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Settings page

The Settings page description for master and investment accounts.

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Master accounts

On the Settings page of a master account, you can manage the following settings of your account:

  • View or change the name of your master account and reset the account password. The name is used to make an account noticeable among other master accounts and is displayed on the Leaderboard and other Web UI pages.
    For details, refer to Add or change your account name and Reset your account password.
  • Fee Plan
    View or modify the fee plan that investors should accept in order to subscribe to your master account.
    For details, refer to Set up or modify a fee plan for your master account.
  • Privacy
    Select the status of your master account. The status indicates if your account is displayed on the Leaderboard or hidden from it. For details, refer to Change your master account visibility on the Leaderboard.
    In addition, you can generate a subscription code for your account to allow only investors who have the code to view the account's trading statistics or subscribe to the account.
    For details, refer to Assign a subscription code to your master account.
  • Minimum deposit
    Assign a minimum deposit to your master account. The minimum deposit stipulates the minimum balance that must be on investment accounts so that they can be subscribed to your master account. Furthermore, the same minimum balance must be maintained on the investment accounts after withdrawing funds in order to keep the subscriptions active.
    For details, refer to Assign a minimum deposit to your master account.
  • Strategy Description
    Enter a description of your trading strategy to let potential investors know more about your trading style.The strategy description is displayed on the Account Statistics page, which investors can view before subscribing to your account.
  • Trading History Visibility
    Enter the number of closed positions that you want to display on the Trading History tab of your master account’s Statistics page. The trading history will include only the specified number of last closed positions.
  • Promo Offers
    To offer investors discounted fee plans when they subscribe to your master account, set up one or several promo offers. For details, refer to Set up a promo offer for a master account.

Investment accounts

On the Settings page of an investment account, you can view and change the name of your account and reset the account password.

What to read next?

Fee Payments page