Tier Upgrade Settings

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.

Brokers have the ability to create, edit, disable and delete Tier Upgrade Rules.

1) Creating Tier Upgrade Rules

1. You can setup Tier Upgrade rules by clicking "New".

   

2) Editing Tier Upgrade Settings

1. To modify your Tier Upgrade Settings, click on the "Edit" icon.

   
2. Any changes made to the rule will not impact clients/IBs who have already been upgraded.

3) Disabling Tier Upgrade Settings

1. You can disable tier upgrade rules by clicking the "Disable" icon. You can renable it by clicking onto the same icon.

   

4) Deleting Tier Upgrade Settings

1. If needed, you can delete tier upgrade rules by clicking the "Delete" icon.