As a Fund Manager, connecting with potential investors is essential to growing your fund. The platform provides convenient tools to share your investment opportunities through a Funds Management Invitation Link and QR code, making it easy for investors to discover and subscribe to your fund.
Where can I download the required app?
Sign in to the Client Portal. In the left navigation menu, select Service Hub, then open Download Center. Choose the required MT4, MT5 or FXTRADING.com app version for your device and follow the installation instructions shown.
How do I find my invitation link and QR code?
Accessing your personalized invitation materials is straightforward through your Client Portal:
Step-by-Step Access
Log into your Client Portal
Navigate to the Funds Management section
Click Fund Manager → My Strategies
On your funds list page, locate the "Share Strategy" button
Once you click the Share Strategy button, you'll have access to multiple sharing options designed to reach investors through various channels.
Available Sharing Options
The platform provides multiple ways to share your fund with potential investors:
Embed Code
Copy HTML embed code to add your fund information to websites
Ideal for Fund Managers with their own websites or blogs
Allows seamless integration of your fund profile into external pages
Copy Image
Download a visual representation of your fund
Perfect for sharing on image-based platforms
Maintains professional branding and key fund information
Copy Link
Generate a direct URL to your fund profile
Easy to share via messaging apps, forums, or any text-based platform
Simple one-click access for potential investors
Direct Social Sharing
Share directly to popular platforms including:
Facebook - Reach your social network
X (formerly Twitter) - Share with your followers
Email - Send personalized invitations to specific contacts
QR Code
Generate a scannable QR code for your fund
Perfect for offline marketing materials, presentations, or events
Enables instant mobile access to your fund profile
How Investors Access Your Fund
When potential investors click your Funds Management Invitation Link or scan your QR code, they'll be automatically directed to the appropriate platform based on their device:
Desktop Investors
Investors using desktop computers will be directed to:
The Investor Client Portal
A web-based interface where they can view your fund details
Complete fund profile with performance metrics, strategy information, and subscription options
Mobile Investors
Investors using smartphones or tablets will be directed to:
The FXTRADING.com Trading App
A mobile-optimized experience for viewing and subscribing to funds
Seamless navigation and Funds Management on mobile devices
New Investor Experience
If the person clicking your link is not yet registered:
They will be prompted to:
Download the FXTRADING.com Trading App from Google Play Store (Android) or Apple App Store (iOS)
Create a new account
Complete the registration process
Access your fund profile
This streamlined process ensures that new investors can quickly get started and subscribe to your fund.
Registered Investor Experience
If the person is already a registered investor:
They can:
Click the link and immediately view your fund profile
Review your fund's performance, strategy, and terms
Subscribe to your fund directly if they choose
Add your fund to their watchlist for future consideration
Fund Activation Requirements
Understanding activation requirements helps you set realistic goals for your fund's visibility and growth.
Active Status Criteria
Your fund will be activated and gain full visibility once it meets either of these criteria:
Option 1: Minimum Assets Under Management
USD 2,000 or more in total invested capital
Calculated as the sum of all investor subscriptions to your fund
Option 2: Minimum Number of Investor Accounts
3 or more active investor accounts
Each unique investor who has subscribed to your fund counts toward this requirement
Meeting either criterion automatically activates your fund.
Inactive Status
If these conditions aren't met, your fund will remain in "Inactive" status.
What Inactive Status Means:
Limited visibility in fund listings and search results
Reduced discoverability for potential investors
May not appear in featured or recommended fund sections
Your invitation link still works - you can still share directly with investors
Benefits of Reaching Active Status:
Enhanced visibility in the platform's fund marketplace
Increased discoverability by potential investors
Eligibility for featured listings and promotions
Greater credibility with potential investors
Best Practices for Sharing Your Fund
Strategic Sharing
✓ Target the Right Audience
Share your fund with individuals who understand your trading strategy and risk profile
✓ Use Multiple Channels
Don't rely on just one sharing method - use links, QR codes, and social media together
✓ Personalize Your Approach
When sharing via email, include a personal message explaining your strategy and value proposition
✓ Timing Matters
Share your fund when you have a strong track record and positive performance to showcase
Professional Presentation
✓ Ensure Your Profile is Complete
Before sharing, make sure your fund profile includes all necessary information, a professional image, and clear strategy description
✓ Highlight Your Strengths
When sharing, emphasize your unique trading approach, risk management, and performance history
✓ Be Transparent
Clearly communicate fees, risks, and terms to build trust with potential investors
✓ Maintain Consistency: Keep your fund information updated so investors can review the latest information you have provided. Displayed values and status may change as platform data refreshes.
Compliance and Ethics
✓ Honest Representation
Never exaggerate performance or make unrealistic promises
✓ Risk Disclosure
Always ensure potential investors understand the risks involved in fund investment
✓ Respect Privacy
Don't share investor information or use aggressive marketing tactics
✓ Follow Platform Guidelines
Adhere to all platform rules regarding fund promotion and investor communication
Tracking Your Success
Monitor Invitation Performance
While sharing your fund:
Track which channels bring the most investor interest
Note which messaging resonates with potential investors
Adjust your sharing strategy based on results
Engage with Interested Investors
When investors view your fund:
Be prepared to answer questions about your strategy
Respond promptly to investor inquiries using the communication tools available in the platform
Provide additional information when requested
Build Your Reputation
As you gain investors:
Maintain consistent performance
Communicate regularly with your investor base
Continue to refine your strategy and risk management
Important Reminders
Invitation Links Are Unique
Each fund has its own unique invitation link - make sure you're sharing the correct link for the specific fund you want to promote.
Links Work for All Investors
Both new and registered Investors can access your fund through the same link - the platform automatically provides the appropriate experience.
QR Codes for Offline Marketing
Don't forget to use QR codes for in-person events, printed materials, or presentations where typing a URL isn't convenient.
Active Status Accelerates Growth
Work toward meeting activation requirements to maximize your fund's visibility and attract more investors.
Professional Communication
Every interaction with potential investors reflects on your fund - maintain professionalism in all communications.