A public partner link lets a client refer investors to a particular master and earn the configured share of that master’s fees from the referred subscriptions. The broker enables the feature centrally, and each participating master opts in separately.
Who Can Participate
- The broker’s Allow masters to enable public partner links setting must be on. Administrators can follow Enable or disable public partner links.
- The master’s Partner program must allow clients to become partners. The master must be eligible, not archived, and available in the client interface.
- Eligible Copy Trading, MAM and PAMM masters are supported. The master owner cannot generate a partner link for their own master, and an investor cannot self-refer.
- A partner must sign in as a client of the broker. If the deployment requires a trading-account payout destination, the partner needs an eligible account they own. A PAMM account is not an eligible partner payout account.
For Masters: Enable the Partner Program
Open the master’s settings
Open My Accounts, select your master account, then open Settings and find Partner program. The card is available only when the broker enables the feature and your account is eligible. Select the card’s edit control.
Enable participation, set the share and save
Turn on Allow clients to become your partners and enter Partner’s share. The share is a whole-number percentage from 0 to 100 of the fees the master earns on referred subscriptions. Select Save; use Cancel to discard the edit.
Keep the mechanisms separate
The partner share comes from the master’s fees. It is a different mechanism from broker-funded IB rebates and does not promise an extra fee charged to the investor.
For Partners: Create Your Link
Sign in as a different client from the master owner. In this synthetic example, the master charges a 20% performance fee and offers partners 25% of the master’s fees.
Open the participating master’s statistics
Open the master’s statistics page and select Refer & earn. The action may include the configured percentage.
Choose a payout account if requested
In Receive rewards in, choose an eligible account you own. This demo uses the partner’s own Wallet. The payout-account choice is conditional on the broker’s payout configuration.
Create the referral link
Select Create referral link. An existing link for the same master and partner is returned rather than creating another independent link.
Share the link or code
Use Copy partner link or Copy partner code. The generated link identifies this master and your partner reference. Share it with the people you want to refer.
What a Referred Investor Does
Open the shared partner link
Open the partner link and sign in through the broker’s normal flow if needed. On the selected master’s statistics page, start the subscription. The link carries the partner code into the subscription form automatically; you do not need to type or paste it again.
Check the code before continuing
The form validates the code automatically. Check that Code applied appears. If you received only a code instead of a link, enter it in Code, select Apply, and check the same confirmation. An invalid code is not applied.
Review the fee plan
Review the master’s Fee Plan before confirming the subscription. In this example Performance Fee is 20% Monthly. The 25% partner share is taken from the master’s fees.
The investor opens the partner link, signs in through the normal broker flow, reviews the selected master and completes the subscription. Normal terms, minimum-deposit and eligibility checks remain in force. The referral is attached to that subscription; it is not a claim on every account or future strategy the investor uses.
Illustrative calculation only
If eligible profit were USD 500, a 20% performance fee would be USD 100. A 25% partner share of that fee would be USD 25. These figures illustrate the calculation; they are not measured earnings or an actual payout.
One attribution choice
A subscription can use a partner reference or a promo code, not both together. The shared attribution field validates the applied code before the subscription can proceed.
Manage the Payout Destination
Where a partner payout account is required, the partner dialog shows the stored account and whether it is still eligible. Use an eligible owned account when a missing or invalid destination is reported. A different account is saved through the payout-account action; asking for the link again does not silently replace the stored destination.
Your broker determines how partner rewards are paid. If the dialog requests a payout account, choose an eligible account you own.
If the Program Is Disabled
Turning off the broker-wide gate or the master’s participation prevents new use of the partner program. Existing links and codes are not accepted for new attributed subscriptions while the program is unavailable. Existing subscriptions keep their saved partner attribution; disabling the program alone does not remove the partner’s share. Actual payouts still require a valid configured destination.
For Administrators
For the broker-wide permission and its exact location, see Enable or disable public partner links in the Admin Panel Guide. Masters and partners use the client steps above.
Troubleshooting
| State | Meaning |
|---|---|
| No Refer & earn action | The broker/master may not have enabled the program, the master may be ineligible, or the current user may be the master owner. |
| Choose a payout account | This deployment requires an eligible owned trading-account destination before a new link can be generated. |
| Saved payout account is invalid | The stored account can no longer receive payouts. Select another eligible account through the supported payout-account action. |
| Invalid or expired link | The reference is not accepted for the selected master/current program. Do not assume a link for one master can be used for another. |
