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Setting Up Your Investment Fund

Follow the Client Portal process to configure fund terms, independent subscription and redemption review methods, risk parameters, invitations, and trading.

After registering as a Fund Manager, you can create funds and invite Investors to subscribe. A progress guide walks you through the fund creation process, with green checkmarks appearing as you complete each step.


Maximum leverage at creation

  • When you create a Social Trading signal or a fund in Funds Management, the maximum account leverage is 500 times (1:500).

  • Higher leverage tiers that may be available to eligible ordinary trading accounts do not apply to these two products.

500 times is an upper limit, not a guarantee of the leverage available for every instrument or trading condition. Actual available or effective leverage may be lower. Check the options displayed during creation and the applicable trading specifications.


Step-by-Step Fund Creation Process


1. Access Funds Management

  • Log in to your Client Portal

  • Navigate to the Funds Management tab


2. Initiate Fund Manager

  • Click "My Strategies" and Create a New Strategy

  • Select your preferred account type

  • Set up Performance Fee

  • Choose Trading Server: MT4 or MT5

  • Set Leverage (maximum up to 1:500 for Funds Management)

  • Choose a base currency

  • Set up Management Fee

  • Set a trading password, choose your leverage option, and click "Continue"


3. Set Fund Parameters

  • Allocate Funds Review Method (Subscription review): choose Auto Approve or Auto Reject

  • Detachment Review Method (Redemption review): choose Auto Approve or Auto Reject

  • Maximum Drawdown

  • Stop-Loss Level

  • Other Risk Management Description (Optional)

  • Click "Next"

The two review methods are independent. For each request type, the 48-hour period starts when the investor submits the request. The Fund Manager may approve or reject it earlier. If it is still pending after 48 hours without manager action, the system applies that request type's configured Auto Approve or Auto Reject action. See How do Fund Managers review investor applications?.


4. Configure Fund Details

  • Create a professional fund name that will attract investors

  • Write a clear description of your trading experience and strategy

  • Click "Continue"

  • Choose an avatar


Congratulations!

You have successfully created your fund!


Invite Investors

  1. Open Funds Management.

  2. Select Fund Manager.

  3. Open My Strategies.

  4. Click Share Strategy to invite investors.

  5. Share your fund link, code, or QR code with potential investors.


Begin Trading

  • Once subscription requests have been approved and the investors' funds have synchronized, you can start trading

  • All orders will be allocated across investments based on equity share

  • After the billing period, you'll earn Performance Fees from profitable investments, which will be credited to your Partner Wallet

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