August 2026

August covered master trader fee destinations, fee history exports, and faster account onboarding.

Clientes y administradores

Highlights

Master traders choose which account receives their fees

Problem. Fees earned by a master trader are paid to a designated payment account. If no payment account was linked, the payout could land on the trading account instead, putting the money back into trading turnover rather than into an account that is convenient for withdrawals. Only the broker could set or change the destination from the Admin panel, so the master trader had to contact support and wait.

What we changed. A payment-account selector has been added to the master account card in the Web UI. The dropdown lists the master trader’s eligible accounts, and an Add Account button opens the same wallet-creation dialog used on the dashboard, so a newly created wallet appears in the list immediately. Once saved, all future fee payouts go to the selected account, and the master trader can change it at any time without contacting the broker.

Example. A master trader reviews their fee history and notices that the month’s earnings went to the trading account, while they would prefer a separate wallet. They open the master account card, select the wallet, and save — all future fees are paid there.

Key point for brokers. The feature is disabled by default and enabled separately for each product, so the broker decides where master traders get direct control over payout destinations. For setup and usage, refer to Let masters choose their payment account and Choose a payment account for master fees.

Payment account selector with eligible wallet and investment accounts
Master traders can select which account receives future fee payouts.

Export fee history to a file

Problem. Fees are one of the most sensitive parts of copy trading: master traders want to reconcile earnings and investors want to verify deductions. When the data existed only as an on-screen table, every reconciliation turned into screenshots and a support conversation.

What we changed. An Export to CSV button has been added to the fees screen. Both master traders and investors can download their own fee history and open it in a spreadsheet.

Example. A master trader closes the quarter, exports the fee history, reconciles it against their own records, and identifies a discrepancy without opening a support ticket.

Fee Report with fee payment history and the Export to CSV button
Master traders can export their fee payment history to CSV.

Faster onboarding: two extra steps removed

Problem. On first login, users were shown a role-selection screen and had to choose between master trader and investor for each product.

What we changed. The account role is assigned automatically on first login when the broker has configured an unambiguous scenario, so the role-selection screen is skipped.

Example. A client registers, adds a wallet, and immediately reaches a working state: the role is already determined and the transfer account is already linked.

Key point for brokers. The behavior is controlled by broker settings. Where role selection is still meaningful, the role-selection screen remains. For details, refer to Assign an account role on first login.

Account Onboarding setting for skipping account role selection on first login
Brokers control whether clients skip manual account role selection on their first login.

Payment-account setup. From a master account's Payment account section, a client can register a trading account as a Wallet Account and assign it to receive fee payouts in the same action: Add & set as payment account. For details, refer to Choose a payment account for master fees.

Add Wallet Account dialog with the Add and set as payment account action
A trading account can be registered as a Wallet Account and assigned as the payment account in one action.

Also released

  • Leaderboard search now works by strategy name, trader nickname, and partial login, not only the exact account number.
  • A deposit below the minimum amount no longer disconnects the investor from the strategy — the system shows the restriction and asks for a valid amount.
  • A package of broker controls for stricter Web UI policies, useful when migrating to a new client portal: block wallet creation and conversions between accounts, hide the client name and communication language, require a wallet before an account currency can be chosen, and make position-visibility settings depend on statistics-visibility settings.
  • Brokers can limit the maximum number of active Followers per strategy, protecting master traders from overload.
  • A new Logs section in the Admin panel records which administrator changed which entity, with before-and-after states, as a foundation for audits and incident investigation.
  • Product currency reference lists now support search, and administrator sessions no longer reset after a password change.
  • Clearer client states: a blocked login shows a clear explanation, an authenticated client who follows an external link lands in the working Web UI, transfer-history load errors are shown explicitly, fee and allocation settings are no longer reset while editing the form, and clicking the logo leads to an available page.
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