Everything you earn accrues to your balance automatically. This page covers how that balance becomes money in your bank account.

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Set up payouts once

Payouts run through Airwallex, our payment partner, and the whole setup happens inside your console. Three steps, in any order, and you can stop and resume. None of them blocks earning; only the transfer waits.
  1. Verify your business. A short identity check run by Airwallex. Most checks complete quickly, and if anything more is needed we tell you exactly what, by email and in your console
  2. Add your bank account. The form shows the right fields for your country: BSB and account number in Australia, routing and account number in the US
  3. Add your tax details. Airwallex manages the whole tax process through a guided form inside your console, in a few minutes. See Taxes for Advisors
Your setup status is always visible in Settings → Payout account.

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How your balance builds

  • Every earning line accrues in USD from your first day, stamped with its client, type, rate, and period
  • New lines start as Pending while inside the settlement window, then become Available. Available is the amount payable at the next run
  • Credits or clawbacks, such as a client refund, net against your balance before anything pays out

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The monthly payout run

  • Payouts run monthly after the month-end cutoff
  • Your Available balance pays in full when it’s at least USD $10. Smaller balances roll into the next month and nothing expires
  • To be paid, your account needs to be in good standing: agreement current, verification complete, tax details on file, and a valid bank account. If anything is missing, your console shows what it is and how to fix it, and your balance keeps accruing the whole time

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Currency and conversion

Balances accrue in USD and convert once, at payout, into your bank account’s currency. Every payout row shows the USD amount, the exchange rate and its timestamp, and the amount that arrived in your currency. US advisors are paid in USD with no conversion.

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Statements

Every run produces a monthly statement: each line with its client, earning type, rate, and the period it covers, plus any credits and the conversion detail. Statements live on the Payouts page.

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If something goes wrong

  • A payout is returned. The amount goes back to your Available balance and retries at the next run once you update your bank details. After two returns in a row, we ask you to re-confirm your details before retrying
  • A line looks wrong. Contact Support within 60 days of its statement and we’ll investigate and respond