# Set the allocation method and rollover settings for a PAMM master account

After creating a PAMM master account, you can set the [allocation method](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/allocation-methods-for-pamm) and specific rollover[^1] settings for that account.

The selected allocation method will be applied by default when creating subscriptions to the master account in the Back Office or Web UI. The rollover for this account will occur according to the specified settings.

## Set the allocation method

To set the allocation method:

{% stepper %}
{% step %}
Go to **Investment Platform** and expand the required platform instance.
{% endstep %}

{% step %}
For PAMM master accounts, navigate to **Pamm** > **Masters**.
{% endstep %}

{% step %}
Select the master account, and then click **Edit**.
{% endstep %}

{% step %}
On the **Properties** tab, go to the **Pamm allocation settings** section.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-70aeaad08ea319962a38457d40b9aa955e081b2a%2Fproperties-tab-pamm-allocation-settings.png?alt=media" alt="" width="413"><figcaption><p>PAMM allocation settings on Properties tab</p></figcaption></figure>

{% hint style="info" %}
By default, the allocation method selected on the **Trading Settings** tab under **Pamm** > **Settings** is applied to all newly created PAMM master accounts (for details, refer to [Configure PAMM settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-pamm-settings)).
{% endhint %}
{% endstep %}

{% step %}
If you want to change the allocation method for the selected account, choose another one in the **Type of allocation** dropdown.
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

## Set the rollover settings

To set the rollover settings:

{% stepper %}
{% step %}
For PAMM master accounts, navigate to **Pamm** > **Masters**.
{% endstep %}

{% step %}
Select the master account, and then click **Edit**.
{% endstep %}

{% step %}
On the **Properties** tab, go to the **Rollover settings** section.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-2c1ac67d157f0255c552003a7d85a074a80b7767%2Fproperties-tab-rollover-settings.png?alt=media" alt=""><figcaption><p>Rollover settings on Properties tab</p></figcaption></figure>

{% hint style="info" %}
By default, the rollover type selected on the **Trading Settings** tab under **Pamm** > **Setting** is applied to all newly created PAMM master accounts.
{% endhint %}
{% endstep %}

{% step %}
If you want to change the rollover type for the selected account, choose a different option in the **Type of rollover** dropdown:

* **Manual** – indicates that the rollover process is triggered on a PAMM master account by the trader who owns that account at a required time.
* **Scheduled** – indicates that the rollover process is run automatically based on a schedule.

For the scheduled type, select one or more times in the **Rollover time** dropdown at which the rollover will be initiated on the account. Additionally, select the duration of the [freeze period](#user-content-fn-2)[^2] before the rollover in the **Freeze time before rollover** field.
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

[^1]: For PAMM accounts, a process during which trading results gained on a PAMM master account are updated and the outcome is distributed between subscribed PAMM investors, while deposit and withdrawal requests are executed as well. The rollover process can be triggered manually by the owner of a PAMM master account or can run automatically based on a schedule.

[^2]: The period preceding the PAMM rollover, within which no requests are accepted from PAMM investors to be processed during the upcoming rollover. The requests created during freeze time will be processed during the next rollover.