Essential First Steps for New Markets.com IBs and Affiliates

By Jesus GuzmanAugust 21, 2025Partner Enablement

Follow these steps, and you'll be on the fast track from a new partner to a confident, commission-earning professional.

Essential First Steps for New Markets.com IBs and Affiliates
Table Contents

Congratulations and welcome to the Markets.com Partnership Program! By joining us, you’ve taken a decisive step toward building a successful business aligned with a globally trusted trading brand. Whether you are an affiliate marketer, a financial blogger, a social media influencer, or an Introducing Broker (IB), we are thrilled to have you on board.

We know that starting with any new program can feel like standing at the base of a tall mountain. But here, you are not climbing alone. We have created a clear path and a powerful support system to guide you on your journey.

Getting the first few steps right is critical. It builds momentum and lays the foundation for your future success. This guide is your official checklist—a series of essential, actionable steps you should take within your first few days as a partner.

Follow these steps, and you'll be on the fast track from a new partner to a confident, commission-earning professional.


Step 1: Find Your Welcome Email & Meet Your Partnership Manager

After your application is approved, you will receive a crucial welcome email. This is more than just a confirmation; it’s your key to the entire program.

This email contains:

  1. Login link and instructions

  2. Initial steps to start your campaigns

Your dedicated partnership manager, who guided you through the onboarding process, is your most valuable asset. They are your strategic consultant, your problem-solver, and your direct line to the Markets.com team. We've placed their contact details here in the portal so you always have easy access.

Your Action Item: A Getting Started Checklist

Welcome to the team! Now that your application is approved, here are a few key steps to get you up and running:

  1. Log In to the Partner Portal
    Use the same email and password you created during registration to access your new dashboard.

  2. Grab Your Partner Link
    Your unique referral link is readily available on the main dashboard. This is your key to referring clients and starting to earn commissions.

  3. Use Our Marketing Tools (Compliantly)
    Explore the marketing toolkit and select the best promotional materials for your audience. Important: Before launching a campaign, please check our licensing information for each Geo to ensure your promotion is fully compliant with regional regulations.

  4. Review Your Details & Ask Questions
    Take a moment to review your personal details and commission status. If anything is unclear, don't hesitate to reach out to your dedicated account manager.

  5. Follow the Partnership Guidelines
    As a friendly reminder, we encourage you to periodically review the Affiliate Agreement and Mandatory Policies you agreed to. This ensures our partnership remains fair, transparent, and successful from day one.


Step 2: Log In and Secure Your Partner Dashboard

Using the credentials from your welcome email, log into the Markets.com Partner Dashboard. Your first action should be to secure your account.

Your Action Item:

  • During registration, you created your own secure password. To protect your account and your future earnings, it's crucial to keep this password confidential. If you ever need to change it, you can do so at any time in your account settings.

  • Take a quick 2-minute tour of the navigation sidebar on the left. See where the Dashboard, Marketing Tools, Reports, and Payments sections are. For a detailed tour, read our Guide to Understanding Your Partner Dashboard.


Step 3: Locate and Understand Your Unique Tracking Link

Your entire business as a partner revolves around one critical tool: your unique tracking link. This link ensures that every single client you refer is correctly attributed to your account.

Your Action Item:

  • On the main dashboard, locate the "Quick Link" box at the top. This is your primary tracking link.

  • Click the copy icon to copy it to your clipboard.

  • Crucially, never alter this link. Changing any part of it will break the tracking, and you will not get credit for your referrals. You can add campaign parameters, but always start with the base link provided.


Step 4: Explore the Multilingual Marketing Toolkit

You don't need to create promotional materials from scratch. We’ve built a comprehensive library of professional, high-converting resources for you.

Your Action Item:

  • In the navigation sidebar, click on Marketing Tools.

  • Explore your complete marketing toolkit:
    Take a moment to browse the powerful, ready-made assets we provide to help you succeed. Here’s a sample of what you’ll find:

    • Banners: A full suite of static, animated, and high-performance dynamic banners to fit any website or campaign.

    • Landing Pages: Drive traffic to professional, multilingual pages, including sophisticated geo-targeted LPs that adapt to your user's location.

    • Logos & Brand Assets: Easily access official Markets.com logos to build trust and credibility with your audience.

    • QR Codes: Generate unique QR codes to seamlessly track referrals from your offline marketing efforts.

    • ...and many other tools designed for maximum conversion.

  • Find at least one banner or landing page that you feel is a perfect fit for your audience and save it for your first campaign.


Step 5: Configure Your Payment Information

Let's make sure that when you start earning, you can get paid without any delays. Setting up your payment details now saves time later.

Your Action Item:

  • Provide the PM details to your partnership manager and ensure that it's updated on your dashboard on account details -  payment detail section. 

  • Completing this step now ensures a smooth and prompt process when your first commission payment is due.


Step 6: Plan and Launch Your First Simple Campaign

Now it’s time to move from setup to action. A simple first campaign will help you get a feel for the process and start generating your first clicks and leads.

Your First Campaign Idea (For Affiliates):

  • Write a short blog post or create a social media update titled: "Why I'm Partnering with Markets.com."

  • Mention two or three key benefits you find appealing (e.g., they are globally regulated, offer high CPA rates, provide excellent tools).

  • Use a banner from the Marketing Toolkit and link it to a relevant landing page using your unique tracking link.

Your First Campaign Idea (For IBs):

  • Draft a short email to your top 5-10 clients.

  • Introduce them to Markets.com as your new trusted brokerage partner, highlighting the benefits that matter most to them (e.g., choice of platforms like MT4/MT5, access to a wide range of assets).

  • Include your unique tracking link and invite them to open an account or learn more.

Conclusion: You Are Ready for Growth

With these six essential steps, you have built a solid foundation for a successful and profitable partnership. You’ve met your manager, secured your account, mastered your tracking link, explored your tools, set up your payments, and planned your first move.

You are no longer just a new partner; you are an active and prepared business owner, fully equipped for success. Welcome to the team.

Log In to Your Dashboard Now and Get Started!


Risk Warning: this article represents only the author’s views and is for reference only. It does not constitute investment advice or financial guidance, nor does it represent the stance of the Markets.com platform.When considering shares, indices, forex (foreign exchange) and commodities for trading and price predictions, remember that trading CFDs involves a significant degree of risk and could result in capital loss.Past performance is not indicative of any future results. This information is provided for informative purposes only and should not be construed to be investment advice. Trading cryptocurrency CFDs and spread bets is restricted for all UK retail clients. 

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author avatar

Jesus Guzman

Broker Partners

Jesus Guzman is a digital marketing strategist with deep specialization in the financial sector. His expertise is in developing comprehensive online strategies that fuel targeted lead generation for the CFD trading industry. Through the integration of advanced SEO, precision-targeted PPC, and authoritative content, he constructs marketing funnels engineered to attract and convert a full spectrum of leads, including retail clients, high-value partners, and introducer brokers.

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How to Start with Markets.com

Step into a realm where your brokerage’s full potential is unleashed. At Markets.com, our partnership program is engineered for industry pioneers—offering state-of-the-art trading technology, exclusive market insights, and a performance-driven commission structure.

1

Sign Up

Join Markets.com Partner program by getting your account verified

2

Refer Clients

See your business grow with every client registered using your dedicated ref. link

3

Withdraw Your Earnings

IB Commission opportunities are endless. Spread Markups or CPA

Disclaimer: Markets.com Partners are not permitted to offer investment advice to clients.
The Markets.com Partner Programmes are not available to residents of Spain, Portugal, Poland, Romania and Czech Republic. Not applicable for all licences

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