Highlights
Archiving unused accounts
Problem. Active clients accumulate old accounts over time: test accounts, discontinued strategies, and accounts created for other products. Everything appeared in a single dashboard list, forcing clients to visually search for the account they actually use.
What we changed. An Archive Account section in account settings lets a client remove an account from active use through a two-step confirmation. Before the final step, the platform explains the consequences: open positions are closed, active subscriptions are cancelled, outstanding fees are charged, and any remaining funds stay on the archived account.
Example. An investor has finished working with a strategy. They open account settings, review the list of consequences, confirm, and the account disappears from the active list while the funds remain intact.
Key point for brokers. Controlled by a broker setting. If the broker does not enable it, the section is hidden and archiving stays a support-only action. For details, refer to Archive an account and Archive a master account.
Country filter in the Leaderboard
Problem. Investors do not choose a strategy on return metrics alone. Geography can be a quick trust filter — “a master trader from my region”, or “Asian strategies” — and the Leaderboard did not support it.
What we changed. A searchable country filter has been added to the Leaderboard, and the master trader’s country is shown on the strategy statistics page.
Example. An investor opens a Leaderboard with 200 strategies, filters by country, and narrows it to around ten relevant options instead of scanning the whole catalog.
Key point for brokers. Country display and filtering are enabled through a dedicated Leaderboard setting, so brokers that prefer not to disclose master trader location can leave it off.
IB rebates — automatic partner payouts based on copied trading volume
Problem. A broker may work with a network of IB partners who bring in clients and need to be compensated. In copy trading the investor does not generate volume directly — trades are opened and closed by the master trader and replicated — so standard affiliate schemes do not always attribute that copied volume correctly, and payouts had to be calculated manually outside the platform.
What we changed. In the Admin panel, under Copy Trading → Master → IB Rebates, the broker can enable a tiered payout structure of up to 10 levels, defined in US dollars per closed investor lot. When the master trader closes a position and the copied investor position is closed as a result, the platform calculates the rebate and transfers it to the partner chain from the broker’s wallet.
Example. With Level 1 at $10 per lot, Level 2 at $5, and Level 3 at $3, an investor closing 2.5 lots of EURUSD as a copy of the master trader’s close generates $25, $12.50, and $7.50 for the respective partners, paid from the broker’s wallet without manual calculation. The interface includes a live calculator for this scenario.
- Rebates are accrued only for closes that genuinely replicate the master trader’s action — a manual investor close, a stop-out, or a rebalancing close generates no rebate, which prevents artificial volume inflation.
- Rate changes apply only to new trades; historical trades are not recalculated.
- Brokers can set a minimum lot-value threshold so cent-based symbols cannot inflate rebate payouts.
- Two payout modes are available: automatic (calculate and pay on close) or administrator-controlled (accumulate in a queue and approve payouts in batches).
For configuration, calculation rules, and reporting, refer to Broker IB rebates.
Mandatory terms acceptance when opening an account
Problem. In regulated jurisdictions, brokers may need proof that a client has seen and accepted specific terms, such as a risk disclosure, product rules, or an offer document.
What we changed. The broker can upload a document and require an I accept the terms checkbox with a link to it. The account cannot be created until the user selects it, and the checkbox works across all account-creation scenarios rather than a single flow.
Clear notice about the fee payout account
Problem. Master traders earn fees from subscribers, and those fees are paid into a specific account. When that was not clear during setup, it led to “where are my payouts?” support requests.
What we changed. During master account setup, the platform now shows an explicit notice identifying the account that will receive fees. Brokers can enable or disable the notice.
Also released
- Promo offers can now have an expiration date and close automatically by calendar instead of being disabled by hand, and a clear warning states that fee plan and promo changes apply only to new subscriptions — existing subscribers stay on their current terms.
- Private strategies: statistics can be viewed and subscriptions created only with a subscription code from the master trader, so a private master account can no longer be found through search without the code.
- The option to change a trading-account password can be hidden when the broker’s process requires support to handle password changes.
- Tooltips were added for Leaderboard columns and strategy profile metrics, explaining for example that Followers is the number of investors currently copying the strategy and that assets under management is the amount allocated to it.
- The subscription page shows which investment account is connected to which master account, and master traders can see which fee plan each investor is on.
- Confirmation dialogs were added for closing and detaching positions, account numbers and subscription codes can be copied with one click, and fee amounts and currencies are displayed more precisely.
- PAMM investors are shown when the next rollover will occur — one of the most frequent support questions — and see a pending-request indicator for their deposit or withdrawal request.
- Sessions are extended automatically instead of ending with an unexpected logout, and a subscription is no longer blocked when the account has sufficient funds but the deposit window is hidden by broker settings.
