Tier Upgrade Reports
Last updated
Last updated
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: