After registering as a Fund Manager, you can create funds and invite Investors to subscribe. A helpful progress guide will walk you through the fund creation process, with green checkmarks appearing as you complete each step.
Step-by-Step Fund Creation Process
1. Access Funds Management
Log in to your Client Portal
Navigate to the Funds Management tab
2. Initiate Fund Manager
Click "My Strategies" and Create a New Strategy
Select your preferred account type
Set up Performance Fee
Choose Trading Server: MT4 or MT5
Set Leverage (maximum up to 1:500 for Funds Management)
Choose a base currency
Set up Management Fee
Set a trading password, choose your leverage option, and click "Continue"
3. Set Fund Parameters
Allocate Funds Review Method (Auto Approve or Auto Reject)
Detachment Review Method (Auto Approve or Auto Reject)
Maximum Drawdown
Stop-Loss Level
Other Risk Management Description (Optional)
Click "Next"
4. Configure Fund Details
Create a professional fund name that will attract investors
Write a compelling description highlighting your trading experience and strategy
Click "Continue"
Choose an avatar
Congratulations!
You have successfully created your fund!
Invite Investors
On My Strategies page (Funds Management → Fund Manager → My Strategies), click Share Strategy to invite investors
Share your fund link, code, or QR code with potential investors
Begin Trading
Once you've approved subscription requests and gathered investors, you can start trading
All orders will be allocated across investments based on equity share
After the billing period, you'll earn Performance Fees from profitable investments, which will be credited to your Partner Wallet