Edit one fund at a time in the signed-in Client Portal. Menu labels and available actions can vary with account and product state; follow the current screen and any moderation notice. Saving or uploading submits the displayed content and is not, by itself, proof of acceptance, publication or visibility.
Step-by-Step Guide to Editing Your Funds Profile
How do I access the funds profile editor?
Log into your Client Portal
Navigate to the Funds Management tab
Click on "Fund Manager", then "My Strategies"
Select the specific fund for which you wish to update the profile
Click the three-dot icon (menu icon) next to the fund
Select "Update Strategy Avatar" from the dropdown menu
Updating Your Funds Profile Photo
Click "Browse" to select a photo from your device
Choose an appropriate image that represents your fund professionally
Ensure your photo meets the technical requirements:
Dimensions: 800x800 pixels
File Size: Less than 15MB
Format: PNG or JPG only
Upload the selected photo
Updating Your Professional Background
The professional background section allows you to describe your fund's approach and your expertise as a Fund Manager.
What to Include:
You can add or edit information about:
Trading Background: Your experience and history in trading
Investment Objectives: The goals and targets of this specific fund
Trading Goals and Approach: Your strategy, methodology, and trading philosophy
Risk Management: How you approach risk in this fund (optional)
Character Limit:
Maximum 1,000 characters for the entire professional background section
Check the current state after saving
Confirm that you edited the intended fund and that the current page shows the expected image and professional background.
Read any error, status or moderation notice; a successful save or upload does not by itself mean the content was accepted or published.
Determine visibility from the current page and audience, account and product state; do not promise that every investor can see the content.
Verify each fund separately; do not assume a change to one fund was applied to another.
Keep personal, banking and security credentials out of profile content. Describe experience and approach accurately; do not claim guaranteed returns, approval, visibility or investor outcomes.