Practical guides for the work behind a trading partnership. Statements, settlements and the details that connect them.
Compare agreement terms, reconcile a statement, review a partner split or prepare a month-end evidence packet.
Try the commission calculator ↗Close an IB reporting month with a traceable evidence pack: reconcile broker statements, review receipts, check sub-IB balances and carry unresolved items forward.
Read the guide ↗Understand the difference between IB commission, affiliate CPA, sub-IB shares and trader cashback, and keep gross earnings separate from amounts shared onward.
Read the guide ↗Match broker export columns to a consistent IB statement: source IDs, decimal formats, unknown entitlement and safe repeat imports. Includes a worked mapping.
Read the guide ↗Compare broker portals, affiliate reporting tools and an independent IB workspace by data access, commission evidence, privacy and month-end operations.
Read the guide ↗A practical monthly close for introducing brokers: separate expected, reported and received commission, account for fees, and investigate differences.
Read the guide ↗Download an IB commission CSV or Excel template, understand each field, and avoid duplicate imports, mixed currencies and misleading totals.
Read the guide ↗Compare partner APIs, statement files and MT5 access for IB commission reporting. Understand permissions, coverage, freshness and missing data.
Read the guide ↗Work through fictional introducing broker commission examples. Compare per-lot, CPA, revenue-share and hybrid terms, including whole-volume versus marginal tiers.
Read the guide ↗A worked sub-IB allocation example for Master IBs: define gross versus net bases, handle rounding, and separate an allocation from an approved payment.
Read the guide ↗Investigate a broker commission payment mismatch with worked examples for partial receipts, fees and prior-period balances, plus an evidence checklist.
Read the guide ↗Written from the IBDock reporting model and linked primary sources. Examples are fictional. These guides cover reporting operations, not investment advice or broker recommendations. Read our editorial policy.