As a partner, you can conveniently find information about your referred clients’ trading activity and the generated volume on our easy-to-use Partner Personal Area.
- Clients list
- Client transactions
Clients list
You can use the Client’s list available in your Partner PA to see details of the clients registered under your partner link.
Some of the details listed here are:
- Client’s trading account number
- Account registration date
- Client account type (can be found by clicking on the account number displayed)
- Trading volume
- Last date of trading
To do so:
- Log in to your Partner Personal Area.
- Go to Reports > Client list.
- Choose from our wide range of filters to find the exact information you would like to retrieve. Click Apply.
Clicking on Show payments will take you to the reward history section to see details of the commission you earned from that particular trade.
Client transactions
Once you have found the account number(s) of a client, you can use this to retrieve all transactions made under our Client transactions report.
To do so:
- Log in to your Partner Personal Area.
- Go to Reports > Client transactions.
- Choose the account number(s) from the dropdown and also select the preferred date(s). You may only select up to a maximum of 7 days.
- Click Apply.
You will now be able to see the transactions made by selected client accounts in the filtered period. Choose a transaction and click Show Details to see details of the transaction.
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