Configure Trade fee filter

Configure the Trade fee filter to apply trade fees only to selected instrument groups

The Trade fee filter is used to exclude instruments with trading lots that are too small or non-standard for accurate trade fee calculation.

You can select instrument groups for which traders are allowed to charge the trade fee from investors subscribed to their master accounts and exclude the others.

Key points

• The Trade fee filter allows you to control which instruments the trade fee applies to, ensuring fees are charged only for appropriate instruments.

• The filter works together with the trade fee settings, including whether the fee is enabled or disabled, and its specified maximum amount in the Max Value ($) field. For details, refer to Fee Settings in the Web UI Settings and see the examples below.

• Instruments can have different lot sizes. Without filtering, this can lead to inaccurate trade fee calculations (for example, charging 10 USD for a trade worth only 0.1 USD).

To configure the trade fee filter:

1

Expand the Settings menu.

2

Go to Trade Fee Filter in the menu.

For MT4/5, a list of all Security groups is displayed; for cTrader — a list of Asset classes.

By default, all groups appear in the left column, indicating that the trade fee can be applied to all instruments.

Trade fee filter

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

To exclude specific groups from the trade fee, select the checkboxes for those groups.

You can search by group name to quickly find a specific group in the list.

5

Click the displayed Move group(s) button.

The selected groups are moved to the right column, indicating that the trade fee won't be applied to these groups.

6

To revert exclusions, select one or more groups in the right column, then click the displayed Remove group(s) button.

You can search by group name or select all groups using the Select all checkbox.

The selected groups are moved back to the left column, allowing the trade fee to be applied to them.

The changes to the Trade fee filter take effect immediately and impact the calculation of trade fees for all new trades.

Example 1

Suppose the following settings are applied in the Admin panel:

• Web UI Settings:

  • The Trade fee toggle is enabled

  • The Max Value ($) is set to 20 USD

• Trade fee filter:

  Trade fees are charged from the following groups: B2Copy\Crypto

• Master account fee plan:

  Includes the Trade fee of 15 USD per lot

An investor subscribed to this master account copies 0.1 lot of BTC/USD. The Trade fee charged to the investor is 1.50 USD.

Example 2

Suppose the following settings are applied in the Admin panel:

• Web UI Settings:

  • The Trade fee toggle is enabled

  • The Max Value ($) is set to 20 USD

• Trade fee filter:

  Trade fees are charged from the following groups: B2Copy\Forex

• Master account fee plan:

  Includes the Trade fee of 15 USD per lot

An investor subscribed to this master account copies 1 lot of EUR/BTC. The Trade fee isn't charged, because EUR/BTC doesn't belong to the B2Copy\Forex group.

Example 3

Suppose the following settings are applied in the Admin panel:

• Web UI Settings:

  • The Trade fee toggle is disabled

• Trade fee filter:

  Trade fees are charged from the following groups: B2Copy\Forex

Since the Trade fee is disabled, it can't be included in master account fee plans. As a result, no fee is applied to copied positions. In this case, the Trade fee filter is ignored, even if it is configured.