Become Manager

  1. Go to the tab “Dashboard” in the Invest Platform Private room
  2. Choose “Open Master Account
  3. Set the Account typeCurrencyLeverage
  4. Change the Password to access the account if needed
  5. Click the Box of agreement
  6. Press “Open account

Step 1: setup the name and description

  1. Go to My Accounts
  2. Choose the right master-account in the dropdown list, if you have several of them
  3. Go to Settings
  4. In Account details set the Name of your account and add the Description

Choose the reliable name for your master-account and add the description which will reflect your style of trading. Also you may give some advice to your investors regarding the balance, ratio, trading volume, etc. 

Step 2: check how the name and description looks like in the Leaderboard

  1. The name appears on the mini-chart title and as a header of the statistics page.
  2. The description appears in the Strategy description tab of the statistics page.

Setting such attributes like name and description will make your master-account more attractive for subscribers. Please  do not skip this easy steps.

By default your master-account will be named “Master account name” and has no description.

As a Money-manager you are allowed to setup fees to charge investors who subscribe you.

Step 1: go to Manager’s fees

  1. Go to the tab My Accounts
  2. If you have several accounts, choose the master-account to setup fees from the dropdown list
  3. Choose the tab Settings
  4. Scroll down to the field Manager’s fees
  5. Click “Change

Step 2: Setup fees

  1. Click “Add a row
  2. Fill out each field on the row:
    1. Balance:this is the starting balance from which the fees in this row will be applied.
      Example: first row – 0; second row – 1000. It means that investors with balances from 0 to 1000 will be charged by the fees in the first row; while investors with balances above 1000 will be charged by fees from the second row.
    2. Fees:add fees in absolute value or in percentages according to the requirements of each fee
  3. If you need more levels of fees, click add row again. If not, go to the next step.
    Using several levels of fees is a good tool to stimulate your potential subscribers to invest more money to your account. For example: the investor who invest more then 2000 USD, may have 15% instead of 20% fee for the others who invest smaller amount of money
  4. Set the Periodof charges from the dropdown menu. Investors will always be charged at the end of this period.
  5. Click Save

Remember:  when you change the fees scheme already having subscribed investors, new fees will be applicable only for investors, who will subscribe after the change. Your “old” investors will stay with the old fee schedule.

Payment account for deposit/withdraw in Social trading/MAM

  1. Before deposit money to your Social Trading / MAM master’s account make sure that you have money on your payment account.
  2. You can deposit/ withdraw (DW) money to your master’s account from/to your payment account.

Steps to make a DW

  1. Go to the tab My accounts
  2. Choose the account from the dropdown list if you have several of them
  3. Choose the tab Deposit or Withdraw depending on what do you want to do
  4. Fulfill the sum of money you want to deposit / withdraw
  5. Click Deposit/ Withdraw

As a money-manager, be careful making withdrawals, because they may influence your performance chart in the Leaderboard.