Can I see my commission received from clients’?

1 min. readlast update: 12.13.2023

 Yes, to see your affiliate commission reveiver from clients’, just follow the steps below:

  1. Log in to your client portal
  2. Click on ‘Tools’ and select ‘Dashboard’ from the partnership menu
  3. Click on "Detailed Commission Breakdown"
  4. Set the time frame you want to see transactions for
  5. Click "Export to CSV"

Alternatively, if you want to see the trades for a specific client:

  1. Log in to your client portal
  2. Click on ‘Tools’ and select ‘Dashboard’ from the partnership menu
  3. Click on "Detailed Commission Breakdown"
  4. Set the time frame you want to see transactions for
  5. You can filter accounts or referral names (clients' names) based on specific criteria. 
  6. Filters processed at column
  7. Click apply filters 
  8. You also can download the data by click "Export to CSV
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