Follow the Investor journey from reviewing fund terms and subscribing through monitoring performance, understanding risks, and requesting redemption.

How does Funds Management work for Investors?

Follow the steps to review an invitation, submit a subscription request, fund an approved investment wallet, and track performance through the Client Portal.

Getting Started with Managed Investments

Follow the Client Portal process to configure fund terms and risk parameters, invite Investors, approve subscriptions, and begin allocating trades.

Setting Up Your Investment Fund

Follow the invitation, verification, review, approval, and funding steps required to submit and complete a fund subscription through the available Client Portal flow.

How do I subscribe to a fund?

Understand the platform’s fund capacity for assets and active investments, and the strategy, liquidity, performance, and risk factors Fund Managers may use to set restrictions.

Funds Capacity and Flexibility

Review fund capacity for assets and investors, and understand how Fund Managers can set strategy-based restrictions for scalability, liquidity, performance, and risk management.

Learn how market closures affect pending orders, execution prices, initial valuation, and Investor subscriptions when a Fund Manager creates a fund outside trading hours.

Creating Funds During Market Closure

Understand the conditions for completing a fund termination, including market reopening, position closure, Investor redemptions, settlement values, and subscription restrictions.

Terminating Your Fund During Market Closure

Follow the Client Portal deposit process for a fund subscription and understand Fund Manager approval, rejection discretion, and the synchronization schedule.

Subscribing to Funds: Deposit Guide

Review and filter Funds Management subscriptions, redemptions, fees, rewards, and rejected requests by date, status, account, fund, or Fund Manager in the Client Portal.

Tracking Your Funds Investment History

Follow a Funds Management redemption from request through completion, including status checks, required actions, cancellation availability, destination, conversion, and final value.

How do I track a Funds Management redemption?

Understand forced redemption, the zero redemption amount, the end of the investment relationship, and possible next steps when a fund balance becomes negative.

What Happens to My Investment If a Fund Has a Negative Balance?

Learn how eligible Investors review funds, submit subscriptions, monitor investment performance and request redemptions through FXTRADING.com Funds Management.

Investors

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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, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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