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Promo Codes

Give your administrators the ability to enter promo codes to be used by brokers when placing orders. When brokers use these promo codes, admins can track these orders and apply any special promotion needed.

View Promo Codes

This will show a table of all promo codes that have been entered for your firm. You can also update any promo code by clicking "Edit" and you can delete a promo code by clicking "Delete Promo Code" on the Edit screen.

View Promo Codes

Add Promo Code

Allows you to add a promo code for your firm.

Add Promo Code

View Promo Code Orders

Click on "View Orders" to view all the orders that have used a particular promo code when placing an order.

View Promo Code Orders

Enter promo code as a broker

Once the setting for promo codes has been enabled in your Firm Settings, brokers will be able to enter a promo code when placing an order.

Enter Promo Code