Accounts
On this page, the IB accounts of all your clients are listed.
Account list
The following information is provided on each account:
- Account
The account number. Click it to view the account details.
- Client ID
The partner identifier in the B2Core UI.
- Contact email
The partner email.
- IB Name
The partner name.
- IB type
The partnership program.
- Created
The date and time when an account was created.
Account details
To view details, click the account number or pencil icon.
The page is divided into the following tabs:
- Account tab
On this tab, you can view detailed information about an account.
Expand fields- Account
The account number.
- Balance
The balance on the account.
- Introducing broker
The partner name.
- Type
The account type.
- Created
The date and time when an account was created.
- Transactions tab
On this tab, you can view reward-related transactions made on a currently selected account.
For a detailed description of the available fields, transactions.