menu. You can read more about the list of Introducing Brokers in this [page](https://valbury.gitbook.io/crm/features/referral/introducing-broker-list).
* User's can check their request status by inputting their information and input the OTP code again.
  * If approved, then a pop-up with their Introducing Broker ID appear and the user can go to see their dashboard and login with their credentials.\
    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FnEZNYpGiB5v910KIBuVs%2Fimage.png?alt=media\&token=e6b81c89-5947-4f85-85ef-778caa9e4fd8)
  * If rejected, then a pop-up with rejection note will appear.\
    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FeH8C6KzXLPoaM8WRoZmk%2Fimage.png?alt=media\&token=dbdbf6b9-8c7f-4ab2-bacb-e0dd9bac120b)
* When user want to go to their dashboard, they can login using their phone number that already registered as IB\
  ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FsO3eMjf9ov4097BxE7sV%2Fimage.png?alt=media\&token=ba555842-40f9-459e-9995-fc61ae5ca60a)    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FzXE0dPzNGfjJJ4IAEXvT%2Fimage.png?alt=media\&token=2609c761-582f-45d9-94ed-b4ee5b3d1663)

</details>

<details>

<summary>Dashboard Introducing Brokers</summary>

#### Dashboard

To login to dashboard Introducing Brokers, user need to input their phone number and OTP will be sent to them.<br>

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FYkrinjpthBPvzQUJhuHU%2Fimage.png?alt=media\&token=ee4f6868-296f-4216-a787-620c02f1bc05)   ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fpyc5MKcROjLOp7cxkXKZ%2Fimage.png?alt=media\&token=12ac50f0-b5ed-4a6c-b5f9-eb7890ab9e89)

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FYDypYrqML3QB0uup3QJY%2Fimage.png?alt=media\&token=2ddcee23-8967-46e6-b278-d9249ce4dc66)

In the dashboard, user can see :&#x20;

* Total lot that already received from your direct clients.
* Total commission in IDR for this month
* Total commission in USD for this month
* Total commission in IDR for last month
* Total commission in USD for last month
* Users registered as Sub-IB from this user
* Users registered with status `funded` from this user
* Users registered with status `submitted/approved` from this user

#### Clients

1. **Sub-IB**\
   In this page you can see the list of clients that already registered using your IB referral code and they choose to be an Introducing Brokers too\
   ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FlUCZrZNncVSZYM6cF951%2Fimage.png?alt=media\&token=e154e503-e6c0-42b2-9c07-7cd5f10a4e6c)
2. **Direct Clients**\
   In this page you can see the list of clients that already registered using your IB referral code and already have a funded live account\
   ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FmiF0kGfvPaEa3q72hNsM%2Fimage.png?alt=media\&token=2b84b2b7-c3f2-4b3e-832c-24ccac33d179)
3. **Leads**\
   In this page you can see the list of clients that already registered as demo or just submitted their document for creating a live account using your IB referral code\
   ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FdJDUdynxyMYnD8nGdV9W%2Fimage.png?alt=media\&token=a602c074-e39e-4ce3-842e-0f743bde377c)

#### Profile

If user wants to view their profile, they can go to the account menu and click `Profile`

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FlbFKctp5Dx1p4pt4orwE%2Fimage.png?alt=media\&token=6697f462-bee0-4d04-8bfc-b14d6f1ba640)

### Calculation for Rebate

```
Notes : minimum open transaction to close is more than 120 seconds
```

#### For $1 commission

1. Rebate=  rebate transaction x $6 x rate account from IB
2. Bonus IB = total margin in all account under this IB
   * if <99 million = Rp 0
   * if  100 - 200 million = Rp 2 million
   * if 201 - 300 million = Rp 3 million
   * if 301 - 400 million= Rp 4 million
   * if >401 million = Rp 5 million
3. Total commission is sum of point 1 and 2 combine in rupiah

#### For $10 commission

1. Rebate=  rebate transaction x $6 x rate account from IB
2. Bonus IB = total margin in all account under this IB
   1. if <99 million = Rp 0
   2. if  100 - 200 million = Rp 2 million
   3. if 201 - 300 million = Rp 3 million
   4. if 301 - 400 million= Rp 4 million
   5. if >401 million = Rp 5 million

3\. Commission = Total lot x $9 x rate account from IB

4\. Total commission is the sum of point 1, 2, and 3 combined in rupiah

#### For $33 commission

1. Rebate=  rebate transaction x $6 x rate account from IB
2. Bonus IB = total margin in all account under this IB
   * if <99 million = Rp 0
   * if  100 - 200 million = Rp 2 million
   * if 201 - 300 million = Rp 3 million
   * if 301 - 400 million= Rp 4 million
   * if >401 million = Rp 5 million

3\. Commission = Total lot x $20 x rate account from IB

4\. Total commission is the sum of point 1, 2, and 3 combined in rupiah

#### Floating

```
Notes : everything will be calculated in USD
```

1. Rebate will be calculated based on when the transaction is close
2. Commission lot will be calculated when the transaction is close

</details>
