Your Partner Personal Area presents a wealth of data-driven tools, covered briefly in our article that explores the IB Personal Area. Let’s take a closer look at each of the features found under the Reports menu in more depth so that you can make the most of them:
- Partner Reports: Clients
- Partner Reports: Client accounts
- Partner Reports: Reward history
- Partner Reports: Client transactions
- Partner Reports: Transactions pending payments
- Partner Reports: Performance statistics
Partner Reports: Clients
The client report presents your list of referred partners. You can view a summary of your total number of clients, total trading volume in lots, total trading volume in USD, and total reward amount. To request to share your contact information through the contact sharing feature, click Request under Client details. Learn more about enabling contact sharing with your referred clients.
The list below displays data which includes:
- Client ID
- Status (Active, Inactive, Changing Partners, Unavailable)
- Client progress
- Rewards
Partner Reports: Clients accounts
Your referred clients' accounts are listed here with other details, including:
- My partner account
- Client country
- Client ID
- Client account
- Client account type
- Account registration date
- Volume by lots or USD as millions
- Profit
- Last trading date
- Comments
Clicking Show payments will take you to the respective client’s transactions. You can also filter the results you wish to see using the above mentioned details.
Note: If you have also referred your clients to Social Trading, your referred client's investment will only be seen in the client list after the partner reward gets credited.
Partner Reports: Reward history
The reward history presents your current total profit (in USD), trading volume (in lots), and trading volume (in USD by millions).
Details of your partner account history of reward payouts include:
- Period type
- Payment date
- My partner account
- Partner code
- Client ID
- Client account
- Client account type
- Client country
Partner Reports: Client transactions
A detailed breakdown of trading activity by referred clients can be found here, including current total profit (in USD), trading volume (in lots), trading volume (in USD by millions), and total number of transactions.
Other vital metrics here include:
- Client account
- Payment date
- Instrument
- Spread
Partner Reports: Transactions pending payment
Here are the current pending transactions actioned by your referred clients; this report includes trading volume (in lots), trading volume (in USD by millions), and the total number of pending transactions. You will receive rewards from these transactions within 24 hours.
You can filter this data by client account number. Note that a referred client may have more than one trading account.
Partner Reports: Performance statistics
This area measures the performance of your partner links to help you gauge their success. It is updated every 24 hours. This includes clicks, registrations, KYC-verified, first-time deposits, started trading: real and demo, volume (in lots), and volume in Mln. USD), and profit.
You can filter the results by time period, country, campaign, UTM-related filters, source domain, custom UTMs, and Partner code. You can group results by any 2 of the above filters simultaneously.