Customize an Investor’s IB Partnership Settings

Override IB reward percentages or manually add IB partners on an individual investment account.

For admins

IB levels define platform-wide reward percentages for introducing brokers. On any individual investment account you can override those defaults: change the percentages applied to its existing IB partners, or attach additional IB partners manually.

The added IB partner then receives a percentage of every fee charged from this investment account under the fee plan of the master it is subscribed to; the remainder is paid to the master’s owner.

Change a Partner’s Reward Percentage

  1. Open the investor account

    Go to Investors under Copy Trading, MAM, or PAMM and open the investment account.

  2. Open Partnership Settings

    Switch to the Partnership Settings tab and find the section As Investor (Sharing fees paid by this account).

  3. Edit the percentage

    Click Edit next to the listed IB partner and change the value in the % fees field.

  4. Save

    Click Save to apply the change.

Add an IB Partner Manually

  1. Add a partner

    In the As Investor section, click +Add.

  2. Select the client

    Pick the client who acts as the IB partner and confirm with Select.

  3. Set the payout account and share

    In the Account ID dropdown, choose the partner’s wallet or trading account that receives the rewards, and enter the share in the % fees field.

  4. Save

    Click Save — the partner now earns a cut of each fee this account pays.

Partnership Settings tab
The Partnership Settings tab (shown here on a master account — investment accounts carry the same tab).

Platform-wide IB tiers are configured separately — see IB levels under Platform settings. Per-account overrides always win over the level defaults.

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