Set up a promo offer for your master account

Learn how to create promo offers for your master account to attract investors with discounted fee plans

You can set up promo offers for your master account and offer potential investors to subscribe to your account with discounted fee plans using designated promo codes.

A promo offer links a promo code to the fee plan that offers investors more favorable conditions than the default plan when they subscribe to your master account.

The Promo offer section can be displayed or hidden in the Web UI. This is controlled by the investment platform admin.

To set up a promo offer for a master account:

1

In the main menu, expand the respective item, such as Copy Trading, PAMM, or MAM, and then click My Accounts under the desired platform, if more than one is available.

2

Click the master account in the list.

3

In the account details, go to Settings.

4

In the Promo offers section, click Add new offer.

5

In the Create offer popup, fill in the following fields:

• In the Name field, enter a name for the promo offer.

• In the Promo code field, enter a unique promo code using letters, numbers, or both.

• Set up the fee plan for the promo offer. This plan will be displayed to investors after entering the promo code when subscribing to your master account.

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

• (For standalone solutions only) Keep the For Partners toggle disabled.

Add a promo offer

6

Click Create.

The created promo offer is displayed in the Promo offers section.

To copy the promo code assigned to the created promo offer to the clipboard, click the Copy button next to the promo code.

Promo offers can be edited or deleted when no longer needed.