Types
On this page, you can find 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:
- ID
The partnership program identifier.
- Name
The name of a partnership program.
- Payments
The occurrence of reward payments.
- Levels
The number of levels configured for a partnership program.
- Tiers
The number of tiers configured for a partnership program.
- Introducing brokers
The number of partners participating in a program.
- Direct clients
The number of your partners’ direct clients.
- Reward amount
The number of rewards paid to your partners.
- Created
The date and time when a partnership program was created.
Type details
To view details, click the type name or pencil icon.
The page is divided into the following tabs:
- Preferences tab
On this tab, you can view the partnership program settings.
Expand fields- ID
The partnership program identifier.
- 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. When multiple programs are available, as many IB accounts are created for a new client.
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 program — its identifier is indicated in the Restriction field.
- Approvement
If Enabled, clients join a partnership program only after their joining requests are approved by a Back Office admin.
This option is available only when Registration is set to Public or Restricted.
- 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.
- Payments
The periodicity of reward payments.
- 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.
This currency is product-specific and can’t be edited.
- Created
The date and time when a partnership program was created.
- Symbols tab
On this tab, you can view all the available symbols on connected trading platforms.
You can choose different payment plans for different symbols. The platforms can be connected and disconnected in the Platforms section.
Expand fields- Platform
The name of a trading platform.
- Trading group
The symbol group on a trading platform.
- Symbol
The name of a symbol.
- 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
- Levels tab
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.
Expand fields- 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.
- Tiers tab
On this tab, you can view configured tiers and define targets for your partners.
Expand fields- 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 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 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.
- Rewards tab
On this tab, you can view the rewards paid to your partners participating in this partnership program.
Expand fields- Trade execution time
The date and time when a trade was executed.
- Trade ID
The trade identifier.
- Trade account type
The account type. Possible values:
Default
Payment account
PAMM investment account
PAMM master account
- Currency
The credited currency.
- Amount
The reward amount, in the credited currency.
- Level
The partner level.
- IB name
The name of a partner.
- IB email
The partner email.
- IB type
The partnership program.
- Transaction ID
The transaction made to credit rewards to a partner’s account.
Multiple rewards may be paid for a single transaction. To view the number of rewards, click the Transaction ID.
- State
The current status of a reward payment. Possible values:
Done — the reward was successfully credited to a partner’s account
Pending — the reward was calculated but not yet credited to a partner’s account
Canceled — the reward was canceled and debited from a partner’s account
- Created
The date and time when a reward was credited.
- Reports tab
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.