Trader Payout
When to use this screen
Ops desk for profit-share payouts (list, approve/deny, bulk status, deduct, export, Rise invitation/split, achievement calculator). Affiliate commissions are Affiliate Payouts.
Who can open it / who to ping
- Open: View trader payouts.
- Ping finance before approve. Ping Risk if the account is flagged. KYC must already be in good shape — do not approve around KYC.
Find the record
Open Admin → Accounts & Credits → Trader Payout. Filter the listing; open logs.
Happy path
- Open the request; confirm account, amount, model, KYC, flags.
- Approve or deny with the reason finance expects.
- Use deduct/bulk deduct only when finance already adjusted money.
- Rise invitation/split only when that payout path is in play.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Approve / deny | Decision | Money path starts or trader is told no |
| Bulk status | Many rows same decision | Same |
| Logs | Audit | Read |
| Deduct / bulk deduct | Finance correction | Lowers remaining |
| Export | Finance | CSV |
| Achievement calculator | Did they hit a milestone? | Read |
| Rise invite / split status | Rise-paid payouts | Vendor emails / split |
| Upload payout data | Import file | Bulk update — finance only |
If this fails
- Approve while flags open: Risk can still claw back — check flags first.
- Trader cannot request: they have no broker account or failed eligibility — see trader payout request SOP.
- Partial Rise failure: do not click approve again; check split status.