The features of Exness Investor are available on any desktop device by logging into your Exness Personal Area (PA), opening the features menu, and clicking on Exness Investor.

Note: The Exness Investor option will only be visible to clients who have clicked on a fund link at least once.

Note: Exness Investor may not be available in some countries. Please refer to the list of countries where Portfolio Management Solutions is unavailable.

Assets

This area is where you will manage and monitor your investments. Essential information in this area includes:

• Assets: The total sum of your investment wallet and active investments.
• Investments: Total value of all your active investments.
• Investment wallet: The current balance of your investment wallet. You can also deposit here.

Below, your investments are listed under Active for open investments and Closed for closed investments.

Discover tab

This tab displays your search history. To find new funds, click Add + and enter the code provided by the PM. To join a fund, tap Send a join request.

The bottom of the page provides a brief explanation of how Exness Investor works. To understand the information on this page, read our article about discovering a fund.

Note: Funds may become unavailable based on the trading reliability level (TRL) of the PM managing them.

Investment wallet

You can deposit, withdraw, and view your transaction history from here. You can view your transaction history by time period from the last three days to three months or by setting a custom time period.

Filters allow you to view your transaction history by transaction type and status. Simply select the filter you prefer, then click Apply. If you want your transaction history unfiltered, click Reset.

Settings tab

This area holds your personal information and preferences within three tabs:

• Profile: Your personal information and contact information as provided by you upon registration of your account.
• Security settings: Change your account password (verification required) and change your security type (verification required).
• Trading Conditions: The trading conditions you currently have with your account. These may include Stop-out Protection, Negative Balance Protection, Swap-Free, or Zero Stop Levels.