Author: Livia Tay, MY
Last Updated: December 18, 2024
This article provides clear and straightforward instructions for creating and managing PAMM/MAM accounts within our trading platform. Follow these step-by-step guidelines to ensure a seamless setup, proper functionality, and compliance with company policies.
Let’s get started!
TEAMS: (ENG) FXCRM - Fund Creation
Step-By-Step
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Log into Client Account
Use your credentials to access the Client Account. Kindly refer to image 3.2.3.1a for more information.
image 3.3.1.1a
- Click Fund Manager
From the Client Portal (FXCRM), click on 'Fund Manager' on the top menu bar. Kindly refer to image 3.3.1.2a for more information.
image 3.3.3.2a -
Select Provider Accounts
In the Social Trading top menu section, select 'Provide Accounts'. Kindly refer to image 3.3.1.3a for more information.
image 3.3.1.3a
- Click Add Strategy
On the righ-hand side of the page, click. Kindly refer to image 3.2.3.4a for more information.
image 3.2.3.4a - Fill In Strategy Definition
Kindly refer to image 3.2.3.5a for more information.
image 3.2.3.5a -
Fill In Strategy Definition
Kindly refer to image 3.2.3.6a for more information.
image 3.2.3.6a
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Fill In Settings Definition
Kindly refer to image 3.2.3.7a for more information.
image 3.2.3.7a
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Strategy (Copy Trade) Completed
Copy Trade creation process completed and your application has been submitted. The verification application typically will be processed within 24 hours by our team.