Accounts
On the Accounts tab, you can find a report on trading accounts created by your direct clients and sub-IB clients.
You can use this data to identify the trading accounts and platforms which perform best and generate most rewards.
In the dropdown located at the top of the page, select a partnership program for which you want to display the data.
The following information is displayed in the report table:
- Account ID
The trading account identifier.
- Platform
The trading platform on which an account is created.
- Currency
The currency in which an account is denominated.
- Deposits
The total amount deposited to an account.
- Withdrawals
The total amount withdrawn from an account.
- Balance
The balance on an account.
- Credit
The credit on an account.
- Equity
The account equity.
- Profit
The profit earned on an account.
- PnL
The profit-loss value calculated for an account.
- Trades
The number of trades executed on an account.
Filter data
You can filter the data displayed in the table using the following criteria:
Client ID — enter a client identifier to display the data on trading accounts created by this client.
Account ID — enter an account identifier to display the data on this account.
Date Range — select a start and end date to display the data on trading accounts created during the specified period.
After selecting filter options, click Apply Filters.
Click Reset Filters to disable filtering.
To specify how many items to show on each page, use the Show On Page dropdown.