Copy Trading - PowerPoint PPT Presentation

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Title:

Copy Trading

Description:

New Copy Trading Platform – PowerPoint PPT presentation

Number of Views:10
Slides: 16
Provided by: nedwallacejr
Category: Other
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Transcript and Presenter's Notes

Title: Copy Trading


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When a strategy is clicked this view appears
4
  • When the join button is clicked this view appears
    with the option on the right for
  • Select currency
  • Deposit Amount
  • Guard Level

5
When register is clicked this view appears
6
The register questions take the client through a
step of questions
7
The client adds card details at this stage
8
Client confirms the strategy they selected on the
front end (if no strategy was selected this step
does not appear)
9
Client is sent an email to confirm to authorize
email address and upload documents
10
Email Sent To Client
  • Dear ltclient namegt
  • Your account with Earnex Exchange has been set
    up.
  • Click here to authorise your email account and
    login to your account.
  • Your password for login is
  • ltenter login password which is generated from the
    platformgt
  • For trading to start on your account you will
    need to upload your ID documents. This can
    include
  • - Passport
  • - Driving License
  • - Proof of address
  • Yours
  • Earnex Exchange

11
Client clicks links in email and returns to this
page, to set own password and proceed with
entering ID docs
12
Client can add ID docs. If client does not
upload ID docs straight away each time they log
in they keep going back to this page until they
have sent the Docs
13
Email Sent To Client
  • Dear ltclient namegt
  •  
  • Your earnex exchange account has been authorised
    and trading on your account has started.
  •  
  • To view your trading strategies click here
  •  
  • ltgoes to My Strategy page once logged ingt
  • Yours Earnex
  • OR
  • Dear Client
  • Your documents were not authorised, please reply
    to this email and send us alternative ID document
  • NB
  • once documents approved resend the email above

14
These are the options the clients sees when
logged in. Any option they click on the right or
left, all that changes is the central white strip
Unless a client clicks Trade Yourself and then
it takes client to Traders Hub
15
Trades Hub (self directed trader)
  • The flow for boarding needs to work like
    eurotrader.com (exactly the same)
  • There will be a link from the traders hub to the
    trader exchange in the menu options
  • If a client joins the Traders Hub and is approved
    they do not need to follow the boarding process
    on the exchange. Likewise if the client joins
    through the exchange they do not need to register
    again and follow the boarding process through the
    hub. Please review the other document titled
    Boarding Process on how this should flow
    between the Hub and the Exchange
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