Funds Manager
Learn how Fund Managers create and manage funds, review Investor subscriptions and redemptions, monitor fund performance and fees, and use the available Funds Management tools.
19 articles
- Content Guidelines for Fund ManagersReview customization limits, photo specifications, moderation standards, prohibited material, and potential consequences when preparing Fund Manager profiles and fund information.
- Starting Your Journey as a Fund Manager
- How Can Fund Managers Subscribe to Their Own Funds?Follow the Funds Management steps for a Fund Manager to favorite and subscribe to their own fund using money from an eligible funded account.
General
Find general guidance for Fund Managers on fund setup, account funding, balances, fees and other Funds Management features.
- How do I choose an account type when creating a fund?Compare the account types displayed during fund creation and understand what to review before confirming, including specifications, later changes, and earnings records.
- Risk Considerations in Funds ManagementAssess how billing periods, delayed Performance Fees, visible metrics, drawdowns, and investor timing can affect Fund Managers and Investors, with practical risk considerations for each.
- How do I update my Funds profile?Follow the Client Portal steps to update a fund’s avatar and professional background while meeting image, content, visibility, and moderation requirements.
Manage Funds
Learn how Fund Managers configure funds, review Investor requests, monitor performance and manage available fund settings and trading access.
- Equity Synchronization ExplainedUnderstand how automated equity synchronization identifies and corrects minor technical discrepancies between the fund pool and Investor accounts during regular checks and key events.
- Managing Your Funds EffectivelyManage fund settings, approvals, trading access, archived status, sharing, security, and performance monitoring from the Fund Manager dashboard in the Client Portal.
- Inviting Investors to Your FundLearn how to share a fund with potential Investors, understand their access experience, and review activation requirements and responsible promotion practices.
- How do Fund Managers review investor applications?Follow the Client Portal workflow to inspect and respond to pending subscription or redemption requests while checking current fund settings and status.
- Referral Fee-Sharing for Fund ManagersLearn how to set introducer-specific referral rates, adjust them in the Client Portal, and calculate each share of your Performance Fee.
- How do Fund Managers review redemption requests?Review redemption request details and available actions, then track confirmation, cancellation availability, settlement, fees, and any required follow-up.
- How do I archive my funds?Check when a fund can be archived, follow the Client Portal steps, and understand the irreversible effects on investments, requests, fees, and access.
- Withdrawing Performance Fees from Your Partner WalletFollow the withdrawal process for Performance Fees in your Partner Wallet and review verification, payment-method limits, processing estimates, and possible delays.
- How do Fund self-investment, redemption and withdrawal differ?Distinguish a Fund investment minimum and redemption process from the ordinary withdrawal policy that applies after funds reach an eligible account or wallet.
- How to Activate Your FundReview the AUM or investor threshold required to activate a fund and learn where Fund Managers can find its promotion link and sharing options.
- Understanding Maximum Drawdown and Stop-Loss Parameters in Funds CreationUnderstand how Maximum Drawdown and Stop-Loss Level inform Investors during fund selection, why they do not automate risk controls, and which setup details become locked.
- Do Investors Need to Match My Funds Account Type and Currency?Understand how Investors can subscribe through an Investment Wallet or existing trading account without matching the Fund Manager’s account type or currency.
- What Happens When a Fund Has a Negative Balance? (For Fund Managers)Understand the automatic termination, position closures, forced redemptions, restrictions, and next steps for Fund Managers when a fund balance becomes negative.