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  1. For brokers
  2. Back Office guide
  3. Program

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

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Last updated 20 days ago

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Type list

View the following information for each program:

Name

The name of a partnership program.

This is a link to .


Payments

The occurrence of reward payments.


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

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.


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.

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.

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


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.

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.

See also:

To access details, click the type name or .

You can choose different for different symbols. Trading platforms can be connected and disconnected in the section.

The set up for a symbol.

For a detailed description of the fields, see .

To view trades over a custom timeframe, enter the Period start and Period end times. For more details, refer to .

payment plans
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How to create an IB type
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type details