The IB Levels page under Settings configures the Introducing Brokers program — reward tiers for partners who refer new investors. When a referred trader opens an investment account and subscribes to a master, the partner earns a percentage of every fee charged from that account.
How the program works
The program can be multilevel: if a referred trader also signs up as a partner and brings their own referrals, the original partner earns from those too. Each level defines the reward percentage paid to the partner at that depth, and the total across all levels can’t exceed 100%. When a client registers in the Web UI via a partner’s referral link and opens an investment account, a partners tree is created for that account showing how rewards are distributed.
In a standalone B2COPY solution, IB levels are not supported — instead you add IB partners manually per investment account on its Partnership Settings tab.
Manage levels
Add a level
Click +Add. The Level index is assigned automatically; enter the reward Percent and save.
Modify a level
Click Edit in the level’s row, change the percentage, and save.
Remove a level
Click Delete in the level’s row and confirm.
Worked example
Three levels are configured: Level 1 — 20%, Level 2 — 5%, Level 3 — 2%. A client signs up as a partner and shares their referral link. A new client registers through the link, opens an investment account, and subscribes to a master. When a $200 fee is charged from that account, the Level 1 partner receives $40 (20%), and the master account owner receives the remaining $160. The partners list is visible under As Investor on the account’s Partnership Settings tab.
IB levels affect partner payouts. Coordinate changes with your partnerships team before saving.
