The Open positions for new subscriptions policy controls whether positions that are already open on a master are included when a new Copy Trading or MAM subscription starts. The broker sets the policy separately for each product.
What Happens Under Each Policy
| Policy | What happens to positions already open on the master |
|---|---|
| Always copy | They are copied to the new investor at the current market price. |
| Never copy | They are skipped. Copying starts with the master’s next trade. |
| Let investor choose | The investor chooses whether to copy current positions or wait for new trading signals. If the master’s positions are visible and there are none, no choice is needed: copying starts with the next trade. |
For a new subscription
This policy applies when a new Copy Trading or MAM subscription is created. It does not change existing subscriptions. PAMM is not affected.
Choose Before You Subscribe
When the broker’s policy is Let investor choose, the subscription form shows a Copy open positions card unless the master allows investors to see open positions and the list is empty. In that visible, empty state, there is nothing to copy: no choice is required and copying starts with the master’s next trade. When the card is shown, follow these steps.
Choose how copying starts
In Copy open positions, select Open the master’s current positions at the market price to copy positions that are already open, or Wait for new trading signals to start with the master’s next trade. When the card is shown, the subscribe button remains disabled until you choose one.
Choose which positions to copy
If you chose to open the master’s current positions and the master allows investors to see them, a position-by-position list appears with all listed positions selected. Clear any position you do not want to copy. At least one position must remain selected. If you chose to wait for new signals, skip this step.
Finish the subscription
Review the rest of the subscription form and submit it. If you chose to copy current positions, the selected positions are copied at the current market price. If you chose to wait, copying starts with the master’s next trade.
Position visibility
If open positions are hidden from investors, the form does not show a position-by-position list. You can still choose to copy all current positions or wait for new trading signals.
For Administrators
Configure the policy separately for Copy Trading and MAM. Changing one product’s policy does not change the other product’s value.
Open Trading Settings
Go to Copy Trading → Settings → Trading Settings or MAM → Settings → Trading Settings and find General Trading Settings.
Choose the policy
In Open positions for new subscriptions, choose Always copy, Never copy, or Let investor choose. The selection is saved immediately; there is no separate Save button.
Copy only losing positions
When Let investor choose is selected, Copy only losing positions is disabled. The investor makes the position choice on the subscription form.
For the surrounding product settings, see Copy Trading product settings and MAM product settings.
