Reassign Users

Reassign clients and sub-IBs from one Introducing Broker to another, either individually or all at once

On this page, you can reassign clients and sub-IBs from one Introducing Broker to another without manually exporting and importing IB-related data.

The following options are available:

Reassign All — reassign all users from one IB to another. Specify the following fields:
- Source IB email — the email address of the IB from which users are reassigned.
- New IB email — the email address of the IB to which users are reassigned.
Reassign One — reassign an individual client or sub-IB to another IB. Specify the following fields:
- Client / Sub-IB email — the email address of the client or sub-IB to be reassigned.
- Source IB email — the email address of the IB from which the user is reassigned.
- New IB email — the email address of the IB to which the user is reassigned.

Click Preview to review the reassignment before applying it.

Reassignment history

The list of performed reassignments is displayed below, providing the following information:

Type

The reassignment type: Reassign All or Reassign One.

Introducing brokers

The source and destination IBs of the reassignment.

Status

The current status of the reassignment.

Users

The number of reassigned users.

Created

The date and time when the reassignment was created.