How InvestMesh works
Quick answers and plain-language primers. For strategy-specific due diligence, review each provider's verified track record before allocating.
Getting started
Frequently asked questions
What is InvestMesh?
A unified investor portal for copy trading, PAMM pools, and managed accounts with portfolio oversight.
How do I allocate capital?
Browse Discover, open a strategy, and follow the connect wizard. You need a linked investment account first.
Copy trading
Frequently asked questions
What is copied vs observed?
Copied trades mirror provider signals to your account. Observed metrics are historical and not guaranteed forward.
Can I pause copying?
Yes — pause, resume, or terminate subscriptions from Following or Portfolio at any time.
Risk & accounts
Frequently asked questions
What is drawdown budget?
Soft and hard drawdown limits trigger warnings or automatic close-only mode depending on your subscription settings.
How do deposits work?
Use Deposits & Withdrawals to move capital between wallet and investment accounts. Settlement times depend on your CRM configuration.
Support
Frequently asked questions
Where are my notifications?
Risk alerts appear on Home and in Notifications. Full push delivery requires a backend notifications service.
Contact support
For platform issues, contact your DB relationship manager or open a ticket through your CRM portal.
Guides
How copy trading works
Your funds stay in your account. Eligible master actions become follower order intents after sizing and risk checks.
PAMM vs MAM
PAMM uses unitized pool accounting and NAV. MAM allocates manager orders across separate managed accounts.
Reading risk bands
Risk bands are relative classifications from observed metrics — not guarantees. Always size to your portfolio budget.
Fees & high-water marks
Performance fees apply only above the applicable high-water mark. Deposits are not performance.
