Starting Your Journey as a Fund Manager

Follow the Funds Management steps for a Fund Manager to favorite and subscribe to their own fund using money from an eligible funded account.

How Can Fund Managers Subscribe to Their Own Funds?

Review customization limits, photo specifications, moderation standards, prohibited material, and potential consequences when preparing Fund Manager profiles and fund information.

Content Guidelines for Fund Managers

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.

Funds Manager

Compare the account types displayed during fund creation and understand what to review before confirming, including specifications, later changes, and earnings records.

How do I choose an account type when creating a fund?

Assess how billing periods, delayed Performance Fees, visible metrics, drawdowns, and investor timing can affect Fund Managers and Investors, with practical risk considerations for each.

Risk Considerations in Funds Management

Follow the Client Portal steps to update a fund’s avatar and professional background while meeting image, content, visibility, and moderation requirements.

How do I update my Funds profile?

Find general guidance for Fund Managers on fund setup, account funding, balances, fees and other Funds Management features.

General

Understand how automated equity synchronization identifies and corrects minor technical discrepancies between the fund pool and Investor accounts during regular checks and key events.

Equity Synchronization Explained

Manage fund settings, approvals, trading access, archived status, sharing, security, and performance monitoring from the Fund Manager dashboard in the Client Portal.

Managing Your Funds Effectively

Learn how to share a fund with potential Investors, understand their access experience, and review activation requirements and responsible promotion practices.

Inviting Investors to Your Fund

Follow the Client Portal workflow to inspect and respond to pending subscription or redemption requests while checking current fund settings and status.

How do Fund Managers review investor applications?

Learn how to set introducer-specific referral rates, adjust them in the Client Portal, and calculate each share of your Performance Fee.

Referral Fee-Sharing for Fund Managers

Review redemption request details and available actions, then track confirmation, cancellation availability, settlement, fees, and any required follow-up.

How do Fund Managers review redemption requests?

Check when a fund can be archived, follow the Client Portal steps, and understand the irreversible effects on investments, requests, fees, and access.

How do I archive my funds?

Follow the withdrawal process for Performance Fees in your Partner Wallet and review verification, payment-method limits, processing estimates, and possible delays.

Withdrawing Performance Fees from Your Partner Wallet

Compare payment options for subscribing to your own fund, and check the Client Portal for regional availability, fees, processing times, and transaction limits.

Payment Options for Self-Investment

Review the AUM or investor threshold required to activate a fund and learn where Fund Managers can find its promotion link and sharing options.

How to Activate Your Fund

Understand 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.

Understanding Maximum Drawdown and Stop-Loss Parameters in Funds Creation

Understand how Investors can subscribe through an Investment Wallet or existing trading account without matching the Fund Manager’s account type or currency.

Do Investors Need to Match My Funds Account Type and Currency?

Understand the automatic termination, position closures, forced redemptions, restrictions, and next steps for Fund Managers when a fund balance becomes negative.

What Happens When a Fund Has a Negative Balance? (For Fund Managers)

Learn how Fund Managers configure funds, review Investor requests, monitor performance and manage available fund settings and trading access.

Manage Funds

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