Learn how to modify subscription settings in the Back Office, including adjusting risk limits, allocation methods, risk ratios, reverse trading options, and fee plans
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You can modify settings of existing subscriptions in the Back Office.
Modify subscription settings as follows:
Go to Investment Platform and expand the required platform instance.
For copy-trading subscriptions, go to B2COPY > Subscriptions. For MAM subscriptions, go to Mam > Subscriptions. For PAMM subscriptions, go to Pamm > Subscriptions.
Select the subscription and click Edit.
On the Subscription properties tab, modify the subscription settings.
In the Risk limit section, enter or edit the value in the Loss Limit (Max loss amount) field. This is the maximum loss amount that the subscribed investment account can bear from the selected subscription. If the assigned risk limit is exceeded, the subscription will be automatically terminated.
For more details about risk limits that can be assigned to subscriptions, refer to .
For copy-trading and MAM subscriptions, you can edit the following settings in the Allocation parameters section:
In the Allocation Method dropdown, select the method that you want to use to calculate position sizes when open positions are copied from the master account to the subscribed investment account.
To learn more about allocation methods, refer to .
In the Risk Ratio field, edit the risk ratio assigned to the subscription. The risk ratio is used to recalculate the size of positions that are copied from the master account to the subscribed investment account.
The risk ratio only applies to the allocation methods that use it in their formulas.
In the Reverse Trading dropdown, select either Normal or Reverse.
If Normal is selected, the trade side of positions open on the master account doesn't change when they are copied to the subscribed investment account. For example, if a master trader opens a sell position, this position is copied as a sell position for an investor.
If Reverse is selected, the trade side of positions opened on the master account is changed when they are copied to the subscribed investment account. For example, if a master trader opens a sell position, this position is copied as a buy position for an investor.
In the Fee Plan ID section, you can change the fee plan applied to the subscription by clicking the Edit button and selecting another plan from the list of fee plans created for the master account.
To learn more about fee plans that can be created for master accounts, refer to .
Click Save to apply the changes.
