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Partner accounts
Partner accounts
An account with the Partner management type is intended for accounting for and receiving rewards within the broker's referral program. Using a separate account type allows partner accruals to be separated from the client's trading activity.
A Partner account is not intended for trading.
When such an account is created, the following parameters are set:
| Parameter | Value |
|---|---|
| Account relation | Non-client |
| Account type | Personal |
| Management type | Partner |
| Status | Active (assigned when the account is created, regardless of the client's KYC status) |
No more than one account with the Partner management type can be created for a single client profile. At the same time, the client may have accounts of other types, for example Brokerage and Investor.
Important! Trading operations on a Partner account are prohibited both through the trading terminal and through the Admin Terminal.
Creating a partner account
A partner account can be created manually in Accounts or automatically when a client joins a referral program.
If a client joins a referral program through the trading terminal for the first time and their profile does not have an account with the Partner management type, such an account is created automatically. The Introducer account group and Access set specified in the broker's referral program settings are used when creating the account.
The client is provided access to the automatically created account using the specified Access Set, and the referral program is linked to this account.
When a partner account is created manually, the account parameters and access settings are specified during account creation.
Multiple referral programs can be linked to the same partner account. Rewards from these programs are credited to the specified Partner account.
Transactions
A Partner account can be funded:
- by crediting partner rewards;
- using a
Cash intransaction with a subtype.
For Cash in and Cash out transactions on Partner accounts, Sub type must be specified.
Transfers to a partner account from other accounts are not available. Funds can be transferred from an account of this type only to the client's own account with the Brokerage management type.
For more information about creating and processing transactions, see Transactions.
Use in the referral program
In the broker's referral program settings, you can enable Use partner account only.
If this setting is enabled, only an account with the Partner management type can be used as the partner account when creating or editing a referral program.
Since only one Partner account can exist for a single client profile, this account can be used for multiple referral programs associated with the client.