Tracking & Portal
Tracking links, attribution, reporting and your downline.
69How do I create and manage my tracking links?
In your partner portal, go to 'Marketing Tools' > 'Tracking Links'. You can create unique links per campaign, landing page, or funnel. Each link captures registrations, deposits, and trading activity for the clients referred through it.
70A client says they registered through me but isn't showing in my portal — what do I do?
This usually happens when the client didn't use your tracking link directly at registration, or if they cleared cookies/used a VPN. Retroactive attribution is not automatic. Contact your account manager with the client's registered email and registration date, and we'll investigate within 48 hours.
71Can I see my clients' trading activity in real time?
Yes. Your portal shows real-time and historical data on client volume, open positions, deposit totals, and generated rebates. Reports can be filtered by date range, client, or instrument.
72How does the sub-IB / downline structure work?
If you have Master IB status, you can onboard sub-IBs under your network. Their clients' trading generates a portion of rebates at the Master IB level. You can view your full downline tree, sub-IB performance, and individual payout splits in the portal under 'Network'.
73Can I export my commission and client reports?
Yes. All reports in the partner portal support CSV export. Go to the relevant report section and click 'Export'. For custom or scheduled reports (e.g., automated monthly summaries), your account manager can configure these for larger networks.