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How to set up a wallet

Configure wallets for Introducing Brokers to enable reward payments

A Wallet is a partner account, to which all partner rewards are credited.

Before creating a partner product, navigate to Products > Platforms and make sure that Personal platform is enabled.

1

Go to Products > Products.

2

Click Create and select eWallet from the dropdown. The Create product popup will open.

3

From the Platform group dropdown, select eWallet.

4

From the Currency dropdown, select a currency in which you want to pay rewards to your partners.

If a partner's wallet currency differs from the reward currency, then the reward amount is converted into the wallet currency. The conversion occurs at the current exchange rate at the time of calculation.

5

In the Name field, enter a wallet name. It can be the same as currency for your convenience.

6

Select Group.

7

From the Factory dropdown, select 100 if a wallet is denominated in currency subunits (for example, cents); otherwise, leave the default value 1.

8

From the Type dropdown, select Partner.

9

Click Save. The Info tab of the Product details will open.

10

Set the Caption, which will be displayed in the B2CORE UI. Set localizations if needed.

11

Set Status to Enabled.

12

Grant permissions: select required Rights or check eWallet in the Group rights.

13

Set Max accounts to -1.

14

Click Save to apply the changes.

PreviousHow-to articlesNextHow to create an IB type

Last updated 20 days ago

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