To view your potential clients, please log in to the Ohio Markets IB Portal and follow the steps below.

Steps to check potential clients

Step 1: Log in to the IB Portal

Access the Ohio Markets IB Portal using your registered IB credentials.

Step 2: Open the “Account Report” section

After logging in, click on “Account Report” in the portal menu.

Step 3: Select “Leads”

Within the Account Report section, select “Leads” to view information related to your potential clients.

Understanding the displayed information

The system displays personal information related to Demo Accounts and Leads associated with your IB account for reference purposes.

Demo Account

• Displays demo accounts opened by your clients and potential clients
• Useful for tracking client interest and early-stage engagement

Leads

• Displays clients who submitted an account application using your IB referral link
• These clients have not yet completed the account setup process, such as:
  • Selecting an account type
  • Agreeing to the client agreement

Important Notes

• Lead and demo account information is provided for reference only
• Clients will be fully linked to your IB account once their account configuration is completed
• Ensure compliance with data protection and privacy policies when reviewing client information