The Client area is, in short, your personal Control Panel. From here, you can control every aspect of your trading experience.
From your Client area, you can access the following:
Home
Your main screen with many convenient features
A progress bar - showing the remaining steps to complete before you can start trading.
Summary - Quick access to your Total Balance, Profit & Loss (PNL), and Total Equity
My Accounts - An overview of your active accounts (Demo and Live), balance, and chosen leverage on each account.
Quick access buttons - For deposit, Withdrawal, Transfers, and History
Wallets - an overview of your Cashback and IB wallet.
Cashback
Everything related to your Loyalty Cashback Program rewards.
Wallet - A quick overview of your cashback balance, along with a button to transfer the funds to your trading account.
Summary - A more detailed look at your cashback earnings, including Balance, Traded Volume per lots, and number of trades. You have the option to view this analysis for different time periods, or all together.
Quick deposit button
Recent Cashbacks - A history of your Cashback rewards.
Partnership
After joining our Revenue Share (RS) or Cost Per Action (CPA) partnership programs, you can access your Marketing tools and other Affiliate items from this menu.
Dashboard
Wallet - A quick overview of your IB wallet balance, along with a button to transfer funds to your trading account.
IB Links - A button to create your personal IB link code for referrals to use upon registration.
Key Metrics - A more detailed look at your received commission, including Balance, Lot Size, and number of Referrals. You have the option to view this analysis for different time periods, or all together.
Quick access buttons - for Transaction History, Commission Breakdown, Commission Per Account, and Commission Per Referral.
Top Referrals - Quick view of your top referrals based on the commission they generate.
Marketing
Access to free marketing materials that can help you attract more referrals!
Hub
A collection of useful tools and setting options for your profile.
Option to enable 2-Factor Authentication - Two-factor authentication helps keep your account even more secure.
Quick access buttons - For deposit, Withdrawal, Transfers, and History
Economic Calendar - Find out when major market events will take place. Your primary tool for Fundamental Analysis!
Help Center - A comprehensive library of help articles to guide you through any questions you may have.
Downloads - Access to the MT5 download for various operating systems.
Payment Details - Quick access to your favorite deposit/withdrawal methods.
Language - Change your preferred language.
Notification Settings - Choose to enable/disable various email notifications by type.
Theme - Select between a Light or Dark theme.
💡Tip
Take the time to familiarize yourself with the Client Area, as it has many valuable features that can enhance your trading experience.