Table of Contents

1. Purpose

2. Funding the Axi Select Trading Account

3. Qualification for Allocation Account

4. Withdrawals – Rules & Impact

   4.1 Withdrawal Impact Matrix (Main Table)

   4.2 – Dropout Scenarios.

5. Performance Fees (Profit Share)

6. Account Type Change (Pro ↔ Standard)

7. Reference Links

8. FAQs

9. Audit Control

1. Purpose

This SOP explains how Axi Select funding works, how clients qualify for the Allocation Account, how withdrawals affect stage progression, and rules surrounding profit distribution (Performance Fees).

2. Funding the Axi Select Trading Account

3. Qualification for Allocation Account

A client qualifies once all below are met:

• Edge Score ≥ 50

• 20+ unique trades

• Deposits a minimum of 500 USD. Even if all other requirements are met, progression is not allowed without meeting the minimum equity or balance required for that stage. Each stage has a specific minimum equity threshold, and without sufficient funds, clients cannot proceed.

• No open trades during activation step

Axi automatically opens the Allocation Account (AS-CT). This account mirrors trades using the stage multiplier.

4. Withdrawals – Rules & Impact

Withdrawals are made from the Axi Select Trading Account only and via the Client Portal.
No withdrawals are possible from the Allocation Account.

4.1 Withdrawal Impact Matrix (Main Table)

Topic	Explanation / Rule
Impact of Withdrawal on Stage	If equity drops below stage minimum → Stage downgrade risk. Same applies after Performance Fees payout. Client may top-up to restore eligibility.
Withdrawal < Required Minimum Threshold	May trigger temporary suspension and move to Quarantine/drop out. Must requalify.
Quarantine Risk	If after a withdrawal the Allocation Account reaches Maximum Drawdown → Quarantine triggered. Client must monitor equity.
Withdrawal Pop-Up Warning	System displays a warning showing: • Risk of triggering quarantine • Need to monitor balances • Scenarios that may cause quarantine Client must accept to continue.
Allocation Account Withdrawal	❌ Not allowed. Allocation Account mirrors trades only; no withdrawals permitted.
Axi Select Trading Account Withdrawal	Allowed anytime. ⚠️ May affect stage progression, PF payout, and multiplier logic.
Mid-Month Withdrawals	If a client withdraws after opening any trade: • Profit share for the month = FORFEITED/LOST • Allocation resets • Multiplier recalculated based on new (lower) equity Best Practice: Withdraw only after PF payout, before first trade of the month.
Withdrawal With Negative PnL	If withdrawal occurs with floating losses: • Allocation reduces proportionally • Increased risk of hitting the –10% Equity Stop • If reached → Automatic Dropout + Disqualification Email
Eligibility After Full Withdrawal	To remain in stage, the trader must maintain the minimum required equity. If they fully withdraw: • Stage eligibility is lost • They may deposit again to requalify • ⚠️ Lost profits do NOT get restored
Performance Fees payout	Allocation reset to initial level. New month starts fresh
Excess allocation	Capped at max allowed. Multiplier adjusted automatically
Withdrawal Timing Examples	PF paid at month start ONLY if no open positions. Allocation resets to stage baseline afterward. Examples included below.

Additional Withdrawal Timing Examples

Example 1 — PF earned normally

• Allocation starts at $10,000

• Ends at $11,000

• PF payout = ($11,000–$10,000) × 40% = $400

• Allocation resets to $10,000

Example 2 — PF paid, no trades yet

• PF paid Aug 1

• No trades until Aug 15

• Withdrawal adjusts Allocation & multiplier because first trade not placed yet

Example 3 — PF paid, trade opened early

• PF paid Aug 1

• Trade opened Aug 2

• Withdrawal afterward → profit share forfeited for entire month

4.2 Dropout Scenarios (Add to SOP)

Moving Through Axi Select Stages

Clients move through stages based on profit targets, drawdown rules, and consistency requirements.

Dropout Scenarios Table

5. Performance Fees (Profit Share)

Paid:

• 1st business day of each month, or

• At next stage upgrade

Requirements:

• No open/pending trades

• Allocation Account must be profitable

Reset Logic

After PF payout:

• Allocation resets to initial stage allocation

• Excess funds above stage maximum are capped

6. Reference Links

Withdrawal Rules — All Languages

8. Account Type Change (Pro ↔ Standard)

• Must be submitted to Onboarding (OB)

• ❌ Do NOT escalate to Axi Select Support

• Client must close all open/pending trades

Portal Display Note

Client Portal may still show the old account type — this is normal and expected.

9. FAQs

Client Query	Answer to Client	CS Action / Notes
What is Axi Select?	A capital allocation program where traders access funding, tools, and a structured pathway to grow into professional traders. No registration fee.	Share: Terms & Conditions, Program Rules, Withdrawal Rules
How do I join?	V2: Choose Axi Select during onboarding OR Client Portal → Axi Select (if eligible). V1: Client Portal → Tools → Axi Select.	Confirm client is logging into correct portal (V1/V2).
What is the minimum deposit?	$500 USD to start at Seed stage.	None.
Can I use demo or another broker’s account?	No. Only live Axi Select account trading counts.	None.
What is the account currency?	USD only.	Cannot be changed.
What is the leverage?	Fixed at 100:1.	Inform client leverage cannot be amended.
Can I skip stages?	No. All traders must progress through each stage.	None.
How does funding work?	A separate Allocation Account mirrors trades using a multiplier that increases as you advance stages.	None.
Can I withdraw?	Yes. Withdrawals are from your Axi Select account only. Timing may affect stage, multiplier, and profit share.	Share Withdrawal Rules. Clarify: If >10% withdrawn → may trigger quarantine/disqualification.
Can I withdraw from the Allocation Account?	No, only from your Axi Select trading account.	None.
What is quarantine?	Triggered when Allocation Drawdown exceeds 10%. All trades close; 2-week pause; must re-qualify. After 3rd quarantine → restart from Seed.	Explain clearly.
Can I reset Edge Score?	See Edge Score Reset SOP.
How is Edge Score calculated?	Based on skill, risk, consistency, and experience. Score appears after 20 unique trades.	Point to portal dashboard.
When will I see my Edge Score?	After completing 20 unique closed trades.	None.
What are the criteria to advance stages?	Each stage has minimum trades, Edge Score, and consistency rules. Requirements are shown in your Axi Select dashboard.	Refer client to the Stage Pathway in the Help Center.
What is the profit split?	Varies by stage. Paid monthly on 1st business day if no open positions.	If payment missing → escalate to AS Team (1–3 days).
What if my account is disqualified or enters quarantine?	You can still trade your Axi Select account, rebuild score, and re-qualify.	None.
Are EAs allowed?	Yes, as long as they are not copy-trading in nature.	None.
Can I copy-trade?	No. Copy trading is prohibited in Axi Select.	None.
Are inactivity fees applied?	No, but failing required minimum trades per stage leads to disqualification/reset.	None.
Can I trade any symbols?	Most symbols are allowed; some crypto, equities, and futures are excluded from Allocation copying.	Share internal excluded-symbol list if asked.
Technical issues / Trading Room access problems	We can help escalate.	Jira → HelpDesk → Axi Select. Response time: 1–3 business days.
Geographical restrictions?	Program is only available for SVG-licensed clients.	If restricted → advise client to email service@axi.com.

Audit Control

Internal use only.