Client use cases
Client use cases
For investors
For money managers
Client use cases
- Client use cases
- How to open an investment account
- How to start following a trader
- How to stop following a trader
- How to unsubscribe and close all positions
- How to make a deposit/withdrawal (Social trading / MAM investor)
- How to make a deposit/withdrawal (PAMM investor)
- How to open a Master account
- How to add a Nickname and Description of Trading strategy
- How to charge investors and set fees
- How to make a deposit/withdrawal in Copy (Social) trading / MAM
- How to make a deposit/withdrawal in PAMM
- How to execute pending deposit/withdrawal requests in PAMM
- Broker use cases
- How to install manager’s application
- How to create a new Master account
- How to create a new Investment account
- How to archive or delete an account
- How to hide a Master from rating (Leaderboard)
- How to change the nickname of a Master account
- How to change account type after creation
- How to change Master account type from PAMM to MAM with investors
- How to set a risk limit on a Master account
- How to change a payment account for Master / Investment account
- How to assign a MT Group for creation of new accounts
- How to limit max number of accounts for one user
- How to subscribe an investor to a Master
- How to unsubscribe an investor from a Master
- How to reverse-copy traders (How to earn on losing traders)
- How a small investor can copy every position from a big account
- How to unsubscribe PAMM investor from Master
- How to set a risk limit on an Investment account
- How to check subscription settings of investor to a Master
- How to create a complex hierarchy of subscribed accounts
- How to schedule fees for a Master account
- How to set fees for leaderboard (default fees) on Master’s account
- How to share Master’s fee with partners
- How to set fees for a particular investor
- How to check the amount and date of the next fee payment for an investor
- How to make a deposit/withdrawal on copy trading/MAM account
- How to make a deposit/withdrawal in PAMM
- How to add the trading history to a Master account from MT report (CSV)
- How to upload and correct existing history data
- How to upload history files sent by B2Broker
- Error in the manager’s app (Access token not found)
- How to create read-only accounts (Making settings)
- Simplified history uploader manual (11.11.2020)
- How it works
- PAMM accounts
- Copy trading (Social trading)
- MAM accounts
- General comparison of account types
- Introduction to fee types
- Risk limit types
- Risk limit for traders (Master accounts)
- Risk limit for investors (Investment account)
- Why a price mismatch between MAM Master and Investor orders is possible
- Account type and state modification in MT
- How the maximum drawdown parameter is calculated
- Advanced features allocation types and modifications for money managers
- (For MT main labels) Ways of using a platform with several whitelabels
- API requests for seamless authorization
- Requirements for setup
- Interface manual
Client use cases