Author: Livia Tay, MY
Last Updated: May 20, 2025
This guide outlines the internal steps to assist clients who wish to withdraw their Copy Trade account in the Client portal platform. Ensure the client has sufficient funds in their wallet before proceeding with this process.
Step-by-Step
-
Log in to the Client Portal
Go to the Client Portal and enter your username and password to log in. Kindly refer image 3.2.9.1a for detailed information.
image 3.2.9.1a -
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 3.2.9.2a -
Click on "Withdrawal"
On the right-hand menu of your selected account, click the "Withdrawal" button. Kindly refer image 3.2.9.3a for detailed information.image 3.2.9.3a
- Enter Withdrawal Details
A pop-up window will appear. Enter the amount you wish to withdraw. Kindly refer image 3.2.9.4a for detailed information.
image 3.2.9.4a
- Click Confirm
Review the details and click "Confirm" to proceed. - Withdraw Complete!
Your follower account has been successfully withdrew.
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 withdrawal.