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  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
      • Configure copy-trading and MAM settings
      • Configure PAMM settings
      • Configure Web UI settings
        • Show on Leaderboard
        • Show on Statistics page
        • Show on Trading Report
        • Fee settings
        • Subscription settings
        • Risk Ratio settings (applicable for copy trading only)
        • Account Properties
      • Configure account settings
        • Account settings
        • Default Master’s Positions Visibility
        • Default Investor’s Positions Visibility (applicable for PAMM only)
      • Configure access settings (only for a standalone solution)
      • Configure deposit and withdrawal settings (only for a standalone solution)
      • Configure the performance fee calculation settings
      • Configure the management fee calculation settings
      • Configure symbol mapping
      • Configure the trade fee filter
      • Configure B2COPY widgets
      • Prevent syncing of collapsed MetaTrader trading history with B2COPY
      • Copy positions to investment accounts with master account prices
      • Link open positions
      • Enable clients to select account groups when creating master and investment accounts in the Web UI
      • Run the Introducing Brokers (IB) program
        • Manage IB levels
        • Customize the IB partnership settings of investment accounts
      • Allocate custom rewards for assistance in managing master accounts
      • Use email templates to notify clients about important events
    • Register new Back Office users
      • Disable 2FA for Back Office users
    • Register new clients
      • Register new clients with email addresses
      • Register new clients with MT account logins (only for a standalone solution)
      • Add a profile picture and nickname to a client profile
    • Manage master and investment accounts
      • Create a master account
      • Set the default allocation parameters for a copy-trading or MAM master account
      • Set the allocation method and rollover settings for a PAMM master account
      • Create fee plans for a master account
      • Modify the default fee plan for a master account
      • Assign risk limits to a master account
      • Determine if risk limits are assigned to a master account
      • Assign a minimum deposit to a master account
      • Assign a subscription code to a master account
      • Set up a promo offer for a master account
      • View and execute pending PAMM requests on master accounts
      • Cancel pending PAMM requests on investment accounts
      • Create an investment account
      • Archive master and investment accounts
      • View information about archived accounts
      • Restore archived accounts
    • Manage trading robots
    • Manage subscriptions
      • Create a copy-trading or MAM subscription
      • Create a PAMM subscription
      • Assign a risk limit to a subscription
      • Modify a subscription
      • Resync open positions on a master account with subscribed investment accounts
      • Change a fee plan for an existing subscription
      • Initialize instant fee payments for subscriptions
      • View details about fees paid for a subscription
      • Pause and resume subscriptions
      • Terminate or reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to copy-trading and MAM accounts
      • Withdraw funds from copy-trading and MAM accounts
      • Deposit funds to PAMM accounts
      • Withdraw funds from PAMM accounts
  • User guide
    • Sign-in and 2FA
    • Account details
      • Subscriptions page
      • Trading Report page
      • Statistics page
      • Settings page
      • Requests page (for PAMM accounts only)
      • Fee Payments page
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master and investment accounts
      • Create a master account
      • Set up or modify a fee plan for your master account
      • Change your master account visibility on the Leaderboard
      • Assign a subscription code to your master account
      • Assign a minimum deposit to your master account
      • Set up a promo offer for your master account
      • View and update rollover settings of your PAMM master account
      • Create an investment account
      • Add your profile picture and nickname
      • Add or change your account name
      • Reset your account password
    • Manage subscriptions
      • Create a subscription
      • Create a subscription using a subscription code
      • Create a subscription using a promo code
      • Change a risk ratio and allocation method for a subscription
      • Assign a risk limit to a subscription
      • Enable or disable the reverse copy option for a subscription
      • Check a fee plan applied to a subscription
      • Detach open positions copied into investment accounts
      • Pause or resume a subscription
      • Terminate and reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to your copy-trading and MAM accounts
      • Withdraw funds from your copy-trading and MAM accounts
      • Deposit funds to your PAMM accounts
      • Withdraw funds from your PAMM accounts
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods for PAMM
      • Reallocation on deposit and withdrawal
      • No action on deposit and autocorrection on withdrawal
    • Fee list
    • Mechanism for deducting accrued fee debt
    • Return calculation
    • Drawdown and Maximum drawdown calculation
    • Risk limits for investors
    • Risk limits for master traders
    • Score calculation
  • API Documentation
    • Authorization in the Back Office
    • Get a list of master and investment accounts
    • Create a master or investment account using the existing MT account
    • Get data for the Statistics widget
    • Get data for the Leaderboard widget
    • Seamless authorization (only for a standalone solution)
    • Register a client and create their payment account (only for a standalone solution)
  • Video tutorials
  • Key terms
  • Release notes
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  1. Admin guide
  2. Configure B2COPY

Allocate custom rewards for assistance in managing master accounts

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

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Last updated 28 days ago

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When a master account is managed by both the trader who owns the account and their business partner, such as a risk manager or market analyst, it’s possible to allocate custom rewards to the business partners.

The business partner is rewarded with a percentage of the fee amounts left after paying rewards to . The fees are charged from the subscribed investment accounts according to the master account’s fee plan.

If an investment account is opened by a client referred to the investment platform by an IB partner and subscribed to a master account for which a business partner is added, the rewards to the partners are paid as follows:

  • A percentage of the fee amount charged from the investment account is paid to the IB partner.

  • After that, a percentage of the remaining fee amount is paid to the business partner.

  • The amount left after rewarding the partners is paid to the master account’s owner.

Allocate custom rewards for assistance in managing a master account:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading master accounts, go to B2COPY > Masters. For MAM master accounts, go to Mam > Masters. For PAMM master accounts, go to Pamm > Masters.

3

Select the master account, and click Edit.

4

Go to the Partnership settings tab.

5

To add a business partner, click +Add in the section named As Master (Sharing fees paid to this account).

Unlike the section As Investor (Sharing fees paid by this account), which can be filled in manually or automatically based on the configured IB levels, the As Master section is always filled in manually with information about business partners to be rewarded.

6

Select the client that you want to add as a business partner for the master account, and click Select.

7

In the Add account percent as master dialog box, fill in the following fields:

  • In the Account ID dropdown, select a partner’s wallet or trading account to which the rewards are deposited.

  • In the % fees field, enter the reward percentage for the partner.

The total percentage specified for all business partners managing a master account can’t exceed 100%.

8

Click Save to apply the changes.

The business partner is added for the master account and will be rewarded with the specified percentage. In order to allocate rewards to a business partner who helps manage a master account, the partner must be a registered client and have a wallet or trading account to which the rewards can be deposited.

IB partners
Add account percrnt as master
Add account percents as master