# Create payment accounts

*Applicable to standalone solutions only*

You can create payment accounts for registered clients in the Admin panel under **Clients** > **Accounts**.

Alternatively, accounts can be created from the **Accounts** tab in client profiles.

Payment accounts act as wallets and are used for receiving fees, processing refunds, and performing other transactions, such as transferring funds when handling unsubscriptions.

{% hint style="info" %}
In PAMM, payment accounts are required when creating both master and investment accounts.
{% endhint %}

To create a payment 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 the **Payment account** product.

<figure><img src="/files/BfuEce9OIPYYG1bknzMW" alt="Create a payment account, Step 1"><figcaption><p>Create a payment account, Step 1</p></figcaption></figure>

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

  You can search by the client’s email.

<figure><img src="/files/kVfstFXtce2bi7DlpQNj" alt="Create a payment account, Step 2"><figcaption><p>Create a payment 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 adds it as a payment account on the B2COPY investment platform.
  * **From existing account on a platform** — adds a payment account on the B2COPY investment platform using an already existing account on the trading platform.

<figure><img src="/files/kvvHKLFAW4ZM21hjWV7K" alt="Create a payment account, Step 3"><figcaption><p>Create a payment 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, such as **Payment account**.
* In the **Currency** dropdown, select the account currency.
* In the **Leverage** dropdown, select a leverage ratio for the account.
* 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 the payment account.
* In the **Product** dropdown, select the product based on which the account will be created, such as **Payment account**.
* Enable the **Send email** checkbox to send the client a notification with account details.
  {% endtab %}
  {% endtabs %}

<figure><img src="/files/2SAWqNec7BqCDmnh5fJW" alt="Create a payment account, Step 4"><figcaption><p>Create a payment account, Step 4</p></figcaption></figure>
{% endstep %}

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

The newly created payment account appears on the **Accounts** page and on the **Accounts** tab in the client profile. This account can be set as the client’s default payment account (for details, refer to [Set default payment accounts for clients](/admin-panel-guide/manage-clients/set-default-payment-accounts-for-clients.md)).

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


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