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

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:

1

Go to Finance > Transfers.

2

Click +Create at the upper-right page corner.

3

From the clients list, select a client for whom you want to transfer funds.

4

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.

Funds can only be transferred between wallets and accounts denominated in the same currency.

• 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.

Transfer page

5

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.