In the Clients tab, you can view all the clients linked to your IB account, both direct and indirect. This page helps you manage your clients and access important details.

Here’s what you can do:

• View Client Information: You’ll see details for both new and existing clients linked to your account.
• Search Options: You can search for clients in several ways:
  • By timeline
  • By client username
  • By the trading platform (MT4)
  • By trading account number
  • By country
  • By account type (Direct or Indirect)
  • By account status (e.g., active, funded, etc.)
• Client Summary Table: Once you search, you’ll see a table summarizing your clients' details, such as:
  • Account number
  • Platform (MT4)
  • Client name
  • Referred by
  • Paid rebates
  • Net funding
  • Balance
  • Last trade date
  • Registration date

Note: You can export client data to an Excel file by clicking the Excel icon in the top right corner.