On the Advisor Portal > Account Management > Commission Reports page, you can review your account balance and commissions.

Balance

On the Balance tab, you can find the overview of your current account balance, total commissions already paid and total commissions pending (the calculated amount that will be payed once the end-user account is matured).

Note: commissions for Voice Services are not included in these reports.

You can also see the following balance/commission details for all your accounts:

  • Date (the report can be sorted by this parameter)
  • Account
  • Account ID
  • Commission Set (calculated amount)
  • Rate (taken from the Advisor Promo code)
  • Commission Paid (paide amount)
  • Balance
  • Comment
  • Check (payment check number)

The report can also be filtered by date.

Balance

Commissions Pending

On the Commissions Pending tab, you can find the calculated amount of commission to be paid once the end-user account is matured.

Note: commissions for Voice Services are not included in these reports.

The report contains:

  • account name
  • account ID
  • the date account becomes/became mature
  • commission
  • rate

Commissions Pending

Resold Accounts

On the Resold Accounts tab, you can find the report on all your resold accounts.

The report contains:

  • account name
  • account ID
  • plan
  • the dates account was created, activated and matured

Resold Accounts

The report can be filtered to show all accounts (All time) or created during a specified Date range. Click Filter to filter the report:

Filter accounts