When assigning or unassigning accounts within the PAMM setup, the following common issues may arise:
- Document Upload Requirements:
When registering a client through the PAMM portal, the client’s documentation may need to be manually uploaded. This can sometimes cause delays in the account setup process. - Closing a PAMM Investor Account:
Before closing an Investor account from the PAMM Master account, make sure the investor has properly unsubscribed from any active strategies. It’s important to contact your Account Manager to confirm the disconnection process and avoid any issues with account closure.