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Become a Professional Introducing Broker

Vaulted IB Academy is a structured training programme for individuals who want to build a legitimate Introducing Broker business with StarTrader as their broker partner.

⚠ Trading in financial markets involves significant risk. Clients can lose money. Vaulted IB Academy does not guarantee income or trading results. This programme is for education and professional development only.

18
Training Modules
6
Learning Tracks
100%
Growth Focused
What We Are

Training Built for Serious IB Partners

Vaulted IB Academy is a professional training programme designed exclusively for people who want to become Introducing Brokers in the trading industry. An Introducing Broker introduces clients to a regulated broker — in this case, StarTrader — and earns a commission for doing so responsibly.

This is not a trading course. We do not teach you how to trade. We teach you how to build a professional IB business: how to understand the broker model, how to communicate responsibly, how to generate leads ethically, and how to support clients properly.

Who It Is For

Is Vaulted IB Academy Right for You?

Community Builders

You already run a community, group or audience interested in trading and want to monetise it professionally through a legitimate IB partnership.

Content Creators

You create content about trading, markets or finance and want to learn how to do so compliantly while building a sustainable referral business.

Finance Professionals

You work in a finance-adjacent field and want to expand into broker introductions as a structured, professional activity with clear guidelines.

Why Vaulted IB Academy

Professional. Compliant. Practical.

We built Vaulted IB Academy because most IB training does not exist. Partners are left to figure it out alone. We believe there is a better way.

01

Clear Structure

A defined curriculum from first principles to active IB, not a loosely assembled document dump.

02

Compliance First

Every module is built around responsible communication, accurate claims and proper risk disclosure.

03

StarTrader Aligned

The curriculum is built around how StarTrader's partnership model actually works — no guesswork.

04

Long-Term Focus

We focus on building sustainable IB businesses, not short-term recruitment with no ongoing support.

Get Started

Ready to Begin Your IB Journey?

Applications are reviewed individually. We accept people who are serious about building a professional, compliant IB business with StarTrader.

No commitment required at application stage.

About the Academy

Why Vaulted IB Academy Exists

The Introducing Broker model is one of the most established ways of working within the financial services industry. IBs introduce clients to regulated brokers, earn commissions for doing so, and — when done properly — provide genuine value to the clients they work with.

Yet despite this, very few IBs receive any formal training. Most are given a referral link and left to work it out for themselves. The result is poor communication, misleading claims, frustrated clients and unsustainable businesses.

Vaulted IB Academy was created to change that. We provide a structured training pathway for people who want to become professional Introducing Brokers with StarTrader as their broker partner.

Our Purpose

To train Introducing Brokers who communicate honestly, operate professionally, and build businesses that are sustainable for themselves and fair to their clients.

Professional IB training from first principles
Built around StarTrader's partnership model
Compliance and responsible communication
Practical lead generation and client support
Ongoing support after you go live
What You Will Learn

Four Areas of Development

01

Understanding the IB Model

What an Introducing Broker is, how the commission model works, what IBs are and are not responsible for, and how to position yourself professionally.

02

Responsible Communication

How to explain StarTrader's offer accurately, how to set client expectations properly, how to use risk warnings and how to avoid misleading language.

03

Lead Generation and Conversion

How to identify suitable prospects, build trust over time, use digital channels professionally and convert interest into completed account registrations without pressure.

04

Client Support and Retention

How to support clients after they open an account, how to manage expectations, how to track your IB performance and how to build a book of clients that stays active.

Members Only

Mentorship Programme

18 modules across 6 learning tracks. Click any module to read the full lesson. A PDF summary is available to download at the end of each module.

🔒 Members only — full lesson content visible to accepted academy members
Track 1 — IB Foundations4 modules
Module 01 What Is an Introducing Broker?
IB Foundations

Overview

An Introducing Broker — commonly referred to as an IB — is an individual or entity that refers clients to a regulated broker in exchange for a commission. The IB does not hold client funds, does not execute trades on behalf of clients, and does not provide regulated financial advice. Their role is introductory: they connect people who want to trade with a broker who facilitates that trading.

The IB model has existed in financial markets for decades and is widely used across forex, CFDs and commodities trading. It is a legitimate, structured commercial arrangement — but it must be practised professionally and responsibly.

What an IB Does

  • Identifies individuals who may be interested in opening a trading account
  • Introduces those individuals to the broker (in this case, StarTrader)
  • Assists clients through the account opening and onboarding process
  • Provides ongoing support and engagement to referred clients
  • Earns a commission based on the trading activity of referred clients

What an IB Does Not Do

  • Hold or manage client funds
  • Execute trades on behalf of clients
  • Provide financial advice or trading recommendations unless separately authorised
  • Make promises about trading results or returns
  • Act as a regulated financial intermediary without appropriate authorisation

Why the Distinction Matters

Understanding what you are — and what you are not — as an IB is the foundation of operating professionally. Many compliance issues arise because IBs blur the line between introducing clients and advising them. Your role is to facilitate an introduction and provide support, not to guide trading decisions.

This distinction also protects you. If a client loses money and feels they were advised to trade by you, that is a far more serious situation than if it is clear you introduced them to a broker and they made their own independent decision to open an account and trade.

✓ By the end of this module, you will understand what an Introducing Broker is, what they do, and what they are not permitted to do — forming the foundation for everything that follows in the programme.

Module 02How IBs Work with StarTrader
IB Foundations

Overview

The StarTrader IB programme is a formal commercial arrangement. When you become a StarTrader IB, you enter into a partnership agreement that defines your obligations, your commission structure, and the standards you are expected to maintain. This module walks through how that relationship works in practice.

Your Unique IB Link

As a StarTrader IB, you are provided with a unique referral link. When a prospect clicks your link and opens a live trading account with StarTrader, they are tagged to your IB code. Any commissions generated by that client's trading activity are attributed to you. The link is your primary commercial tool — use it accurately and never share it in a way that could mislead prospects about what they are clicking on.

What StarTrader Provides to You

  • A dedicated IB portal where you can track referrals, active clients and commission
  • Access to StarTrader's product information, platform guides and onboarding materials
  • IB support team access for queries and escalations
  • Timely commission payments in line with your agreed structure

What StarTrader Expects from You

  • Accurate and honest representation of their products and services
  • Compliance with all promotional and communication standards
  • Professional conduct in all client-facing activity
  • Notification of any compliance concerns or unusual client situations

The IB Agreement

Your IB agreement is a binding document. Read it carefully before you begin referring clients. It will specify your commission terms, exclusivity arrangements (if any), grounds for suspension or termination, and your obligations around compliance. If anything in the agreement is unclear, ask the StarTrader IB team before proceeding.

✓ By the end of this module, you will understand the mechanics of the StarTrader IB programme, what the partnership involves, and what is expected of you as a partner.

Module 03How IB Commissions Work
IB Foundations

Overview

IB commission is the income you earn from referring clients to StarTrader. Understanding how it is calculated — and what drives it — is essential for building a realistic and sustainable IB business. This module explains the mechanics clearly.

Volume-Based Commission

The most common IB commission structure in the forex and CFD industry is volume-based. You earn a fixed amount per lot traded by your referred clients. A "lot" is a standardised unit of trading volume. The more your clients trade, the more commission you earn. Your commission rate is agreed with StarTrader in advance and set out in your IB agreement.

What Drives Your Earnings

  • The number of active clients you have referred (not just registered)
  • The trading volume each client generates
  • The instruments your clients trade (rates may vary by instrument)
  • Client retention — clients who stay active over time generate more commission than those who deposit once and stop

What Does Not Drive Your Earnings

Your commission is not affected by whether your clients make or lose money on their trades. This is important to understand: you do not benefit financially from clients losing money, and you do not earn less when they are profitable. Your earnings are based solely on trading volume. This removes any incentive to push clients towards excessive trading or poor decisions.

Commission Payments

Commissions are typically calculated on a regular cycle — daily, weekly or monthly depending on your agreement — and paid to your designated account. The StarTrader IB portal will show you your accrued commission in real time. Always verify your portal figures against your payment receipts and raise any discrepancies with the IB team promptly.

✓ By the end of this module, you will understand how IB commission is calculated, what drives your earnings, and how payments work in practice.

Module 04CPA, Revenue Share and Hybrid Structures
IB Foundations

Overview

There are three main commission structures you may encounter as an IB. Understanding each one will help you evaluate your own arrangement with StarTrader and assess which model suits your business approach.

CPA — Cost Per Acquisition

Under a CPA model, you earn a fixed one-time payment for each client who opens a live account and meets a minimum deposit or trading threshold. The payment is made once, regardless of how long the client remains active or how much they trade after that.

Best suited to: IBs who generate high volumes of new account registrations and prefer predictable, upfront income.

Trade-off: Once a client is introduced and the CPA is paid, there is no ongoing income from that client's future activity.

Revenue Share

Under a revenue share model, you earn a percentage of the spread or commission that StarTrader earns from each trade your referred clients make. Payments are ongoing for as long as the client remains active.

Best suited to: IBs who focus on client retention and building a long-term book of active traders.

Trade-off: Earnings build more slowly initially, but compound over time as your client base grows.

Hybrid

A hybrid model combines both approaches — a smaller CPA payment on acquisition plus an ongoing revenue share on trading activity. This balances immediate income with long-term earnings.

Best suited to: IBs who want both upfront reward and ongoing residual income, and who have the client support systems to retain clients over time.

✓ By the end of this module, you will be able to identify and compare the three main IB commission structures and evaluate which model is most appropriate for your business approach.

Track 2 — StarTrader Knowledge2 modules
Module 05Understanding StarTrader's Offer
StarTrader Knowledge

Overview

Before you can introduce clients to StarTrader effectively, you need to understand what StarTrader actually offers. This module gives you a structured overview of the broker's key features from an IB's perspective — so you can describe them accurately, without overstating or misrepresenting.

Account Types

StarTrader offers different account types suited to different levels of trading experience and capital. As an IB, you should familiarise yourself with the key differences — minimum deposit requirements, available leverage, spread types and any account-specific conditions — so you can help prospects identify the right starting point. Always direct clients to StarTrader's official account documentation for the most current terms.

Trading Platforms

StarTrader provides access to industry-standard trading platforms including MetaTrader 4 (MT4) and/or MetaTrader 5 (MT5). These are widely used, well-documented platforms. IBs should know that these platforms exist and be able to describe them at a basic level — but should not position themselves as platform trainers or technical support.

Instruments Available

StarTrader clients can typically trade across forex pairs, commodities, indices and other CFD instruments. You should know broadly what is available, but always verify the current instrument list with StarTrader before making specific claims to prospects.

Demo Accounts

StarTrader offers demo accounts that allow prospective clients to practise trading using virtual funds before committing real capital. Encouraging interested prospects to try a demo account is a responsible and effective first step. Always clarify that demo trading conditions differ from live trading — particularly with regard to execution, liquidity and emotional pressure.

✓ By the end of this module, you will be able to describe StarTrader's core product offering accurately and direct prospects to the right account type and resources.

Module 06How to Explain StarTrader Professionally
StarTrader Knowledge

Overview

Knowing what StarTrader offers is only half the task. The other half is being able to communicate it clearly, honestly and professionally to people who may know nothing about trading or brokers. This module gives you a practical framework for doing so.

Lead with What It Is, Not What You Can Make

When introducing StarTrader to a prospect, your first job is to explain what the broker is and how it works — not to lead with income potential or lifestyle promises. A professional introduction might sound like: "StarTrader is an online broker that allows you to trade financial markets including forex, commodities and indices through a regulated platform. If you are interested in trading, they offer both demo and live accounts."

Answer Questions Honestly

Prospects will ask questions. Your job is to answer what you know accurately, and refer anything you are unsure about to StarTrader directly. Never invent an answer or speculate about platform features, fees or regulatory status. Saying "I will find that out for you and come back" is far more professional than guessing.

Language to Use

  • "StarTrader is the broker I work with as an Introducing Broker."
  • "They offer a range of account types — you can start with a demo to see how the platform works."
  • "I earn a commission when people I refer trade with them — I want to be transparent about that."
  • "Trading does involve risk, so it is worth reading through their materials before deciding."

Language to Avoid

  • "StarTrader is the best broker out there." (Unverifiable claim)
  • "You will make money with them." (Guarantee of profit — never acceptable)
  • "Everyone is doing well with this broker." (Misleading generalisation)
  • "It is basically risk-free." (Factually incorrect and seriously misleading)

✓ By the end of this module, you will have a clear, honest and practical framework for describing StarTrader to prospects across any channel or conversation.

Track 3 — Building Trust and Generating Leads3 modules
Module 07How to Build Trust with Potential Clients
Trust & Leads

Overview

Trust is the foundation of every successful IB business. Prospects who trust you will open accounts, remain active, and refer others. Prospects who do not trust you — or who feel misled — will not convert, will not stay, and may report you. This module covers what genuine trust-building looks like and how to practise it.

What Trust Looks Like for an IB

  • Being honest about what trading involves, including the risks
  • Being transparent about your commercial relationship with StarTrader
  • Not overpromising on outcomes or earnings
  • Being consistent — saying the same things publicly and privately
  • Following through on what you say you will do (sending information, following up, answering questions)

What Destroys Trust Quickly

  • Fabricated screenshots of profits or account balances
  • Lifestyle content that implies wealth from trading when it is not genuine
  • Changing your story depending on who you are speaking to
  • Disappearing after a client opens an account
  • Making claims you cannot substantiate

Building Credibility Over Time

Credibility is built through consistent, honest behaviour over time. Posting genuinely useful information about trading, being transparent about the risks, sharing your genuine perspective rather than scripted hype, and treating prospects as intelligent adults who can make their own decisions — these are the foundations of a credible IB presence.

You do not need to pretend to be an expert trader to be a credible IB. You need to be an honest, knowledgeable, professional partner who helps people navigate the process of opening and using a trading account.

✓ By the end of this module, you will understand the principles of genuine trust-building and how to apply them consistently across your IB activity.

Module 08How to Generate Leads Ethically
Trust & Leads

Overview

Lead generation is the process of finding people who may be genuinely interested in opening a trading account with StarTrader. Ethical lead generation means finding the right people through honest means — not mass messaging, not misleading advertising, and not targeting people who have indicated they cannot afford to lose money.

Define Your Audience First

Before generating leads, be clear about who you are looking for. The right prospect for a StarTrader IB referral is someone who has a genuine interest in trading financial markets, understands that it involves risk, and has disposable capital they can afford to put at risk. Anyone who does not fit this profile is not a suitable referral — no matter how easy they would be to convert.

Organic Lead Generation Methods

  • Building an audience through consistent, genuine content about trading and financial markets
  • Running an informative Telegram, WhatsApp or Discord community focused on trading education
  • Engaging in relevant online conversations honestly, without spamming links
  • Referrals from existing clients who have had a positive experience
  • Networking within genuine finance or investment communities

What to Avoid

  • Mass cold messaging with profit claims or clickbait
  • Targeting people who have expressed they cannot afford to invest
  • Buying leads lists from third parties without verifying their legitimacy
  • Advertising with misleading headlines or guaranteed return claims
  • Using fake testimonials or fabricated results to attract interest

✓ By the end of this module, you will have a practical, compliant approach to identifying and attracting genuinely suitable prospects for StarTrader.

Module 09How to Convert Leads Without Pressure-Selling
Trust & Leads

Overview

Converting a prospect into a registered StarTrader client should be the natural result of a good introduction — not the result of pressure, urgency or manipulation. This module covers honest conversion conversations that move people forward without pushing them.

The Conversion Mindset

Your job is to help an interested person make an informed decision. That is it. If someone is genuinely interested in trading and StarTrader is a suitable option for them, your role is to make the process easy and clear. If they are not ready or not suitable, your role is to be honest about that — not to talk them into something against their interests.

A Simple Honest Conversion Framework

  • Understand their interest — ask what drew them to trading and what they are hoping to do
  • Be honest about risk — make sure they understand that trading involves the risk of losing capital before they proceed
  • Introduce the demo — suggest they start with a demo account to see how the platform works before going live
  • Explain the process — walk them through what account opening involves so there are no surprises
  • Let them decide — provide your referral link and leave the decision with them

What Pressure-Selling Looks Like (Avoid All of This)

  • "This offer is only available today."
  • "Everyone else is doing it — you don't want to miss out."
  • "You'll regret it if you don't start now."
  • "I know someone who made £5,000 last month — you could too."
  • Following up repeatedly after a prospect has said they are not interested

✓ By the end of this module, you will understand how to guide interested prospects through a registration decision honestly, without applying inappropriate pressure.

Track 4 — Onboarding and Client Support3 modules
Module 10How to Onboard Clients Step by Step
Client Support

Overview

Onboarding refers to the process of getting a referred client from initial interest to a fully verified, funded, live trading account. This process involves StarTrader's systems, the client's own documentation, and your support as their IB. A smooth onboarding experience increases the likelihood that a client will remain active.

The Typical Onboarding Journey

  • Step 1 — Registration: The client clicks your referral link and completes the StarTrader registration form with their personal details.
  • Step 2 — KYC Verification: StarTrader requires clients to verify their identity (Know Your Customer). The client submits a form of photo ID and proof of address. This is a regulatory requirement — not optional.
  • Step 3 — Account Approval: StarTrader reviews the submitted documents. Approval times vary. You can follow up with the client to check progress and encourage them to respond promptly to any requests from StarTrader.
  • Step 4 — First Deposit: Once verified, the client makes their first deposit using one of StarTrader's available payment methods. Help clients understand the deposit options available to them.
  • Step 5 — Platform Access: The client downloads and accesses their trading platform. Encourage them to start with the demo if available before trading with live funds.

Your Role in Onboarding

Your role is to support and encourage — not to complete the process for the client. You cannot submit KYC documents on a client's behalf, handle their funds, or log into their account. Any attempt to do so would breach the IB agreement and potentially constitute a regulatory violation.

✓ By the end of this module, you will be able to guide a referred client through the full StarTrader account opening process clearly and professionally, knowing exactly what your role is at each stage.

Module 11How to Support Clients After Sign-Up
Client Support

Overview

Many IBs focus entirely on getting clients to sign up and then disappear. This is both a commercial mistake and a professional failing. Clients who feel abandoned after registration are unlikely to stay active — and an inactive client generates no commission and no goodwill. This module covers what post-registration support looks like in practice.

What Clients Typically Need After Signing Up

  • Reassurance that the registration process is proceeding normally
  • Help understanding the deposit process and available payment methods
  • Basic guidance on accessing and navigating the trading platform
  • Answers to general questions about how trading works
  • Encouragement to use the demo account before going live

What You Should Not Do

  • Tell clients what to trade, when to buy or sell, or which instruments to use
  • Manage their account or make decisions on their behalf
  • Promise them that their first trades will be profitable
  • Provide technical analysis or trading signals unless you are separately authorised

A Simple Check-In Approach

A brief, friendly message a day or two after registration — asking if they have any questions about the platform or the account setup — goes a long way. It shows professionalism, keeps the relationship warm, and increases the likelihood that the client will deposit and start trading. Keep your check-ins genuine and non-pressuring.

✓ By the end of this module, you will understand what ongoing client support as an IB looks like, and where the clear boundaries of your role lie.

Module 12How to Manage Client Expectations
Client Support

Overview

Poorly managed expectations are one of the most common causes of client dissatisfaction, complaints and IB reputational damage. If a client believes they were told they would make money and they do not, they will blame whoever gave them that impression. This module gives you the tools to set honest expectations from the outset.

What Clients Often Expect (and Why It Can Be Problematic)

  • That trading is easy once you know the basics
  • That they will be profitable within a short timeframe
  • That their IB can guide their trading decisions
  • That losses will be small and temporary

If any of these expectations exist when a client opens a live account, the potential for disappointment — and complaint — is significant. Your job is to address them honestly before the account is opened.

Setting Honest Expectations

  • Be clear that trading is complex, risky and requires practice and discipline
  • Explain that the majority of retail traders lose money, particularly in the early stages
  • Make clear that you cannot tell them what to trade or guarantee any results
  • Encourage them to start with a demo account and only move to live trading when they are comfortable
  • Encourage them only to deposit what they can genuinely afford to lose

Having Difficult Conversations

If a client comes to you frustrated after a loss, your role is to acknowledge their experience, remind them of the risks they were informed about, and direct them to StarTrader's client support for any account-related issues. Do not minimise their frustration, but do not accept responsibility for market outcomes you had no part in creating.

✓ By the end of this module, you will be able to set accurate, honest expectations with new clients in a way that protects both them and your professional reputation.

Track 5 — Digital Channels and Content4 modules
Module 13Using Telegram, WhatsApp, Discord, Instagram and TikTok Professionally
Digital Channels

Overview

Digital channels are the primary tools for most IBs. Each platform has different norms, audiences and risks. This module gives you channel-specific guidance on how to use each one professionally and compliantly.

Telegram and WhatsApp

These are direct messaging and group platforms. They are excellent for building a focused community of people interested in trading. Best practices: keep a pinned risk warning in any group, be responsive to questions, do not share signal-style content, and never share your referral link without context or without the relevant risk disclosure attached.

Discord

Discord is well-suited to structured communities with multiple channels. You can create dedicated channels for different topics — general discussion, platform guides, onboarding help — which presents a more professional image. Apply the same content standards as Telegram. Pin your risk warning and commission disclosure in an #about or #rules channel.

Instagram

Instagram is a visual platform. The temptation on Instagram is to lean into lifestyle content — and this is where many IBs get into trouble. Focus on educational content, honest market commentary and genuine insights rather than wealth signalling. Every post or story that mentions StarTrader or trading should include a risk disclaimer, either in the caption or as a slide.

TikTok

TikTok is a high-reach, short-form video platform with a younger audience. Content about trading on TikTok spreads quickly — both good content and problematic content. Be especially careful here: avoid dramatic profit claims, do not show account balances without full context, and include a verbal or text risk warning in every video related to trading. TikTok also has its own policies on financial promotion — review them before posting.

✓ By the end of this module, you will know how to use each of these platforms in a way that builds your audience professionally, maintains compliance and avoids the common mistakes that get IBs into difficulty.

Module 14How to Create Trading-Related Content Responsibly
Digital Channels

Overview

Content is how most IBs build an audience and generate leads. But trading-related content comes with specific responsibilities. Get it wrong and you risk misleading your audience, breaching your IB agreement, or creating content that could be classified as unlicensed financial promotion. This module covers what responsible trading content looks like.

Content That Works and Is Compliant

  • Explaining how trading works at a conceptual level (what is a pip, what is leverage, how do spreads work)
  • Discussing market news and economic events without making directional trading recommendations
  • Sharing your experience of the account opening process with StarTrader honestly
  • Posting educational breakdowns of trading concepts alongside clear risk reminders
  • Behind-the-scenes content about your life as an IB — the process, the learning, the challenges

Content That Is Problematic

  • Posting profit screenshots without full context (account size, timeframe, whether gains have been sustained)
  • Implying that following your content will lead to trading success
  • Market commentary framed as "buy this" or "sell that" without authorisation
  • Testimonial content that has been edited, staged or taken out of context

A Simple Content Test

Before posting, ask: "If a regulator saw this, would they consider it misleading financial promotion?" If there is any doubt, revise it — or do not post it. Adding a risk warning does not automatically make problematic content compliant; the substance of the content itself must be honest.

✓ By the end of this module, you will be able to create trading-related content that builds your IB audience credibly and compliantly, without putting yourself or your clients at risk.

Module 15How to Avoid Misleading Claims
Digital Channels

Overview

A misleading claim does not need to be an outright lie. A claim can be technically true but still mislead — by omitting important context, by implying something that is not the case, or by presenting a best-case scenario as though it were typical. This module helps you identify and avoid all forms of misleading communication.

Types of Misleading Claims

  • Direct false statements: "You will make money." "This is risk-free." "StarTrader guarantees returns."
  • Misleading by omission: Showing a profit screenshot without mentioning the losses that preceded or followed it.
  • Misleading by implication: "Look at what my clients are achieving" alongside images of luxury items — implying those items were funded by trading profits.
  • Unrepresentative examples: Sharing one exceptional result as though it were the norm.
  • Cherry-picked data: Sharing only winning trades or positive months without the full picture.

The Test for Every Claim

Before making any claim in your marketing or communications, ask: "Is this claim accurate in all typical circumstances, not just in the best case?" If the answer is no — if it only holds true sometimes, or for some people, or under specific conditions — then the claim needs to be qualified or removed.

How to Qualify Claims Properly

If you want to reference results or performance, you must provide enough context for the claim to be fair. This means including the timeframe, the account size, whether the result was sustained, and a clear statement that past performance does not indicate future results. In practice, it is usually simpler and safer to avoid results-based claims altogether.

✓ By the end of this module, you will be able to identify misleading claims in all their forms and ensure your own communications are accurate, fair and free from implication that could mislead a prospect.

Module 16How to Use Risk Warnings Properly
Digital Channels

Overview

Risk warnings are not just a legal formality. They are a genuine communication tool that helps clients make informed decisions. Used properly, they demonstrate professionalism. Used as a small-print afterthought at the bottom of promotional content, they fail their purpose — and may not provide any protection from a compliance standpoint.

What a Risk Warning Should Say

At a minimum, every piece of content or communication involving StarTrader or trading should include a statement along these lines: "Trading financial instruments involves significant risk. You could lose some or all of your invested capital. Past performance is not indicative of future results. Only trade with funds you can afford to lose."

Where Risk Warnings Must Appear

  • In every social media post that promotes or mentions StarTrader
  • In the description or pinned message of every community group you manage
  • In any video content related to trading, either verbally or on screen
  • In any direct message conversation where you share your referral link
  • On any website, landing page or promotional material you create

Proportionality

Risk warnings should be proportionate to the content they accompany. A heavily promotional piece of content — one that emphasises earning potential — requires a more prominent risk warning than a neutral informational post. The more a piece of content could encourage someone to open an account, the clearer and more prominent the risk warning needs to be.

✓ By the end of this module, you will understand risk disclosure requirements and be able to include appropriate, genuine risk warnings in all your communications and content.

Track 6 — Performance and Growth2 modules
Module 17How to Track IB Performance
Performance

Overview

Understanding your IB performance data allows you to make better decisions about where to focus your time, which activities are generating results, and where clients are dropping off. This module walks you through the key metrics available in the StarTrader IB portal and how to use them.

Key Metrics to Monitor

  • Total registered clients: How many people have registered using your referral link in total.
  • Verified clients: How many have completed KYC verification. A large gap between registered and verified suggests clients are dropping off in the verification stage.
  • Funded clients: How many have made at least one deposit. A large gap here suggests clients are verifying but not depositing — an expectation or confidence issue.
  • Active clients: How many are currently trading. This is the number that drives your commission most directly.
  • Volume per client: Average trading volume across your active clients.
  • Commission earned: Total commission in the current period and historically.

Using the Data to Improve

Track these numbers over time, not just in a single snapshot. Look for patterns: Are new registrations up but active clients flat? That points to an onboarding or post-registration support issue. Are verified clients not depositing? That may point to an expectation issue that needs addressing earlier in the conversation. Data-driven IBs consistently outperform those who operate purely on instinct.

✓ By the end of this module, you will understand how to read your IB performance data and use it to make informed decisions about where to focus your effort.

Module 18How to Improve Retention
Performance

Overview

Retention — keeping your referred clients active over time — is the single biggest driver of long-term IB income. A client who trades for six months generates far more commission than six clients who trade for a week each. This module covers what drives retention and how to improve it ethically.

Why Clients Become Inactive

  • They felt misled about what trading would be like and lost confidence early
  • They experienced losses they were not prepared for and withdrew
  • They lost interest because they had no ongoing engagement or support
  • They found another platform or another IB who felt more supportive
  • Life circumstances changed and trading was no longer a priority

What You Can Do to Improve Retention

  • Set honest expectations from the outset so clients are not surprised by early volatility or losses
  • Stay in contact with clients after they open their account — not to push them to trade more, but to check in genuinely
  • Share useful, relevant content through your community channels that keeps clients engaged with the markets
  • Flag useful features of the StarTrader platform that clients may not be using
  • Celebrate milestones genuinely — a client's first funded deposit, their first month of trading

What You Should Not Do to Drive Retention

  • Encourage clients to deposit more money after significant losses
  • Use artificial urgency to get inactive clients to trade again
  • Provide trading signals or recommendations to try to keep clients engaged
  • Minimise or dismiss client concerns about performance or losses

✓ By the end of this module, you will have a practical, ethical retention framework that supports client longevity and builds a sustainable IB business over time.

The Process

How Vaulted IB Academy Works

A clear seven-step process from application to active IB, with full module access as soon as you are accepted.

01

Apply to Join

Complete a short application form. We review all applications individually to ensure the programme is appropriate for you. There is no cost to apply.

02

Receive Your Acceptance and Password

Once accepted, you will receive a welcome email containing your members area password and full access to all 18 training modules. No delays, no locked content — everything is available immediately.

03

Work Through the Training Modules

Complete all 18 modules at your own pace across the six learning tracks. Each module opens with a full written lesson and closes with a downloadable PDF summary. Work in order or revisit modules as needed.

04

Understand StarTrader

Complete the StarTrader knowledge track so you can describe the broker's offer accurately, demonstrate the platform to prospects, and answer common client questions with confidence.

05

Start Building a Responsible Client Funnel

With training complete, you will have your IB link, your compliance framework and a practical system for generating leads and onboarding clients through your chosen channels.

06

Track Your Performance

Use the StarTrader IB portal to monitor your referrals, active clients and commission. Apply what you learned in Module 17 to focus on what is working.

07

Receive Ongoing Support

Academy members receive continued access to all modules and ongoing support from the StarTrader IB team for any questions that arise as you grow your business.

Broker Partner

StarTrader — Your Broker Partner

All Vaulted IB Academy graduates partner with StarTrader. This page gives you the foundational knowledge you need to represent StarTrader accurately and professionally.

What IBs Need to Know

Understanding StarTrader as a Broker

StarTrader is the broker your referred clients will open accounts with. As an IB, you are introducing clients to StarTrader — you are not the broker, you are not managing their funds, and you are not providing them with trading advice.

Your role is to introduce clients responsibly, ensure they understand what they are signing up for, and support them through the onboarding process.

Key Principle

As an Introducing Broker, you are a referral partner — not a financial adviser, not a fund manager, and not a trading signal provider. Your clients trade at their own risk using their own judgement.

What to Understand

Demo Accounts

StarTrader offers demo accounts for practice with virtual funds. Encourage prospects to start here. Clarify that demo conditions differ from live trading.

Live Accounts

Live accounts involve real capital and real risk. Clients must understand this fully before opening a live account. Never minimise this.

Platform Access

StarTrader provides access to industry-standard trading platforms. Know what is available but do not present yourself as a platform trainer.

Client Onboarding

StarTrader has a structured KYC and verification process. IBs support clients through it — but do not complete it on their behalf.

Trading Risk Awareness

The majority of retail traders lose money. IBs must communicate this consistently. Never imply clients are likely to be profitable.

What You Can and Cannot Say

IBs can describe StarTrader's features honestly. IBs cannot guarantee profits, predict movements, advise on trades, or imply trading is risk-free.

Communication Guidelines
✓ IBs Can Say✗ IBs Cannot Say
StarTrader offers competitive spreads on major instruments.StarTrader is the best broker in the world.
You can open a demo account to practise before going live.You will make money with StarTrader.
Trading involves risk — you could lose your capital.This is a risk-free way to grow your money.
Here is a link to open an account with StarTrader.I can show you exactly which trades to take.
I earn a commission when referred clients trade.Everyone I refer is doing well — so can you.
Compliance and Standards

Responsible IB Practice

Every Vaulted IB Academy member is expected to uphold these standards at all times. This is a condition of participating in the programme and operating as a StarTrader IB.

What Is Prohibited
  • Making any claim of guaranteed profit or guaranteed returns.
  • Using "easy money" or passive income messaging that implies no risk.
  • Sharing fabricated or misleading screenshots of trading results.
  • Using fake lifestyle marketing that implies wealth from trading.
  • Applying pressure-selling tactics or artificial urgency.
  • Providing financial advice or trading signals unless authorised.
  • Omitting material information a client would reasonably need.
  • Targeting individuals who have indicated they cannot afford to lose money.
What Is Required
  • Include clear risk warnings in all marketing materials and communications.
  • Always make it clear that trading involves significant risk and clients can lose capital.
  • Disclose your commercial relationship with StarTrader clearly to all prospects.
  • Use professional, measured language that accurately represents StarTrader.
  • Direct clients to StarTrader's own documentation for regulatory details.
  • Support clients honestly after account opening without making trading decisions for them.
  • Report any compliance concerns to the StarTrader IB team promptly.
Standard Risk Warning — Use This in Your Communications

Trading in financial instruments involves a high degree of risk and may not be suitable for all investors. The value of investments can fall as well as rise. Past performance is not a reliable indicator of future results. You should only trade with capital you can afford to lose. Before deciding to trade, consider your investment objectives, risk appetite and level of experience.

Content Rules by Channel

Social Media Posts

Every post mentioning StarTrader or trading must include a risk disclaimer. Do not imply profit potential or suggest trading is straightforward.

Video Content

Include a clear verbal and/or on-screen risk warning. Do not use screenshots of profits as the central hook of any video.

Direct Messaging

Be transparent about who you are and your relationship with StarTrader. Do not cold message with profit claims.

Group Channels

Post the full risk warning prominently in group descriptions and pin it for new members on all platforms.

Paid Advertising

Any paid advertising must include proper financial promotion disclaimers. Consult StarTrader before running paid ads.

Testimonials

Only use genuine testimonials with explicit consent. Never fabricate, edit or present testimonials in a misleading way.

Application

Apply to Vaulted IB Academy

Applications are reviewed individually. We are looking for people who are serious about building a professional, compliant IB business with StarTrader.

There is no fee to apply. If successful, you will receive an acceptance email with your members area password and full access to all 18 training modules immediately.

Who Should Apply
Individuals with an existing audience or network interested in trading
Content creators who want to operate in the trading space responsibly
Finance professionals looking to add IB activity to their existing work
People prepared to complete training and follow compliance guidelines
What Happens After You Apply

We review your application, typically within 3 working days. If accepted, you receive an email with your password and immediate access to the full module library. No waiting, no phased unlock — everything is available from day one.

Application Form

Applications are reviewed within 3 working days.

Get in Touch

Contact Vaulted IB Academy

If you have questions about the programme, the application process or the StarTrader IB partnership, get in touch. We aim to respond to all enquiries within one working day.

Contact Details
Telegram
@vaultedtrades
Instagram
@ryantrds
TikTok
@ryantrds
Please Note

For questions about active IB accounts, commission payments or client issues, contact the StarTrader IB team directly. This form is for programme enquiries only.

Send a Message
IB Earnings Calculator

Estimate Your Monthly IB Income

Enter your client numbers below to see a monthly and annual income projection across different commission rates. The average retail client trades around 0.25 lots per day — use this as your baseline.

clients
lots/day

The typical average is 0.25 lots per day. Adjust based on your client profile.

Total lots per day2.50
Total lots per month (× 20 trading days)50.00
Commission Rate ($ per lot) Est. Monthly Est. Annual
$10 / lotEntry level
$500.00
$6,000.00
$12 / lotStandard
$600.00
$7,200.00
$14 / lotCompetitive
$700.00
$8,400.00
$16 / lotHigh volume
$800.00
$9,600.00
$18 / lotHigh volume
$900.00
$10,800.00
$20 / lotPremium
$1,000.00
$12,000.00
⚠ Illustrative projections only. Actual earnings depend on your agreed commission rate, client trading behaviour and market conditions. IB income is not guaranteed.