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Managed Accounts

 

Managed Accounts Getting Started

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Portfolio updates: SAS

   

Step 1: Create Oanda FXTrade Account

If you don’t already have an FXTrade account with Oanda, you must register for a FXTrade Account.

Step 2: Invitation Link

Once you have a FXTrade account, choose the preferred program:

Program: IntelliForex Evolution
Click to SignUp

Program: IntelliForex Maestro
Click to SignUp

Enter your FXTrade username and password. This will give your account access to the FXManager Client console and notify us of your intent to sign up.

After you log into the FXManager Client, confirm our invitation by clicking “Proceed” button. Now you will be able to see all of your accounts under management. You will not be able to allocate your funds until an LPOA form is submitted.

Step 3: Sign and Submit LPOA

Download and complete Oanda Limited Power of Attorney agreement

You will need to specify 4-digit Account ID number in the LPOA agreement. To do this, perform the following steps:
  Log in to FXManager
  Specify 4-digit Account ID number in the LPOA form. See sample screen-shot below.
Oanda FX Manager

Send the completed LPOA to Oanda
Via e-mail: accountid@oanda.com
Or fax: +1 212 208 4356

Step 4: Transferring Funds

Log in to your FXTrade Cash Management system.

Transfer necessary amount from your FXTrade account to “MA Unalloc bal USD” sub-account.

After Oanda clears your LPOA agreement you will be able to allocate funds to IntelliForex. To do this, perform the following steps:
  Log in to FXManager
  Choose the name of the managed accounts program (e.g. “Intelli4x F1 Platina”) from the top table so
  that it is highlighted, and select from top menu: Account > Allocate Funds.

Your allocation request will appear in the Allocations tab. Your account balance will change in Accounts Summary after IntelliForex accepts your request.

Need assistance?
E-mail: support@intelli4x.com
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Don't hesitate to contact our multi-lingual support team in case of any questions.

 
 
     
Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to trade foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.