Create investment accounts
Learn how to create investment accounts for copy-trading, PAMM, and MAM in the Admin panel
You can create copy-trading, MAM, and PAMM investment accounts for registered clients in the Admin panel.
To create an investment account:
Expand the Copy Trading, PAMM, or MAM menu.
Go to Investors.
If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.
Click Create in the upper-right page corner.
In the displayed popup, fill in the following steps:
Step 1: select the client for whom you want to create an investment account.
You can search by the client’s email.
Step 2: select one of the options:
From new account on a platform — creates a new account on the trading platform and then an investment account on the B2COPY investment platform using that account.
From existing account on a platform — creates an investment account on the B2COPY investment platform using an already existing account on the trading platform.
Step 3: configure account settings.
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.
Enable the Send email checkbox to send the client a notification with account details.
Create Create.
The newly created investment account appears on the Investors page.
Last updated
Was this helpful?