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Family and Friends allocation for trading futures


#1

How do you manage the whole “Family and Friends” accounts.
Please explain your procedure.

Helmut


#2

Could you be a little more specific as far as your plans?
please be specific because different situation could be accommodated differently.

Matt


#3

Hello Matt, I am looking to trade 4 accounts vis a via one account and trade for them individually.
How does you office assist with that?
Would my platform make a difference?

Helmut


#4

Helmut, we call this a “Governing Account” or a “Control Account” in Optimus
So essentially you trade the four accounts through one centralized account.
The platform should not make a difference, as we will assist with the allocation with the back office.

Matt


#5

Do I have access to each account on the platform separately?


#6

Sure. Most platforms have a drop down menu where you could simply choose the governing account, and/or all other accounts.