Set up a promo offer for sharing fees with partners
Learn how to create promo offers to share fees with partners
Applicable to standalone solutions only
You can set up promo offers for your master account to share a portion of your earned fees with partners.
A promo offer links a promo code to the partner’s account. When investors referred by the partner subscribe using that promo code, they receive a discounted fee plan, and a predefined percentage of the fees from those subscriptions is automatically redirected to the partner.
With these promo offers, you can efficiently launch partnership campaigns without the need to implement a full-scale IB program.
To set up a promo offer for sharing fees with a partner:
In the main menu, expand the respective item, such as Copy Trading, PAMM, or MAM, and then click Account List.
Click the master account in the list.
In the account details, go to Settings.
In the Promo offers section, click Add new offer.
In the Add new offer popup, fill in the following fields:
In the Name field, enter a name for the promo offer.
In the Promo code field, enter a unique promo code using letters, numbers, or both.
Set up the fee plan for the promo offer. This plan will be displayed to investors after entering the promo code when subscribing to your master account.
For more details about fees, refer to the Fee list.
Enable the For Partners toggle.
After enabling the toggle, fill in the following fields that appear:
In the Partner's Wallet field, enter the number of the partner's account to which rewards will be allocated.
In the % of Fees field, specify the percentage of all fees received from investors who subscribed using the promo code that will be allocated to the partner.
Click Create.
The created promo offer is displayed in the Promo offers section.
To copy the promo code assigned to the created promo offer to the clipboard, click the Copy button next to the promo code.
Promo offers can be edited or deleted when no longer needed.
Last updated
Was this helpful?