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Create master accounts

Learn how to create master accounts for copy-trading, PAMM, and MAM in the Admin panel

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

To create a master account:

1

Expand the Copy Trading, PAMM, or MAM menu.

2

Go to Masters.

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 a master account.

    You can search by the client’s email.

Create a master account, Step 1
Create a master 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 a master account on the B2COPY investment platform using that account.

    • From existing account on a platform — creates a master account on the B2COPY investment platform using an already existing account on the trading platform.

Create a master account, Step 2
Create a master account, Step 2

  • Step 3: configure account settings.

  • In the Name field, optionally enter the account name. This name will be displayed on the Leaderboard and other pages in the Web UI.

  • 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 a master account, Step 3
Create a master account, Step 3
6

Create Create.

The newly created master account appears on the Masters page.

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