Referral Agent is a feature that allows partners to collaborate with external agents to attract new clients. A partner can have more than one referral agent.
How it works
- Agents use the partner’s referral link to attract clients.
- Agents receive a share of the partner’s commission.
- Partners grow their client network through these collaborations.
Referral Agent tab in Partner personal area is a section where you can add referral agents, set up commission and report sharing, share referral links, and review agent commissions and total reward amounts.
The report sharing feature allows IBs to customize the reports shared with their partners, including whether to show reward history. Clicking Set up report sharing will create a new report with the following entry fields:
- Email of connected partner: The Exness-registered email address of the partner.
- Shared partner code: All clients registered with this partner code will have their activity included in the report.
- Connected partner: The custom name given to this partner by the IB.
Reports created will be added to the list, including columns for Connected partner, Shared web link, and Reward history. Clicking Edit allows an IB to amend existing reports. Toggling Share my Reward history will enable or disable the inclusion of IB reward history in the report.
To request Referral Agent functionality, contact your Partner Relationship Manager directly.