# Create investment accounts

You can create copy-trading, MAM, and PAMM investment accounts for registered clients in the Admin panel.

To create an investment account:

{% stepper %}
{% step %}
Expand the **Copy Trading**, **PAMM**, or **MAM** menu.
{% endstep %}

{% step %}
Go to **Investors**.
{% endstep %}

{% step %}
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.
{% endstep %}

{% step %}
Click **Create** in the upper-right page corner.
{% endstep %}

{% step %}
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.

<figure><img src="/files/hkXATgMIHtroqERpCeQL" alt="Create an investment account, Step 1"><figcaption><p>Create an investment account, Step 1</p></figcaption></figure>

* **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.

<figure><img src="/files/umvJAFDRqeA172ub2DjK" alt="Create an investment account, Step 2"><figcaption><p>Create an investment account, Step 2</p></figcaption></figure>

* **Step 3**: 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.
* 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 use for creating the investment account.
* In the **Product** dropdown, select the product based on which the account will be created.
* Enable the **Send email** checkbox to send the client a notification with account details.
  {% endtab %}
  {% endtabs %}

<figure><img src="/files/2bj3aRt4jXzwVI1ymVXz" alt="Create an investment account, Step 3"><figcaption><p>Create an investment account, Step 3</p></figcaption></figure>
{% endstep %}

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

The newly created investment account appears on the **Investors** page.


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