Author: Livia Tay, MY
Last Updated: May 20, 2025
Copy Trading allows client to follow and automatically copy the trades of experienced strategy providers. This guide will walk you through the simple steps to top up client follower account directly from the client portal.
Step-by-Step
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Log in to the Client Portal
Go to the Client Portal and enter your username and password to log in. Kindly refer image 3.2.8.1a for detailed information.
image 3.2.8.1a -
Navigate to "Social Trading"
Once you're logged in, locate the top menu bar and click on “Social Trading”. Kindly refer image 3.2.8.2a for detailed information.
image 3.2.8.2a -
Click on "Top-Up"
On the right-hand menu of your selected account, click the "Top-Up" button. Kindly refer image 3.2.8.3a for detailed information.image 3.2.8.3a
- Enter Top-Up Details
A pop-up window will appear. Enter the amount you wish to top up. Kindly refer image 3.2.8.4a for detailed information.
image 3.2.8.4a
- Click Confirm
Review the details and click "Confirm" to proceed. - Top-Up Complete!
Your follower account has been successfully topped up.
This process allows clients to adjust their investment amount without stopping or restarting their copy trading activity. When assisting clients, always double-check the selected account and ensure wallet funds are available before confirming any top-up.