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  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
    • Configure the B2COPY Leaderboard and Account Statistics widgets
    • Register new Back Office users
    • Register new clients
    • 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
      • Change account types for copy-trading and MAM accounts
    • Manage trading robots
    • Manage subscriptions
    • Manage deposits and withdrawals
  • Admin panel guide
    • Welcome to the Admin panel guide
    • Access the Admin panel
    • Explore the Admin panel web interface
    • Manage Admin panel users
    • Manage B2COPY settings in the Admin panel
    • Manage master & investment accounts
    • Manage links
  • User guide
    • Welcome to the User guide
    • Sign-in and 2FA
    • Account details
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master & investment accounts
    • Manage subscriptions
    • Manage deposits & withdrawals
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Copying of Stop Loss (SL) and Take Profit (TP) orders
    • Personal trading on copy-trading investment accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods and their effect on open positions
    • Allocation methods for PAMM
    • 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
  • General concepts
    • General comparison of two B2COPY standalone versions
  • 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

Manage master and investment accounts

Learn how to manage master and investment accounts, including creating and modifying accounts, setting fee plans, assigning risk limits, minimum deposits, and more

Create a master accountSet the default allocation parameters for a copy-trading or MAM master accountSet the allocation method and rollover settings for a PAMM master accountCreate fee plans for a master accountModify the default fee plan for a master accountAssign risk limits to a master accountDetermine if risk limits are assigned to a master accountAssign a minimum deposit to a master accountAssign a subscription code to a master accountSet up a promo offer for a master accountView and execute pending PAMM requests on master accountsCancel pending PAMM requests on investment accountsCreate an investment accountChange account types for copy-trading and MAM accounts
PreviousAdd a profile picture and nickname to a client profileNextCreate a master account

Last updated 5 months ago

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