Payment plans

A payment plan is part of IB type configuration that the Broker sets when launching a partnership program.

Key points

Payment plans can be configured for a single symbol or symbol group. For a step-by-step tutorial, refer to How to set up a payment plan for symbols.
The calculated reward amounts can be additionally multiplied by level, tier, personal or Master ratio, if applicable.
If a partner's wallet currency differs from the reward currency, then the reward amount is converted into the wallet currency. The conversion occurs at the current exchange rate at the time of calculation.
Trading volume used for reward calculations can be changed by a platform group modifier. For example, the lot size for a group is set to 0.4 (Introducing brokers > Platforms > Groups). If the trade volume is 100 lots, this value will be multiplied by the group lot size: 100 lots × 0.4 = 40 lots.

The available payment plans are described below. Pay attention to a list of trading platforms to which each plan is applicable.

Disclaimer

All values given in this section are for demonstration purposes only and do not constitute a recommendation.

Commission

Supported for the B2TRADER, MetaTrader 4, MetaTrader 5, cTrader, DXtrade, and Converter platforms.

The Broker pays partners a fixed percentage of commissions received for trades executed by their clients:

Reward amount = Commission × Percentage

Where:

Commission is a fee amount that a trader paid to the Broker for executing a trade.
Percentage is a commission percentage value specified by the Broker in the IB type settings. This is a percentage of the total commission received by the Broker.

Consider an example of Jack, whose client brought 70 USD in commissions to the Broker, while the set commission percentage is 10%. In this case, the amount rewarded to Jack is calculated as follows: 70 USD × 10% = 7 USD.

Implementation details of the Commission payment plan on the Converter platform

When the Commission plan is used on the Converter platform, brokers pay partners a fixed percentage of markups received from exchange transactions made by their clients. These markups are configured in B2CORE, applied to each exchange transaction, and then recorded as commissions. The partner's reward is then calculated based on the recorded commissions, using the percentage specified in the Commission plan.

Lot

Supported for the B2TRADER, MetaTrader 4, MetaTrader 5, cTrader, and DXtrade platforms.

The Broker pays partners a fixed amount for each lot traded by their clients:

Reward amount = Trading volume, in lots × Amount per lot

Where:

Trading volume is an amount of lots that was sold or bought by a trader as a result of a trade.
Amount per lot is a fixed reward amount to be paid per lot, specified by the Broker along with the reward currency. The reward currency doesn't depend on the traded symbol. That is, the Broker can specify USD as the reward currency for the ETH/EUR symbol.

Consider an example of Jill, whose client has traded 10 lots while the reward amount per lot is 2 USD. In this case, the amount rewarded to Jill is calculated as follows: 10 lots × 2 USD = 20 USD.

Keep in mind that you must monitor profitability using this scheme as the reward amounts may exceed the commissions charged.

Max amount

Supported for the B2TRADER, MetaTrader 4, MetaTrader 5, cTrader, and DXtrade platforms.

The Broker pays partners a fixed amount for each lot traded by their clients, while also having the opportunity to specify both the maximum reward amount and the reward amount for each configured level.

With the Lot payment plan, the Broker specifies the reward amount per lot for Level 1. The rewards for subsequent levels (if configured) are calculated as a percentage of Level 1 reward.

With the Max amount payment plan, the Broker limits the total reward amount paid to partners, regardless of the number of levels, and then specifies the exact amount a partner receives at each level. The following example illustrates how the reward amount can be distributed across different levels.

	1 level	2 levels	3 levels	4 levels	5 levels	6 levels
Level 1	10 USD	8 USD	5 USD	5 USD	4 USD	3 USD
Level 2		2 USD	3 USD	3 USD	2 USD	2 USD
Level 3			2 USD	1 USD	2 USD	2 USD
Level 4				1 USD	1 USD	1 USD
Level 5					1 USD	1 USD
Level 6						1 USD

Based on the table above, consider an example of Jack, whose direct client has traded 10 lots. In this case, the reward is paid only to Level 1, and the amount rewarded to Jack is calculated as follows: 10 lots × 10 USD = 100 USD.

Next, consider an example of Jill who participates in Jack's sub-IB program. If Jill's direct client has traded 10 lots, then the reward amount is distributed between two levels:

at Level 1, the amount rewarded to Jill is calculated as follows: 10 lots × 8 USD = 80 USD
at Level 2, the amount rewarded to Jack is calculated as follows: 10 lots × 2 USD = 20 USD

In this case, the total reward amount is 100 USD, that's 10 USD per each traded lot.

Markup

Supported for the B2TRADER, MetaTrader 4, MetaTrader 5, cTrader, and DXtrade platforms.

The Broker pays partners rewards based on the volume traded by their clients and a markup specified in points:

Reward amount = Trading volume, in lots × Markup, in points

Where:

Trading volume is an amount of lots that was sold or bought by a trader as a result of a trade.
Markup is a markup value to be paid per lot, specified by the broker in the IB type settings.

For example, the markup set on a platform is 14 points, and Jack decides to pay partners 1/7 of this markup value, that is 2 points. After Jack's clients have traded 10 lots of AUD/CAD, the amount rewarded to Jack is calculated as follows: 10 lots × 2 points = 20 CAD.

Markup %

Supported for the B2TRADER, MetaTrader 4, MetaTrader 5, cTrader, and DXtrade platforms.

The broker pays the partners a percentage of the markup. The calculation formula depends on the trade side:

For sell trades:

Reward amount = Trading volume × Trade price × 2 × Markup % / (1 + Markup %)
For buy trades:

Reward amount = Trading volume × Trade price × 2 × Markup % / (1 – Markup %)

Where:

Trading volume is an amount of lots that was sold or bought by a trader as a result of a trade.
Trade price is an execution price at which the asset was sold or bought by a trader as a result of a trade.
Markup % is a markup value, in percents, specified by the broker in the IB type settings.

For example, the markup value is 20% and a client of Jill buys 15 lots at 4,000. In this case, the amount rewarded to Jill is calculated as follows: 15 × 4,000 × 2 × 0.2 / (1 - 0.2) = 30,000.

Spread

Supported for the B2TRADER, cTrader, and MetaTrader 5 platforms.

The broker pays the partner a percentage of the market spread value at the moment of the trade.

Reward amount = (Market ask – Market bid) × Contract size × Trading volume × Percentage / 100

Where:

Market ask, Market bid are top-of-the-book bid and ask market prices valid at the moment of the trade, in the quote currency.
Contract size is a standardized quantity of asset per lot, set on a trading platform.
Trading volume is an amount of lots that was sold or bought by a trader as a result of a trade.
Percentage is a spread percentage value specified by the Broker in the IB type settings.

Consider an example of Jill, whose client traded on the EUR/USD market:

Market ask = 1.08253
Market bid = 1.07252
Contract size = 100,000
Trading volume = 2 lots
Percentage = 50%

In this case, the amount rewarded to Jill is calculated as follows: (1.08253 – 1.07252) × 100,000 × 2 × 50 / 100 = 1,001 USD.

Platform Spread %

Supported for the B2TRADER, MetaTrader 4, MetaTrader 5, and cTrader platforms.

This payment plan only applies to closed trade positions.

The broker pays the partner a percentage of the spread value recorded by the trading platform for the closed trade. Unlike the Spread plan, which uses live market bid and ask prices, this plan uses the spread value stored in the trade data by the platform itself.

Reward amount = Platform spread × Contract size × Trading volume × Percentage / 100

Where:

Platform spread is the spread value recorded by the trading platform at the time of trade execution, in the quote currency.
Contract size is a standardized quantity of asset per lot, set on a trading platform.
Trading volume is an amount of lots that was sold or bought by a trader as a result of a trade.
Percentage is a spread percentage value specified by the Broker in the IB type settings.

Consider an example of Jack, whose client traded EUR/USD:

Platform spread = 0.00200
Contract size = 100,000
Trading volume = 2 lots
Percentage = 50%

In this case, the amount rewarded to Jack is calculated as follows: 0.00200 × 100,000 × 2 × 50 / 100 = 200 USD.

Platform Markup %

Supported for the B2TRADER, MetaTrader 4, MetaTrader 5, and cTrader platforms.

This payment plan only applies to closed trade positions.

The broker pays the partner a percentage of the markup revenue generated from the closed trade. Unlike the Markup % plan, which uses a manually configured markup value, this plan uses the actual markup recorded by the trading platform based on the broker's symbol configuration.

The calculation formula depends on the trade side:

For sell trades:

Reward amount = Trading volume × Trade price × 2 × Platform markup % / (1 + Platform markup %)
For buy trades:

Reward amount = Trading volume × Trade price × 2 × Platform markup % / (1 – Platform markup %)

Where:

Trading volume is an amount of lots that was sold or bought by a trader as a result of a trade.
Trade price is an execution price at which the asset was sold or bought by a trader as a result of a trade.
Platform markup % is the markup percentage recorded by the trading platform based on the broker's symbol markup configuration.

For example, the platform markup is 20% and a client of Jack buys 15 lots at 4,000. In this case, the amount rewarded to Jack is calculated as follows: 15 × 4,000 × 2 × 0.2 / (1 - 0.2) = 30,000.

Payment plans

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