Account settings

Explore account settings to manage master and investment account creation, set subscription limits, control multiple subscriptions, and configure currency conversion

PreviousConfigure account settings NextDefault Master’s Positions Visibility

Last updated 1 month ago

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Account settings

Explore account settings to manage master and investment account creation, set subscription limits, control multiple subscriptions, and configure currency conversion

On the Account Settings tab, configure settings related to master and investment accounts:

Create new master accounts

Select either of the two values:

Yes – to allow your clients to create new master accounts in the Web UI. If Yes is selected, the Master section and the Create New Master Account button are displayed on the ‍My Accounts page in the Web UI.
No – to prohibit your clients from creating new master accounts in the Web UI. If No is selected, the Master section and the Create New Master Account button are hidden on the ‍My Accounts page in the Web UI. However, for clients who already have at least one master account created, the Master section and the available master accounts are displayed on the page.

Create new investment accounts

Select either of the two values:

Yes – to allow your clients to create new investment accounts in the Web UI. If Yes is selected, the Investment section and the Create New Investment Account button are displayed on the My Accounts page in the Web UI.
No – to prohibit your clients from creating new investment accounts in the Web UI. If No is selected, the Investment section and the Create New Investment Account button are hidden on the My Accounts page in the Web UI. However, for clients who already have at least one investment account created, the Investment section and the available investment accounts are displayed on the page.

Max number of active subscriptions for 1 investment account _(applicable for copy trading and MAM)_‍

Use this option to limit the number of active subscriptions that investors can create in the Web UI using the same investment account. Select the allowed number of active subscriptions per investment account, or select no-limit to apply no restrictions on the number of active subscriptions.

This option doesn't limit the number of active subscriptions that can be created in the Back Office for the same copy-trading or MAM investment account.

Allow multiple subscriptions for 1 master account from the same user

Select either of the two values:

Yes – to allow multiple subscriptions to the same master account for the same investor
No – to forbid multiple subscriptions to the same master account for the same investor

For example, suppose that an investor has two investment accounts.

If Yes is selected, the investor can subscribe both of their investment accounts to the same master account.

If No is selected, the investor can subscribe to only one of their investment accounts to that master account.

Currency Conversion — supported only in a standalone solution ‍*(applicable for copy trading only)*

Select either of the two values:

Allowed – to allow your clients to create copy-trading master and investment accounts in currencies that differ from the currency in which their payment accounts are denominated.
‍Restricted – to allow your clients to create copy-trading master and investment accounts only in the same currency in which their payment accounts are denominated.

PreviousConfigure account settings NextDefault Master’s Positions Visibility

Last updated 1 month ago

Was this helpful?

On the Account Settings tab, configure settings related to master and investment accounts:

Create new master accounts

Select either of the two values:

Yes – to allow your clients to create new master accounts in the Web UI. If Yes is selected, the Master section and the Create New Master Account button are displayed on the ‍My Accounts page in the Web UI.
No – to prohibit your clients from creating new master accounts in the Web UI. If No is selected, the Master section and the Create New Master Account button are hidden on the ‍My Accounts page in the Web UI. However, for clients who already have at least one master account created, the Master section and the available master accounts are displayed on the page.

Create new investment accounts

Select either of the two values:

Yes – to allow your clients to create new investment accounts in the Web UI. If Yes is selected, the Investment section and the Create New Investment Account button are displayed on the My Accounts page in the Web UI.
No – to prohibit your clients from creating new investment accounts in the Web UI. If No is selected, the Investment section and the Create New Investment Account button are hidden on the My Accounts page in the Web UI. However, for clients who already have at least one investment account created, the Investment section and the available investment accounts are displayed on the page.

Max number of active subscriptions for 1 investment account _(applicable for copy trading and MAM)_‍

This option doesn't limit the number of active subscriptions that can be created in the Back Office for the same copy-trading or MAM investment account.

Allow multiple subscriptions for 1 master account from the same user

Select either of the two values:

Yes – to allow multiple subscriptions to the same master account for the same investor
No – to forbid multiple subscriptions to the same master account for the same investor

For example, suppose that an investor has two investment accounts.

If Yes is selected, the investor can subscribe both of their investment accounts to the same master account.

If No is selected, the investor can subscribe to only one of their investment accounts to that master account.

Currency Conversion — supported only in a standalone solution ‍*(applicable for copy trading only)*

Select either of the two values:

Allowed – to allow your clients to create copy-trading master and investment accounts in currencies that differ from the currency in which their payment accounts are denominated.
‍Restricted – to allow your clients to create copy-trading master and investment accounts only in the same currency in which their payment accounts are denominated.