Use the broker-wide permission to allow eligible masters to offer public partner links in the client interface. Each master still enables their own Partner program and chooses the share of their fees that partners can earn.
Before You Start
- Sign in to the Admin Panel with permission to view and modify settings. An administrator with read-only settings access cannot change this switch.
- Select the platform instance you intend to configure. This is a platform-wide Web UI setting; it is separate from a particular master’s Partner program and from broker-funded IB rebate rates.
Find the Broker Permission
Open Web UI Settings
In the Admin Panel, open Settings → Web UI Settings.
Find Partner links
Locate the Partner links card. The control is labelled Allow masters to enable public partner links.
Change the permission
Turn the switch on to let eligible masters enable public partner links, or off to prevent new use. The change saves automatically. Wait for the save to finish and check the confirmation before leaving the page.
The broker permission does not enrol every master
Turning the broker permission on makes the feature available to eligible masters. Each participating master must also enable Allow clients to become your partners in their own Partner program and save a Partner’s share.
What Disabling the Permission Changes
| State | Effect |
|---|---|
| New participation | Masters cannot enable public partner links while the broker permission is off. |
| Existing referral links | New attributed subscriptions through existing partner links are rejected while the permission is off. |
| Subscriptions already attributed | Existing subscriptions retain their saved partner attribution and partner share. Turning off the permission does not cancel that attribution. Actual payouts still need a valid configured destination. |
Check the Client Experience
After enabling the broker permission, use Create and share a partner link for the master, partner and referred-investor steps. It shows the master’s own program, Refer & earn, an owned payout account where required, the shared link or code, and the investor’s subscription form.
Use a clear demonstration
For a test or training example, use realistic nonzero values, such as a 20% master performance fee and a partner share of 25% of those fees. These are different rates: the partner share is not an extra 25% fee for the investor. Label illustrative calculations as examples, not earned rewards.
If You Cannot Change the Setting
- Check that your Admin account has permission to modify settings. Controls are also temporarily disabled while a setting is saving.
- If a save fails, read the error and confirm the current switch state before trying again. Do not assume the change was saved.
- If a client still cannot see Refer & earn, also check the master’s own Partner program, eligibility and which client is signed in. The master owner cannot generate a partner link for their own master.
