Skip to main content
Skip table of contents

Referrers (F)

The Referrers page shows a complete list of all Referrers, both active and inactive. From the Referrers page, you can add new Referrers, view statistics about all Referrers, or search and view details about existing individual Referrers.

Navigate to Referrers by clicking REFERRERS under Management in the left hand navigation panel.

Partial view of the Referrers page, showing the Referrer Data Banner and the Referrer Table.

Referrers Page Features

Click here to view the features of the Referrers page.

Referrer Data Banner

View the total number of Referrers and the number of active and inactive Referrers in the banner at the top of the page.

Log in as a Referrer

Click the DASHBOARD icon on the right hand side of any Referrer listed in the table to log into their version of the Portal.

Add Referrer Button

The Add Referrer button is located in the upper right hand corner of the page. Follow the steps below to add a new Referrer to your account:

  • Step 1: Click ADD REFERRER to open the Add Referrer lightbox in the page.

  • Step 2: Enter all required and optional information about the intended boarding Referrer’s business entity. Click the ACCEPT TERMS AND CONDITIONS checkbox.

You may optionally create a user account for the Referrer’s admin user, as well as a new Division.

  • Step 3: Click the final ADD REFERRER button at the bottom of the light box form to complete the process.

Referrer Table

Locate individual Referrers in the main table. The Referrer table shows the following information in the default view:

Referrer Table Column Name


Legal Business Name

The Referrer’s business name.


The name of the person established as primary contact for that Referrer.

Entity Status

The status of the entity associated with the Referrer: active or inactive.

Date Created

The date that the Referrer was added.

Available Balance

The account balance for the Referrer.

Dashboard icon

Click the DASHBOARD icon to see the Portal from the perspective of the Referrer.

Arrow Icon

Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.

Referrer Table Action

To access more information about a specific Referrer listed in the table, click any information in the table row to open the Referrer Profile page.

Customize Your Referrer Table View

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Referrers Table:

Click here to expand...

Entity Data

  • Legal Business Name

  • Contact Name

  • Website

  • Email

  • Status

  • Entity ID

  • Created by

  • Date Modified

  • Modified By

  • Login ID

  • Parameters ID

  • Type

  • Address

  • City

  • Zip

  • State

  • Country

  • Phone

  • Fax

  • Email

  • EIN

  • Currency

  • Custom

  • Website

  • T&C Version

  • T&C Date

  • TIN Status

Funds Data

  • Available Balance

  • Total Balance

  • Reserved Balance

  • Pending Balance

Referrer Data

  • Referrer ID

  • Date Created

  • Created by

  • Date Modified

  • Modified By

  • Status

Related Pages

The Referrers page links to the following other pages:

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.