Editing & Deleting Tier Upgrade Rules

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

1) Editing Tier Upgrade Settings

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

   
2. Make the necessary amendments and click "Save".

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

4. If the system is currently in the settlement process, editing the tier upgrade settings will not be possible. A notification will appear, informing you that the system is undergoing settlement, and you should make the edits at a later time.

2) 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.

   
2. Once a tier upgrade rule is disabled, the system will cease to check for clients/IBs who meet the requirements. Enabling the rule again will resume the necessary checks during the settlement period.

3. Tier upgrade records will continue to appear in the reports even after the rule is disabled. You can still perform actions on these records, such as approving or rejecting them.

3) Deleting Tier Upgrade Settings

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

   
2. A popup notice will appear. Click "Confirm" to proceed to delete the rule.
3. Deleting the rule will not affect the records in the tier upgrade reports. They will remain intact.