To start copying a Provider you will first need to set up a Follower WB Copy Trading account and complete the registration process. Once registered, you can start copying a strategy from a Provider in one of the following ways:
1) Ratings Page
You can look for traders to copy on the Ratings Page where Providers can create special offers and share their trading strategies. When you decide which Provider you want to copy, you can click ‘Invest’ on their profile and proceed to set up the parameters of your new subscription.
2) New Subscriptions
You can also manage your copy trading subscriptions through the WB Copy Trading dashboard. Here, you will need to fill in the Provider’s info, such as nickname and offer, set up your copy trading parameters, and then activate the subscription. (Note: all subscriptions are inactive upon creation, you must activate them to start copying the account)
3) Join Links
If you have received a Join Link from a Provider, you can use that link to start copying them. In some cases, a Provider will 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 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.)