Create payment accounts

Learn how to create payment accounts for clients in the Admin panel

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.

In PAMM, payment accounts are required when creating both master and investment accounts.

To create a payment 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 the Payment account product.

Create a payment account, Step 1

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

  You can search by the client’s email.

Create a payment 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 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.

Create a payment 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, 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.

From existing account on a platform

Create a payment account, Step 4

6

Create Create.

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).

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