# Admin guide - [Sign-in and 2FA](https://docs.b2copy.b2broker.com/admin-guide/sign-in-and-2fa.md): Learn how to sign in to the Back Office and enhance security by enabling two-factor authentication (2FA) using the Google Authenticator app - [General interface overview](https://docs.b2copy.b2broker.com/admin-guide/general-interface-overview.md): Explore the general interface of the Investment Platform in the Back Office, including navigation, table actions, filtering, sorting, and pagination for managing accounts and subscriptions - [Configure B2COPY](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy.md): Learn how to configure B2COPY, including settings for copy-trading, MAM, PAMM, Web UI, fees, account access, symbol mapping, trade filters, widgets, IB program, and client notifications - [Configure copy-trading and MAM settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-copy-trading-and-mam-settings.md): Learn how to configure copy-trading and MAM settings, including how positions are copied, subscription tracking, and automatic balance operations with helpful comments for account activity analysis - [Configure PAMM settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-pamm-settings.md): Learn how to configure PAMM settings, including default allocation methods, rollover types, and custom comments for dividend payouts - [Configure Web UI settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings.md): Explore Web UI settings to control what trading data and options are visible to clients, including Leaderboard, statistics, reports, fees, subscriptions, and account properties - [Show on Leaderboard](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/show-on-leaderboard.md): Explore how to display specific data for master accounts on the Leaderboard by configuring visibility options - [Show on Statistics page](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/show-on-statistics-page.md): Control which master account data is shown on the Statistics page to help investors evaluate performance - [Show on Trading Report](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/show-on-trading-report.md): Manage which trading data appears in the Web UI Trading Report, including investor access and deal visibility for copy trading and MAM - [Fee settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/fee-settings.md): Manage which fees traders can include in their fee plans when creating master accounts in the Web UI, and set available charge periods and limits for each fee - [Subscription settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/subscription-settings.md): Control which subscription features are available in the Web UI, such as closing or detaching positions, editing loss limits, reversing or pausing copying, and changing allocation methods - [Risk Ratio settings (applicable for copy trading only)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/risk-ratio-settings-applicable-for-copy-trading-only.md): Manage investor access to risk ratio settings for copy-trading subscriptions in the Web UI, including the ability to view, edit, and select allocation methods during subscription - [Account Properties](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/account-properties.md): Manage which account properties are available in the Web UI, including minimum deposit, subscription code, and password reset options for master and investment accounts - [Configure account settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings.md): Learn how to configure account settings to manage master and investment account creation, set subscription limits, and define default visibility for positions - [Account settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings/account-settings.md): Explore account settings to manage master and investment account creation, set subscription limits, control multiple subscriptions, and configure currency conversion - [Default Master’s Positions Visibility](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings/default-masters-positions-visibility.md): Explore the options to manage position data display on master accounts' Statistics pages, controlling visibility for open and closed positions - [Default Investor’s Positions Visibility (applicable for PAMM only)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings/default-investors-positions-visibility-applicable-for-pamm-only.md): Explore options to manage position data display for PAMM investors, controlling visibility for open and closed positions in investment account details in the Web UI - [Configure access settings (only for a standalone solution)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-access-settings-only-for-a-standalone-solution.md): Learn how to configure access settings for standalone B2COPY solutions, enabling MT account sign-ins and controlling access by account numbers and groups - [Configure deposit and withdrawal settings (only for a standalone solution)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-deposit-and-withdrawal-settings-only-for-a-standalone-solution.md): Learn how to configure deposit and withdrawal settings for standalone B2COPY solutions, enabling clients to manage funds for their master and investment accounts through the Web UI - [Configure the performance fee calculation settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-the-performance-fee-calculation-settings.md): Learn how to configure performance fee settings based on Realized and Floating PnL, with options to adjust for trade fees and apply the High-Water Mark principle - [Configure the management fee calculation settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-the-management-fee-calculation-settings.md): Learn how to configure management fee calculation settings, either based on balance or equity, and choose between annual or period-based percentage calculations for investment accounts - [Configure symbol mapping](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-symbol-mapping.md): Learn how to configure symbol mapping to ensure compatibility between different symbol name conventions used on master and investment accounts for copy-trading, PAMM, and MAM services - [Configure the trade fee filter](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-the-trade-fee-filter.md): Learn how to configure the trade fee filter to specify which instrument groups on your MT server allow traders to charge trade fees to investors subscribed to their master accounts - [Prevent syncing of collapsed MetaTrader trading history with B2COPY](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/prevent-syncing-of-collapsed-metatrader-trading-history-with-b2copy.md): Learn how to exclude collapsed MetaTrader trading history before a specific date from syncing with B2COPY while keeping track of the records - [Copy positions to investment accounts with master account prices](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/copy-positions-to-investment-accounts-with-master-account-prices.md): Learn how to copy positions from master accounts to investment accounts at master account prices, preventing price slippage during order execution - [Link open positions](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/link-open-positions.md): Learn how to link open positions on copy-trading investment accounts with corresponding master account positions, enabling position synchronization - [Enable clients to select account groups when creating master and investment accounts in the Web UI](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/enable-clients-to-select-account-groups-when-creating-master-and-investment-accounts-in-the-web-ui.md): Learn how to enable clients to select account groups when creating master and investment accounts in the Web UI by configuring product groups and products in the Back Office - [Run the Introducing Brokers (IB) program](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/run-the-introducing-brokers-ib-program.md): Explore the IB program to let clients earn rewards by referring traders to B2COPY, with multilevel rewards and fee distribution management - [Manage IB levels](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/run-the-introducing-brokers-ib-program/manage-ib-levels.md): Learn how to manage IB levels and configure reward distribution for partners who refer new investors to the B2COPY investment platform - [Customize the IB partnership settings of investment accounts](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/run-the-introducing-brokers-ib-program/customize-the-ib-partnership-settings-of-investment-accounts.md): Learn how to customize IB partnership settings for individual investment accounts. You can modify reward percentages for IB partners, manually add partners, and assign reward percentages for each part - [Allocate custom rewards for assistance in managing master accounts](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/allocate-custom-rewards-for-assistance-in-managing-master-accounts.md): Learn how to allocate custom rewards for business partners assisting in managing master accounts. Rewards are based on fee amounts, with a portion paid to IB partners and the remaining to the business - [Use email templates to notify clients about important events](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/use-email-templates-to-notify-clients-about-important-events.md): Learn how to manage email templates for client notifications in the Back Office, customize content, enable/disable templates, and track email delivery statuses - [Configure the B2COPY Leaderboard and Account Statistics widgets](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy-widgets.md): Learn how to embed the B2COPY Leaderboard and Account Statistics widgets into web pages - [Register new Back Office users](https://docs.b2copy.b2broker.com/admin-guide/register-new-back-office-users.md): Learn how to register new Back Office users, assign permissions, manage credentials, and configure access settings including data masking and 2FA - [Disable 2FA for Back Office users](https://docs.b2copy.b2broker.com/admin-guide/register-new-back-office-users/disable-2fa-for-back-office-users.md): Learn how to disable 2FA via email codes for Back Office users — recommended only if your standalone B2COPY solution doesn’t support email delivery - [Register new clients](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients.md): Learn how to register new clients with email addresses or MT account logins (for standalone solutions), and add their profile pictures and nicknames in the Back Office - [Register new clients with email addresses](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients/register-new-clients-with-email-addresses.md): Learn how to register new clients with email addresses in the Back Office, enabling them to sign in to the Web UI for copy trading, PAMM, or MAM - [Register new clients with MT account logins (only for a standalone solution)](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients/register-new-clients-with-mt-account-logins-only-for-a-standalone-solution.md): Learn how to register clients with their MT account logins via the Back Office so they can sign in to the Web UI using their MT credentials - [Add a profile picture and nickname to a client profile](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients/add-a-profile-picture-and-nickname-to-a-client-profile.md): Learn how to add and manage clients' profile pictures and nicknames in the Back Office - [Manage master and investment accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts.md): Learn how to manage master and investment accounts, including creating and modifying accounts, setting fee plans, assigning risk limits, minimum deposits, and more - [Create a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/create-a-master-account.md): Learn how to create copy-trading, MAM, or PAMM master accounts in the Back Office using new or existing trading accounts and setting leverage, account name, and strategy description - [Set the default allocation parameters for a copy-trading or MAM master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/set-the-default-allocation-parameters-for-a-copy-trading-or-mam-master-account.md): Learn how to set the default allocation method and risk ratio for copy-trading or MAM master accounts in the Back Office - [Set the allocation method and rollover settings for a PAMM master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/set-the-allocation-method-and-rollover-settings-for-a-pamm-master-account.md): Learn how to set the allocation method and rollover settings for PAMM master accounts to define how funds are allocated and when rollovers occur, either automatically or manually - [Create fee plans for a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/create-fee-plans-for-a-master-account.md): Learn how to create default and non-default fee plans for copy-trading, MAM, or PAMM master accounts, specifying the fees and payment periods applied to subscriptions - [Modify the default fee plan for a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/modify-the-default-fee-plan-for-a-master-account.md): Learn how to modify the default fee plan for copy-trading, MAM, or PAMM master accounts, with updates automatically applied to existing subscriptions using the current default plan - [Assign risk limits to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/assign-risk-limits-to-a-master-account.md): Learn how to assign risk limits to copy-trading and MAM master accounts to protect against excessive losses by automatically blocking accounts when predefined thresholds are reached - [Determine if risk limits are assigned to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/determine-if-risk-limits-are-assigned-to-a-master-account.md): Learn how to check whether any risk limits are assigned to a copy-trading or MAM master account and understand the current status of those limits - [Assign a minimum deposit to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/assign-a-minimum-deposit-to-a-master-account.md): Learn how to set a minimum deposit for copy-trading, PAMM, or MAM master accounts to control investor subscriptions and enforce minimum balance requirements - [Assign a subscription code to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/assign-a-subscription-code-to-a-master-account.md): Control access to a master account by assigning a unique subscription code that restricts account visibility and subscription options for investors - [Set up a promo offer for a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/set-up-a-promo-offer-for-a-master-account.md): Learn how to set up promo offers for master accounts in the Back Office, enabling investors to subscribe with discounted fee plans using a unique promo code - [View and execute pending PAMM requests on master accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/view-and-execute-pending-pamm-requests-on-master-accounts.md): Learn how to view and execute pending requests on PAMM master accounts in the Back Office - [Cancel pending PAMM requests on investment accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/cancel-pending-pamm-requests-on-investment-accounts.md): Learn how to cancel pending fund transfer or unsubscription requests on PAMM master accounts in the Back Office - [Create an investment account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/create-an-investment-account.md): Learn how to create copy-trading, MAM, and PAMM investment accounts for your clients in the Back Office, using either new or existing trading accounts - [Change account types for copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/change-account-types-for-copy-trading-and-mam-accounts.md): Learn how to change account types between copy-trading and MAM, as well as between master and investment accounts - [Manage trading robots](https://docs.b2copy.b2broker.com/admin-guide/manage-trading-robots.md): Learn how to manage trading robots in B2COPY to automate trading on master accounts, including creation, modification, activation, pausing, and removal of robots - [Manage subscriptions](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions.md): Learn how to manage subscriptions in the Back Office, including creating, modifying, and terminating subscriptions, assigning risk limits, resyncing positions, changing fee plans, and more - [Create a copy-trading or MAM subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/create-a-copy-trading-or-mam-subscription.md): Learn how to create a copy-trading or MAM subscription by linking an investment account to a master account and configuring allocation method, risk ratio, and copy direction - [Create a PAMM subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/create-a-pamm-subscription.md): Learn how to create a PAMM subscription by linking an investment account to a master account and managing related settings in the Back Office - [Assign a risk limit to a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/assign-a-risk-limit-to-a-subscription.md): Learn how to assign a risk limit to a subscription to automatically terminate it when losses exceed the specified amount and protect investors from significant losses - [Modify a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/modify-a-subscription.md): Learn how to modify subscription settings in the Back Office, including adjusting risk limits, allocation methods, risk ratios, reverse trading options, and fee plans - [Resync open positions on a master account with subscribed investment accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/resync-open-positions-on-a-master-account-with-subscribed-investment-accounts.md): Learn how to resync open positions on a master account with subscribed investment accounts in the Back Office to ensure positions are copied to accounts that missed them initially - [Change a fee plan for an existing subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/change-a-fee-plan-for-an-existing-subscription.md): Learn how to change a fee plan for an existing subscription in the Back Office by selecting a new fee plan from the available options for the master account - [Initialize instant fee payments for subscriptions](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/initialize-instant-fee-payments-for-subscriptions.md): Learn how to initialize instant fee payments for subscriptions, either from a specific subscribed investment account or from all accounts subscribed to the same master account - [View details about fees paid for a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/view-details-about-fees-paid-for-a-subscription.md): Learn how to view detailed information about fees paid for a subscription, including total payments, last payment details, and various fee types - [Pause and resume subscriptions](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/pause-and-resume-subscriptions.md): Learn how to pause or resume copy-trading and MAM subscriptions in the Back Office. Pausing stops copying new positions; resuming restores automatic copying - [Terminate or reactivate a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/terminate-or-reactivate-a-subscription.md): Learn how to terminate or reactivate subscriptions in the Back Office. Termination unsubscribes an investment account; reactivation restores the subscription and resumes position copying - [Manage deposits and withdrawals](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals.md): Learn how to manage deposits and withdrawals for clients' copy-trading, MAM, and PAMM accounts in the Back Office - [Deposit funds to copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/deposit-funds-to-copy-trading-and-mam-accounts.md): Explore how to deposit funds to copy-trading and MAM accounts by creating transfers from a client's wallet or other accounts, with admin approval if required - [Withdraw funds from copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/withdraw-funds-from-copy-trading-and-mam-accounts.md): Explore how to withdraw funds from copy-trading and MAM accounts by transferring them to a client’s wallet, with support for admin approval - [Deposit funds to PAMM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/deposit-funds-to-pamm-accounts.md): Learn how to deposit funds to PAMM accounts by transferring them from wallets, with rollover-based execution, and with admin approval if required - [Withdraw funds from PAMM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/withdraw-funds-from-pamm-accounts.md): Learn how to withdraw funds from PAMM accounts to wallets, with admin approval and rollover-based processing of transfer requests --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.b2copy.b2broker.com/admin-guide.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.