cTrader Invite for IBs: Grow Your Referrals Faster

Most IBs face the same issues: referrals get lost, tracking isn’t always clear, and conversion pages don’t help much. cTrader Invite solves these problems by giving IBs link sharing, QR tools, a profile page, and real-time referral tracking directly inside the platform.

In this article, we’ll explain how Invite works, how to use it properly, and where it can help you grow your network.

What is cTrader Invite?

cTrader Invite is an integrated referral solution created for IBs using the cTrader ecosystem. It simplifies the entire onboarding process by replacing external tracking tools and manual follow-ups with a single, streamlined flow. 

IBs can share a referral link or QR code that leads traders directly to a dedicated profile page, while registrations and trading activity are automatically monitored in real time as users join and begin trading.

It’s designed to make two things easier:

• Attribution: clearly see who came through you
• Conversion: give potential clients a smoother, more trustworthy entry point

Invite isn’t a marketing gimmick. It’s a practical tool built for IBs who want a clearer referral flow, better transparency, and fewer headaches when trying to prove “this client came from me.”

How Invite Attribution Works

Invite is built on a clear principle: traders who join through your link or QR code are automatically associated with you. Each Invite link includes your unique partner identifier, ensuring accurate attribution from the start. 

When a trader clicks the link, opens cTrader, or completes registration through it, the system assigns that user to your account, without manual checks or external tracking.

If the broker’s CRM is integrated, this attribution can also sync to the broker side, so the referral isn’t lost along the way.

From your side, the experience is simple:

• You share your Invite link or QR code
• The trader opens it and registers or connects
• Invite tracks that user under your account
• You can see invited trader status and activity inside the platform

No complicated setup, no separate tracking software, and much less risk of “the client signed up but didn’t show under my account.”

Getting Started as an IB

You don’t need any complicated setup to start using Invite, but a few simple checks help everything work smoothly.

First, make sure you’re using your broker-branded cTrader platform. A simple setup flow looks like this:

• Open cTrader and access the Invite area
• Confirm your partner identity / eligibility
• Add or update basic profile information
• Check that your Invite tools (links, QR, profile page) are available

Once this part is done, you’re ready to start creating shareable links and attracting referrals using Invite.

Create Invite Links That Convert

Anyone can share a referral link. The difference is whether that link leads to funded, active clients. Invite lets you create simple, trackable links, but how you use them matters just as much as the tool itself.

There are generally two useful link approaches:

• General onboarding links: Great for introducing people to cTrader and your brokerage environment
• Purpose-focused links: Better for intent-driven users, such as linking straight to copy trading, education, your profile page, or a specific experience you want them to start with

To improve conversion, treat Invite links like part of a small campaign rather than random shares:

• Use one link per campaign or channel (so you know what works)
• Always add a clear message next to the link explaining why someone should click it
• Avoid link shorteners or tools that may strip tracking parameters
• If you use marketing analytics, consider UTM tagging so you can measure results more clearly

The goal is simple: when someone sees your link, they should immediately understand what they’ll get and why it’s worth opening.

Generate QR Codes for Easier Conversions

QR codes are one of the most practical parts of cTrader Invite, especially when you’re dealing with offline interactions or quick mobile sign-ups. Instead of sending someone a link later or hoping they remember your page, they can simply scan and get started immediately.

QR codes work particularly well in situations like:

• Events, expos, or seminars
• Printed materials, brochures, business cards
• Community channels like WhatsApp, Telegram, or Instagram Stories

To keep things clean and effective, a few simple habits help:

• Create separate QR codes for different campaigns so you know where traffic comes from
• Always pair the QR with a short benefit sentence like “Scan to open cTrader and start trading”
• Test the QR on both iOS and Android before sharing or printing

The idea is to remove friction. If someone is interested, they shouldn’t need to search, type, or ask twice. A quick scan should be enough.

Track Invited Traders and Optimize Your Funnel

Once you start using Invite links and QR codes, the real value comes from seeing what happens next. cTrader Invite lets you track invited traders in real time, so you’re not guessing whether someone registered, funded, or stayed inactive.

A simple way to think about your funnel is in stages:

1. Scans / Clicks
2. Registrations 
3. Funded accounts
4. Active trading 

If one stage is weak, that’s your signal. Maybe your message isn’t clear, maybe the wrong audience is seeing your link, or maybe you need better onboarding communication.

Troubleshooting (Quick Fixes)

Even with a solid setup, sometimes referrals don’t track as expected or a user says they “signed up but didn’t appear under your account.” Most issues come from a few common scenarios. 

Here are quick fixes and visual examples to help.

“My referral didn’t track”

This usually happens when:

• The user was already registered with the broker before clicking your link
• Tracking parameters were removed by a link shortener
• The user didn’t complete registration through the Invite flow
• The broker CRM is not fully integrated with Invite

Quick fix

• Share your Invite link directly (no third-party shorteners)
• Ask the user to register through your Invite page, not the broker homepage
• Check with your broker if CRM integration supports Invite attribution

“The link opened cTrader, but I didn’t get credit”

This happens when:

• The user already has cTrader installed and logged into another broker or account
• The app opens without running the Invite flow
• Attribution requires the user to complete onboarding after opening

Quick fix

• Ask the user to open your Invite link again and ensure they continue through onboarding
• Remind traders to complete registration with your referral links or QR codes, not a different one.

“QR works, but conversions are weak”

This isn’t a technical issue, but a funnel one. It usually means:

• QR is placed without context
• The benefit isn’t clear
• Wrong audience is scanning it
• The link leads to something too generic

Quick fix

• Add a short benefit next to the QR (not just “Scan”)
• Use campaign-specific QR codes
• Make sure your Invite profile clearly explains what users get.

FAQs on cTrader Invite Feature for IBs

What is the difference of cTrader Invite from similar tools?
cTrader Invite is built directly into the trading platform, so referrals, QR codes, and tracking work natively without extra plugins, landing pages, or third-party systems.

Do Invite links work if the trader already has cTrader installed?
Yes, but they still need to continue through the Invite flow and complete onboarding with your broker environment for attribution to apply. If they simply open cTrader without finishing the flow, tracking may not register.

Can I create multiple Invite links and QR codes for different campaigns?
Yes. You can generate dedicated links or QR codes per campaign, channel, or audience. This helps you track which efforts perform better and improves attribution clarity.

Why can’t I see my referral even though they say they registered?
Most of the time it’s because the user registered outside the Invite flow, tracking was stripped by a short link, or they were already a broker client before using your link. Asking them to register again via your Invite page usually solves it.

Is cTrader Invite useful only online, or also offline?
It works perfectly for both. Online you can share links; offline you can use QR codes on event stands, printed materials, or even messaging groups. Both still track under your IB profile.