# How to configure cashback programs for MT4 and MT5

You can configure cashback reward programs for clients who trade on MT4/5.

The cashback is earned for each lot traded on a client’s MT account over a day, based on closed positions, and deposited to the client the following day.

The cashback is deposited to clients with the deposit method that uses the **cashback** provider (for details, refer to [How to create a deposit method for rewarding cashback](#how-to-create-a-deposit-method-for-rewarding-cashback)).

To configure a cashback program:

{% stepper %}
{% step %}
Navigate to **Cashback** > **MetaTrader Volume**.
{% endstep %}

{% step %}
Select the MT platform for which you want to configure the cashback program: **MetaTrader 4** or **MetaTrader 5**.
{% endstep %}

{% step %}
On the **Preferences** tab, configure the following settings:

* In the **Cashback value** field, enter the fixed rate rewarded per each traded lot. The cashback value can be denoted as an integer or decimal value.

  The cashback amount is calculated as follows:

  `Cashback amount = Cashback value * Number of traded lots`
* In the **Cashback currency** dropdown, select the cashback program currency.
* In the **Account destination type** dropdown, select the type of the account to which the cashback is rewarded:
  * **Trade** — the cashback is rewarded to the client’s MT trading account on which the volume taken for cashback calculations has been traded.
  * **Personal** — the cashback is rewarded to a client’s account of the `personal` type, such as a wallet, denominated in the cashback program currency.
* In the **Ignored symbols groups** dropdown, select the symbols that you want to exclude from cashback calculations.
* In the **Accounts platform groups allowance** dropdown, select the MT account groups. By default, all the account groups configured on the MT platform are selected.
* If the **Accounts number allowance** field is empty, all the MT trading accounts included in the groups selected in **Accounts platform groups allowance** field are rewarded the cashback.
* In the **Accounts number allowance** field, enter MT account numbers separated by commas.
* If one or more MT account numbers are listed in this field, only the listed accounts are rewarded the cashback and the **Accounts platform groups allowance** option is ignored.
  {% endstep %}

{% step %}
To enable the cashback program, select **Enabled**.
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

After saving the changes, the **Updated** field displays the date when the cashback program was configured or last modified.

## How to add cashback reward tiers

You can add one or several tiers that determine the increased cashback rates for clients who have traded certain volumes over a day.

Add a cashback reward tier:

{% stepper %}
{% step %}
Navigate to **Cashback** > **MetaTrader Volume**.
{% endstep %}

{% step %}
Select the MT platform for which you want to configure cashback reward tiers: **MetaTrader 4** or **MetaTrader 5**.
{% endstep %}

{% step %}
Access the **Tier** tab, and click **+Create**.
{% endstep %}

{% step %}
In the **Name** field, enter the tier name.
{% endstep %}

{% step %}
In the **Cashback value** field, enter the increased cashback rate that is used instead of the rate specified on the **Preferences** tab if the volume traded on an MT account over a day has reached the required tier volume.
{% endstep %}

{% step %}
In **Trading volume, lots** field, enter the number of lots that must be traded in order to receive the increased cashback.
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

If during a day a client has traded on their MT account the volume that matches the tier volume or more, the cashback for this MT account is calculated against the increased cashback rate.

## How to create a deposit method for rewarding cashback

The cashback is rewarded to clients with the deposit method that uses the **cashback** provider. This method is used only for depositing the cashback and isn’t available to clients in the B2CORE UI.

Create the deposit method for rewarding the cashback:

{% stepper %}
{% step %}
Navigate to **System** > **Deposit system** > **Deposit methods**.
{% endstep %}

{% step %}
Click **+Create**, and fill in the following fields:

* In the **Name** field, enter the deposit method name used in the Back Office.
* In the **Caption** field, enter the deposit method caption used in the Back Office.
* In the **Provider** dropdown, select **cashback**.
* In the **Currency** dropdown, select the same currency as in the **Cashback currency** field of the configured cashback program for MT4 or MT5.
* In the **Connection** dropdown, select **Not selected**.
  {% endstep %}

{% step %}
Click **Save** to add the method.
{% endstep %}

{% step %}
On the **Settings** tab, fill in the following fields:

* In the **Enabled** dropdown, select **Yes**.
* The **Group** field is set to **Not selected** by default. This deposit method can’t be included in any deposit method group.
  {% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}

{% step %}
Access the **TR Currencies** tab, and make sure that the added transaction currency matches the cashback program currency and is enabled.
{% endstep %}

{% step %}
If the transaction currency isn’t enabled, click **Edit**, and select **Yes** in the **Enabled** dropdown.
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

## How to identify clients who received cashback rewards

Get a list of clients who have already received the cashback and view transaction details:

{% stepper %}
{% step %}
Navigate to **Finance** > **Deposits**.
{% endstep %}

{% step %}
To get a list of cashback transactions, select the name of the deposit method used for rewarding the cashback in the dropdown displayed under the **Payment method** column.
{% endstep %}

{% step %}
To view the details of a specific transaction, click the **Edit** button located in the transaction row.
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.b2core.b2broker.com/how-to-articles/manage-cashback-options/how-to-configure-cashback-programs-for-mt4-and-mt5.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.