Product documentation · 7 October 2026 / TGS
Forex IB Software, Commissions & Partner Portal
An introducing-broker workflow connects a referred client to a direct partner and calculates commissions from eligible closed MT5 trade volume. MetaTraderCRM provides versioned rules, duplicate-safe history imports, a partner portal and payout request accounting. The current module is direct-level IB; it does not include multi-level commissions or automatic external transfers.
Attribution and effective rules
Create the partner as an eligible CRM client with active portal access. Configure exact group, symbol or wildcard, account currency/precision and fee per closed lot. Review referral applications or attribute verified existing clients with a reason. Each client has one direct partner, without self-referral or automatic reassignment. Rules and attribution take effect prospectively. Eligible BUY/SELL OUT and OUT_BY are supported; INOUT needs a consistent confirmed closed portion. Missing or contradictory reversal data stops a batch rather than estimating a commission.
Long imports that preserve completed progress
The fast path imports up to 31 days and 5,000 deals; queued jobs cover up to 366 days with smaller batches. Each full batch is read twice with totals and stable fields, then committed atomically. Canonical server and deal ticket deduplicate across managers. Temporary retries back off, while permanent mismatches need review. Automatic broker schedules start disabled and must be enabled explicitly; manual queues can still be processed by cron. A cancelled job keeps completed accruals and does not rewrite trade history.
Immutable statements and separate payout evidence
Close a non-overlapping partner period only after fresh full-history proof for all known linked accounts and resolution of relevant jobs/discrepancies. The original statement preserves rule version, rate, closed volume and currency. Later accruals or annulments create adjustments instead of rewriting it. Export the entire filtered register rather than the visible page; partner exports hide trading logins and internal staff data. Payout requests reserve eligible accruals by currency, finance approves, and an operator records an externally completed transfer with a globally unique reference.
Related CRM modules
IB partner system
Referral applications, explicit attribution, versioned per-lot rules and verified accruals.
One direct partner per client. Confirmed closed BUY/SELL volumes, duplicate-safe imports, partner portal and payout requests. External transfers are recorded, not sent by the module.
IB import jobs & schedules
Queue up to 366 days, split dense history into smaller batches, resume completed progress and schedule recurring reconciliation.
Automatic schedules are explicitly off by default. Interval 5–1440 minutes, reconciliation window 1–31 days. Each complete batch is read twice with totals and stable fields; INOUT is accepted only with a consistent confirmed closed portion. Temporary retries back off 1/2/4/8 minutes, then review. Imports deduplicate by canonical server and deal ticket across managers.
IB statements & adjustments
Close verified partner periods, preserve immutable statements and export the entire filtered register.
Periods up to 366 days require fresh full-history proofs for all known linked accounts, no unfinished relevant jobs or discrepancies. Late accruals and annulments add separate positive/negative adjustments; the original statement remains intact. Partner exports hide account logins, servers and staff-only data. External IB payouts remain separate manual transfers.
MetaTrader CRM questions, answered.
Are withdrawals and IB payouts automatic bank transfers?
No. Client withdrawal review, MT5 debit and external payout confirmation are separate stages. IB reserves and approvals are recorded in CRM. An authorized operator performs the external transfer separately and records a globally unique reference.
Can one installation serve several brokers?
Yes, up to 50 broker connections, with separate SQLite databases, client records, merchant settings and staff permissions. Balances in different currencies or brokers are not automatically added or converted.
CRM prod.55 · October 2026
More depth. One connected brokerage.
New in CRM prod.55: pooled investments, verified commission periods and a clearer operational workspace.
Commission sandbox
Compare alternative Copy Trading and IB rates against preserved closed periods without changing live tariffs.
Explore the solution