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Monitoring Your Referred Client Activity

Updated over 3 months ago

As an affiliate, you can easily track your referred clients' trading activity and generated volume through the Partner Portal's comprehensive reporting tools.

Client List Overview

Access detailed information about clients registered under your affiliate link, including account numbers, registration dates, account types, trading volumes, and last trading dates:

  1. Log in to your Partner Portal

  2. Navigate to Affiliate Reports and select "Client list"

  3. Use the available filters to customize your search criteria

  4. Click "Apply" to generate your report

  5. Select "Show payments" to view your rebate history for specific trades

Client Transaction Details

For in-depth analysis of your clients' trading activities:

  1. Log in to your Partner Portal

  2. Go to Reports and select "Client transactions"

  3. Choose specific account number(s) from the dropdown menu

  4. Select your preferred date range (up to 7 days)

  5. Click "Apply" to generate the report

  6. View transaction details by clicking "Show Details" on any specific transaction

These tools provide comprehensive visibility into your referred clients' trading patterns and your earned commissions.

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