Configure account settings

Learn how to configure account settings for copy trading, PAMM, and MAM in the Admin panel

Use these settings to manage the actions that clients can perform with master and investment accounts in the Web UI.

These settings only affect the Web UI and don't restrict actions in the Admin panel. {% endhint}

To configure trading settings:

1

Expand the Copy Trading, PAMM, or MAM menu.

2

Go to Settings.

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

On the Account Settings tab, adjust the following options:

Account settings

Create new investment accounts

Default: Enabled

• Enabled — allows clients to create new investment accounts in the Web UI.

• Disabled - prohibits clients from creating new investment accounts in the Web UI.

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Create new master accounts

Default: Enabled

• Enabled — allows clients to create new master accounts in the Web UI.

• Disabled — prohibits clients from creating new master accounts in the Web UI.

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Allow multiple subscriptions for 1 master account from the same user

Default: Enabled

• Enabled — allows multiple subscriptions to the same master account for the same investor.

• Disabled — restricts an investor to a single subscription per master account.

For example, suppose that an investor has two investment accounts.

• If the option is enabled, the investor can subscribe both of their investment accounts to the same master account.

• If disabled, only one investment account can be subscribed to that master account.

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Max number of active subscriptions for 1 investment account

Applicable to copy trading and MAM

Default: No Limit

Limits the number of active subscriptions that investors can create in the Web UI using the same investment account.

Click Edit and select the allowed number of active subscriptions per investment account, or select No Limit to apply no restrictions on the number of active subscriptions.

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Password type sent to investor after password reset

Applicable to MT4/5 accounts only

Default: Investor password

Specifies which password, Master or Investor, is sent in the email when investors reset their MT4/5 account passwords via the Web UI.

• Master password — allows the investor to trade on the account.

• Investor password — enables the investor to only view positions on the account.