Broker use cases How to change Master account type from PAMM to MAM with investors

How to change Master account type from PAMM to MAM with investors

If you have PAMM-master account with subscribed PAMM-investors and want to change their types from PAMM to MAM, you need to make following steps:

1. Close all opened positions — this is critical step, ensure you made it before continue

2. Unsubscribe and withdraw all subscribed investors:

• Open investor account’s settings, on the tab Balance press this button (repeat this step for every subscribed investor):

• Open master account’s settings, on the tab Balance activate all withdrawals:

• On the tab Subscriptions press Refresh button and wait until all investors’ statuses become unsubscribed:

3. Change master account type:

• Check option Signal Manager (MAM)

• Uncheck option Fund Manager (PAM)

• Save changes:

4. Change investor accounts type. Select option Subscriber (MAM) and save changes:

5. For every investor return funds from payment accounts to investor accounts by making deposits:

6. In master account’s settings on the tab Subscriptions change Allocation type if it needed (default type is — % by Equity * Ratio).

7. Activate subscription for every subscriber: