Configure account settings

Learn how to configure account settings to manage master and investment account creation, set subscription limits, and define default visibility for positions

Use account settings to allow or prohibit your clients to create master and investment accounts in the Web UI, limit the maximum number of subscriptions that can be created for a single investment account, as well as configure the default visibility settings for open and closed positions on master and investment accounts.

Configure account settings as follows:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading account settings, go B2COPY > Settings. For MAM account settings, go to Mam > Settings. For PAMM account settings, go to Pamm > Settings.

3

Go to the Account Setting tab.

Account Settings

‍On this tab, you can configure the following groups of settings:

• Account settings

• Default Master’s Positions Visibility

• Default Investor’s Positions Visibility (for PAMM accounts only)

4

Click Save to apply the changes.