Forex Money Manager - Forex Managed Accounts FAQ

Q. I'd like to use fxTrade Client Manager to trade client funds. What do I need to do to get started?

For instructions on how to create an fxTrade Client Manager Account, go here. Please note that OANDA does not introduce clients to brokers.

Q. What certification do I need to have?

Managers should refer to their national or regional regulatory body to determine whether certification or registration is required to trade or manage client funds in their jurisdiction.

Q. How do I use the fxTrade Client Manager interface?

For more information on using the fxTrade Client Manager interface, see the Manager's user guide.

Q. How do I get my clients set up?

Go to this page.

Q. How do I instruct my clients to allocate their funds?

Your clients must open an fxTrade account and transfer their funds to an Unallocated account. Instructions are provided here to help your clients get started.

Q. I'd like to allocate client funds between accounts. How can I do this?

Peer client account transfers (the ability for a manager to make sub-account transfers of clients' funds) is not currently available.

Q. The fxTrade Client Manager Client Login allows my clients to see every trade I make on their behalf. Can I hide these details from them?

The current release of fxTrade Client Manager does not allow for Account Trade activity to be suppressed.

Q. Can I send a message to my clients using the fxTrade Client Manager interface?

This ability is not supported in fxManager. OANDA recommends that Managers implement their own means to communicate with clients, such as instant messaging, email or some other method. Managers are encouraged to take advantave of the web page link in the client interface to point to their account-specific page.