Subscription settings
Control which subscription features are available in the Web UI, such as closing or detaching positions, editing loss limits, reversing or pausing copying, and changing allocation methods
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Control which subscription features are available in the Web UI, such as closing or detaching positions, editing loss limits, reversing or pausing copying, and changing allocation methods
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On the Web UI Setting tab, navigate to the Subscription settings.
For copy-trading, MAM, and PAMM subscriptions, different options are supported:
Close position button Applicable for copy trading and MAM
This option enables closing open positions copied into investment accounts from master accounts to which they are subscribed.
When Show is selected for the Close position button in the Back Office, the Close position button is displayed for each open position in the Web UI; otherwise, the button is hidden.
In the case of copy-trading subscriptions, investors can close open positions on their investment accounts at current prices.
In the case of MAM subscriptions, traders who manage master accounts can close open positions on subscribed investment accounts at current prices.
Edit Loss Limit option
When Show is selected for the Edit Loss Limit option in the Back Office, investors can edit the Loss Limit field that is displayed for each subscription on the Subscriptions page in the Web UI; otherwise, the field can't be edited.
Reverse Copying option Applicable for copy trading and MAM
This option enables changing the trade side of positions copied from master accounts to investment accounts by specific subscriptions.
When Show is selected for the Reverse Copying option in the Back Office, the Reverse Copy switch is displayed for each subscription on the Subscriptions page in the Web UI; otherwise, the switch is hidden.
When Reverse Copy is enabled for a subscription in the Web UI, sell positions opened on a master account are copied as buy positions into the subscribed investment account, and buy positions opened on the master account are copied as sell positions.
Pause Copying option Applicable for copy trading and MAM
This option enables pausing active subscriptions.
When Show is selected for the Pause Copying option in the Back Office, the Pause Copy switch is displayed for each subscription on the Subscriptions page in the Web UI; otherwise, the switch is hidden.
After a subscription is paused, new positions opened on a master account are no longer copied into a subscribed investment account. However, the payment of fees continues according to the subscription fee plan.
Detach Position button Applicable for copy trading and MAM
This option enables detaching open positions on investment accounts from the corresponding positions on master accounts from which the positions were copied.
When Show is selected for the Detach Position button in the Back Office, the Detach position button is displayed for each open position in the Web UI; otherwise, the button is hidden.
In the case of copy-trading subscriptions, investors can detach open positions on their investment accounts.
In the case of MAM subscriptions, traders who manage master accounts can detach open positions on subscribed investment accounts.
After a position on an investment account is detached from the corresponding position on a master account, the positions are managed independently on those accounts. This means that if the position is closed on the master account, it won’t be automatically closed on the investment account.
Allocation Method Applicable for copy trading only
When Show is selected for the Allocation Method option in the Back Office, the Allocation Method field is displayed for each subscription on the Subscriptions page in the Web UI; otherwise, the field is hidden. In this field, an investor can select another allocation method for a subscription.
This option enables investors to assign to their subscriptions.
This option enables investors to change applied to their subscriptions.
