1. Create your TakeBack FX account
Registration takes an email address and a password. Your TakeBack FX account is the control layer for your cashback — it is separate from your broker account.
2. Choose your broker
Pick a supported broker from the list in the app. TakeBack FX is broker-agnostic by design; brokers are enabled by our team as partnerships are finalised and appear automatically once available.
3. Connect or open a trading account
New trading account
Open the account through the TakeBack FX partner link shown during onboarding, so the account is allocated correctly from day one.
Existing trading account
Enter the account number and follow the partner-change instructions TakeBack FX provides. The broker applies the change; TakeBack FX keeps checking for the result.
4. Automatic verification
TakeBack FX checks the account against the broker's partner reporting. Until the broker confirms allocation, the account stays in a neutral, not-confirmed state and the check repeats — an account missing from a report is never treated as proof that it does not exist.
5. Trade as usual
Keep trading on your broker's platform exactly as before. Your strategy, instruments, leverage and execution are unaffected. Trading forex and CFDs carries a high level of risk, and cashback does not remove that risk.
6. Cashback is tracked
Rebate data reported by the broker is synchronised into your dashboard per trading account, together with your cashback balance and a permanent transaction history.
7. Request a payout
When you want to be paid, save a payout method and request a withdrawal from your dashboard. The request and its status stay in your history for reference.
Common questions
Do I need to move my broker account to TakeBack FX?
No. Your broker still holds your funds and executes your trades. TakeBack FX only needs the account to be allocated to it in the broker's partner programme so rebate reporting is available.
Does TakeBack FX need my trading password?
No. TakeBack FX never asks for your broker password or trading platform credentials.
How long does verification take?
Verification is automatic and repeats until the broker confirms the allocation. Newly opened accounts are usually confirmed quickly; partner changes on existing accounts depend on the broker.
More answers are on the FAQ page.