Client Use Cases

For Investors

How to Open an Investment Account

_images/createinvestor.gif

  1. Go to the tab Dashboard in the investment platform web.

_images/inv1-1.png

  1. Click Open Invest Account.

_images/inv1-2.png

  1. Choose the Account type.

_images/inv1-3.png

  1. Choose Currency.

_images/inv1-4.png

  1. Accept terms and conditions.

_images/inv1-5.png

  1. Press Open account

_images/inv1-6.png

  1. You are all set.

_images/inv1-7.png

How to Start Following a Trader

_images/Simplesubscription.gif

  1. Go to leaderboard — place where we gathered all best traders together.

  2. Use filters if needed to sort out accounts by several parameters.

  3. Choose the Master in the Leaderboard.

  4. Click Invest button from leaderboard screen or from statistics page.

  5. Accept terms and conditions.

  6. Press Subscribe to a master account.

How to Stop Following the Trader

If you want to unsubscribe from the particular Money-manager, follow the steps below.

_images/Unsubscription.gif

  1. Go to My Accounts tab

  2. If you have several accounts, choose the right one in the dropdown list

  3. Click Unsubscribe in the line of the Master you want to unsubscribe from. This operation takes several seconds.

  4. Refresh the page to check. Status of subscription should be changed to Unsubscribed.

Note

You could always renew your subscription to this master by clicking Activate in the line with the Master you want to subscribe again.

_images/renewsubs.png

How to Unsubscribe and Close All Positions

Perform the following steps to unsubscribe from all traders.

After unsubscription all copied positions on the account will be closed automatically.

_images/Closeandunsub.gif

  1. Choose the tab My Accounts.

  2. Go to the menu Withdraw.

  3. Scroll down and click the button Close positions and unsubscribe.

Note

Remember that there is no sense to unsubscribe from a master account before the end of the investment period if you have some unpaid performance fees. There is no room for cheating here. Platform will charge unpaid fees in Master account favor automatically during unsubscription process.

How to make a Deposit/Withdrawal (Social Trading / MAM investor)

Before deposit money to your Social Trading / MAM investor’s account make sure that you have money on your payment account.

You can deposit / withdraw (DW) money to your investor’s account from/to your payment account.

  1. Go to the tab My accounts.

  2. Choose the account from the dropdown list if you have several of them.

  3. Choose the tab Deposit or Withdraw depending on what do you want to do.

  4. Add the amount of money you want to deposit / withdraw.

  5. Click Deposit / Withdraw.

_images/Depositcopyinvestor.png

How to make Deposit/Withdrawal (PAMM investor)

Before deposit money to your PAMM investor’s account make sure that you have money on your payment account.

You can deposit/withdraw (DW) money to your investor’s account from/to your payment account.

Step 1: Make a DW request

  1. Go to the tab My accounts.

  2. Choose the account from the dropdown list if you have several of them.

  3. Choose the tab Deposit or Withdraw depending on what do you want to do.

  4. Add the sum of money you want to deposit / withdraw.

  5. Click Deposit/Withdraw.

_images/deposittopamm1.png

Note

Remember that in PAMM the balance operations are not done immediately. PAMM Money manager has special settings how the DW requests will be approved in the particular PAMM you are subscribed. So after you submit your DW request, you should check it status.

Step 2: Check the status of your DW request

To track the status of your DW-request, go to the tab “Deposit/Withdrawal requests”:

  1. Requests in process will be in the upper field Pending requests.

  2. As soon as transaction will be completed, it will go to the lower field Archived requests with the status Success.

_images/Statusofpammdw.png

Note

Money-managers are recommended to execute DW for their investors at list once in 24 hours. So if your request is pending too long, ask your broker’s support team for a assistance.

For Money Managers

How to Open a Master Account

_images/Masteraccountfinal.gif

  1. Go to the tab Dashboard in the Invest Platform Private room.

  2. Choose Open Master Account.

  3. Set the Account type, Currency, Leverage.

  4. Change the Password to access the account if needed.

  5. Sign agreement.

  6. Press Open account.

How to Add the Nickname and Description of Trading Strategy

Step 1: Setup the name and description

_images/Nameanddesc.gif

  1. Go to My Accounts.

  2. Choose the right master-account in the dropdown list, if you have several of them.

  3. Go to Settings.

  4. In Account details set the Name of your account and add the Description.

Note

Choose the reliable name for your master-account and add the description which will reflect your style of trading. Also you may give some advice to your investors regarding the balance, ratio, trading volume, etc.

Step 2: Check how the name and description looks like in the Leaderboard

  1. The name appears on the mini-chart title and as a header of the statistics page.

  2. The description appears in the Strategy description tab of the statistics page.

_images/Name&desc.gif

Note

Setting such attributes like name and description will make your master-account more attractive for subscribers. So do not skip this easy steps. By default your master-account will be named Master account name and has no description.

How to Charge Investors and Set Fees

Step 1: Go to Manager’s Fees

_images/gotoManagersfees.gif

  1. Go to the tab My Accounts.

  2. If you have several accounts, choose the master-account to setup fees from the dropdown list.

  3. Choose the tab Settings.

  4. Scroll down to the field Manager’s fees.

  5. Click Change.

Step 2: Setup fees

_images/Setmanagersfees.png

  1. Click Add a row.

  2. Fill out each field on the row:

  • Balance: this is the starting balance from which the fees 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 by the fees in the first row; while investors with balances above 1000 will be charged by fees from the second row

  • Fees: add fees in absolute value or in percentages according to the requirements of each fee

  1. If you need more levels of fees, click add row again. If not, go to the next step.

  2. Using several levels of fees is a good tool to stimulate your potential subscribers to invest more money to your account. For example: the investor who invest more then 2000 USD, may have 15% instead of 20% fee for the others who invest smaller amount of money.

  3. Set the Period of charges from the dropdown menu. Investors will always be charged at the end of this period.

  4. Click Save.

Note

Remember, that when you change the fees scheme already having subscribed investors, new fees will be applicable only for investors, who will subscribe after the change. Your “old” investors will stay with the old fee schedule.

How to Make Deposit/Withdrawal in Copy (Social) Trading/MAM

Before deposit money to your Social Trading / MAM master’s account make sure that you have money on your payment account.

You can deposit/withdraw (DW) money to your master’s account from/to your payment account.

_images/mm4-1.png

  1. Go to the tab My accounts.

  2. Choose the account from the dropdown list if you have several of them.

  3. Choose the tab Deposit or Withdraw depending on what do you want to do.

  4. Fulfill the sum of money you want to deposit / withdraw.

  5. Click Deposit / Withdraw.

How to Make Deposit/Withdrawal in PAMM

Deposit/Withdraw only via investor in PAMM.

PAMM account’s balance consists from the money of the investors accounts who are subscribed to it. So if you as a money-manager would like to add your own funds to PAMM, you should have also the investor’s account as a part of your PAMM.

Follow the steps below to create investor’s account and add your funds via it:

  1. Create investor’s account with type PAMM.

  2. Then subscribe your PAMM investor to your PAMM-master account.

  3. Finally deposit your funds to it.

Trigger the DW-request to add the funds to your PAMM.

_images/TriggerDWinpamm.png

Click Execute all requests to add your funds.

  1. Requests which are waiting for a trigger or for a scheduled processing are in the upper field Pending requests.

  2. As soon as transaction will be completed, completed transaction will be in the lower field Archived requests with the status Success.

How to execute pending Deposit/Withdrawal requests in PAMM

Deposit/Withdrawal is not done immediately to protect money-managers from unexpected changes in Equity/Balance of PAMM-account. If you have a scheduled rollover for investors, but would like to make some DW faster, use the simple steps below.

_images/TriggerDWinpamm.png

  1. Go to My Accounts tab — here you can manage all your accounts.

  2. Choose your PAMM-account in the dropdown list.

  3. Go to Deposit/Withdrawal requests.

  4. Click Execute all requests to trigger deposit/withdrawal:

  • Requests which are waiting for a trigger or for a scheduled processing are in the upper field Pending requests

  • As soon as transaction will be completed, completed transaction will be in the the lower field Archived requests with the status Success