As a Funds Manager, you can archive funds when they're no longer needed. This guide explains the archiving process, requirements, and what happens afterward.
When Can You Archive a Fund?
You can archive a fund only when:
There are no active orders in the fund
You want to permanently retire the fund
Note: Archived funds still count toward your maximum fund limit.
How to Archive a Fund
Follow these steps to archive a fund:
Log into your Client Portal
Navigate to the Funds Management tab
Click on Funds Manager → My Strategies to see your funds
Find the fund you wish to archive
Click the three-dot menu icon on the right side
Select "Archive the strategy"
Confirm your action on the confirmation page
What Happens After Archiving?
When a fund is archived:
For New Investors:
The fund becomes unavailable for subscription
Funds Management Invitation Links, codes, and QR codes no longer work
For Current Investors:
All active investments are closed
The fund becomes view-only
For You as Funds Manager:
All pending requests are automatically completed
All active investments are closed
Performance Fees are calculated and paid at the end of the billing period
The fund becomes view-only
The associated trading account is archived
Automatic Archiving
When a fund experiences a stop-out, all active investments are automatically closed and the fund is archived. You can view these funds in the "Archived Funds" tab.
Important: The archiving process cannot be reversed. Once archived, a fund cannot be reactivated.
For assistance with archiving funds, please contact our support team through the Service Hub, Live Chat, or email [email protected].