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Where can I download my IB Report？

Introducing Brokers (IBs) can access and download their IB reports through the IB Portal. Two types of reports are available: Funds Report and Rebate Report, providing information on client funding activities and rebates generated from clients.

 

Via IB Portal
  1. Log in to your IB Portal using your registered account details.
  2. Click IB Report to access the available reports.
     
  3. Select the report you want to view or download:
    - Funds Report: View clients' Deposits, Withdrawals, and Net Funding.

          - Rebate Report: View the rebates generated from clients.
  1. Select the required report and download it through the available download option.
     
  2. Once the report has been downloaded, you can review the relevant client funding or rebate information for your IB account.

 

 

Important Information
  • Funds Report provides information on client Deposits, Withdrawals, and Net Funding.
  • Rebate Report provides information on rebates generated from clients. 
  • The reports available to you may depend on your IB account and the data recorded in the IB Portal.

 

 

Troubleshooting
  • Unable to access IB Report: Make sure you are logged in to the correct IB Portal account and have access to the IB Report section.
  • Unable to download a report: Check that you have selected the required report and that the download option is available. If the issue persists, try refreshing the page and accessing the report again.