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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 accountchevron-rightSet the default allocation parameters for a copy-trading or MAM master accountchevron-rightSet the allocation method and rollover settings for a PAMM master accountchevron-rightCreate fee plans for a master accountchevron-rightModify the default fee plan for a master accountchevron-rightAssign risk limits to a master accountchevron-rightDetermine if risk limits are assigned to a master accountchevron-rightAssign a minimum deposit to a master accountchevron-rightAssign a subscription code to a master accountchevron-rightSet up a promo offer for a master accountchevron-rightView and execute pending PAMM requests on master accountschevron-rightCancel pending PAMM requests on investment accountschevron-rightCreate an investment accountchevron-rightChange account types for copy-trading and MAM accountschevron-right
PreviousAdd a profile picture and nickname to a client profileNextCreate a master account

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