Deposit funds to copy-trading and MAM accounts
Explore how to deposit funds to copy-trading and MAM accounts by creating transfers from a client's wallet or other accounts, with admin approval if required
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Explore how to deposit funds to copy-trading and MAM accounts by creating transfers from a client's wallet or other accounts, with admin approval if required
Last updated
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You can deposit funds to client's copy-trading and MAM accounts (both master and investment accounts) by making a transfer operation from a client's wallet or another copy-trading or MAM account.
Transfer funds to a client's master or investment account as follows:
Go to Finance > Transfers.
Click +Create at the upper-right page corner.
From the clients list, select a client for whom you want to transfer funds.
On the Transfer page, fill in the following fields:
In the From account dropdown, select either a client's wallet, copy-trading, or MAM account from which you want to transfer funds.
In the To account dropdown, select a client's master or investment account to which you want to transfer funds.
In the Amount field, enter an amount that you want to transfer. The specified amount is duplicated in the Destination amount field.
Confirm the transfer by solving a math problem and entering a result in the Verification code field.
Click Save to create the transfer.
If your system is configured to require an admin's approval for transfers, then go to Clients > Requests and approve the request to execute the transfer. Requests to transfer funds to/from copy-trading and MAM accounts are assigned the Investment Transfer type.
