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Brokers and Professional Advisors White Branding
Interactive Brokers offers a solution for Brokers and Professional Advisors to use their own banners for White Branding purposes. White Branding gives you the ability to display your own logos and company information on our trading platforms and reporting systems.White Branding is a great marketing tool that will also give your customers the impression that you are offering a complete package of in-house trading tools and supporting products.
Our White Branding program offers some of the following benefits:
- Use your own logo on our Trader Work Station. You can also market your company information on TWS, i.e. a link to your website, contact information to departments and individual employees, including telephone numbers and email addresses.
- You can White Brand Account Management. When your customers log in to Account Management, login window will be branded with your logo. This will give them the impression they are logging into your system.
- Similar to the TWS, you can White Brand the IB WebTrader with your company's logo and graphic design.
- White Brand the TWS User's Guide. It will give your customers the impression that you have created an extensive documentation to help them navigate through all the features of the Trader Workstation.
- To offer a complete package to its customers, brokers can also upload their own banners for White Branding of the Statements, and the Registration System.
Set up of whitebranding is simple and accomplished through Account Management/Account Administration/White Branding. After you have uploaded the banners and filled in the information you want to be displayed, implementation should take no more than two hours under normal circumstances.
To see the different White Branding requirements for each of our systems, please click the individual tabs for more details.
Interactive Brokers provides you with the ability to customize the IB Trader Workstation (TWS) platform so it displays your logo and useful company information to be presented on the TWS, i.e. a link to your company's Homepage, Customer Service, Technical Support, and Sales Representative's contact information(1).
To set this up:
1- Configure TWS with white branding information by logging into Account Management
2- Create a *.jnlp file that you will use to start TWS sessions from your website
1-Account Management
Log into Account Management/Account Administration/White Branding and scroll down to the "Trader Workstation" section to fill in the company information you wish your customers to see. Note that you have to create a whitebranding id if you do not have one. This id is used by all your whitebranded IB applications. The initial set up can take up to 48 hours to take effect.
2- JNLP configuration
To start the TWS session with your logo from your website, follow these steps:
Step 1: Copy the below html code into a file and save in a .jnlp format on your website (for example tws.jnlp):
Step 2: Replace the bold red lines with the information pertaining to your site as shown in this example:
Customers with clients located in Asia should use a jnlp file with the "codebase" attribute pointed to our server in Hong Kong (http://www.interactivebrokers.com.hk) instead of the .com site to ensure that TWS loads faster. You would also need to replace the bold red lines with the information pertaining to your site as shown in this example:
Step 3: Create a link to this file on your site for the Trade TWS Login.
Step 4: Ensure your web server is configured to handle JNLP MIME types.
- Only Brokers are able to Whitebrand TraderWorkstation (TWS).
Interactive Brokers provides Brokers the ability to White Brand the IB WebTrader.
The WebTrader is IB's HTML-based trading interface, which allows IB customers
to access market data and transmit orders from behind a firewall where access
to TWS may be impossible. The WebTrader may also be easier to use for customers
who don't need all of the capabilities of the Trader Workstation.
Brokers can upload their own banners to Interactive Brokers for White Branding of Account Management and Registration System. The main banner is a 650x80 jpg image. A supplemental smaller image, 300x64, that will be displayed in the top left corner in Account Management can also be provided. All images need to be less than 50KB in size.
Please do not use the Interactive Brokers banner as a template for your White Branding Banner. IB cannot endorse any Broker, and using a banner based on our corporate banner would give that impression.
To set this up and read detailed instructions on how to White Brand Account Management, log into Account Management/Account Administration/White Branding.
Interactive Brokers provides the ability for brokers to upload their own banners for White Branding of the Statements that they provide to their customers. For White Branding of Statements, the main banner is a 650x80 jpg image. A supplemental smaller image, 300x64, that will be displayed in the top left corner in Account Management can also be provided. All images need to be less than 50KB in size.
Please do not use the Interactive Brokers banner as a template for your White Branding Banner. IB cannot endorse any Broker, and using a banner based on our corporate banner would give that impression.
To set this up and read detailed instructions on how to White Brand Account Management, log into Account Management/Account Administration/White Branding.
We offer the ability to White Brand the TWS User's Guide. First step would be to provide a 100 x 22 jpg or gif image with a maximum size of 50KB.
Second step would be to create a link to the User's Guide on your website that uses the following URL: http://www.interactivebrokers.com/php/whiteLabel/welcome.php?id=your_whitebranding_id.
The third and last step would be to upload the banner and submit for processing.
To set this up and get detailed instructions, log into Account Management/Account Administration/White Branding.