Release notesHomepageTry demo

Manage master and investment accounts

Learn how to manage master and investment accounts, including creating and modifying accounts, setting fee plans, assigning risk limits, minimum deposits, and more

Create a master accountSet the default allocation parameters for a copy-trading or MAM master accountSet the allocation method and rollover settings for a PAMM master accountCreate fee plans for a master accountModify the default fee plan for a master accountAssign risk limits to a master accountDetermine if risk limits are assigned to a master accountAssign a minimum deposit to a master accountAssign a subscription code to a master accountSet up a promo offer for a master accountView and execute pending PAMM requests on master accountsCancel pending PAMM requests on investment accountsCreate an investment accountArchive master and investment accountsView information about archived accountsRestore archived accounts
PreviousAdd a profile picture and nickname to a client profileNextCreate a master account

Last updated

Was this helpful?