Copy trading accounts

When subscribing to a public account, a special account with the management type Copy trading is automatically created for the subscriber in the platform.

Trading operations on such accounts are copied from the public account, and subscription payments are processed according to the terms established in the subscription. On such an account, a client cannot independently execute trading operations.

Subscription terms

To execute a subscription, a client must have the Copy trading management permission set for the Role assigned to the participant in their profile.

Additionally, the newly created account must be automatically assigned account group settings. Such a group can be:

• Specified in the Overridded account group field when creating and editing a public account (applies to all accounts that subscribe to a specific public account);
• Set in the Client open account groups field of the profile group. Applies to accounts created for client profiles that belong to the group, if Overrided account group is not specified.

Important! In the Netting settings established for such account groups, conversions must be configured for transactions of type Daily P/L by instrument groups traded on the public account. If the public account trades equities, conversions must also be configured for transactions of type Settlements.

Account closure

To close such an account, a client must unsubscribe from it, after which an administrator must perform the corresponding operations to transfer balances from the special account to the trading account. The account will be closed on the next day after the operations are completed.

Important! If the subscription is terminated as a result of closing the public account, it is not possible to close the special account from this section; therefore, funds must be transferred to the trading account manually.

Display of the special account for the client

On the special account created upon subscription, the client will have access to functionality limited to several sections of the platform:

From the special account, the client can manage subscriptions of their trading accounts to public accounts.