Change account types for copy-trading and MAM accounts

Learn how to change account types between copy-trading and MAM, as well as between master and investment accounts

It's possible to change types of existing accounts on the investment platform between copy-trading and MAM, as well as between master and investment accounts.

When an account type is changed, the account is automatically reassigned to the corresponding product configured in Products > Products, based on the updated account type.

Key points

• Types of PAMM accounts can't be changed.

• If a copy-trading or MAM account has active subscriptions and open positions, they will be retained after changing the account type.

The table below outlines the possible account type transitions:

Account Type	Can be changed to
Copy-trading master	Copy-trading investment MAM master MAM investment
Copy-trading investment	Copy-trading master MAM master MAM investment
MAM master	MAM investment Copy-trading master Copy-trading investment
MAM investment	MAM master Copy-trading master Copy-trading investment

Change an account type as follows:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading accounts, go to B2COPY. For MAM accounts, go to Mam.

3

Select Masters or Investors to navigate either to the list of master or investment accounts.

4

Select the account, and click Edit.

5

On the Edit account page, click the Actions button in the upper-right page corner, and then select the new account type.

Change an account type

The account type will be immediately updated and displayed in the Account type field.

The permissions associated with the updated account type will be displayed in the Rights field.

The account will be moved to the relevant menu, such as B2COPY or Mam, Masters or Investors based on the updated account type.