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  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
    • Configure the B2COPY Leaderboard and Account Statistics widgets
    • Register new Back Office users
    • Register new clients
    • Manage master and investment accounts
    • Manage trading robots
    • Manage subscriptions
    • Manage deposits and withdrawals
  • Admin panel guide
    • Welcome to the Admin panel guide
    • Access the Admin panel
    • Explore the Admin panel web interface
    • Manage security settings
    • Manage Admin panel users
    • Manage B2COPY settings in the Admin panel
    • Manage clients
    • Manage master & investment accounts
      • Create master accounts
      • Create fee plans
      • Edit fee plans
      • Set default allocation parameters for copy-trading and MAM master accounts
      • Set allocation methods and rollover settings for PAMM master accounts
      • Create promo offers
      • Create promo offers for sharing fees with partners
      • Assign risk limits to master accounts
      • Assign minimum deposits
      • Change master account visibility on the Leaderboard
      • Assign subscription codes
      • Create investment accounts
    • Manage links
  • User guide
    • Welcome to the User guide
    • Sign-in and 2FA
    • Account details
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master & investment accounts
    • Manage subscriptions
    • Manage deposits & withdrawals
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Copying of Stop Loss (SL) and Take Profit (TP) orders
    • Personal trading on copy-trading investment accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods and their effect on open positions
    • Allocation methods for PAMM
    • Fee list
    • Mechanism for deducting accrued fee debt
    • Return calculation
    • Drawdown and Maximum drawdown calculation
    • Risk limits for investors
    • Risk limits for master traders
    • Score calculation
  • General concepts
    • General comparison of two B2COPY standalone versions
  • API Documentation
    • Authorization in the Back Office
    • Get a list of master and investment accounts
    • Create a master or investment account using the existing MT account
    • Get data for the Statistics widget
    • Get data for the Leaderboard widget
    • Seamless authorization (only for a standalone solution)
    • Register a client and create their payment account (only for a standalone solution)
    • Integrate your external CRM system with the B2COPY API
    • Initiate fee processing between master and investment accounts
  • Video tutorials
  • Key terms
  • Release notes
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  1. Admin panel guide

Manage master & investment accounts

View, create, and manage master and investment accounts for copy trading, PAMM, and MAM

hashtag
Master accounts

Create master accountschevron-rightCreate master accountschevron-rightCreate master accountschevron-rightSet default allocation parameters for copy-trading and MAM master accountschevron-rightSet allocation methods and rollover settings for PAMM master accountschevron-rightCreate promo offerschevron-rightCreate promo offers for sharing fees with partnerschevron-rightAssign risk limits to master accountschevron-rightAssign minimum depositschevron-rightChange master account visibility on the Leaderboardchevron-rightAssign subscription codeschevron-right

hashtag
Investment accounts

Create investment accountschevron-right
PreviousCreate master and investment accountschevron-leftNextCreate master accountschevron-right

Last updated 3 months ago

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  • Master accounts
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