Help and support

Visit partners.pepperstone.com and enter your Pepperstone credentials. If you are already logged in to pepperstone.com or the Pepperstone Client Area (SCA), single sign-on (SSO) will take you directly into the portal without a second login prompt. 

New users can sign up from the login page using an email address and password, or via a social profile (e.g. Google).  

After logging in, users located in any of the eligible countries (listed here) will be guided through a simplified onboarding experience. This streamlined process consists of three quick steps to gain instant access to the Partners Portal: 

1. Select your Partner Program 
2. Complete the Country Selection screen 
3. Submit the IB Registration form 

If you are not located in one of the eligible countries, you will be directed to the full onboarding workflow. The portal will guide you through a short triage questionnaire, where you will be asked to: 

1. Confirm your country of operation 
2. Describe how you refer clients 
3. Choose your preferred program (IB, Affiliate, or MAM) 
4. Provide any additional details required for the selected program 

Review and submit your application 

Once submitted, you will automatically receive a confirmation email. Our Partners Operations team will then review your application and contact you directly with next steps. 

Your unique referral link appears on the Overview page when you login into the Partners portal (www.partners.pepperstone.com ). Click the copy icon next to the link to copy it to your clipboard. When a prospective client registers using your link, they appear as a lead in your Leads table. Partners in China with FSC-approved IB status are issued a dedicated China-specific referral link. 

Go to the Earnings tab. You will see a card for each of your rebate accounts showing the account number, name, currency, and current balance. Each card has three action buttons — Withdraw, Transfer, and Settings — which open the relevant page in your Pepperstone SCA in a new tab. 

Your application is under review by the Pepperstone Partners Operations team. The Overview page shows a banner with your current application status. Once approved you will have full access to your referral link, leads, clients, and earnings data. 

You can sign up in two ways from the portal login page:

• Email and password — enter your email, set a secure password, and complete CAPTCHA verification. A verification email is sent to confirm your account.
• Social profile (e.g. Google) — social login is managed through your provider. If you register via Google, you must always log in using Google.

The Overview page adapts based on your application progress:

• State 1 — Not yet applied: A "Join Now" call-to-action is shown. No leads, clients, or earnings are visible.
• State 2 — Application in progress: Your application is under review. A status banner shows the current step and any outstanding actions.
• State 3 — Active partner: Full access. Your referral link, recent leads, and all navigation tabs are visible.

On desktop and tablet, the main tabs (Overview, Leads, Clients, Earnings, Marketing) appear in the header. On mobile, tap the hamburger menu (☰) in the top-right to open the navigation drawer.

If your country of operation is restricted, the portal shows a "Thank you for your interest" page and the Partners Operations team is automatically notified. Contact Partners support to discuss alternative arrangements or future availability in your region.

Pepperstone offers four programs:

• Introducing Broker (IB) — earn rebates when referred clients trade. Rebates are paid into a dedicated rebate account.
• Affiliate — earn commissions based on referral performance. Suited to digital marketers.
• MAM (Multi-Account Manager) — manage trading for multiple clients from a single master account.
• Hybrid — combines IB and Affiliate structures.

The questionnaire walks you through five steps: country of operation, referrer description, program selection, additional details (MAM and Hybrid only), and a confirmation screen. Once submitted, a confirmation email is sent and the Partners Ops team begins their review.

Select MAM during the triage questionnaire. Complete the MAM qualification form covering your trading experience and client base details. Once approved, you are redirected to the Pepperstone SCA to complete MAM account onboarding.

Yes. Once approved (State 3), select "Add another program" from the profile menu. Each application goes through the triage questionnaire independently. The Triage Summary page (also in the profile menu) shows the status of all your program applications.

Navigate to the Leads tab. The table shows all registrations via your referral link with columns for name, email, registration date, country, and application status (colour-coded: Pending, Approved, Rejected). Use the search bar to filter by account number, name, or email.

Click the date range selector to filter by registration date. Click any column heading to sort — click again to reverse. Drag column borders to resize on desktop and tablet.

Click Export CSV at the top right of the table. The filename is generated automatically from the selected date range. All active search and date filters are applied to the export.

There are two possible states:

• "No records found" — your filters don't match any leads. Try clearing the search or widening the date range.
• "No data" — you have no leads yet. Share your referral link to start generating leads.

Go to the Clients tab. Filter by rebate account using the dropdown and by date range using the date selector. Search by account number, name, or email. The search does not apply to the Earnings column.

Four specialist reports are available from the report selector at the top of the Clients tab:

• Trading report — trading volumes by instrument (FX, XAU, XAG, Oil, CFD) and total earnings per client account
• Account report — structured overview of all client accounts and their statuses
• Funded not traded — clients who have deposited funds but not yet placed a trade
• Approved not funded — clients whose accounts are approved but who have not yet made a deposit

Acc #, Account Type, Name, Email, VOL FX, VOL XAU, VOL XAG, VOL Oil, VOL CFD, Rebate Acc, Currency, and Total Earnings. Sort by any column; filter by rebate account and date range.

This report lists clients who have funded their account but not yet traded. Following up with these clients to encourage them to start trading directly increases your rebates. The report can be filtered by rebate account and date range, and exported as CSV.

Shows clients whose accounts are fully approved but who have not yet made their first deposit. Helps you identify the last group of clients who need a nudge to fund and begin trading.

A rebate account is a dedicated Pepperstone account used exclusively to receive your partner commissions. You cannot trade on it. To use your earnings, withdraw them or transfer them to a trading account. You may have more than one rebate account if you manage multiple client groups.

From the Earnings page, each rebate account card has two action buttons:

• Withdraw — opens the Pepperstone SCA withdrawal page in a new tab, pre-scoped to that rebate account
• Transfer — opens the SCA transfer page to move funds to a trading account

A deactivated account shows a notice on the Earnings page. Contact Partners support to request reactivation. Your remaining active accounts continue to display normally.

Refresh the page. If no data appears after a minute on an approved (State 3) account, contact Partners support with your rebate account number and the approximate time the issue started.

Your referral link appears on the Overview page and the Marketing page once your account is fully approved. Click the copy icon to add it to your clipboard.

The Marketing page lists current promotional campaigns with a campaign name and description, a copy button for the tracking link or creative asset, and an embedded video guide.

If a campaign link shows an "Invalid URL" error, refresh the page. This is a known issue that has been resolved in production.

Click the language selector in the portal header. Supported languages: English, Simplified Chinese, Traditional Chinese, Arabic (RTL), Vietnamese, Thai, Indonesian, Spanish, and Portuguese. Your selection is saved for future logins.

Click "Launch personal trading" from the Overview page or profile menu. This opens your Pepperstone SCA in a new tab. The link is authenticated — no second login required.

Open the profile menu and select "Leave feedback". Your comments go directly to the Pepperstone Partners product team.

The Partners Portal shares authentication with pepperstone.com and the Pepperstone SCA. If you are already logged in on either platform, visiting the portal takes you straight in without a second login. SSO also works in reverse — navigating to the SCA from the portal preserves your portal session.

The portal logs you out after a period of inactivity for your security. A "Still browsing?" modal appears before expiry — click it to extend your session. If you miss it, log back in to continue.

Click "Forgot password?" on the login screen and enter your registered email. A reset link is sent to your inbox. If it doesn't arrive, check your spam folder.

Social login users (e.g. Google) manage passwords through their provider — the portal password reset flow does not apply to social accounts.

Pepperstone maintains dedicated China-specific domains that rotate periodically. If your usual URL is not connecting, contact Partners support for the current active China domain address.

Partners in Vietnam, Indonesia, and Saudi Arabia access the portal via partners.pepperstone.me rather than the standard domain. All features are identical across both URLs.

Try these steps in order:

1. Refresh the page
2. Check your internet connection
3. If in China, confirm you are using the correct China domain
4. Wait two to three minutes and try again

If the error persists for more than 15 minutes, contact Partners support with your account number and the approximate start time.

The portal uses skeleton loading indicators while data is fetched — typically a few seconds. If loading takes more than 30 seconds, refresh the page. Contact Partners support if the issue persists.

Clear your browser cookies and cache. In Chrome: Settings → Privacy and security → Clear browsing data. Select "Cookies" and "Cached images", click Clear data, then restart the browser.

Refresh the Marketing page. If it recurs, select "Leave feedback" from the profile menu to report it.

To access the Partners Portal you need a Pepperstone account. You can sign up in two ways from the login page:

• Email and password — enter your email, choose a secure password, and complete the CAPTCHA verification. A verification email is sent to confirm your account before you can log in.
• Social profile (e.g. Google) — sign in via your Google account. If you register this way you must always log in using Google. Your password is managed through your social provider.

Logging in for the first time

Visit partners.pepperstone.com and enter your credentials. If you are already logged in to pepperstone.com or the Pepperstone SCA, single sign-on (SSO) will bring you straight into the portal without a second login. On your first login the portal detects your geographic location and sets the default language accordingly.

Understanding the Overview page

The Overview page is the portal home screen. Its content changes based on your application progress:

Navigating the portal

On desktop and tablet, the main tabs — Overview, Leads, Clients, Earnings, Marketing — appear in the portal header. Clicking the Pepperstone Partners logo always returns you to the Overview page. On mobile, tap the hamburger menu (☰) in the top-right corner to open the navigation drawer.

Desktop navigation view

Phone/Tablet view

What if my country is not eligible?

If your selected country of operation is restricted, the portal shows a "Thank you for your interest" page. The Partners Operations team is automatically notified. Contact Partners support to ask about alternative arrangements or future availability in your region.

Available programs

Pepperstone offers four partner programs. The triage questionnaire will guide you to the most suitable one based on your goals and region.

• Introducing Broker (IB) — you earn rebates every time a referred client trades. Rebates are credited to a dedicated rebate account in real time. Suited to partners with an active network of traders.
• Affiliate — you earn a commission based on the performance of your referrals. Suited to digital marketers with websites, social channels, or content platforms.
• MAM (Multi-Account Manager) — you manage trading on behalf of multiple clients from a single master account. Requires a qualification form and approval from the Partners Operations team.
• Hybrid — combines IB and Affiliate structures. Suited to partners who both refer active traders and market Pepperstone to a broader audience.

The triage questionnaire

After logging in, you are guided through five steps:

1. Country of operation — select the country from which you operate. If your country is restricted, the portal notifies you at this step.
2. Referrer page — describe how you plan to refer clients to Pepperstone.
3. Program selection — choose IB, Affiliate, MAM, or Hybrid.
4. Additional details — for MAM and Hybrid applications, a qualification form collects information about your experience and client base.
5. Confirmation — review your answers and submit. A confirmation email is sent automatically.

After submission, the Partners Operations team reviews your application. You can check your status at any time from the Overview page.

Applying for more than one program

Once your account is approved (State 3), you can apply for additional programs by selecting "Add another program" from the profile menu (top-right of the portal). Each application goes through the triage questionnaire independently. The Triage Summary page — also accessible from the profile menu — shows the current status of every program you have applied for.

MAM program

Select MAM during the triage questionnaire. You will be asked to complete a qualification form covering your trading experience, the number of clients you manage, and your trading strategy. Once submitted, the Partners Ops team reviews your application. On approval, you are redirected to the Pepperstone SCA to complete MAM account onboarding.

What the Leads page shows

The Leads tab shows everyone who has registered with Pepperstone using your referral link. Each row includes:

• Name — as registered with Pepperstone
• Email address
• Date registered
• Country
• Application status — Pending, Approved, or Rejected, colour-coded for quick identification

Searching and filtering

Use the search bar above the table to filter by account number, name, or email. A clear button (✕) appears once you start typing. Use the date range selector to filter leads by their registration date.

Sorting and resizing columns

Click any column heading to sort by that column — click again to reverse. A small arrow indicator appears in the active column. On desktop and tablet, drag the border between column headings to resize them.

Exporting to CSV

Click Export CSV at the top right. The file is named automatically using the selected date range (e.g. leads_2024-01-01_2024-03-31.csv). All active search and date filters are applied to the export.

Empty and no-result states

• "No records found" — filters don't match any leads. Clear the search or widen the date range.
• "No data" — you have no leads yet. Share your referral link to start generating leads.

The Clients table

The Clients tab shows all of your leads who have been approved and are active trading clients. The default table view includes:

• Acc # — trading account number
• Name and Email
• Rebate account — which of your rebate accounts this client is linked to
• Rebate currency
• Account type — e.g. Standard, Razor, cTrader
• Total earnings — displayed as a number without a currency symbol

Available reports

Use the report selector at the top of the Clients tab to switch between four specialist reports. All four support sorting, rebate account filtering, date range filtering, text search, pagination, and CSV export.

Trading report

Shows trading volumes broken down by instrument class for each client account, alongside total earnings for the selected period. Columns:

• Acc #, Account Type, Name, Email
• VOL FX, VOL XAU (gold), VOL XAG (silver), VOL Oil, VOL CFD
• Rebate Acc, Currency, Total Earnings

Sort by any column. If the report fails to load, a contextual error message is shown — refresh the page and try again.

Account report

Provides a structured overview of all client accounts linked to your partner code — account numbers, types, statuses, and key metrics — without per-instrument volume detail.

Name and email fields in the Account report are subject to PII configuration. If these fields appear hidden or masked, contact your Pepperstone Partners account manager to review your access settings.

Funded not traded

Lists clients who have deposited funds but not yet placed a trade. A funded but inactive client earns you no rebates — this report gives you a targeted list for re-engagement outreach. Columns: account number, account type, name, email, funded date, balance, rebate account, currency. Filter by rebate account and funded date range.

Run this report weekly to catch newly funded clients before they go cold. Pair with your marketing materials for a timely follow-up.

Approved not funded

Shows clients whose accounts are fully approved but who have not yet made their first deposit. Highlights the gap between account approval and funded activation — helping you identify clients who need a nudge to fund and begin trading. Columns: account number, account type, name, email, approval date, rebate account, currency.

Both Funded not traded and Approved not funded are subject to the same PII configuration as the Account report.

What is a rebate account?

A rebate account is a dedicated Pepperstone trading account used exclusively to receive your partner commissions. Key points:

• You cannot trade on a rebate account — it exists only for receiving commissions
• To use your earnings, you must withdraw them to your bank or transfer them to a trading account
• You may have more than one rebate account if you manage multiple client groups or programs
• Each rebate account has its own currency, shown with the corresponding country flag on the card

The Earnings page

The Earnings tab is visible once your partner account is fully approved (State 3). Each rebate account is shown as a card displaying: account label and nickname, currency and country flag, and current balance. Use the rebate account dropdown to filter to a specific account.

Withdrawing and transferring earnings

Each rebate account card has three action buttons:

• Withdraw — opens the Pepperstone SCA withdrawal page in a new tab, pre-scoped to that rebate account
• Transfer — opens the SCA transfer page to move funds to one of your trading accounts
• Settings cog — opens the account nickname and settings page in SCA

The Partners Portal does not process transactions directly. All money movement is handled through the Pepperstone SCA.

Deactivated rebate accounts

If a rebate account is archived, deleted, or disabled due to inactivity, a notice appears at the top of the Earnings page. Your remaining active accounts continue to display normally below the notice. Contact Partners support to request reactivation.

"Your rebate account has been deactivated due to inactivity. You can no longer earn commission rebates on this account. Please contact support to request this account to be reactivated."

Viewing earnings by client

The Total Earnings column on the Clients tab shows how much each client has generated for you during the selected period. The Trading report provides a full instrument-by-instrument breakdown of each client's trading volumes alongside their total earnings contribution.