Forex Trading

Invite Clients (For Managers on FXManager for FXTrade)

How do I get my clients set up?

  1. First, you need to sign up for FXManager.

  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 FXManager 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.

Requirements checklist

Review a checklist of system requirements and the requirements for managers and clients.

Relationship of Parties

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

User Guide

An in-depth guide to using the manager's FXManager interface.

FAQs

See some questions asked by investment managers.

 

FXManager

Disclaimer

A signed Power of Attorney form is required. In addition, all parties are subject to the legal requirements in their jurisdiction. OANDA does not recommend or refer Agents to potential customers.

Start with a test trial ...

FXManager for FXGame lets you and your clients use virtual money to familiarize yourselves with managed trading.