Use the route for your role: Investor and Signal Provider controls are in separate areas.

___________________________________________________________

To create an investment: Client Portal → Social Trading → Discover Signals → Start Copying.

To review or close an investment: Client Portal → Social Trading → Assets → Active/Closing/Closed.

- To create an investment: Client Portal → Social Trading → Discover Signals → Start Copying.
- To review or close an investment: Client Portal → Social Trading → Assets → Active/Closing/Closed.

Follow the options and instructions currently displayed in Client Portal.

To review or close an investment: Client Portal → Social Trading → Assets.

How do I make an investment?

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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How do I make an investment?

Current Investor route