The Payouts page is your money in one place: what’s accruing, what’s about to pay, what has paid, and the line-by-line detail behind all of it.

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The overview

Four figures across the top:
  • Pending, accruing in the current period’s settlement window
  • Available, paying in full at the next monthly run (USD $10 minimum; smaller balances roll forward)
  • Last payout, with its date
  • Payout method, and whether it’s connected
If setup isn’t finished, the page says so and shows exactly what’s missing. Earning never waits on setup, only the transfer does.

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Earning lines

Every line that touches your balance, newest first: date, client, type, detail, rate, and amount. The types match the earning streams:
  • Referral and Builder trail accruals, each showing the rate applied
  • Time, your approved advisory hours (net of the platform fee)
  • Bonus, one-off program bonuses
  • Clawback, a negative line when something reverses, such as a client refund
Every line is stamped with the rate in force when the usage happened, which is what makes the record auditable. If a line looks wrong, query it within 60 days of its statement.

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Payout detail

Open any payout for its full breakdown: the period it covers, every line inside it, the USD total, and for non-US advisors the exchange rate, its timestamp, and the amount that arrived in your currency.

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Statements

Each month’s statement lists every line with client, type, rate, and period, ready to download for your records. Australian advisors on the RCTI arrangement find each RCTI attached to its payout run here.