Updated 4 months ago
As an IB, you can create your main IB account along with 4 levels of Sub-IBs (Sub-IB 1, Sub-IB 2, Sub-IB 3 and Sub-IB 4).
You can view and manage your Sub-IBs directly from the Client Portal. Under the "Sub IBs" section, you'll find two options to view your Sub-IB structure:
In this section, you'll see a list of all your Sub-IBs, including key details such as:
You can also search Sub-IBs by ID, name, or account number to find specific Sub-IBs.
The Tree View offers a visual representation of your Sub-IB network, showing the relationships between you and your Sub-IBs. You can see the full structure of your Sub-IBs, their rebates, and more.
Key information in Tree View includes: