Set the allocation method and rollover settings for a PAMM master account

Learn how to set the allocation method and rollover settings for PAMM master accounts to define how funds are allocated and when rollovers occur, either automatically or manually

After creating a PAMM master account, you can set the allocation method and specific rollover settings for that account.

The selected allocation method will be applied by default when creating subscriptions to the master account in the Back Office or Web UI. The rollover for this account will occur according to the specified settings.

Set the allocation method

To set the allocation method:

1

Go to Investment Platform and expand the required platform instance.

2

For PAMM master accounts, navigate to Pamm > Masters.

3

Select the master account, and then click Edit.

4

On the Properties tab, go to the Pamm allocation settings section.

PAMM allocation settings on Properties tab

By default, the allocation method selected on the Trading Settings tab under Pamm > Settings is applied to all newly created PAMM master accounts (for details, refer to Configure PAMM settings).

5

If you want to change the allocation method for the selected account, choose another one in the Type of allocation dropdown.

6

Click Save to apply the changes.

Set the rollover settings

To set the rollover settings:

1

For PAMM master accounts, navigate to Pamm > Masters.

2

Select the master account, and then click Edit.

3

On the Properties tab, go to the Rollover settings section.

Rollover settings on Properties tab

By default, the rollover type selected on the Trading Settings tab under Pamm > Setting is applied to all newly created PAMM master accounts.

4

If you want to change the rollover type for the selected account, choose a different option in the Type of rollover dropdown:

• Manual – indicates that the rollover process is triggered on a PAMM master account by the trader who owns that account at a required time.

• Scheduled – indicates that the rollover process is run automatically based on a schedule.

For the scheduled type, select one or more times in the Rollover time dropdown at which the rollover will be initiated on the account. Additionally, select the duration of the freeze period before the rollover in the Freeze time before rollover field.

5

Click Save to apply the changes.