PART 2 — INVESTOR 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 Investor
When prompted to select your account role, select "Copy Trading Investor" to create an Investor account and start copying a Master's strategy.
⚠️ 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, you may keep the MT account as a Wallet for now.
Step 3 — Profile & Wallet Account
- Your registered Investor account will be visible on your profile dashboard.
- If you are not yet ready to commit to a role, keep your account as a Wallet Account.
Step 4 — Profile Management
Clients can add additional MT accounts as Master or Investor accounts within the same profile.
- A client registered as Investor can also manage Master Accounts within the same profile.
- Each profile can have a maximum of:
- 10 Master Accounts
- 10 Investment Accounts
Step 5 — 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
To add an additional Investor Account:
- Simply add the MT account you wish to register as an Investor account
Step 6 — Leaderboard Overview
Clients can browse the Leaderboard to view Master details and choose to follow their strategies.
Step 7 — How to Follow a Master (No Subscription Code)
- Browse the Leaderboard and click "Follow" on your chosen Master
- If the Master has not enabled a subscription code, you can subscribe to the strategy directly after clicking "Follow"
Step 8 — How to Follow a Master (With Subscription Code)
- Browse the Leaderboard and click "Follow" on your chosen Master
- If the Master has enabled a subscription code, you will need to enter the code provided by the Master to subscribe to the strategy
Step 9 — Investment Account Overview & Key Functions
From the Investment Account dashboard you can:
- View MT account balance, equity, realized/floating P&L, fees paid, and active subscriptions
- View Subscribed Master Details, P&L Details, Paid Fees, and Status
- Configure account settings (Account Name & Account Archiving)
- View Open Positions and Closed Positions
Step 10 — Investment Account — Detailed Settings
Click "Details" from the Investment Account page to access:
Copy Module Settings — Edit the copy method for each strategy:
- Proportionally to Equity × Ratio
- Fixed Lots Volume
- Multiplier
Subscription Management:
- View subscription details
- Pause or Unsubscribe from a strategy at any time
Maximum Loss Configuration:
- Set the maximum loss amount for your Investor account
- Calculation: Closed P&L + Floating P&L + Paid Fees
- When the total reaches or exceeds the configured Maximum Loss limit:
- The Investor will be automatically unsubscribed from the Master strategy
- All copied positions will be closed automatically
Step 11 — Fees & Positions View
- Click "View Paid Fees" to see a detailed breakdown of fees paid for a specific strategy
- View Open and Closed Copied Positions for each specific strategy you are following