Copy Trading TradFi provides two features — Invitation Link and Follower Whitelist — that allow Master Traders to manage who can follow their trades.

1. Create an Invitation Link

2. Enable Follower Whitelist

3. Add Whitelisted Users

4. Adjust Profit-Sharing Ratio

5. Remove a Follower

Create an Invitation Link

As a Master Trader, you can generate a unique invitation link that allows Followers to copy your trades directly without additional confirmation. If the Follower Whitelist is enabled, Followers who join through the invitation link will be automatically added to the whitelist.

Step 1: To create an invitation link, go to User Center (Master Trader) → My Followers → Invitations, then click on Generate Link.

Step 2: Click Generate Link and configure the following settings:

1. Expiration Time: Choose 1 day, 3 days, 7 days, or Never, or set a specific expiration date and time. Once the link expires, invitees will no longer be able to join using the link.
2. Maximum No. of Invitees: Specify a number between 1 and 100. Invited Followers will count toward your total Follower limit.

Note: If Never is selected, the link will remain valid until the maximum number of invitees is reached.

Step 3: Click Generate Link again. All generated links will be listed under Invitations.

Step 4: Share the link with your community, or click Details to view additional information and available actions.

Enable Follower Whitelist

The Follower Whitelist feature gives you full control over who can copy your trades. You can add specific Followers in batches and customize their profit-sharing and investment settings.

To enable your Follower Whitelist, go to User Center (Master Trader) → Personal Settings → Follower Settings, and toggle on the Follower Whitelist option.

Once the whitelist is enabled:

1. Users who are not on your whitelist will no longer be able to become your Followers.
2. Existing Followers will not be affected and can continue copying your trades as usual.
3. You can set a profit-sharing ratio between 0% and 50%. Any changes will apply to all Followers.
4. You can set a minimum investment amount for whitelisted Followers, ranging from 100 to 1,000,000 USDT.
5. You will no longer be included in Bybit Copy Trading's recommendation algorithm.

Add Whitelisted Users

Whitelisted users are manually selected by the Master Trader and granted exclusive permission to follow them.

Step 1: To add whitelisted users, go to User Center (Master Trader) → My Followers → Whitelist.

Step 2: Click Add Multiple Users and choose one of the following methods:

1. Add Manually: Enter the UIDs you wish to whitelist, separated by commas.
2. Add via Invitation Link: Generate and share an invitation link. Once users join through the link, their UIDs will be automatically added to your whitelist.

Notes:

– Adding a Main Account UID to your whitelist does not automatically include its Subaccount UIDs. Each Subaccount UID must be added separately.

– You can add up to 100 UIDs at a time.

– Each Master Trader can have a maximum of 300 Followers. Using the whitelist or invitation links does not increase this limit.

– For Master Traders participating in Bybit's Affiliate Program, whitelisting users does not register them under your affiliate link or generate affiliate commissions.

Step 3: Check the status of whitelisted users in the Status column and how they were added in the Adding Method column. You can also use the filter icon in the top-right corner to refine the list.

1. Pending Follow: The user is not currently copying your trades.
2. Following: The user is actively copying your trades.

Adjust Profit-Sharing Ratio

Master Traders can set a profit-sharing ratio between 0% and 50%. Any updates will take effect at 3AM UTC on the Monday after next and will apply to all Followers.

Example

The table below illustrates how changes to the profit-sharing ratio are applied over time.

For more details on the profit sharing, refer to Copy Trading TradFi: Profit Sharing Explained.

To adjust the profit-sharing ratio, go to User Center (Master Trader) → Personal Settings → Follower Settings → Profit Sharing Ratio.

Notes:

– The Follower Whitelist feature cannot be disabled within 24 hours of a profit-sharing ratio update.

– The profit-sharing ratio can only be updated once every 24 hours.

Remove a Follower

After enabling the Follower Whitelist feature, you may remove Followers whose trading strategies or investment goals no longer align with yours. This allows you to better manage your Follower base and ensure your strategies are shared with the appropriate audience.

Step 1: To remove a Follower from your whitelist, go to User Center (Master Trader) and click My Followers → Whitelist → Revoke.

You may also select Revoke Multiple Users to remove up to 8 Followers at once.

Step 2: In the Revoke Whitelist Status window, select one of the following options:

1. Revoke and remove as Follower: Removes the user from both your whitelist and Follower list. Any open positions will be closed, and they will no longer be able to copy your trades.
2. Revoke only: Removes the user from your whitelist while allowing them to continue copying the existing trades until they unfollow. Once they unfollow, they will no longer be able to follow you unless they are re-added to the whitelist.

Click Confirm to proceed.