The Promo Offers tab lets a master offer subscriptions under a more favorable fee plan than the default one, gated behind a promo code. Investors who have the code apply it when subscribing and get the discounted terms. A master can have several offers at once.
Create a Promo Offer
Open the master and go to the Promo Offers tab
Expand Copy Trading, PAMM, or MAM → Masters, click the account number, then open Promo Offers.
Click Create
The Create Promo Offer popup opens.
Describe the offer
Enter a Short Description and a unique Promo Code (letters, numbers, or both). Optionally set an Expiration date.
Attach the fee plan
Under Fee Plan, pick Available and select an existing plan by its ID, or pick Create New and fill in the discounted rates right in the form.
Click Create
The offer gets an identifier and appears in the list. Offers can be edited or deleted when no longer needed.
Share Fees with a Partner
Standalone solutions only. A promo offer can also redirect part of the master’s fees to a partner — a lightweight alternative to a full IB program. Enable the For Partners toggle in the create form and fill in two extra fields:
- Partner Account — the account number to which the partner’s rewards are allocated.
- Partner Percent — the share of all fees received from investors who subscribed using this promo code that goes to the partner.
Creating an offer publishes a real discounted plan. Open the create form to learn it without submitting on a shared master.
