Your IB Dashboard is the command center for managing your partnership business. Track referrals, commissions, and access marketing tools.
Accessing the Dashboard
Log in to your Client Portal and select 'IB Dashboard' from the menu. Here you'll find all partnership tools and reports.
Tracking Referrals
View all your referred clients, their registration dates, verification status, deposits, and trading activity. Filter and sort to analyze performance.
Commission Reports
Access detailed commission reports by date, client, or instrument. Download reports for your records or accounting purposes.
Marketing Materials
Download banners, landing pages, and promotional content. Generate custom tracking links to measure campaign effectiveness.
Check your dashboard regularly to understand which marketing efforts are most effective. Use insights to optimize your referral strategy.