The Client Portal migration is happening gradually, so not everyone is being moved at the same time. That’s why some of your referred or introduced clients may already be using the new Client Portal while your Affiliate or IB account is still showing the previous version.
Your migration to the new Client Portal is scheduled for October 10. You will receive a notification when your migration takes place, and you’ll also see on-screen steps in your current Client Portal guiding you through the process of accessing the new Client Portal.
There’s no action needed from you before the migration. Once your account is ready to be moved, simply follow the instructions shown on-screen to complete the transition.
This is expected as part of the gradual rollout, with client accounts being migrated ahead of partner accounts such as Affiliates and Introducing Brokers.
