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How Can Funds Managers Subscribe to Their Own Funds?

Updated this week

As a Funds Manager, you can subscribe to the funds you've created by following these steps:

  1. Log in to the Client Portal.

  2. In the left navigation bar, click Funds Management, select Funds Manager, then click My Strategies and find the funds you wish to subscribe to.

  3. Click on the funds.

  4. On the new page, first click the star icon to add it to favorites, then click Invest in Funds Management in the upper right corner.

  5. An Allocate Funds window will appear.

  6. In this window, select which trading account you want to transfer money from to subscribe to the funds.

Please note: We recommend that you complete a deposit to your regular trading account or investment wallet first before following the above steps to subscribe to your own funds. If your other trading accounts have no funds, you need to complete the deposit operation first, then click Funds ManagementInvestorsFavorites & Viewed to find the funds you want to subscribe to and complete the subsequent operations.

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