When reviewing your client statistics in the Partner Portal, you may notice a significant difference between the total number of clients you've acquired and the number of active clients shown in your qualification criteria. This article explains why these numbers differ and what they represent.
What You're Seeing:
In the Client List under IB Report: This shows your total acquired clients throughout your partnership lifetime.
In the Dashboard's Qualification Criteria: This displays only your active clients according to specific qualification standards.
Why the Difference?
The key distinction is that "active clients" in the Qualification Criteria refers only to clients who have:
Traded within the past 90 calendar days (not trading days)
Executed trades with a volume of at least 0.01 lots during this period
This means that while you may have acquired many clients over time, only those who have recently engaged in meaningful trading activity count toward your active client qualification metrics.
What This Means for You
This distinction is important for understanding your partner progression. To improve your active client count:
Encourage existing clients to maintain regular trading activity
Focus on client engagement and retention
Provide value-added services to help clients stay active
Remember that the Partner Portal offers powerful tools to help you monitor client activity and identify opportunities to activate dormant clients.