Starter’s Guide for Investors

Welcome to Exness Investor. As an Investor, Exness Investor presents two distinct but exciting ways to invest capital: copy trading and investing in pooled funds managed by a single trader. In both cases, the potential for Investors (that’s you) to earn profits together with experienced traders is made possible all through a simple, handy smartapp: Exness Investor.

This article is your guide to everything you need to know as an Investor:

• About Exness Investor
• Getting started
• Exploring the Exness Investor App
• Exness Investor PA
• How to deposit and withdraw
• Making your first investment
• How performance fee works

About Exness Investor

Exness Investor is a service by which Investors create investments in a strategy or fund. Strategies operate by allowing Investors to copy the trades made by other traders, called Strategy Providers (SP) - if they profit, you profit, it’s as simple as that. Funds operate by pooling the capital of multiple Investors together so that a single trader, called the Portfolio Manager (PM), can trade - profits they make are proportionally distributed to every Investor based on the equity they provide.

For an in-depth look at how these trading processes work, please follow the links to find out more about Exness Investor, or how allocation types differ.

Getting started

Signing in

If you already have an account with Exness, choose Sign in and enter your registered email address and Personal Area password to sign in.

Creating a new account

1. If you are registering a new account, select your country, choose an email address, set a password and check the button to confirm you are not a US citizen; then set a passcode for unlocking the app and/or set Touch ID fingerprint biometrics.
2. Next, you can choose to complete your account verification or do it later. Your account has been successfully created.

If you choose to skip this step, you are not able to join a fund or strategy, and some payment methods will not be available. Completing the account verification process comes highly recommended.

3. To complete account verification, tap on the Account icon and click Verify. You will now be asked to enter an active phone number from your country of residence and verify it by entering a 6-digit code sent to your phone. Also, you will need to provide some personal information. Once you complete this, you will be able to make deposits of up to USD 2 000 for 30 days. To remove this limitation, follow the next step to complete full account verification.
4. The final stage for full verification is uploading verification documents as proof of identity (POI) and residence (POR) and filling out your economic profile.

You will see a note about the kind of documents and the format that we accept. Please comply with those while making your submission. Also, note that it can take up to 24 hours for each of your documents to be checked by our specialists. Once verified, you will be able to make deposits and start investing.

Exploring the Exness Investor App

Let us take a closer look at the different areas in the Exness Investor App.

Assets tab

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

• Assets: the total sum of your wallet balance and the current equity of all your active investments.
• Investments: the total equity of all your active investments and the sum of their profits.
• Wallet: the current balance of your accounts, with an option to make a deposit included.

Below, you will see your investments listed under Active for open investments or Closed for closed investments.

Discovery tab

The Discovery tab will display your search history, and you can find new strategies and funds by tapping the + icon and entering in a code (provided by the SP/PM). You must open the strategy or fund and tap Invest to request to join the strategy or fund.

Support tab

Browse a number of handy guides and FAQs about Exness Investor, or tap LiveChat to contact our customer support team.

Profile tab

Here all your personal information, account verification status, and more will be on display. You can also use their area to make deposits into your investment wallet as well as make withdrawals from your investment wallet, or set your app preferences (language, appearance, push notifications, etc).

Exness Investor PA

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 Exness Investor.

Let’s take a look at the various areas available in the web-based Exness Investor PA.

Assets tab

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

• Assets: the total sum of your wallet balance and the current equity of all your active investments.
• Investments: the total equity of all your active investments and the sum of their profits.
• Wallet: the current balance of your accounts, with an option to make a deposit included.

Below, you will see your investments listed under Active for open investments or Closed for closed investments.

Discovery tab

This tab displays your search history, and you can find new strategies and funds by clicking Add new investment and entering in the code. You must open the strategy or fund and tap Invest to request to join it. The bottom of the page will give you an explanation of how Exness Investor works.

Please note that strategies and funds can become unavailable based on the trading reliability level (TRL) of the SP or PM managing them.

Investment wallet

This area provides functionality for you to deposit and withdraw funds into your investment wallet, essential for funding your investments. The Deposit page provides many payment options for you; simply click on your choice and follow the on-screen instructions. The Withdrawal page also provides methods for you to withdraw funds from your investment wallet; click on your choice of method and follow the on-screen instructions. Finally, Transaction History shows a list of all transactions made with your investment wallet, and includes some handy filters to finetune your search.

Settings tab

This area holds your personal information and preferences within 2 tabs, Profile and Security Settings. Profile displays your personal information and contact information as provided by you upon registration of your account. Security settings provides the option to change your account password (verification required), and change your security type and/or add and remove phone numbers to your account (verification required)

How to deposit and withdraw

To deposit with Exness Investor:

1. Log into Exness Investor and tap the Profile tab.
2. Tap Deposit.
3. Select a payment method and follow the prompts to complete.

To withdraw with Exness Investor:

1. Log into Exness Investor and tap the Profile tab.
2. Tap Withdraw.
3. Select a payment method and follow the prompts to complete.

To deposit with Exness Investor for the web:

1. Log into Exness Investor for the web with your account credentials.
2. Open the Investment Wallet.
3. Under the Deposit tab, select a payment method and follow the prompts to complete.

To withdraw with Exness Investor for the web:

1. Log into Exness Investor for the web with your account credentials.
2. Open the Investment Wallet.
3. Under the Withdraw tab, select a payment method and follow the prompts to complete.

Making your first investment

Once your investment wallet is topped up, you are ready to begin investing. The process is simple:

1. Browse for a strategy or used a link/code to open a specific fund
2. Request to join the strategy/fund
3. Strategy Provider/Portfolio Manager accepts request
4. Your investment is created for the strategy/fund

The rest is handled by Exness Investor, you only need to close the investment when you believe the time is right, We recommend following the link for a more detailed look at the process of how to make an investment.

Please note that strategies and funds can become unavailable based on the trading reliability level (TRL) of the SP or PM managing them.

Below we also share how the performance fee works, and recommend understanding how allocation types compare before making your first investment.

How the performance fee works

When you invest in a strategy or fund, you are able to see the level of performance fee that the strategy/fund has. As the investment starts to become profitable, Investors pay a certain percentage of their earnings to the Strategy Provider (SP) and Portfolio Manager (PM) at the end of that billing period.

No fee will be rendered for loss, and any profits made by a SP or PM subsequently will not garner them fees until that profit exceeds the amount lost previously.

The performance fee is calculated at the end of a typical billing period and takes a number of aspects into calculation. Here is the technical formula that is used to calculate the fee:

Performance Fee (USD) = (Total profit of orders on the investment × Performance fee rate) - Sum of Commission paid for all previous trading periods

The result is rounded down.