> For the complete documentation index, see [llms.txt](https://docs.b2copy.b2broker.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/create-an-investment-account.md).

# Create an investment account

You can create copy-trading, MAM, and PAMM investment accounts for your clients in the Back Office.

Create an investment account as follows:

{% stepper %}
{% step %}
Go to **Investment Platform** and expand the required platform instance, such as MT4, MT5, or cTrader.
{% endstep %}

{% step %}
To create a copy-trading investment account, go to **B2COPY** > **Investors**.\
To create a MAM investment account, go to **Mam** > **Investors**.\
To create a PAMM investment account, go to **Pamm** > **Investors**.
{% endstep %}

{% step %}
On the **Investors** page, click **+Create**.
{% endstep %}

{% step %}
Select the client whom you want to create an investment account for, and then click **Select**.

<figure><img src="/files/Fmjo46n9knN9aeR5n16H" alt="Create an investment account"><figcaption><p>Create an investment account</p></figcaption></figure>
{% endstep %}

{% step %}
On the **Create Investment Account** page, select one of the following options from the **Create from** dropdown:

* **New account** – to create a new account on the trading platform and then create an investment account on the B2COPY investment platform using the newly created account.
* **Existing account (on Trading platform only)** – to create an investment account on the B2COPY investment platform using the account that already exists on the trading platform but hasn't yet been registered via the Web UI.
* **Existing account (in Trader's room)** – to create an investment account on the B2COPY investment platform using the trading account that has already been registered via the Web UI.
  {% endstep %}

{% step %}
If you create the investment account using the existing account, enter the account number in the **Account login** field.

{% hint style="info" %}
If an investment account for a client was created on the **Accounts** tab that is available on the client details page, the account must be added to the B2COPY investment platform using the **Existing account (in Trader's room)** option.
{% endhint %}

<figure><img src="/files/x1jQaI63Gi5tszmFN2ds" alt="The investment account created in client details"><figcaption><p>The investment account created in client details</p></figcaption></figure>
{% endstep %}

{% step %}
From the **Leverage** dropdown, select a leverage ratio for the investment account.
{% endstep %}

{% step %}
In the **Account Name** field, enter a short name for the investment account. This name will be displayed for the account in the Web UI.
{% endstep %}

{% step %}
To inform the client about the newly created investment account by sending an email with the account details, select the **Send email** checkbox.
{% endstep %}

{% step %}
Click **Save**.

<figure><img src="/files/645aDGSFnMSBxscSjyJO" alt="Select parameters when creating an investment account"><figcaption><p>Select investment account parameters</p></figcaption></figure>
{% endstep %}
{% endstepper %}

The created investment account is now listed on the **Investors** page.


---

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