Tier Upgrade Reports
Last updated
Last updated
This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
The Tier Upgrade Reports are divided into two types:
Auto Upgrade Report: This report displays all clients/IBs who have met the auto upgrade requirements. It provides a comprehensive view of the status of tier upgrades that have been completed.
Manual Upgrade Report: This report includes all clients/IBs who have met the manual upgrade requirements. Brokers can use this report to closely monitor each client/IB and approve or reject the tier upgrades.
Brokers can navigate between the 2 reports via the dropdown list:
