A complete operational playbook covering every client journey onboarding, copy trading, PAMM, IB referrals, withdrawals, and support handling. Built for your team to scale.
Every 10X Trader client moves through the same five stages. Each stage has a dedicated flow document.
Client lands, learns the offering, completes registration on 10X or partner channel.
ID verified, trading account created, broker integration linked (MV Social / PAMM).
Deposit completed. Client picks Copy Trading or PAMM path.
Performance tracked in dashboard. Provider trades replicate. Fees calculated live.
Profits realized. Rebates paid to IBs. Performance fees split per offer terms.
KYC rejection, deposit not posting, withdrawal hold, performance fee dispute, account locked. Anything else resolve in chat.
Demo accounts, strategy selection, dashboard navigation, copy/pause/stop actions, basic profile changes.
Click any card to open the dedicated document for that flow. Each one is a complete, screenshot-driven walkthrough designed to help you get accustomed with 10X.
Go through all of the flow documention so your familiar with how things work from a glance.
When a client question maps to a specific flow, jump to that document. Each is screenshot-driven and ordered exactly as the client will see it.
Many client questions touch more than one flow, e.g. an IB asking about a copy-trading client's withdrawal. Open both docs side-by-side rather than guessing.
Every document is interactive HTML & print-ready PDF. Save the whole set to a shared drive, or print key flows for desk reference.