# Create master and investment accounts

*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](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts)).

To create a master or investment account:

{% stepper %}
{% step %}
Expand the **Clients** menu.
{% endstep %}

{% step %}
Go to **Accounts** in the menu.
{% endstep %}

{% step %}
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.
{% endstep %}

{% step %}
Click **Create** in the upper-right page corner.
{% endstep %}

{% step %}
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**

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-1c1958b45dce4cfc48f3f9d030561b5afc8dd8fa%2Fadmin-create-pamm-master-account-step1.png?alt=media" alt="Create a PAMM master account, Step 1"><figcaption><p>Create a PAMM master account, Step 1</p></figcaption></figure>

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

  You can search by the client’s email.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-d9b77160e19d1fea5b499c22ba8b08f599ff4a26%2Fadmin-create-pamm-master-account-step2.png?alt=media" alt="Create a PAMM master account, Step 2"><figcaption><p>Create a PAMM master account, Step 2</p></figcaption></figure>

* **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.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-d539fe6a091968c3f1d53acaa4bc32e80f248b94%2Fadmin-create-pamm-master-account-step3.png?alt=media" alt="Create a PAMM master account, Step 3"><figcaption><p>Create a PAMM master account, Step 3</p></figcaption></figure>

* **Step 4**: configure account settings.

{% tabs %}
{% tab title="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.

{% hint style="info" %}
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](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/create-payment-accounts)).
{% endhint %}

* Enable the **Send email** checkbox to send the client a notification with account details.
  {% endtab %}

{% tab title="From existing account on a platform" %}

* In the **Name** field, optionally enter the account name.
* In the **Login** field, enter the number of the existing account on the trading platform that you want to add as a master or investment account.
* In the **Product** dropdown, select the product based on which the account will be created.
* 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.

{% hint style="info" %}
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](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/create-payment-accounts)).
{% endhint %}

* Enable the **Send email** checkbox to send the client a notification with account details.
  {% endtab %}
  {% endtabs %}

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-af0abb104e194d418030730c713a082fe649adc1%2Fadmin-create-pamm-master-account-step4.png?alt=media" alt="Create a PAMM master account, Step 4"><figcaption><p>Create a PAMM master account, Step 4</p></figcaption></figure>
{% endstep %}

{% step %}
Create **Create**.
{% endstep %}
{% endstepper %}

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.
