The rebates area contains the functions and features required to manage the rebate system for all partners in the Introducing Brokers program.
To find the rebates area:
- Log in to your Personal Area
- Go to Partnership section
- Select Rebates from the menu
The rebates area is divided into 2 sections:
- Client list
- Rebates history
The Client list section shows a list of all clients accounts and includes tools to assign rebates to them.
Here you can find:
- Total clients: This shows the total number of clients under IB account.
- Total clients accounts: This shows the total number of clients trading accounts under IB account.
- Accounts with assigned rebates: This shows you the number of clients trading accounts under IB account with assigned rebates.
- Profit: shows the total partner commission received from the clients accounts (USD).
- Rebates paid: shows the total rebate paid to clients (USD).
How this report can be useful?
Client list report is the main report that allows you to track your rebate payments and manage rebates for your clients. It consists of the list of all Trading accounts opened by clients under your IB, the current Rebate % that you have set up for the specific account and the amount of Rebates that has been already payed.
In order to set up the rebates follow this steps:
- Select the trading account from the list.
- Click 'Assign rebates' to set up rebates for only selected trading accounts.
- If you would like to set up one level for all your clients, you should click 'Set up default rebates'
- Enter the rebate percentage and click 'Save'.
The Rebate history section provides all historical data on paid rebates to your clients.
- Profit: the total amount of commission received from clients in USD in the selected period.
- Rebates paid: the total amount of rebate paid in USD in the selected period;
How this report can be useful?
This report includes all rebates transactions that were paid to your clients. It will help you to find out which client has received rebates, how much and what was the date. Track rebates statistic for each attracted clients in details anytime.