Welcome to your Personal Area tailored for Partners and your referrals - with a central hub of features, functions, and tracking so you can better manage your Exness partnership.
Click on the tab of your choice to learn more about the IB Personal Area:
- Explanatory Video
- The Dashboard
- Reports
- Rebates
- Promo
- Support
- Exness Virtual Assistant
Explanatory Video
The Dashboard
In this area, you will be greeted with a few items such as:
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Balance
- Your Partner Link
- Knowledge base
- Partner commission information
- Loyalty Program
- Quick reports
- Reward Wallet
This is the default area presented when you log in. Apart from your balance, this area also allows you to view your Partner commission information and your partner link.
The top of the page shows your current verification status:
Balance
Balance shows your total balance in your reward wallet and the total amount of commissions earned in USD right below. You can make a withdrawal by clicking on the withdrawal button.
Your Partner Link
You can find your partner link here. Click on Partner code to view the code.
Knowledge base
Click on the link to find an extensive set of FAQs to help you on your journey as a Partner.
Partner commission information
In this section, you can view a summary of your earned rewards. It displays your current partner level, the types of partner commission available to you as you climb to the next and final partner level, the commission qualification period, and the qualification criteria.
Explore the Partner commission information panel to learn more about the information displayed.
Loyalty Program
This section displays your journey toward your targets and the various rewards you can claim. Read more about the Exness Partner Loyalty Program.
Quick reports
Finally, this section conveniently displays your profit and registration reports.
Reward Wallet
A reward wallet is automatically created for you as soon as you receive your first reward and is linked to your partner link by a partner code. You can also create additional reward wallets by clicking on the profile icon > Wallet accounts > Create new.
For each newly created wallet account, a randomly generated unique partner link code will be generated too. This provides more flexibility to manage and track clients as you can assign clients to specific link codes.
To make a withdrawal or a transfer:
- Head over to the balance displayed on the top and click on the withdraw icon.
- Click on either Transfer* or Withdrawal.
- For transfer, select either Between your accounts or Transfer to another user.
- For withdrawals, choose a payment method of your choice and fill in the necessary information to submit a withdrawal request.
- Follow the prompts to complete your transaction.
- You can track the status of your transfer and/or withdrawal from the Transaction history.
*Transfers cannot be made from old partner accounts to reward wallets.
The Transaction history will allow you to view and filter the results of any transactions made on your Exness account. The filter options include a time frame, transaction type, and status that can be defined. Clicking on any entry expands the details of the transaction.
Follow the link for a detailed guide on how to use Exness payment services for withdrawals.
Reports
Reports are essential for tracking your referrals, transactions, and overall performance. For an in-depth tour of the very important reporting features in this menu, we recommend reading more about your Personal Area reporting features. Below we include a brief summary of each reporting feature.
Here are the types of reports available:
This tool will let you search every referred client linked to your account. You can view information such as their ID, location, account type, the date they signed up, trading volume, profit, and payment received from a referred client within a selected period.
Note: If a referred client is rejected due to any of the reasons mentioned here, their status will be set to Declined.
This report details the commission earned from signed-up clients. Information such as the date of commission, the order number of the credited transaction, the account credited to, the respective client’s account number, the client’s account type, the volume of transaction, and the credit amount in USD.
Clicking on a transaction will open up more details such as the currency pair traded, the volume traded, the opening spread, and the commission credited. You can also view the breakdown of how the commission was calculated.
This report displays information regarding all the closed positions from all signed-up clients. You can view the date of order, instrument type, spread, trading volume, and profit made.
This section displays the trades performed by your clients after the last commission payment cycle.
The performance of your partner link is measured here and includes metrics such as clicks, registrations, deposits, profit, and more. The statistics update every 24 hours and also allow you to set preferences based on the link, source, time, and location.
You can also acquire a yearly breakdown by country with the filters provided.
Rebates
This feature allows you to pay a portion of your rewards back to your clients. We recommend reading about the rebate system to better understand how rebates work or exploring the rebates area for a tour of all the data and features available to IBs in the rebates area.
Rebates can be paid out in numerous ways, i.e to individual clients manually, to groups of clients manually, and to groups of clients automatically.
To better navigate rebates, we recommend reading how to manage rebates.
Promo
In this section, Exness provides you with a variety of promotional materials and registration tools that you can use to attract potential clients.
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Promo Materials
Find a selection of automatically updated promotional materials that you can customize to attract new referred clients. Select your preferred campaign, size, language, and tags, then either download the file or get a code or a link.
Promotional materials include:
HTML codes are provided that you can use it in any supported format, such as internet forums and personal websites. Your partner link is automatically integrated into the code, so any promotional material engaged by a potential client is linked to your account, should they become an Exness client.
Banners
Videos
Landings
These pre-constructed landing pages come in numerous campaign themes and are beautifully crafted to demonstrate value to potential clients. You can copy the link to these landing pages by clicking the Get Link button below them, and share them with referred clients. The landing page is linked to your partner link when you use the link provided, so client conversions will be assigned by your partner link.
Please note the example landing page is not for sharing with clients as it will not be linked to your partner link.
GIFs
Logos
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Registration tools
Here you can configure your partner codes, links, and campaigns. Your partner code and main partner link are displayed here, but there are many features that allow you to create more targeted partner links to enhance your digital campaigns. For example, the web link can be customized to redirect to a specific page on the Exness website. Your partner link is also automatically integrated into the customized link.
Partner codes
Under Partner codes, you can find the list of partner codes and partner links connected to their respective partner account. Click on Create a custom code to generate a code to attract new clients.
Note: You can only have 20 partner codes.
Links
Here you can customize your partner code, web link, and mobile link to increase your chances of converting referrals. Links for the Exness home page are available as web links that can be set to target specific pages on the site. Should someone click on the customized and sign up to Exness, they will be automatically linked to your account.
Campaigns
Under Campaigns, you will be able to create and view your active campaigns for certain promotional activities and track them separately. You can edit the campaign name, share the campaign link and generate other campaign links.
Once created, you will be able to track it under the Active tab.
Support
Under Support, you can access the Exness Partners Help Center to find in-depth information regarding the Exness Partnership program which includes How to become an Introducing Broker, Partner Reward Structure, and other information and FAQs.
Contacts will display a list of available support teams for your inquiries. It displays the available support agents and the respective operating times based on local time zones. You also have the option to either email or call Support directly.
Exness Assistant
To further improve your journey as an Introducing Broker with Exness, you can also click on the chat icon to conveniently chat with our Exness Assistant.
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