Set up a promo offer for your master account

You can set up one or more 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 associates a promo code with 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 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 B2COPY, MAM, or PAMM, 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.

Promo Offers

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

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

• In the Promo code field, enter the promo code. It may be a combination of letters, numbers, and symbols.

• 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 information on the types of fees you can include in the fee plan, refer to the Fee list.

Add a promo offer

1. Click Create to save the promo offer.

The added promo offer

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

To modify the promo offer, click Edit and make the necessary changes.

To remove the promo offer, click Delete, and then confirm the deletion in the displayed popup.