You can track the progress of each referral from the My Referral tab in the Refer & Earn section. It shows the referred customer’s current stage, recent activity, and the FYERS Credits earned from completed referral milestones.
On FYERS Web or the FYERS App:
| Status | Description |
|---|---|
| Yet to Open | Shows customers who used your referral link and verified their mobile number but have not completed the account-opening process. |
| Account Opened | Shows customers who completed KYC and opened their FYERS account. |
| Traded | Shows customers who placed their first trade. |
| Prime Subscribed | Shows customers who subscribed to FYERS Prime. |
Each status card displays the number of referred customers currently in that stage. Selecting a card provides additional details, including:
| Scenario | Solution |
|---|---|
| A referred customer is shown under Yet to Open. | The customer has not completed the account-opening process. They must complete it within 45 days of verifying their mobile number through the referral link. |
| A customer is shown under Account Opened but not under Traded. | The customer has opened their FYERS account but has not yet placed their first trade. |
| The referral status has not updated after an eligible action. | Allow time for the activity to be confirmed, then refresh the My Referral tab. Contact FYERS Support if the status still does not update. |
| The expected FYERS Credits are not displayed. | Check whether the required referral milestone was completed. You can also review the Credits section for the corresponding credit entry. |