How to open a Master account?

Steps:

  1. Go to the “Control Panel” tab in the private room of the investment platform.
  2. Choose “Open master account“.
  3. Set the account type, currency, leverage.
  4. Change the password to access the account if necessary.
  5. Sign agreement.
  6. Click “Open account“.

How to add the nickname and description of my business strategy?

Step 1: set up the name and description.

  1. Go to My Accounts
  2. Choose the correct master account from the drop-down list, if you have multiple ones.
  3. Go to Settings.
  4. Under Account Details, set the Name of your account and add the Description.

Choose the trusted name for your master account and add the description that will reflect your trading style. You can also give some tips to your investors regarding balance, ratio, trading volume, etc.

Step 2: check how the name and description look on the leaderboard.

  1. The name appears in the title of the mini-chart and as the header of the statistics page.
  2. The description appears in the Description tab of the strategy on the statistics page.

  1. Go to My Accounts.
  2. Choose the correct master account from the drop-down list, if you have multiple ones.
  3. Go to Settings.
  4. Under Account Details, set the Name of your account and add the Description.

Choose the reliable name for your master account and add the description that will reflect your trading style. You can also give some tips to your investors regarding balance, ratio, trading volume, etc.

How can I charge investors and set fees?

As a money manager, you can set fees to charge investors who subscribe to you.

Step 1: go to manager fees

  1. Go to the My Accounts tab.
  2. If you have multiple accounts, choose the main account to configure the rates from the drop-down list.
  3. Choose the Settings tab.
  4. Scroll down to the field manager’s rates.
  5. Click on “Change“.

Step 2: setup fees

  1. Click on “Add a row”.
  2. Complete each field in the row:
    1. Balance: this is the starting balance from which the rates in this row will be
      applied.
      Example: first row – 0; second row – 1000. It means that investors with balances.
      from 0 to 1000 will be charged the rates of the first row; while investors with balances above 1000 will be charged the rates of the second row.
    2. Fees: add fees in absolute value or in percentages according to the requirements of each fee..
  3. If you need more fee levels, click add row again. Otherwise, go to the next step.
    Using multiple rate levels is a good tool to encourage your potential subscribers to invest more money in your account. For example: the investor who invests more than 2000 USD, can have a 15% fee instead of 20% for others who invest a smaller amount of money.
  4. Set the charging period in the drop-down menu. Investors will always be charged at the end of this period.
  5. Click on save.

Remember, that when you change the fee schedule that you already have investors subscribed to, the new fees will apply only to the investors, who will subscribe after the change. Your “old” investors will remain with the old fee schedule.

Payment Account for depositing / withdrawing in Social Trading / MAM

  1. Before depositing money into your Social Trading / MAM master account, make sure you have money in your Payment Account.
  2. You can deposit/withdraw (DW) money to your master account from/to your Payment Account.

Steps to make a DW:

  1. Go to the My Accounts tab.
  2. Choose the account from the drop down list if you have multiple accounts.
    Choose the Deposit or Withdraw tab depending on what you want to do.
  3. Fill in the amount of money you wish to deposit/withdraw.
  4. Click on Deposit / Withdrawal

As a money manager, be careful when making withdrawals as they may influence your performance chart on the leaderboard.

Depositing / Withdrawing only through PAMM Investors

The PAMM account balance consists of the money in the accounts of the investors who are subscribed to it. So, if you, as a money manager, wish to add your own funds to PAMM, you must also have the investor’s account as part of your PAMM.

Follow the steps below to create an investor account and add your funds through it:

  1. Create investor account with PAMM type 2.
  2. Then, subscribe your PAMM investor to your PAMM master account.
  3. Finally, deposit your funds into it.

Activate the DW application to add the funds to your PAMM

Click on “Execute all requests” to add your funds.

  1. Requests waiting for a trigger or scheduled processing are in the top “Pending Requests” field.
  2. As soon as the transaction is completed, the completed transaction will be in the lower “Archived Requests” field with the status “Successful”.

How to execute pending deposit/withdrawal requests in PAMM?

Deposit/withdrawal is not performed immediately to protect money managers from unexpected changes in the principal/balance of the PAMM account. If you have a scheduled rollover for investors, but would like to do some DW faster, follow the simple steps below.

Steps:

  1. Go to “My accounts” tab: here you can manage all your accounts.
  2. Choose your PAMM account in the drop-down list.
  3. Go to Deposit / Withdrawal requests.
  4. Click on “Execute all requests” to trigger the deposit/withdrawal:
    A. Requests that are waiting for a trigger or scheduled processing are in the top
    field “Pending Requests”.
    B. As soon as the transaction is completed, the transaction will be completed
    be in the lower field “Archived requests” with status “Successful”.

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