Set up a promo offer for a master account

Learn how to set up promo offers for master accounts in the Back Office, enabling investors to subscribe with discounted fee plans using a unique promo code

You can set up promo offers for your clients’ master accounts in the Back Office. Promo offers allow master accounts’ owners to offer investors to subscribe to their accounts with more favorable fee plans than their default plans.

One or more discounted fee plans can be created for a master account. A promo offer is created to associate a discounted fee plan with a particular promo code. An investor who has a promo code can apply it when subscribing to the master account and create a subscription under more affordable conditions.

Set up a promo offer for a master account:

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 a master account, and click Edit.

4

Go to the Fee Plan tab, and click +Create to create the fee plan for the promo offer.

Fee Plan tab

5

In the Create Fee Plan popup, set up the fee settings, and select Not default in the Is Default dropdown.

Create a non-default fee plan

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

6

Click Save to create the fee plan.

7

Go to the Promo Offers tab.

8

To add a new promo offer, click +Create.

Promo Offers tab

9

In the Create Promo Offer popup, fill in the following fields:

• In the Offer Name, enter the promo offer name.

• In the Promo Code field, enter the promo code. It may be a combination of letters, numbers, or both.

• In the Fee Plan ID dropdown, select the identifier of the non-default fee plan that is offered to investors after entering the promo code when subscribing to the master account in the Web UI.

Create a promo offer

10

Click Save to save the promo offer.