Yes, to see your affiliate commission reveiver from clients’, just follow the steps below:
- Log in to your client portal
- Click on ‘Tools’ and select ‘Dashboard’ from the partnership menu
- Click on "Detailed Commission Breakdown"
- Set the time frame you want to see transactions for
- Click "Export to CSV"
Alternatively, if you want to see the trades for a specific client:
- Log in to your client portal
- Click on ‘Tools’ and select ‘Dashboard’ from the partnership menu
- Click on "Detailed Commission Breakdown"
- Set the time frame you want to see transactions for
- You can filter accounts or referral names (clients' names) based on specific criteria.
- Filters processed at column
- Click apply filters
- You also can download the data by click "Export to CSV"