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Forex Trading
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Invite Clients - Forex Managed Accounts

(For investment managers using fxTrade Client Manager)

How do I get my clients set up?

  1. First, you need to sign up for fxTrade Client Manager.
  2. Each client must receive an invitation from you that introduces fxManager and provides a URL for them to start the registration process. This URL was provided to you in the registration email when you activated your fxTrade Client Manager account.

    Instructions are provided in the invitation to help your clients get started.
  3. You or your client must send a signed Power of Attorney (POA) to OANDA.

    Your client will not be able to allocate funds until this document is processed by OANDA. You and your client will receive an email letting you know when this process is complete.

    Note: OANDA is not responsible for any other legal forms required by the country in which you reside. See Relationship of Parties.
  4. Your clients must open an fxTrade account and transfer their funds to an Unallocated account. Client instructions are available to help them get started.
Manager's sign-up process

Click this flowchart to follow each step in the manager sign-up process.

Relationship of Parties

What are the responsibilities for managers, clients, and OANDA? Go here

Are you an investment manager?

Are you a client?

Trading off-exchange foreign exchange on margin carries a high level of risk and is not suitable for all investors. Trading through an online platform carries additional risks.
Please refer to our more detailed Risk Warning, and NFA's FOREX INVESTOR ALERT.
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