Copy Trading: Masters
Supervise Copy Trading master (strategy) accounts in depth — properties, fees, risk, links, and trading activity.
In this section
Browse master accounts
Every Copy Trading strategy account, with balance, equity, and owner.
For adminsCreate a master account
Provision a new master (strategy) account.
For adminsA master account in detail
The tabs available on a master account and what each is for.
For adminsMaster general information
The core account facts on the Properties tab.
For adminsConfigure a master’s fee plan
The fees a master charges subscribers and how to change the plan.
For adminsSet a master’s minimum deposit
The balance investors must hold to subscribe.
For adminsMaster account rights
Toggle what the account is allowed to do.
For adminsPositions visibility on the statistics page
Control what the public statistics page reveals.
For adminsPositions visibility for subscribed investors
What copied investors see in their own trading reports.
For adminsMaster privacy properties
Whether the account appears in the client UI and shows its AUM.
For adminsEdit a master’s strategy description
The text shown on the master’s public statistics page.
For adminsReset a master’s password
Generate a new trading-account password emailed to the user.
For adminsChange a master’s account type
Switch between Copy Trading and MAM, or master/investor role.
For adminsArchive a master account
Close positions, cancel subscriptions, and settle fees; the balance stays.
For adminsPay fees for a master
Trigger fee processing for the account.
For adminsMaster promo offers
Discounted fee plans behind a promo code, optionally split with partners.
For adminsAssign a subscription code to a master
Generate, copy, and delete the access code investors must enter to view or subscribe to the account.
For adminsAllocate custom rewards to business partners
Reward a risk manager or analyst who helps run a master account with a share of its fees.
For adminsMaster risk limits
Daily risk, max loss, and drawdown limits applied to the master.
For adminsA master’s links
The subscriptions where this account acts as master vs as investor.
For adminsA master’s deals and closed positions
The account’s trading activity for audit and analysis.
For adminsA master’s fee report
Fees this master earned from followers.
For adminsPartnership settings and balance operations
Partner/IB settings and manual balance operations on the account.
For admins
