# Manage master and investment accounts

- [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


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