Access URL:smartpickscopytrading.rkx.com/copy-trading/my-accounts/967717/settings
Note: International clients are advised to select English or another international language when logging in. Available languages: Simplified Chinese, Traditional Chinese, Korean, Japanese, Spanish, Portuguese, Arabic, Thai, Vietnamese.
PART 1 — MASTER ACCOUNT
Step 1 — How to Log In
Clients can register and log in directly using their MT Login and MT Password.
- Enter your MT Login credentials
- Select the correct server from the dropdown
- Use your MT Password to log in
- If you forgot your password, click the reset link to be redirected to the Client Portal
- If you do not have an active MT account, click the link to open a trading account via the Client Portal
Step 2 — Registration as Master
When prompted to select your account role, select "Copy Trading Master" to create a Master account and provide trading signals to Investors.
⚠️ Important:
- Accounts registered as Master or Investor cannot be converted to another account type after registration.
- Accounts registered as Wallet may be converted once only. After conversion, the account type cannot be changed again.
- Please ensure you select the appropriate role before completing registration.
- To complete registration, you must read and acknowledge the Terms and Conditions.
- If you are not sure whether you want to become a Master or Investor, you may keep the MT account as a Wallet for now.
Step 3 — Profile & Strategy Setup
The setup process consists of two steps:
Step 1 — Strategy Setup
Step 2 — Fee Plan Setup
- The payment period is only available for Daily and Weekly options.
- If you do not have a strategy set up yet, you may skip this step for now.
Step 4 — Edit Profile Details
From your profile page you can:
- Edit your Nickname
- Verify your account details
Step 5 — Wallet Account
If you are not yet ready to become a Master or Investor, you may keep your account as a Wallet Account.
⚠️ Note: Payout Account configuration is currently not available for Wallet Accounts. This feature is still under development. Performance Fees are currently paid directly to the Master's trading account.
- Your registered Master account will be visible on your profile dashboard.
Step 6 — Profile Management
Clients can add additional MT accounts as Master or Investor accounts within the same profile.
- A client registered as Master can also manage Investment Accounts within the same profile.
- Each profile can have a maximum of:
- 10 Master Accounts
- 10 Investment Accounts
Note: A single profile may contain multiple Master and Investor accounts, allowing clients to act as both a signal provider and an investor within the same SmartPicks profile.
Step 7 — Adding Additional Accounts
To add an additional Master Account (3 Steps):
- Add MT Account — Select the MT account you wish to add
- Strategy Setup — Configure the trading strategy
- Fee Plan Setup — Set up the fee structure for the Master account
To add an additional Investor Account:
- Simply add the MT account you wish to register as an Investor account
Step 8 — Master Account Overview & Key Functions
From the Master Account dashboard you can:
- View MT account balance, equity, realized/floating P&L, fees received, and active subscribers
- Check fees paid by copiers
- Click the share button to generate and share your strategy link with clients
- Configure additional strategy settings
- View Subscribers Details, P&L Details, Fees Paid, and Status
- Click "View" to check the fee plan subscribed by each copier
- View Open Positions and Closed Positions
Step 9 — Master Settings
Click "Settings" from the Master Account page to access the configuration panel where you can:
- Edit Nickname
- Edit Strategy Name
- Edit Strategy Description
- Configure the number of latest closed positions visible to Investors
Step 10 — Advanced Master Settings
From the settings page you can also manage:
- Leaderboard Visibility — Choose whether to make your Master profile visible or hidden from the leaderboard
- Minimum Deposit Requirement — Set a minimum deposit requirement for copiers. If not met, the copier cannot subscribe
- Subscription Code — If enabled, all copiers must enter a code when subscribing to your strategy
- Fee Plan Changes — New fee plan settings will only apply to newly registered subscribers
- Promo Offer / Agents — Add agents to a new offer for the same Master. Total partner share must not exceed 100%
- Archive Account — If you no longer wish to use the account, you may archive it
⚠️ Important: Once an MT account is archived, it cannot be re-registered or used as any role (Master/Investor) in SmartPicks. Please consider carefully before proceeding.