Rebates allow partners in the Introducing Broker (IB) program to share a portion of their commission with referred clients. Partners can set up, approve, and track rebates directly from the Rebates section in your Partner Personal Area. It contains 4 main parts: 

• Approval List: Review and approve pending payouts. Displays pending approval counts, total commission (USD), and pending rebate amounts.
• Clients: Manage referred clients and assign individual rebate rates. Displays the total number of clients and those with assigned rates.
• Groups: Automate payouts by creating conditional client groups. Displays total groups and grouped clients.
• History: Track all rebate activity statuses (approved, paid, rejected, errors) alongside their respective USD totals.

• The rebates feature becomes available once your account registration is complete.
• Rebates below 0.01 USD cannot be approved and will not be paid to referred clients.

Understanding the client tab

Before assigning rebates, you can review detailed performance metrics for each referred client in the Clients tab.

Client list columns

The main list displays the following information for each referred client:

Filter and sort tools

How to manually assign rebates

1. Log in to your Partner Personal Area (PPA), go to the Rebates section, and open the Clients tab. 
2. Use the filter and sort options to find the specific clients you want to reward.
   • To assign rates to clients who aren't grouped yet, filter by Group and select Without rebate group.
3. Tick the checkbox next to the chosen client(s), then click Assign rebate with manual approval.
   • You can also choose Add to group from this menu.
4. Enter your desired rebate percentage and click Submit.

Understanding the Approval list tab

The main list displays the following information for each referred client:

 How to approve and reject rebates

1. Navigate to the Approval list tab to view all referred clients with pending rebates.
2. Review the pending payouts and click Approve or Reject for the desired client.
   • Approve: Approving will show a summary of rebates to be paid to the referred client(s). 
   • Reject: Rejecting will show a summary of rebates that will not be paid to the referred client(s). 
3. Authenticate the action using your active security type. This might be a code sent via SMS/email, or a prompt from your Exness Trade or authenticator app.
4. Click Submit to finalize your decision.

Rebate groups

Creating groups allows you to automate payouts for specific clients based on custom conditions.

How to create a rebate group:

1. Go to the Rebates section and open the Groups tab.
2. Click Create group and enter a recognizable name.
3. Choose how you want to handle payouts for this group:
   • Manual approve rebate: You will need to manually review and approve/reject payouts.
   • Auto approve rebate: Payouts are processed automatically when your conditions are met.
4. Select a Group partner code from the dropdown list. This automatically adds any clients who signed up using that specific code to your group.
5. Optionally, check the box to make this your default group if you want all new referred clients to be assigned here automatically.
6. Click Save changes to finalize your new group.

Now that you have created a group, you can set up conditions or rules. Default conditions include rebate percentage, while rules can include defining the account types, rebate percentage, and trading volume. Here's how to define them: 

1. Navigate to the Settings tab on the same page.
2. Under the Rebate period section, choose how often clients in this group will be paid (Daily, Weekly, or Monthly).
3. Under the Rebate section, click the pencil icon to define the baseline rebate percentage (0-100%) for the group.
4. To add specific conditions, click Add rule, enter a rule name, and click Create rule.
5. Enter a rule name, and click Create rule.
6. Once your rule is created, you can customize the following parameters:
   • Account type: Select the specific account types this rule applies to.
   • Rebate: Enter the exact rebate percentage for clients who meet this rule's criteria.
   • Volume: Set the minimum and maximum trading volume (in USD or lots) required to qualify.
7. Click Submit for each metric to save your configuration.

• Dragging and dropping the rule within the table allows you to change the rule's priority within the group. The rule with higher priority will be paid first. 
• A limit of 20 rules can be created. 
• A rebate group can only have one partner code assigned. The same partner code cannot be used for another rebate group. 

How to delete a rebate group:

Only groups without clients can be deleted. 

1. Go to the Rebates section and open the Groups tab.
2. Before deleting, check the number of clients assigned to the respective group. 
3. Click Delete if there are no clients in a group. Then click Submit. 

How to manually add clients to a group: 

For referred clients with no rebate group, you can manually assign them in the Clients tab. Here's how: 

1. Go to the Rebates section and open the Clients tab.
2. Use the filter and sort options to find the specific clients you would like to add to a group. 
3. Click on the checkbox to select the referred clients, then click Add to group. 
4. Select the group from the dropdown list, then click Submit. 

Tracking rebate history

Within the History tab in the Rebates area, you can view all processed rebate data including processed date, client account, destination account, lots, commission, rebate, and status.