Create an investment account

Learn how to create copy-trading, MAM, and PAMM investment accounts for your clients in the Back Office, using either new or existing trading accounts

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

Create an investment account as follows:

1

Go to Investment Platform and expand the required platform instance, such as MT4, MT5, or cTrader.

2

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.

3

On the Investors page, click +Create.

4

Select the client whom you want to create an investment account for, and then click Select.

Create an investment account

5

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.

6

If you create the investment account using the existing account, enter the account number in the Account login field.

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.

The investment account created in client details

7

From the Leverage dropdown, select a leverage ratio for the investment account.

8

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.

9

To inform the client about the newly created investment account by sending an email with the account details, select the Send email checkbox.

10

Click Save.

Select investment account parameters

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