Modify the default fee plan for a master account

Learn how to modify the default fee plan for copy-trading, MAM, or PAMM master accounts, with updates automatically applied to existing subscriptions using the current default plan

You can make changes to default fee plans for master accounts.

After modifying the default fee plan, the changes made to the plan are applied to all existing subscriptions for which the plan has already been accepted by investors.

Instead of modifying the default fee plan, it’s possible to create a new fee plan or select an existing non-default plan and mark it as default. In this case, existing subscriptions aren’t affected; the newly created default fee plan is applied only to new subscriptions.

Modify the default fee plan for a master account as follows:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading master accounts, go to B2COPY > Masters. For MAM master accounts, go to Mam > Masters. For PAMM master accounts, go to Pamm > Masters.

3

Select the master account, and click Edit.

4

On the Edit account page, go to the Fee Plan tab.

5

To modify the default plan, click the Edit button located in the row of the plan that is marked as default.

Modify the default fee plan

6

On the Edit Fee Plan page, modify the fee settings of the default plan.

Refer to the Fee list to learn more about the fees that can be included in the fee plan.

Edit Fee Plan page

7

Make sure that Default is selected in the Is Default dropdown.

8

Click Save to apply the changes.