Collective2 Collective2
Featured Strategy S2Prox0 +62.8% Annual Return (Compounded) since Dec 23, 2022 Hypothetical

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Friends and Family

Manage AutoTrading for people you know

If you're an expert at using Collective2 as an investment platform, now you can share your expertise.

Manage up to five accounts

To help you comply with regulations, Friends and Family limits you to supervising up to five accounts with less than $20 million dollars of assets. In addition, you should be aware of other regulatory restrictions.

People you know can link their brokerage accounts to you, so that you can help them
Monitor and help up to five linked accounts.

Create pre-built "Portfolios"

Rather than setting up AutoTrading five different times, you instead create a pre-built "Portfolio" that you can then apply to your linked Friends and Family accounts.

Build Portfolios that you can apply to your linked accounts.
Build pre-made Portfolios that you can quickly apply to your linked accounts

Automated Risk Controls

Monitoring one single AutoTrade account by yourself is a lot of responsibility; monitoring five accounts without help is too much for any person. That's why Friends and Family gives you access to automated performance and risk controls. These allow you to automatically stop trading strategies that violate triggers you set up beforehand.

Automated Risk and Performance Triggers remove strategies automatically from autotrading when certain risk or performance triggers are met.
Automated Risk and Performance Triggers remove strategies automatically from AutoTrading when risk or performance triggers are breached.

Choose who pays

Friends and Family members pay fees on per-day rate. (Basically, regular fees divided by 30 days per month.) You can set up billing however you like: either you can pay for your family members through your account, or they can set up their own credit card billing, without your involvement.

Either you can pay on behalf of your linked accounts, or you can let your friends and family take care of their own billing.
Your Friends and Family linked accounts can take care of their own billing and payments... or you can take care of it on their behalf.

Custom Portal Website

Friends and Family members get access to a simplified "Portal" that lets them monitor trading (if they want), see their billing status, and access an emergency "kill switch" to de-link their accounts from your control. This if for your peace of mind, as well as theirs.

Friends and Family can monitor and access their accounts through a customized mini Portal.
Friends and Family can monitor and access their accounts through a customized mini Portal. Notice the emergency kill switch that lets them unlink their account from your access any time they like.

How much does it cost?

It costs nothing extra for you to use Friends and Family. You need only an AutoTrade Plan (any level).

Your friends and family pay for AutoTrading and subscription fees. These fees are calculated on a per-day basis. (Charges are batched up so they don't happen every day). There's no need to set up AutoTrade plans (or strategy subscriptions) for your friends and family. Billing will happen automatically. Payment can be the responsibility of your friends and family, or you can take care of it on their behalf - your choice.

Ready to start?

Anyone Collective2 member with an AutoTrade Plan or Trade Leader Plan can start to use Friends and Family immediately. It does not cost extra.

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Are you registered?

If you are a registered RIA or CTA, you can upgrade to our C2 Master Platform. It allows you to use the C2 Platform on behalf of your clients. You can apply your own strategies, and - in addition - a curated set of C2 strategies for an extra slice of “alpha.”

To learn more about the C2 Master Platform, please let us know.

Regulatory Restrictions

People that are not registered Commodity Trading Advisors (CTAs) or Registered Investment Advisors (RIAs) must follow certain guidelines to ensure they comply with federal and state laws.

No holding yourself out to the public

It's called "Friends and Family" for a reason. You must only use this service on behalf of people you already know. You may not hold yourself out to the public (i.e. by advertising your services or soliciting people not already known to you).

You may not be paid for this

You may not ask for or receive any kind of compensation for operating the Friends and Family product.

Five accounts and $20 million dollars

You may link to only five accounts simultaneously (and no more than 15 in any year), and you must limit the amount of assets attached to your Friends and Family account to under $20 million dollars

Your responsibility to follow state and local laws

We believe that if you follow these restrictions, and particularly if you do not receive any form of compensation, and do not hold yourself out to the public, then you generally will be exempt from registration requirements in many states.

However we are unable to research and pass judgment on the regulations that apply to every state or province. Therefore it is your responsibility to be aware of, and to comply with, your local regulations. When in doubt, please consult a local attorney.