Assign a minimum deposit to a master account

Learn how to set a minimum deposit for copy-trading, PAMM, or MAM master accounts to control investor subscriptions and enforce minimum balance requirements

Minimum deposits can be assigned to client copy-trading, PAMM, or MAM master accounts.

If a minimum deposit is assigned to an account, investors must deposit the specified minimum balance into their investment accounts to subscribe to the master account. Additionally, to keep the subscriptions active, the required minimum balance must remain on the investment accounts after withdrawals.

The minimum deposit isn't tied to any specific fee plan created for the master account and applies to all subscriptions to that account.

The minimum deposit amount is always denoted and displayed in USD on all B2COPY pages.

For minimum deposits to work correctly when master and investment accounts are denominated in different currencies, make sure exchange rates are configured for those currencies. Otherwise, the minimum deposit requirement will be ignored during subscription (for details, refer to How to configure currency exchange rates).

Assign a minimum deposit to a master account:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading master accounts, go to B2COPY > Masters. For MAM master accounts, go to Mam > Masters. For PAMM master account, go to Pamm > Masters.

3

Select a master account, and click Edit.

4

On the Properties tab, go to Account name & description.

5

In the Minimum Deposit field, enter the minimum deposit amount in USD.

Assign a minimum deposit to a master account

6

Click Save to apply the changes.

On the Leaderboard, the minimum deposit requirement assigned to the master account is displayed under the +Follow button.