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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
  3. Configure account settings

Account settings

Explore account settings to manage master and investment account creation, set subscription limits, control multiple subscriptions, and configure currency conversion

PreviousConfigure account settingsNextDefault Master’s Positions Visibility

Last updated 1 month ago

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On the Account Settings tab, configure settings related to master and investment accounts:

Create new master accounts

Select either of the two values:

  • Yes – to allow your clients to create new master accounts in the Web UI. If Yes is selected, the Master section and the Create New Master Account button are displayed on the ‍My Accounts page in the Web UI.

  • No – to prohibit your clients from creating new master accounts in the Web UI. If No is selected, the Master section and the Create New Master Account button are hidden on the ‍My Accounts page in the Web UI. However, for clients who already have at least one master account created, the Master section and the available master accounts are displayed on the page.

Create new investment accounts

Select either of the two values:

  • Yes – to allow your clients to create new investment accounts in the Web UI. If Yes is selected, the Investment section and the Create New Investment Account button are displayed on the My Accounts page in the Web UI.

  • No – to prohibit your clients from creating new investment accounts in the Web UI. If No is selected, the Investment section and the Create New Investment Account button are hidden on the My Accounts page in the Web UI. However, for clients who already have at least one investment account created, the Investment section and the available investment accounts are displayed on the page.

Max number of active subscriptions for 1 investment account _(applicable for copy trading and MAM)_‍

Use this option to limit the number of active subscriptions that investors can create in the Web UI using the same investment account. Select the allowed number of active subscriptions per investment account, or select no-limit to apply no restrictions on the number of active subscriptions.

This option doesn't limit the number of active subscriptions that can be created in the Back Office for the same copy-trading or MAM investment account.

Allow multiple subscriptions for 1 master account from the same user

Select either of the two values:

  • Yes – to allow multiple subscriptions to the same master account for the same investor

  • No – to forbid multiple subscriptions to the same master account for the same investor

For example, suppose that an investor has two investment accounts.

If Yes is selected, the investor can subscribe both of their investment accounts to the same master account.

If No is selected, the investor can subscribe to only one of their investment accounts to that master account.

Currency Conversion — supported only in a standalone solution ‍*(applicable for copy trading only)*

Select either of the two values:

  • Allowed – to allow your clients to create copy-trading master and investment accounts in currencies that differ from the currency in which their payment accounts are denominated.

  • ‍Restricted – to allow your clients to create copy-trading master and investment accounts only in the same currency in which their payment accounts are denominated.

Create New Master Account
Create New Investment Account
Currency Conversion
Create New Master Account
Create New Investment Account
Currency Conversion