NewUX Investor Experience
  • Welcome
  • Basics
    • Get started
    • Sign up
    • Sign in
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    • 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. SMA

SMA

TradeSocio NewUX Investor Experience

PreviousStategies chargesNextSMA navigation

Last updated 4 years ago

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SMA are Separately Managed Account type of funds. To access the SMA module click on SMA item from the top main menu bar.

When investing the trades opened by the fund will be copied to your account. When fund closes the trade, the relevant copied trade will be closed automatically.

You will not be able to manually close open trades when investing with SMA funds.

This type of investment requires signing the digital Power of Attorney prior to investing.

To see the list of all available SMA funds, click on the SMA green button in the top left corner of the module.

The SMA fund navigation panel will appear.