To view account details of your clients—including your direct clients, sub-IBs, and their clients—follow these steps:

1. Log in to the IB Portal using your Ohio Markets credentials.
2. Navigate to “Account Report”.

To view details of clients under your rebate account:

1. In “Sub IB Account”, select or enter a specific sub-IB rebate account to query a particular IB client, or view all IB clients.
2. Click “Hide Archived Accounts” if you want to exclude archived accounts from the results.
3. For a more precise search, use filters such as:
   • Account Type
   • Platform
   • Base Currency
   • Account Journey
4. Click “Update”.

The interface will display detailed account information for your sub-IBs and direct clients, including:

• Email
• Account verification status
• Account type
• Balance and account equity
• Credit
• Funded status
• Trading activity in the last 30 days

Additional Features:

• To search for a specific client, enter their details in the search bar.
• Use the “Download” feature to export relevant records.
• Click on any trading account to view current open and closed orders for that client or sub-IB client’s client.

This tool allows you to fully track account opening progress, funding, and trading activity across your rebate network efficiently.