See your clients and find them easily: Go to the "IB Menu" → "Dashboard" tab on the left side of your account. That is where you will see all the clients registered under your IB partner account.
Filter: Refine the list by time period if needed
Need a specific client? Use the search bar with their name, ID, or account number to find them quickly. Matching clients will appear below.
This way, you can gain access to a wide range of metrics for each referred client, including deposits, withdrawals, equity, lots traded, and more.
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