To start copying trades from a Provider, clients first need to complete the registration process and set up a WB Copy Trading account as a Follower. Once registered as a Follower, there are three ways that they can begin to follow a Provider’s strategy.
1) Ratings Page
Clients can look for traders to copy on the Ratings Page where Providers can create special offers and share their trading strategies to try and attract more Followers. When a Follower decides which Provider to copy, they can click ‘Follow’ on the Provider’s profile and proceed to set up the parameters of their copy trading.
2) New Subscriptions
Clients can also manage their copy trading subscriptions through their WB Copy Trading dashboard. Here they will need to fill in the Provider’s info, such as nickname and offer, set up their copy trading parameters, and then activate the subscription. (Note: all subscriptions are inactive upon creation, Followers must activate them in order to start copying the account)
3) Join Links
Followers can also subscribe to Providers’ offers by following Join Links. In this case, a Provider has to share the link with a potential Follower. If the Follower already has a WB Copy Trading account, they will be led to a registration page where the provider and the offer are predefined. If the potential Follower is new to trading or Windsor Brokers, they would have to register for an account with us and then proceed to create a WB Copy Trading account through the Client Portal. (Note: Providers can set an expiration date for Join Links, after which the link becomes inactive.)
Followers can also suspend a specific copied trade or unsubscribe from a Provider at any point.