A master’s Fee Plan defines the fees its subscribers pay and when they are charged. Each master can hold several plans: the default plan is the one investors accept when subscribing (and the one applied automatically when a subscription is created in the Admin panel); non-default plans cover special cases — for example, a discounted plan attached to a promo offer.
What a plan can include
- **Performance fee** — a percentage of net profit, charged under the High-Water Mark principle with a daily, weekly, or monthly period.
- **Profit fee** — a percentage of new realized profit from profitable closed positions.
- **Trade fee (Volume fee)** — a fixed USD amount per lot of copied volume when it closes.
- **Subscription fee** — a fixed recurring amount, prorated when only part of a calendar period needs to be covered.
- **Management fee** — a time-adjusted percentage of the managed balance or equity.
- **Joining fee** — a one-time USD amount charged when the subscription starts.
This tab sets the rates and periods. See Performance fee, Management fee, Profit fee, Trade fee, Subscription fee, and Joining fee for how each one is charged.
Create a fee plan
Open the master
Expand Copy Trading, PAMM, or MAM → Masters, and click the account number in the Account Login column.
Go to the Fee Plan tab
If the master has no plan yet, you can also click Set Plan in the Fee Plan section of the Properties tab.
Click Create Plan
Enter a rate for each fee you want to include and pick payment periods for the recurring ones.
Decide whether it’s the default
Select Set plan as default to make it the plan new subscribers accept; leave it unchecked for a non-default plan.
Click Create
The plan gets an ID and appears in the master’s plan list.
Edit a plan or switch the default
To edit an existing plan, click the pencil icon in its row and adjust the rates. To promote a non-default plan, click Set as default in its row — new subscriptions will use it, while existing subscriptions keep the plan they accepted.
Editing a plan updates every existing subscription that already accepted it — investors are charged by the new rates immediately. If you don’t want to touch existing subscribers, create a new plan and mark it as default instead: it applies only to new subscriptions.
