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How to request a transfer of IB/CPA/Account Manager?

To request a change of affiliation to a New IB/CPA or Account Manager, please follow the steps below.

1. Log in to the Client Portal
2. Click on "Profile."
3. Click on "Transfer IB / CPA / Account Manager."
4. Select the "Partnership Type".
5. Fill in the New IB/CPA Number or the New Account Manager's full name.
6. Select your reason for "Reason for Transfer".
7. Click on "Submit."

Friendly Reminder: To ensure processing efficiency, we highly recommend submitting all formal applications directly through the Client Portal.

Note:

  • Application Tracking: You can check the progress of your request on this page under the Application History section.

  • Self-Service Eligibility: This function is exclusively for Individual Clients to transfer their IB or Account Manager.

    • If you are currently an IB (Introducing Broker), you are not eligible for self-service applications at this time.

  • Missing the Option? If the self-service option is not visible, it means your account does not meet the current eligibility criteria. Please contact us via info@vtmarkets.com for manual assistance.