Create fee plans

Learn how to create default and non-default fee plans for master accounts in the Admin panel

You can create default and non-default fee plans for master accounts in the Admin panel.

A fee plan defines the fees and the periods when investors subscribed to a master account are charged.

The default fee plan is shown to investors when they subscribe to a master account in the Web UI. To complete the subscription, they must accept this plan. When a subscription is created in the Admin panel, the default fee plan is applied automatically.

In addition to the default plan, you can create one or more non-default fee plans for a master account. For example, a discounted plan as part of a promo offer should be created as a non-default plan.

To create a fee plan:

1

Expand the Copy Trading, PAMM, or MAM menu.

2

Go to Masters.

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

Select the account and click the account number in the Account Login column to open the account details.

5

If the selected master account doesn't yet have a fee plan, click Set Plan in the Fee Plan section on the Properties tab, or go directly to the Fee plan tab to create one.

6

Click Create plan.

7

In the displayed popup, fill in the following:

• Enter rates for each fee that you want to include in the plan, and select payment intervals for recurring fees in the Period dropdowns.

  For more details about fees, refer to the Fee list.

• To set the plan as the default, select the Set plan as default checkbox. Leave it empty to create a non-default plan.

Create a fee plan

8

Click Create.

The created fee plan is assigned an identifier and displayed in the list of plans for the master account on the Fee plan tab.