All of the following steps must be completed before you can allocate funds to your investment manager.

1. Accept your manager's invitation to join FXManager.

Your investment manager will send an email inviting you to join FXManager:

1. Click on the URL provided in your manager's email, or copy and paste the URL into your Web browser.
2. Follow the instructions to register and log in to FXManager.
3. You should be able to see your managed account listed in the FXManager interface.

Find out more about:

• The responsibilities for managers, clients, and OANDA

• System requirements and the requirements for managers and clients

2. Activate your FXTrade account.

As part of the FXManager registration process, you are asked to create an FXTrade account (if you don't have one already).

1. You will be sent an email to activate your FXTrade account. Click on the URL provided in the email, or copy and paste the URL into your Web browser.
2. Follow the instructions to set up and activate your account.
3. Follow the signup instructions to send your identification to OANDA. This step is required to activate your account.

3. Place funds in your FXTrade account.

OANDA must receive funds before you can allocate them to your manager. Funding options include wire, check, money order, or PayPal.

For details, go to deposit funds.

4. Provide a completed POA.

OANDA must receive a completed Power of Attorney (POA) from you or your investment manager. Link to POA form.

You will not be able to allocate your funds until this document is processed by OANDA. You and your investment manager 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.

1. Using the Cash Management System, transfer funds from your principal FXTrade account to the "MA Unalloc bal" sub-account.
   
   
2. Log in to FXManager.
   
   
3. Next, you need to allocate the funds. In FXManager, select Account > Allocate Funds.
   
   
4. Specify the source account. (If you have more than one Unallocated account, make sure you select the right one.)
   
   
5. Type in the fund amount you want to allocate to your investment manager. (You can use an amount up to the funds available in the unallocated balance account.)
   
   
6. Click Submit.
   
   Your allocation request appears in the Allocations table. Your manager must accept this request before the account balance will change in your Accounts Summary.
   
   Tip: If you don’t see fund allocations or other changes you’ve made, try disconnecting and reconnecting. Click on the Connected icon in the lower left corner, then click on it again.

The tables in the lower panel of the FXManager window let you track what's happening to your allocated funds, including:

Allocations — money you've allocated to the fund

Open Positions — currently open positions

Transactions — a list of all transactions that have occurred in your account (buys, sells, fees, and so on)

Fees — a list of all the fees that have been charged

Activity — a list of actions made by you and your investment manager to your account (fees, fund allocations, and so on)

For more information, see the user manual.

Note: Your Investment Manager must approve your de-allocation request before the funds are returned.

1. Select Account > Allocate Funds.
   
   (If you have more than one source account, make sure you select the right one.)
   
   
2. Click the Deallocate button.
   
   
3. Specify the target account. (If you have more than one FXManager account, make sure you select the right one.)
   
   
4. Type in the fund amount you want back (up to the funds available).
   
   
5. Click Submit.
   
   
6. After your investment manager approves your request and your funds are back in your FXTrade account, request a withdrawal from OANDA.