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:

1

Expand the Copy Trading, PAMM, or MAM menu.

2

Go to Investors.

3

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.

4

Click Create in the upper-right page corner.

5

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.

Create an investment account, Step 1

• 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.

Create an investment account, Step 2

• Step 3: 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.

• 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 an investment account, Step 3

6

Create Create.

The newly created investment account appears on the Investors page.