Create master and investment accounts

Learn how to create master and investment accounts for copy trading, PAMM, and MAM from the Accounts page in the Admin panel

Applicable to standalone solutions only

You can create master and investment accounts for copy trading, PAMM, and MAM for registered clients in the Admin panel under Clients > Accounts. From this page, you can select any available account type and create it for the chosen client without navigating to the corresponding menu. The created master and investment accounts will appear on the Accounts page as well as in the corresponding menu, depending on the account type.

Alternatively, master and investment accounts can be created from the Master and Investor pages under the Copy Trading, PAMM, and MAM menus (for details, refer to Manage master & investment accounts).

To create a master or investment account:

1

Expand the Clients menu.

2

Go to Accounts in the menu.

3

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

4

Click Create in the upper-right page corner.

5

In the displayed popup, complete the following steps:

• Step 1: select the platform and one of the following products:

  • PAMM Invest account

  • PAMM Master account

  • MAM Invest account

  • MAM Master account

  • CopyTrading Invest account

  • CopyTrading Master account

Create a PAMM master account, Step 1

• Step 2: select the client for whom you want to create an account.

  You can search by the client’s email.

Create a PAMM master account, Step 2

• Step 3: select one of the options:

  • From new account on a platform — creates a new account on the trading platform and then a master or investment account on the B2COPY investment platform using that account.

  • From existing account on a platform — creates a master or investment account on the B2COPY investment platform using an already existing account on the trading platform.

Create a PAMM master account, Step 3

• Step 4: configure account settings.

From new account on a platform

• In the Name field, optionally enter the account name.

• In the Product dropdown, select the product based on which the account will be created.

• In the Currency dropdown, select the account currency.

• In the Leverage dropdown, select a leverage ratio for the account.

• In the Payment account field, enter the number of the account that will be associated as the payment account for the master or investment account that you're creating for the client.

  If one or more default payment accounts are specified for the client in their profile, the account with the matching currency will automatically appear in the Payment account field.

When creating PAMM master or investment accounts, the Payment account field is required. PAMM accounts can't be created without an associated payment account (for details, refer to Create payment accounts).

• Enable the Send email checkbox to send the client a notification with account details.

From existing account on a platform

Create a PAMM master account, Step 4

6

Create Create.

The newly created account appears on the Accounts page, as well as in the corresponding menu, depending on the type of account created. In this example, the account also appears in PAMM > Masters.

To open the account details, click the number in the Account login column.