TrevixSync User Guide

Onboarding

A. Login

You can login to your account by entering your TrevixSync Username or your TrevixSync registered email address, together with your TrevixSync password.

B. Registration

Upon your registration, a free Demo account will be automatically created for you, with exactly the same functionality as a Live account. This means that you can try out TrevixSync risk-free and experiment with different CopyTrading strategies before investing any real funds.

• Demo is designed to provide the same experience as your Real account, irrespective to your selected Broker
• Rates accurately represent the market at all times
• Comprehensive Stop Out level at your desired level

a. Personal Details

After registration you will be prompted to complete your account. The first step is to enter your personal details, like name, country and phone number. Please note that it is not possible to change your e-mail address later, but we can change it for you with a simple e-mail request to: support@TrevixSync.com

In order to ensure smooth connectivity please note that your e-mail address at TrevixSync should be the same as in your broker(s).

b. Setup Broker Account

After that you will be prompted to add a Live trading account. You can create a new trading account with one of our supported brokerage firms.

Connect an existing broker account — You can connect any MT4, MT5, ActTrader, XOH account you already own from any broker by following the on-screen instructions.

In case your broker is not on our list you may select "Other Brokers" and you will be asked to provide the brokers IP in addition to your Broker Account Username and Password.

Please note that the required password is the MT4, MT5, ActTrader, XOH Master password, and not the Read-Only (Investor) password.

Create a new broker account — You can also create a new Trading Account through TrevixSync with our supported brokerage firms.

Note: Please remember that if you ever change your Broker Password, connectivity with your TrevixSync account will be lost, so you will need to repeat this process.

C. Applicable Fees

In order to be able to CopyTrade with a Live Trading Account you do not need to pay any subscription fee. The TrevixSync Platform is available to all End-Users holding a linked trading account with a Co-operating Broker.

Dashboard

A. Basic Information

On the Home/Dashboard you will find information like your accounts' Equity, PnL, ROI and performance chart, as well as the Leaders you are CopyTrading and your trades. In case you have multiple trading accounts, you can select the account of your choice to display the relevant information, by using the account selector.

B. My Trades

This is where executed Trevixs that Leaders place in your account and trades that you have placed on your own will show up. Trades are organised in open, pending orders and closed trades.

• Update an open trade or a pending order: Change the Stop Loss or Take Profit rates.
• Close an open trade: Confirm your Close request to close the trade.
• Cancel a pending order: Confirm to cancel the pending order.

C. My Leaders

This is where the Leaders that you already copy will appear. By clicking on any Leader you will see your PnL, ROI and the investment you have made on a specific Leader.

• Update Strategy: Change the Investment amount, Copy ratio, Take Profit amount, and Trailing Stop.
• Stop Copying Strategy: Stop receiving new trades from a specific Leader.

Leaders

If you click on the "See all Leaders" button, you will be directed to the Leaders' page to check the Leaders and select which you wish to copy.

To copy a Leader, follow the steps below:

1. Navigate to the Leaders' tab and explore available Leaders.
2. Click/tap the "Copy Strategy" button.
3. Select a trading account.
4. Specify the funds you wish to invest.
5. Configure Advanced Settings (optional): Custom Copy Ratio, Take Profit, Trailing Stop Loss, Copy Open Trades.

By default all your CopyTrading investment is protected by AutoGuard™, which creates a protection shield for your investment capital. AutoGuard™ monitors each Leader's trading behaviour and automatically takes action when a radical change in his trading strategy is detected.

Markets

Here you can place manual trades as you see fit. The rates displayed are received directly from your broker. You will see the BUY price per instrument as well as the change percentage since the previous market close.

When the market is open, rates will be constantly highlighted alternating between green and red, indicating whether market tendencies are currently up or downwards for this pair.

You can click/tap on any of the available instruments to open its page and see its chart as well as useful statistics and news.

If you wish to place a manual trade, simply click on either Buy or Sell. You may open a trade at market price or set a specific price to place a pending order by selecting the "Limit Order" option.

Community

Here you can learn what is happening in the TrevixSync community and participate in discussions about investment topics.

• You can follow any hashtag of your interest.
• You can create your own posts to initiate a discussion in the community.
• You can upload media (pictures and images) on your posts.
• You can like and comment on any post.

To stay updated about specific Leaders' posts, add them to your watchlist by visiting their profiles and tapping the "Star" button (on mobile) or clicking "Add to watchlist" (on web).

Account

A. My Profile

"My Profile" is available on our mobile apps. On "My Profile" you will find an overview of your accounts with information like your accounts' Equity, PnL, ROI and performance chart, as well as the Leaders you are CopyTrading and your trades.

B. Watchlist

The watchlist allows you to easily keep an eye on the market assets and Leaders that you're interested in. You can add any asset or leader to your watchlist by using the star icon on asset's and Leader profiles.

C. Settings

a. Security

• Change Password: You will need your Current Password. If forgotten, use Forgot Password.
• Biometrics: Only available on Mobile devices.

b. Display Currency

Here you can select a display currency to view your (total) balance and stats (of all your live trading accounts).

D. Delete Account

In order to process the deletion of your account please send an email to support@TrevixSync.com with the title 'Delete Account'. Kindly note that due to regulatory obligations TrevixSync is legally obliged to maintain data for Live accounts for a period of time as per respective licences for EU and Global regions.