Symptom
Each client may have a different FTD (First Time Deposit) criterion (e.g. upon first payment, more than 1 transaction, etc.) hence a checkbox for FTD has been introduced within the Deposits page in the Partners Portal.
Deposit will be automatically marked as FTD upon first payment if there is no other deposit transaction on any other accounts of the same trader.
If there is a need to mark deposit as FTD other transactions for the same trader this can be done manually by the tenant administrator or the Partner Manager and through the aforementioned page.
Resolution
To mark an a Client as an FTD , Navigate to:
IB portal > Setup from the side menu
Click on Deposits
In the field ‘' Is FTD’' tick the box
Then a Submit button will appear, press on it to save the changes applied
Important Note:
Roles that are enabled to mark transactions as FTD are:
Tenant Administrator and Partner Manager
Keywords
Partners, Portal, FTD ,Permissions, Deposit, Submit
Product
All versions of the Partners Portal
Attachment
No Attachment