How to change an IB type for a partner

  1. Navigate to Introducing brokers > Program > Introducing brokers.

  2. Select the partner from the list and click the name of the partner. You can use filters by IB name, IB email or any other for quick search.

  3. In the Personal data tab, select a new IB type.

  4. Click Save to apply the changes.

You can also configure personal payment preferences for a partner.