You understand it. You verified it. Here is exactly what to do next.
Five stages from first access to spendable profit. Every stage carries the normal process, the relevant tutorial where one exists, what to check when something does not work, and the route to a person if you are still stuck.
5 stages · walkthrough, Quick Help and escalation at every one
AccessFundActivateMonitorSpend
Pick a stage for the walkthrough, what it completes, the failures people actually hit and where support sits. Every stage has its own link.
Access CopyX
Reach the ecosystem through the CopyX IB Portal, then open your TAG Markets broker account through the portal's own registration route.
The 2 walkthroughs that make up stage 1, step by step.
Register the CopyX IB Portal and reach TAG MarketsOne continuous route from your Access Link to a live TAG Markets registration. There is only ONE email verification in this process — the portal's.
- 1Open your Access Link.Your Access Link carries your introducer relationship into the portal.
- 2Register your CopyX IB Portal account.
- 3Verify your email address once, from the portal's verification email.This is the only email verification in the registration process.
- 4Log in to the CopyX IB Portal.
- 5Complete the Suitability Survey.
- 6Open your Profile in the CopyX IB Portal.
- 7Go to CopyX Registration.
- 8Choose Register to CopyX.This is the first-time action, and it is the route that connects your broker account. Registering at the broker separately does not create the connection.
- 9Wait for synchronization to complete.Once it has synchronized, the same place offers Login to CopyX instead of Register to CopyX. That change of state is how you know it worked.
- 10TAG Markets opens from that route.
- 11Continue with the same email and password.Keeping the credentials the same is what keeps the two accounts aligned.
- 12Continue to Stage 2 for identity verification and funding.
- Only one email verification is required. If a second verification appears, read it before acting — do not assume the process asks for two.
What the IB Portal is — and is notThe portal is an access and relationship layer. It never holds your money.
- 1It gives you ecosystem access and carries your introducer relationship.
- 2It is the route to TAG Markets and to CopyX activation.
- 3It is where an eligible client receives the Exclusive 24X Capital Amplification Code.
- 4It is the route to eligible BIX PAY benefits.
- 5It is not the broker, not the custodian, not the trading account and not the payment processor.TAG Markets — T.M. Financials Ltd — is the broker infrastructure and holds the trading account.
You now have broker access. Next: verify the account and fund your TAG Wallet.
- Access Link and introducer relationship
- IB Portal registration
- Single email verification
- Suitability Survey
- CopyX Registration — Register to CopyX, then Login to CopyX
- Where the Exclusive 24X Capital Amplification Code is issued
- Public IB Portal address
No approved public portal URL exists yet — use the Access Link provided by your partner or CopyX Capital.
Media Center — coming soon. The written walkthrough here is the complete process.
Open MediaThe verification email never arrived
- Spam, junk and promotions folders
- That the address you typed is the one you can actually open
- Whether the portal offers a resend action
Resend the verification from the portal and open the newest email — an older link may already be spent.
If no email arrives after a resend, escalate with the email address you registered.
Portal login is rejected
- That the email was verified before the first login
- Caps lock, autofill and a stored older password
- Whether a password reset was started and never completed
Use the portal's own password reset and complete it in the same browser session.
If a reset does not restore access, escalate with your registered email address.
CopyX Registration is not available in the portal
- That the Suitability Survey was completed
- That you are in your Profile rather than the dashboard
- Whether the action already reads Login to CopyX — that means registration synchronized and there is nothing left to register
If it is still unavailable after the Suitability Survey, escalate. Do not register at the broker by another route — that account would not be connected.
TAG Markets asks for credentials that do not match the portal
- That you arrived through Register to CopyX rather than a separate broker signup
- That the email is identical to the portal email
Return to your Profile in the portal and start again from CopyX Registration.
If the credentials are still refused, escalate to Human Support with your registered portal email. Do not open a second broker account by another route — it would not be connected.
The walkthrough is the normal process. Quick Help is what to do when it fails.
Is the IB Portal the broker?
No. The IB Portal is the access and introducer layer. TAG Markets — T.M. Financials Ltd — is the broker and holds the trading account.
How many times do I verify my email?
Once. The portal verification is the only email verification in the registration process.
Can I register at the broker directly instead?
The portal's Register to CopyX route is what connects your broker account to the ecosystem. Registering separately does not create that connection.
Escalation runs walkthrough → Quick Help → Ask CopyX → a person.
Your capital. Your strategy. Your next move.
Choose what you are trying to do with your capital, then see where it stands today and what it could do under assumptions you set. Current position and modelled projection are kept deliberately apart.
Start with what you are trying to do
No path is suggested yet — a movement below still needs confirming. Pick one to read it anyway.Where your capital actually stands
Not a projection. Enter what you know, or read a public FX Blue statement, and see your position, how much of your original capital has genuinely come back out, what is left to recover, and what the capital strategy you picked says happens next.
Where your numbers come from
Every source produces the same account position. The engine does not know or care which one you used.
Three figures you already know. Nothing is read from an account.
Everything you paid in from outside.
What the strategy account is worth now.
Money you took out. Not the 30% performance fee.
Using no date — no capital period can be shown.
Optional — activation, top-up or reinvestment.
- These figures are as you entered them. Nothing has been read from a broker or account.
My capital journey
Nothing has been paid out yet, so you are still in the recovery stage — your capital comes back first.
Your capital strategy
Mechanical status — not advicePrioritise taking your original external capital back out, before letting the position build beyond it.
The Double milestone has not been reached, so the position is at the stage this path is written for.
Nothing has been paid out yet, so you are still in the recovery stage — your capital comes back first.
- You put in
- $10,000
- You took out
- $0
- Still working
- $15,000
Withdraw a further $10,000 to have taken back the capital you originally put in. Whether that is available now depends on the capital period below.
This is the mechanical output of the strategy you selected against the position above. It is not personalised investment advice, and nothing here forecasts a future return. Use only capital whose loss would not affect your financial security.
Capital period — not known for this position
A 30-day capital period applies to capital you activate, and restarts for the entire strategy account when you top up or reinvest. Realized trading profit already credited to the account is not held by it.
How this date was established
This restriction applies to activated capital. Realized trading profit already credited to the account is not held by it, and does not become restricted again because another position is open.
Model growth. Compare reinvestment. Understand liquidity.
A planning model, not a forecast and not a return promise. Change the assumption and the cadence, and see what each one does to both your modelled result and your access to the capital.
What could your capital do?
Illustrative · modelledThe same model as the detail below — starting capital $1,000 on 1.00% underlying per month over 12 months, with the 30% performance fee deducted, at both amplifications. Change any input below and every figure here changes with it. Not actual performance, not a forecast and not a return promise.
| Reinvestment | Total value | Growth | To double |
|---|---|---|---|
| No compounding | $2,008 | 100.80% | ~12 mo |
| Monthly· yours | $2,632 | 163.24% | ~9 mo |
| Weekly | $2,714 | 171.39% | ~9 mo |
| Reinvestment | Total value | Growth | To double |
|---|---|---|---|
| No compounding | $3,016 | 201.60% | ~6 mo |
| Monthly | $6,446 | 544.64% | ~5 mo |
| Weekly | $7,229 | 622.89% | ~4 mo |
Every cadence reinvests after 30% performance fee. Compounding puts back what you keep, not gross trading profit — the fee is deducted from modelled profit before anything is reinvested.
Total value is capital still in the account plus everything already taken out of it, so every row compares like for like. Both amplifications run the same model on the same capital and the same assumption — only the tier differs. Reinvesting restarts the 30-day capital period for the whole strategy allocation; the liquidity note beside the cadence control below states what that means.
Model it
Model growth. Compare reinvestment. Understand liquidity.
Reinvestment compounds what you keep: the 30% performance fee is deducted from modelled profit before anything is put back to work.
An operating assumption of the model, applied to modelled profit only.
Reinvesting into the same CopyX strategy restarts the 30-day capital period for the entire strategy account.
For active compounding while preserving liquidity on a core allocation, separate strategy accounts can be used — for example, Account A for core capital and Account B for compounding. Which structure suits you is your decision; this tool models arithmetic, not advice.
Everything here is a planning model built from assumptions you choose — starting capital, a return assumption and a reinvestment cadence. It is not your account, not a forecast and not a return promise.
Modelled outcome
1.00% underlying × 12X = 12.00% modelled per month| Month | Gross | Fee | Net | Total value |
|---|---|---|---|---|
| 1 | $120.00 | − $36.00 | $84.00 | $1,084 |
| 2 | $130.08 | − $39.02 | $91.06 | $1,175 |
| 3 | $141.01 | − $42.30 | $98.70 | $1,274 |
| 4 | $152.85 | − $45.86 | $107.00 | $1,381 |
| 5 | $165.69 | − $49.71 | $115.98 | $1,497 |
| 6 | $179.61 | − $53.88 | $125.73 | $1,622 |
| 7 | $194.70 | − $58.41 | $136.29 | $1,759 |
| 8 | $211.05 | − $63.32 | $147.74 | $1,906 |
| 9 | $228.78 | − $68.63 | $160.15 | $2,067 |
| 10 | $248.00 | − $74.40 | $173.60 | $2,240 |
| 11 | $268.83 | − $80.65 | $188.18 | $2,428 |
| 12 | $291.41 | − $87.42 | $203.99 | $2,632 |
- The output is hypothetical. It is a planning model, not an accounting replica.
- Actual trading results vary, and losses are possible.
- Past performance does not predict future performance.
- Reinvestment increases exposure as well as modelled growth.
- The model applies an assumed return evenly. It does not model the timing of individual trades.
- Historical presets carry their own window and source. They are references, not a statement about future results.
Already funded and running?
This page models what capital could do. To see where a real account actually stands — what you put in, what you have taken out and what is still working — open My position and read your own record.
Structure, timing and the rules that govern both
The concepts behind the strategies above: separating accounts so compounding in one does not restrict another, what each strategy asks of your capital timing, and the capital rules in full. Educational only — not personalised investment advice.
Separate accounts for compounding & liquidity management
The capital period is restarted per strategy account. That is the whole mechanism: compounding hard in one account does not touch the timing of a different account you leave alone.
Holds the core allocation. Once its own capital period has completed, keeping the allocation unchanged is what keeps it liquid — because any reinvestment or top-up into this same strategy would restart its 30-day period for the entire allocation.
A separate strategy allocation used for reinvestment, compounding and additional capital. Each reinvestment or top-up restarts the 30-day period for the whole of Account B — and only Account B.
Running more than one CopyX strategy account is supported, and each corresponding trading account can be added and monitored in MetaTrader 5. Further separate accounts can be used where your structure needs them. Account A and Account B are our names for this capital-management framework — they are not labels the broker prints on your accounts. None of this is risk-free, and liquidity is not guaranteed under all broker conditions.
Capital mindset
- Define the objective first: growth, recovery or cash flow.
- Do not judge a strategy on a single trade.
- Do not overallocate because of historical returns.
- Understand drawdown and compounding before scaling.
- Plan withdrawals deliberately, around the capital period rather than into it.
- Avoid capital you need in the short term.
Educational only — not personalised investment advice. Use only capital whose loss would not affect your financial security.
The 30-day capital rules, in fullShow
The operational rules that govern when activated capital is available. Realized trading profit already credited to the account is not held by them.
Initial activation starts a 30-day capital period
The capital you activate into a CopyX strategy is subject to a 30-day withdrawal restriction from activation.
Reinvesting restarts the period for the entire strategy account
Reinvesting profit into an existing strategy does not create a separate timer for the reinvested amount. The whole strategy allocation — existing capital plus the reinvestment — receives a new 30-day capital period.
Topping up restarts the period for the entire strategy account
Adding further funds to an existing strategy has the same effect as reinvesting: existing capital and the new amount become one allocation, and the full allocation starts a new 30-day capital period.
Realized profit is not held by the capital period
Profit is realized when a CopyX trade closes and the result is credited to the account. Once credited, it is not subject to the 30-day restriction that applies to activated capital, and it does not become restricted again because another position is open. Unrealized profit on an open position is floating equity rather than credited money, so it is not withdrawable. Withdrawal itself remains subject to normal broker and operational processing.
Stopping the strategy is not the same as withdrawing capital
Participation can be stopped independently. Stopping does not shorten or cancel the capital period that applies to capital already activated.
Separate strategy accounts keep a core allocation out of the reset
Because the reset applies per strategy account, active compounding in one account does not restart the capital period of a different account that is left unchanged.
Learn the complete system — or jump straight to what you need.
Video walkthroughs are being finished. The written walkthrough at every stage above is the complete process in the meantime.
Every stage above carries its own written walkthrough, and links to the lesson that covers it where a recording exists. The Media Center section of Media opens with the published catalog when the library goes live.
Still stuck? Here is the route.
Every stage above carries its own Quick Help and its own escalation. This is the full ladder in one place, and the anchor those stage links point at.
- 1DoThe walkthrough for the normal process
- 2Didn't work?Identify the exact failure
- 3FixQuick Help: check, fix, escalate
- 4Still stuck?Ask CopyX, answering from approved material
- 5Human SupportEscalation to a person, by email
Whatever the stage, an escalation moves faster with the reference that identifies the event.
- Access and platform issues — your CopyX account number
- Monitoring and strategy questions — the MT account number
- A crypto deposit — the transaction hash
- A withdrawal — the Request ID from the confirmation email
Never send a password, an Investor Password or a Master Password to anyone, in any channel. CopyX Capital will never ask for one.
Email the support desk directly. The message opens with the reference checklist already in it, so nothing has to be asked for twice.
hello@copyxcapital.comReady to operate?
You know the structure. Follow the five stages, verify every step and stay in control of your account.