Set allocation methods and rollover settings for PAMM master accounts

Learn how to set allocation methods and rollover settings for PAMM master accounts in the Admin panel

You can set the allocation method and specific rollover settings for each PAMM master account in the Admin panel.

The selected allocation method will be applied by default when creating subscriptions to the master account in the Admin panel or Web UI. Rollover for the account will occur according to the specified settings.

Set the allocation method

To set the allocation method for a master account:

1

Expand the PAMM 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

On the Properties tab, locate the Pamm allocation settings section.

By default, the allocation method selected on the Trading Settings tab under PAMM > Settings is applied to all newly created PAMM master accounts (for details, refer to Configure trading settings for PAMM).

6

If you want to change the allocation method for the selected account, click Edit and choose another one in the Type of allocation dropdown.

PAMM allocation settings

7

Click Save to apply your changes.

Set the rollover settings

To set the rollover settings for a master account:

1

Expand the PAMM 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

On the Properties tab, locate the Rollover Schedule section.

By default, the rollover type selected on the Trading Settings tab under PAMM > Setting is applied to all newly created PAMM master accounts.

6

If you want to change the rollover type for the selected account, click Edit and choose a different option in the Type of rollover dropdown:

• Manual — the rollover process is triggered on a PAMM master account by the trader who owns that account at a required time.

• Scheduled — the rollover process is run automatically based on a schedule.

For the scheduled type, select one or more times in the Rollover time dropdown at which the rollover will be initiated on the account. Additionally, select the duration of the freeze period before the rollover in the Freeze time before rollover field.

Rollover schedule

7

Click Save to apply the changes.