Link positions

Learn how to link open positions on investment accounts with corresponding master account positions via the Admin panel

Applicable to copy trading and MAM

You can link open positions on investment accounts with the corresponding positions opened on master accounts. Positions can be linked if they are opened for identical symbols.

This may be useful in the following cases:

• When migrating data from a third-party platform to the B2COPY investment platform.

• When it’s needed to open a position on an investment account later than the corresponding position is opened on a master account.

Before linking open positions on an investment account with the positions on a master account, make sure that the investment account is subscribed to the master account. {% endhint}

To link positions:

1

Expand the Copy Trading 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 Link Positions tab, select one of the options:

• Manual linking

• Bulk upload

Link Positions

Manual linking

To link individual positions:

1

In the Investor position ticket and Master position ticket fields, enter tickets of the positions that you want to link.

2

To link another pair of positions, click Add, enter position tickets in the displayed fields.

3

Click Save to link the positions.

If no errors are displayed, the specified positions are successfully linked.

To unlink a pair of positions that you previously linked, click the bin icon.

Bulk upload

To link multiple positions at once, use bulk linking:

1

Click Download CSV Template.

2

In the downloaded CSV template, enter pairs of position tickets that you want to link in the following format:

investor position ticket,master position ticket 1001,1002 1003,1004

3

Save the updated CSV file.

4

Click Add file, and then navigate to and select the CSV file on your computer.

5

Click Save to link the positions specified in the CSV file.

If no errors are displayed, the positions specified in the CSV file are successfully linked.

After linking, open positions on investment accounts will be closed when the corresponding positions with which they are linked are closed on master accounts.