Types
View a list of configured partnership programs — IB types. Create an unlimited number of programs with various joining options and methods for calculating rewards
Type list
View the following information for each program:
Name
The name of a partnership program.
This is a link to type details.
Levels
The number of configured for a partnership program.
Tiers
The number of configured for a partnership program.
Introducing brokers
The number of partners participating in a program.
Direct clients
The number of your partners' .
Reward amount
The number of rewards paid to your partners.
Created
The date and time when a partnership program was created.
Type details
To access details, click the type name or
.
The page is divided into the following tabs:
On this tab, you can view the partnership program settings.
Name
The name of a partnership program.
Description
The description of a partnership program.
Registration
The options of joining a partnership program. Possible values:
Auto — each client signing up to the B2CORE UI automatically becomes a partner. If multiple partnership programs are available, an IB account is created for each program.
Private — clients are added to a partnership program by a Back Office admin.
Public — clients can view available partnership programs in the B2CORE UI and choose which programs they join.
Restricted — clients can join a partnership program only using a link provided by a participant of another or the same program. The program identifier is indicated in the Restriction field.
Approvement
Applicable only for Public or Restricted registration.
If Enabled, clients join a partnership program only after their are approved by a Back Office admin.
Masked email
If Enabled, client names and emails aren't visible to a partner.
Hidden levels
If Yes, all configured levels are displayed. Disabled by default.
Tier period
The number of days in which the targets set on the Tiers tab must be achieved by a partner to receive an increased reward.
Currency
The currency in which rewards to partners are paid.
The currency is product-specific and can't be edited.
Created
The date and time when a partnership program was created.
On this tab, you can view all the available symbols on connected trading platforms.
You can choose different payment plans for different symbols. Trading platforms can be connected and disconnected in the Platforms section.
Platform
The name of a trading platform.
Trading group
Applicable only for MetaTrader 4, MetaTrader 5, cTrader.
The account group, as defined on the trading platform.
Symbol group
Applicable only for MetaTrader 5.
The symbol group, as defined on the trading platform.
Symbol
The name of a symbol.
This is a link to symbol details.
Payment plan
The payment plan set up for a symbol.
Position
The state of positions for which rewards are paid. Possible values:
Open
Closed
Open & Closed
On this tab, you can view the configured levels.
Define the number of partner levels to reward and specify the multiplier used for calculating rewards. Level 1 is created by default. Create an unlimited number of levels depending on your partnership program design.
Level
The sequence number of a level.
Ratio
The rewards multiplier.
Created
The date and time when a level was created.
Updated
The date and time when a level was last updated.
On this tab, you can view configured tiers and define targets for your partners.
Name
The name of a tier.
Active traders
The number of clients that a partner must introduce to receive an increased reward. These clients should execute at least one trade during the specified Tier period to be considered active traders.
If 0 (zero), this benchmark is ignored during calculation of rewards.
Trading volume, lots
The volume, in lots, that must be traded by partner's clients.
If 0 (zero), this benchmark is ignored during calculation of rewards.
Ratio
The reward multiplier.
Created
The date and time when a tier was created.
Updated
The date and time when a tier was last updated.
On this tab, you can view the rewards paid to your partners participating in this partnership program.
For a detailed description of the fields, see Rewards.
On this tab, you can view reports on paid rewards.
View trades for different time intervals (hour, day, week, month, years) or view trades according to partners.
To view trades over a custom timeframe, enter the Period start and Period end times. For more details, refer to Payment report.
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