How can I check list of clients registered using my IB link?

1 min. readlast update: 12.13.2023

 To view the list of clients who have registered using your IB link, 

  1. Login to your Client portal.
  2. Start by navigating to the "Partnership" menu on the platform.
  3. Once in the Partnership menu, click on the "Dashboard" option to access the main dashboard for your account.
  4. Scroll down on the dashboard interface to explore additional sections and features.
  5. Locate on the "Referral" section; here, you will find a listing of clients who have registered using your IB link.
  6. The list in the "Referral" section will display the clients who have registered through your IB link, providing you with valuable information about your referred clients.
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