# 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.
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{% 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="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-76d1cf8a5ae98829ac001363f4058ee55a903aeb%2Fcreate-investment-account.png?alt=media" 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="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-9e6d33d18659722f29c1397f66317a4fcf4b2a2e%2Fcreate-investment-account-in-client-details.png?alt=media" 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.
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{% 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.
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{% 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="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-73098598c4593af5ae6ec62f8f884753e4febfc2%2Fselect-parameters-when-creating-investment-account.png?alt=media" 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.