Publishing a trading account: from draft to a visible listing

Publishing a trading account is the last step of a multi-stage process, not a magic button. The manager creates a draft, selects methods, names the host broker, and submits the account for review. But appearing in the public list does not end there: each method has its own readiness conditions, and an account can be published while one of its proprietary paths is still closed. This guide lays out the correct order so that managers do not promise too early and investors do not draw the wrong conclusion from seeing a listing.

What publishing a trading account actually proves

Publication means the account’s basic information has been reviewed and is allowed to be shown publicly: ownership, selected methods, host broker, minimum capital and financial terms. It does not mean an investment recommendation, a performance guarantee, or independent verification of every figure. More importantly, publication is not the same as method readiness; an account can be public through a traditional path while its GAMM, CAMM, DAMM or SAMM path still lacks current authorization.

Prerequisites for publishing a trading account

1. Role and identity verification: the manager role is activated on the same user account at the required verification level; the full path is in requesting a role, and the listing conditions are in the account registration guide.
2. Registration under My accounts: the My accounts form first creates a draft for one master account; do not create a separate account per method.
3. Broker under the referral umbrella: pick the host broker or exchange from the partner list so the referral link is shown. If your broker is not listed, tick “my broker is not in the list” and enter its name and website.
4. Financial terms and risk profile: record minimum capital, performance fee, the platform share deducted from that fee, lock period, base capital, leverage, maximum volume per direction and permitted symbols.
5. Data source: state the source and its access scope. Manually entered figures carry a “declared” label, which does not mean an independent connection or full verification.

Publication versus method readiness

For traditional methods, the connection runs through the host broker or service and a proprietary SANJESH authorization is not a publication condition. Proprietary methods differ: GAMM needs an approved mandate and current SANJESH authorization; CAMM additionally needs a current subscription and an online direct sender; DAMM and SAMM need an active, online connection to enter that method’s list. If every method on an account is proprietary and none is ready, the account itself does not enter the public list. The five states are explained in the method status guide.

What to do after publication

Open the account page in the trading accounts list and see what an investor sees: the source of each figure, the last update time, fee terms and the actions on offer. If no action appears for a method, do not assume that path is ready merely because the account is visible. For investors who publish their own terms, the mirror path is Trading Account Investors, which is unrelated to publishing an account.

Frequently asked questions

Does publishing guarantee investor interest?

No. Publication only enables visibility. Investors decide on track record, drawdown, transparency and data source.

What if the account is published but a proprietary method is closed?

That method stays out of its own list until the current SANJESH authorization, connection and other conditions are met. The account page shows each path’s state separately.

Can financial terms change after publication?

Yes, but sensitive changes are reviewed and may temporarily limit visibility. The new terms must be visible on the account page at the same moment.

The bottom line

Publishing a trading account is a control point, not the end of the road. The manager must complete the role, verification, broker, financial terms and data source; the investor must know that publication is neither method readiness nor a recommendation. The next step for the manager is completing each method’s state; for the investor it is reading the account page and comparing it with the alternatives.