Configure deposit and withdrawal settings (only for a standalone solution)

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

In a standalone B2COPY solution, you can enable or disable for clients the options for depositing funds to their master and investment accounts in the Web UI.

Set up deposit options as follows:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading accounts, go to B2COPY > Settings. For MAM accounts, go to MAM > Settings. For PAMM accounts, go to PAMM > Settings.

3

Go to the Deposits/Withdrawal Settings tab.

Deposit and withdrawal settings (only for a standalone solution)

4

Select Show or Hide for the Show Deposit/Withdrawals buttons option.

• If Show is selected, the Deposit button is available on account cards displayed in the Web UI. In addition, clients are enabled to deposit funds to their master and investment accounts when creating them or creating subscriptions.

An account card with the Deposit button in Web UI

• If Hide is selected, the Deposit button is hidden on account cards displayed in the Web UI. In addition, clients can't deposit funds to their master and investment accounts when creating them or creating subscriptions.

An account card without the Deposit button in Web UI

The option Show Deposit/Withdrawals buttons doesn't affect the display of the Funds menu item that clients can use to transfer funds to or from their master and investment accounts in the Web UI.

Funds menu in Web UI

To hide the Funds menu item in the Web UI, disable the corresponding option on the Frontend menu page, which is available upon going to Promotion > Menu in the Back Office.

Promotion > Menu in the Back Office

The best practice for managing operations that clients can make on their accounts is the combined use of the visibility option Show Deposit/Withdrawals buttons and permissions (such as "deposit", "transfer deposit", "withdraw", and "transfer withdraw") assigned to the products based on which client accounts are created.