NewUX Investor Experience
  • Welcome
  • Basics
    • Get started
    • Sign up
    • Sign in
    • Forgot password
    • User settings
    • Messages
    • Night mode
  • Account management
    • Open an account
    • Deposit
    • Withdrawal
    • Open allocation
    • Open trading allocation
    • Investor report
  • Strategies
    • Strategies
    • Strategies navigation
    • Strategies performance
    • Create allocations
    • Manage allocations
    • Stategies charges
  • SMA
    • SMA
    • SMA navigation
    • SMA performance
    • Create allocations
    • Manage allocations
    • SMA charges
  • Trading
    • Trading module
    • Trading navigation
    • Start trading
    • Trade types
    • Reporting
  • Equities
    • Equities
    • Equities navigation
    • Equities performance
    • Invest in Equities
    • Stop investing
  • ETF
    • ETFs
    • ETFs navigation
    • ETFs performance
    • Invest in ETFs
    • Stop investing
  • Thematic Baskets
    • Thematic Baskets
    • Thematic Baskets navigation
    • Thematic Baskets performance
    • Invest in Thematic Baskets
    • Stop investing
  • Robo Advisory
    • Robo Advisory
    • Invest using Robo Advisory
    • Manage investment
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  1. Account management

Open trading allocation

TradeSocio NewUX Investor Experience

PreviousOpen allocationNextInvestor report

Last updated 3 years ago

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You can use your funded account to open trading allocations. Trading allocation is an amount locked from your account to be used for self-trading.

Trading allocations are used to open trades in:

  • Trading

  • Equities

  • ETFs

  • Mutual funds

You can create a trading allocation from main menu toolbar in the top right corner of the platform.

Choose the amount you would like to lock for self-trading and click Submit to proceed. The trading allocation will be created immediately.

You can allocate all your funds deposited to account or a part of it to trading allocation. You will not be able to use the locked amount or self-trading allocation to invest in other products and to create standard allocations.

One account can have only one trading allocation.

In case you attempt to create second trading allocation with the same account, you will receive the relevant notification.

Your allocation details, account performance report, statement and currently open trades can be reviewed from Investor Report. To access the report click on ? sign in the right corner of the bottom toolbar.

You can deposit or withdraw funds from your trading allocation from the Action drop-down menu.

The deposit or withdrawal will be performed within your investment account and trading allocation. If you withdraw funds from your trading allocation, they will be deposited into your trading account and can be used for investing with other types of investment products (like Strategies, Thematic baskets etc)