Resync open positions on a master account with subscribed investment accounts
Last updated
Last updated
In the Back Office, you can resync a specific position opened on a copy-trading master account with subscribed investment accounts. The resync operation attempts to copy the selected open position into the subscribed investment accounts to which that position wasn’t copied on the first attempt to copy it.
This may be helpful when a position wasn’t copied due to a margin shortage on a subscribed investment account. In this case, the position can be resynced after refilling the account balance.
Another reason why a position wasn’t copied is due to a procedure of restoring an investment account from a backup. After restoring the account, the position can be resynced.
The resync operation doesn’t open a position on investment accounts on which it has already been opened or in the case when the position was copied to an investment account, and then detached and closed by an investor.
Resync an open position on a master account with subscribed investment accounts as follows:
Go to Investment Platform and expand the required platform instance.
Go to B2COPY > Masters.
Select a master account, and click Edit.
Go to the Subscriptions (As Master) tab.
Navigate to the Open Positions section, and among the positions opened on the master account, select the one that you want to resync.
Click the Resync button in the position row.
Confirm the resync operation in the displayed popup.
After resyncing, the selected position is opened on the subscribed investment accounts to which it wasn’t previously copied.
