The CMC Markets Connect White Label solution provides your clients with access to an award-winning*, fully branded and customised trading platform with over 11,000 instruments across multiple-asset classes whilst allowing you to retain full client ownership. As our white label partner, you will be able to create and manage trading accounts on behalf of your clients, as well as benefiting from a suite of client management, reporting and trading tools available at your fingertips, so you can free up resources and focus on core business functions.
CMC Markets have developed the Nucleus system to support the architecture, ongoing management, and servicing of your partner agreement. The main features of Nucleus which allow account administration are highlighted below:
Your Employee Access and Permissions
Account Creation and Tailoring
Silo of Client Groups under ‘Desks’. E.g For Different Offices
Cash Movements
Managing Client Costs. E.g Spreads, Commissions and Holding Costs
Password Management
Funds should be sent to the bank details provided using the appropriate ‘Cash Account’ number as a reference. For further details see the ‘Cash Management’ section of the & associated ‘Cash’ Tab in the Nucleus system.
To withdraw funds, send an email to connect.servicesUK@cmcmarkets.com. In the first instance (when sending money to any new bank account) we require a bank statement in the company’s name dated within the last three months as evidence, this will allow us to ‘register’ those bank details in our systems and process withdrawals for you going forward from either the Broker Cash Account or Funding Accounts. For each withdrawal we will require an email. An email template is available in the ‘Client Management Documents’ section of this hub.
We do not transfer funds to third-party accounts so please ensure that the bank account is in the name of the correct corporate entity.
We are always open to developing new and innovative ways that we can create technological synergies with our partners. If you have any feedback or ideas that you would like to share with us to aid continual improvement, please contact your Relationship Manager. Please note that we will always process your information in accordance with our privacy policy.
For help with technical implementation and ongoing support, you can contact our dedicated Operations team directly via connect.operations@cmcmarkets.com.
Additionally, the following resources will assist you with integrating your systems with the CMC Markets Connect systems:
CMC Vision is a web-based (post-trade), position-keeping and risk management dashboard deliverable via the Broker GUI and REST API. This guide contains: logins, permission settings, currency modes, customisable views, filters, API/Rules of Engagement and column selection.
Account Value API provides programmatic access to retrieve account value information. This guide contains: data formats (including environments and authentication for setting up your API users), streaming, REST API specifications, definitions for access tokens and account value data.
The Back Office API provides programmatic access to desks, trading accounts and platform users, as well as subscribing for push notifications. This guide contains: data formats (including environments and authentication for setting up your API users), pagination, push notifications, REST API specifications and definitions.
The Web API provides programmatic access to retrieve client sentiment, insights, and prices. Instrument specification such as: margin percentage, NOPs, expiries etc. This guide contains: data formats (including environments and authentication for setting up your API users), streaming, REST API specification and definitions.
Guidelines for applying custom branding to the CMC Markets Next Generation desktop trading platform.
Configuration settings required to build your branding in to your white label platform.
Key Information Documents (KIDs) are designed to help investors to understand investment products’ behaviour and support comparison with other similar investment products. Should you decide to use KIDs, they are to be hosted on a URL owned by you, and those URLs will then be integrated into your white label platform.
CMC Markets provides the KID templates to you on an “as is” basis and makes no warranties, conditions or representations of any kind, express or implied, as to the suitability of any KID templates or products provided to you, including, without limitation, their suitability in respect of any supervisory or regulatory obligations that you may have as an entity. You are solely responsible for determining the appropriateness of using or redistributing the KID templates and assume any risks associated with your use of these KID templates or any of the offered products. CMC Markets shall not be liable to you, any of your clients, or any other third parties for any claims arising from your use of the offered products and KID templates, to the fullest extent permissible by law.