Axi Partner Portal: Quick Help Guide for New Users

Publish Date 01 Apr 2022
Referral Programs / 5 Min Read
Last Update 01 Apr 2022

Welcome to the Axi Partner Portal quick help guide. Below is an outline of the main features and functions you can use to manage your Axi partner account, track referrals, view performance statistics, download reports and more.  

 

Dashboard 

The dashboard gives you a quick view of your overall performance statistics. From here you can access more tools and detailed information, including:  

  • Rebates and trading volumes 

See rebates and trading volumes from direct clients (clients referred using your agent link) and sub-IB clients (referred through your sub-IBs) 

  • Client numbers

View your total number of clients, Sub-IBs and clients referred by sub-IBs 

  • Referral links 

To generate an agent link for your referrals, select the appropriate MT4 account from the dropdown menu. 

  • Deposits/Withdrawals

View total deposits and withdrawals for clients and Sub-IBs, plus trade volume statistics 

  • Top 5

Get a quick view of your top five clients and top traded instruments 

  • Top countries

See a list of the countries where most of your referrals are generated 

 

CUSTOMERS 

View detailed reports for all your clients, including direct clients and clients referred by Sub-IBs, using helpful filters including date, country, deposits and trading volume. 

 

 

SUB-IBS

View all your Sub-IBs, and the clients referred by Sub-IBs.

 

 

REBATE REPORT

Generate monthly statements with detailed statistics, broken down by client type (direct/indirect) 

The information is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any trading strategy. Readers should seek their own advice. Reproduction or redistribution of this information is not permitted.


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