Help Center
Our products knowledge base for customers
Investor accounts
Investor accounts
An Investor account is intended for operations with fund instruments. Using a separate account type allows such operations to be separated from standard brokerage trading and enables dedicated restrictions and settings to be applied.
An Investor account is used only for instruments with the Fund asset type. Trading operations with other asset types are prohibited on such an account type, both through the trading terminal and through the Admin Terminal.
The following parameters are set automatically for such an account:
| Parameter | Value |
|---|---|
| Account relation | Non-client |
| Account type | Personal |
| Management type | Investor |
| Status | Active (assigned when the account is created, regardless of the client's KYC status) |
No more than one account with the Investor management type can be created for a single client profile. At the same time, the client may have accounts of other types, for example Brokerage and Partner.