Allocate custom rewards for assistance in managing master accounts

Learn how to allocate custom rewards for business partners assisting in managing master accounts. Rewards are based on fee amounts, with a portion paid to IB partners and the remaining to the business

When a master account is managed by both the trader who owns the account and their business partner, such as a risk manager or market analyst, it’s possible to allocate custom rewards to the business partners.

The business partner is rewarded with a percentage of the fee amounts left after paying rewards to IB partners. The fees are charged from the subscribed investment accounts according to the master account’s fee plan.

If an investment account is opened by a client referred to the investment platform by an IB partner and subscribed to a master account for which a business partner is added, the rewards to the partners are paid as follows:

• A percentage of the fee amount charged from the investment account is paid to the IB partner.

• After that, a percentage of the remaining fee amount is paid to the business partner.

• The amount left after rewarding the partners is paid to the master account’s owner.

Allocate custom rewards for assistance in managing a master account:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading master accounts, go to B2COPY > Masters. For MAM master accounts, go to Mam > Masters. For PAMM master accounts, go to Pamm > Masters.

3

Select the master account, and click Edit.

4

Go to the Partnership settings tab.

5

To add a business partner, click +Add in the section named As Master (Sharing fees paid to this account).

Unlike the section As Investor (Sharing fees paid by this account), which can be filled in manually or automatically based on the configured IB levels, the As Master section is always filled in manually with information about business partners to be rewarded.

6

Select the client that you want to add as a business partner for the master account, and click Select.

7

In the Add account percent as master dialog box, fill in the following fields:

• In the Account ID dropdown, select a partner’s wallet or trading account to which the rewards are deposited.

• In the % fees field, enter the reward percentage for the partner.

The total percentage specified for all business partners managing a master account can’t exceed 100%.

Add account percrnt as master

8

Click Save to apply the changes.

The business partner is added for the master account and will be rewarded with the specified percentage. In order to allocate rewards to a business partner who helps manage a master account, the partner must be a registered client and have a wallet or trading account to which the rewards can be deposited.