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Can I see the clients who have signed up under my IB referral link?

Updated over 5 months ago

Yes, IBs can view the clients who have signed up using their referral link by accessing the "Performance Reports" section within the FNmarkets Partners Portal.

To check referred clients:

1. Log in to the FNmarkets Partners Portal.
2. Navigate to the “Performance Reports” section.

3. Click on the 'Customers' option.


4. If you filter by a date range in the designated section and click the "Run Report" button, a detailed list of clients who signed up using your referral link during that period will be displayed, along with their respective reports.


5. Access additional client-related information for better tracking.

This feature enables IBs to track referrals, monitor client engagement, and optimize their IB strategy effectively.

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