To start on Options Experts, you'll need to meet the following requirements:
Open an Account
To create a new Options Experts investment account:
Verify Your Email Address
If you skipped the email verification step after creating your account, you'll need to verify your email address to ensure your account's security.
If you encounter any issues verifying your email address, please Contact us.
Verify Your Identity
To complete the verification of your account, we require proof of identity, which can be a copy of your valid passport or both sides of your government-issued identification card.
The document must clearly display the following details:
Ensure none of these details are obscured and that the images are high-resolution and easily readable.
Verify Your Address
To complete your account verification, we require proof of address. It should include the following details:
Accepted documents include those issued by a bank, utility company, government agency, or judicial authority. If the document is available online, you can send it as a PDF file or a screenshot.
Acceptable proof of address documents are:
The following documents will not be accepted:
- Mobile phone billsverifying your investment account is essential to provide you with the highest level of service and to comply with financial regulations.
To complete your account verification, the following information is required:
Options Experts is a global social investment and multi-asset brokerage company that supports both manual and social investing and is accessible via www.oexfirm.com. For manual investing, Options Experts offers a broad range of financial instruments including stocks, currencies, commodities, cryptoassets, ETFs, and indices through its innovative platform. Clients can utilize professional tools and analyses to track and invest in these various assets. Social investing allows clients to follow the investment activities of others and use the CopyTrader™️ system to replicate their trades in real-time. Options Experts platform ensures transparency by displaying each client’s gain percentage, risk score, and portfolio composition.
Yes, Options Experts does pay dividends. When trading a stock, ETF, or index that pays a dividend, your account may be credited or debited, regardless of whether the position is manually opened or part of a copy or Smart Portfolio. - If you hold a buy position, the dividend payment will be credited to your ‘cash available’ balance. If you hold a short position, the dividend amount will be deducted from your ‘cash available’ balance.
CopyTrader™️ is Options Experts flagship feature.
CopyTrader™️ allows you to observe real-time trading activities of other users, identify and follow investors you admire, and replicate their investment actions with just a few clicks..
- To start copying an investor, a minimum investment of $1000 is required.
- You can invest a maximum of $500,000 and above in a single trader.
- The system allows you to copy up to 100 investors simultaneously.
How Does CopyTrader™️ Work?
You can start copying an investor at any time. Each position within a copy is treated as a single investment and opens for you with the same proportional amount relative to your allocated funds.
When you initiate copying another investor with our CopyTrader™️ system, Options Experts automatically reallocates your assets to proportionally mirror the copied investor's portfolio.
What is Copy Stop Loss?
Copy Stop Loss (CSL) is a protective feature that automatically closes a copy if its value drops below a specified dollar amount or percentage.
CSL helps safeguard your investment by selling the copy if its value declines. It is mandatory for every copy in both CopyTrader™️ and Smart Portfolios.
Your copy trader can set the CSL anywhere between 5% and 95%.
For example, if you copy a trader with $1,000 and your copy trader sets CSL at 60%, the copy will close if its value drops below 60% of $1,000. The remaining $600 will then be returned to your balance.
You copy trader can adjust the CSL to any preferred level of exposure either when you initiate the copy or at any time after. Each adjustment will reflect a percentage of your copy equity at the time of the copy.
The minimum deposit is $1000
If your account is fully verified and no additional documentation is required or criteria, you can withdraw any available funds from your balance at any time without limitation. You will receive an email confirming the status of your withdrawal within 24 hours after request.
Your security and privacy are of utmost importance. The Options Experts platform has various measures in place to protect our community. We recommend the following actions to enhance your account security:
1. Activate Two-Factor Authentication (2FA)
- 2FA adds an extra layer of security by requiring a verification code from a Google Authenticator. This measure is required after your first deposit. If you haven't activated 2FA, we highly recommend enabling it in your Account Settings.
2. Email Verification
- Verifying the email address and phone number linked to your Options Experts account adds an additional layer of protection, making your account less likely to be compromised.
4. Create a Strong Password
- Ensure your password is strong by using ten or more characters, including at least one uppercase letter (A-Z), one number (0-9), and/or one symbol. Accepted symbols include: ~ ! @ # $ % ^ & ( ) - _ = + / \
By following these steps, you can significantly enhance the security of your Options Experts account.
Options Experts prioritizes the safety and security of its clients' funds.
All client money is held in separate, segregated accounts with top-tier banks and blockchain explorer or qualifying money market funds.
We maintain detailed records of all transactions within clients’ accounts, including the quantities of each asset held.
In the highly unlikely event of Options Experts insolvency, these records will be provided to the liquidator to manage and distribute Options Experts assets among clients, if applicable.
Eligible clients can also apply for compensation through the Investor Compensation Schemes relevant to their regulatory body.
For Platinum, Platinum+, and Diamond Club members who are customers of Options Experts (Europe) Ltd and Options Experts AUS Capital Ltd, there is additional coverage through our private insurance policy provided by Lloyd’s of London. This policy offers protection in the event of Options Experts insolvency.
The insurance covers:
- Cash, all CFD positions, and securities (real cryptoasset positions are covered).
- Up to 1 million euros or AUD (depending on the regulated entity), subject to the aggregate limit purchased by Options Experts and an excess amount.
- Claims exceeding an initial amount of 20,000 euros or AUD.
By ensuring these measures, Options Experts aims to provide a secure trading environment for all its clients.
A margin call is a broker's request for an investor to deposit additional funds into their investment account to maintain their open positions. If the investor does not meet the margin call requirements, a margin liquidation is triggered. This means the broker will close all of the investor’s open trades and suspend trading in the account.
When Might I Receive a Margin Call?
You will receive a margin call alert—both within the platform and via email—if your positions are at risk of being closed due to the value of your portfolio dropping.
You'll get an alert if your portfolio value falls below 20% of its value since your last deposit or withdrawal, and another alert if it falls below 10%.
For example, if you deposit $1000 and invest all of it, leaving no funds in your ‘Cash Available’ balance, and your portfolio value drops to $20 (20% of $1000) due to market conditions, Options Experts will send you a margin call alert.
At this point, you can choose to reduce the risk of liquidation by closing some positions or by depositing more funds. Options Experts continues to send margin call alerts to help protect you from further losses until your portfolio value goes back above 20%.
These alerts are sent regardless of whether your positions are CFDs or real assets.
What Happens If I Ignore a Margin Call?
Consider this scenario: you have $1000 invested in open positions with no available cash balance. If you take no action after receiving margin call alerts and your losses increase from $800 to $1000, your portfolio value would then be $0.
At this point, Options Experts will close all your open trades and suspend trading in your account. This action may be considered a taxable event.
After closing the trades, Options Experts will review your portfolio value. If it remains negative and your account is eligible, eToro will absorb the loss and reset your balance to zero as part of its negative balance protection policy. You will be notified once this is done, allowing you to deposit more funds and continue investing.
If you have any questions regarding margin calls, please contact the Options Experts Customer Service team.
What is Negative Balance Protection?
Negative Balance Protection ensures that if your investment account's portfolio value becomes negative, Options Experts will prevent you from losing more money than you initially invested in CFDs.
In rare cases, sudden price movements can cause your portfolio value to drop below zero when trading CFDs. If this occurs, Options Experts will review your portfolio value after all trades are closed. If your account is eligible, Options Experts will absorb the loss and reset your portfolio value to zero, allowing you to deposit more funds and continue investing as usual.