Customize the IB partnership settings of investment accounts

Learn how to customize IB partnership settings for individual investment accounts. You can modify reward percentages for IB partners, manually add partners, and assign reward percentages for each part

To customize the IB partnership settings of an individual investment account, proceed as follows:

• Change the reward percentage values that are set for IB partners as per configured IB levels.

• Manually add IB partners for an investment account and set a reward percentage for each partner.

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading investment accounts, go to B2COPY > Investors. For MAM investment accounts, go to Mam > Investors. For PAMM investment accounts, go to Pamm > Investors.

3

Select the investment account, and click Edit.

4

Go to the Partnership settings tab.

Partnership settings tab of an investment account

5

Go to the section named As Investor (Sharing fees paid by this account).

6

To change the reward percentage values for the IB partners listed under the As Investor section, click Edit.

7

In the Edit account percent as investor dialog box, change the reward percentage in the % fees field.

Edit account percent as investor

8

Click Save to apply the changes.

9

To add a new IB partner for the investment account, click +Add in the As Investor section.

10

Select the client that you want to add as an IB partner for the investment account, and click Select.

11

In the Add account percent as investor 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.

12

Click Save to apply the changes.

The added IB partner is now rewarded with a percentage of each fee amount charged from the investment account according to the fee plan of the master account to which the investment account is subscribed. The remaining fee amount is paid to the master account’s owner.