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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 accountChange account types for copy-trading and MAM accountsArchive master and investment accountsView information about archived accountsRestore archived accounts
PreviousAdd a profile picture and nickname to a client profileNextCreate a master account

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