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  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
      • Configure copy-trading and MAM settings
      • Configure PAMM settings
      • Configure Web UI settings
        • Show on Leaderboard
        • Show on Statistics page
        • Show on Trading Report
        • Fee settings
        • Subscription settings
        • Risk Ratio settings (applicable for copy trading only)
        • Account Properties
      • Configure account settings
        • Account settings
        • Default Master’s Positions Visibility
        • Default Investor’s Positions Visibility (applicable for PAMM only)
      • Configure access settings (only for a standalone solution)
      • Configure deposit and withdrawal settings (only for a standalone solution)
      • Configure the performance fee calculation settings
      • Configure the management fee calculation settings
      • Configure symbol mapping
      • Configure the trade fee filter
      • Configure B2COPY widgets
      • Prevent syncing of collapsed MetaTrader trading history with B2COPY
      • Copy positions to investment accounts with master account prices
      • Link open positions
      • Enable clients to select account groups when creating master and investment accounts in the Web UI
      • Run the Introducing Brokers (IB) program
        • Manage IB levels
        • Customize the IB partnership settings of investment accounts
      • Allocate custom rewards for assistance in managing master accounts
      • Use email templates to notify clients about important events
    • Register new Back Office users
      • Disable 2FA for Back Office users
    • Register new clients
      • Register new clients with email addresses
      • Register new clients with MT account logins (only for a standalone solution)
      • Add a profile picture and nickname to a client profile
    • Manage master and investment accounts
      • Create a master account
      • Set the default allocation parameters for a copy-trading or MAM master account
      • Set the allocation method and rollover settings for a PAMM master account
      • Create fee plans for a master account
      • Modify the default fee plan for a master account
      • Assign risk limits to a master account
      • Determine if risk limits are assigned to a master account
      • Assign a minimum deposit to a master account
      • Assign a subscription code to a master account
      • Set up a promo offer for a master account
      • View and execute pending PAMM requests on master accounts
      • Cancel pending PAMM requests on investment accounts
      • Create an investment account
      • Archive master and investment accounts
      • View information about archived accounts
      • Restore archived accounts
    • Manage trading robots
    • Manage subscriptions
      • Create a copy-trading or MAM subscription
      • Create a PAMM subscription
      • Assign a risk limit to a subscription
      • Modify a subscription
      • Resync open positions on a master account with subscribed investment accounts
      • Change a fee plan for an existing subscription
      • Initialize instant fee payments for subscriptions
      • View details about fees paid for a subscription
      • Pause and resume subscriptions
      • Terminate or reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to copy-trading and MAM accounts
      • Withdraw funds from copy-trading and MAM accounts
      • Deposit funds to PAMM accounts
      • Withdraw funds from PAMM accounts
  • User guide
    • Sign-in and 2FA
    • Account details
      • Subscriptions page
      • Trading Report page
      • Statistics page
      • Settings page
      • Requests page (for PAMM accounts only)
      • Fee Payments page
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master and investment accounts
      • Create a master account
      • Set up or modify a fee plan for your master account
      • Change your master account visibility on the Leaderboard
      • Assign a subscription code to your master account
      • Assign a minimum deposit to your master account
      • Set up a promo offer for your master account
      • View and update rollover settings of your PAMM master account
      • Create an investment account
      • Add your profile picture and nickname
      • Add or change your account name
      • Reset your account password
    • Manage subscriptions
      • Create a subscription
      • Create a subscription using a subscription code
      • Create a subscription using a promo code
      • Change a risk ratio and allocation method for a subscription
      • Assign a risk limit to a subscription
      • Enable or disable the reverse copy option for a subscription
      • Check a fee plan applied to a subscription
      • Detach open positions copied into investment accounts
      • Pause or resume a subscription
      • Terminate and reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to your copy-trading and MAM accounts
      • Withdraw funds from your copy-trading and MAM accounts
      • Deposit funds to your PAMM accounts
      • Withdraw funds from your PAMM accounts
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods for PAMM
      • Reallocation on deposit and withdrawal
      • No action on deposit and autocorrection on withdrawal
    • Fee list
    • Return calculation
    • Drawdown and Maximum drawdown calculation
    • Risk limits for investors
    • Risk limits for master traders
    • Score calculation
  • 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)
  • Video tutorials
  • Key terms
  • Release notes
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  1. API Documentation

Create a master or investment account using the existing MT account

Create a master or investment account on the B2COPY investment platform using a client’s existing MT account with this API method

PreviousGet a list of master and investment accountsNextGet data for the Statistics widget

Last updated 7 days ago

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Use the method described below to create a master or investment account for a client from their existing MT account.

To create a master or investment account for a client, the client must be already registered on the B2COPY investment platform and assigned the client ID. For details on how to register a client in a standalone B2COPY solution, refer to the articles: and .

POST [host]/api/v2/b2copy/accounts/create

Request

Headers

Authorization: Bearer <access_token>

To get the access token, use the method to .

Body

In the request body, specify the following parameters:

Name
Type
Required
Description

clientID

integer

Yes

The identifier of a client for whom you want to create a master or investment account.

investmentPlatformId

integer

Yes

The identifier of the investment platform instance.

  • If only one MT server is connected to your B2COPY investment platform, specify 1.

  • If you have more than one MT server connected to your B2COPY investment platform, contact the Support team for assistance.

accountNumber

string

Yes

The MT login (number) of a client account that exists on MT. This account will be registered as a master or investment account on the B2COPY investment platform.

productCurrencyId

integer

Yes

The identifier of a product currency. Contact the Support team for assistance.

isMaster

integer

Yes

Specify 1 to create a master account; and 0 to create an investment account.

accountName

string

No

The name assigned to a master or investment account.

accountDescription

string

No

The description of a trading strategy used on the account.

Request example

curl --location --request GET 'https://host.name/api/v2/b2copy/accounts/create' \
--header 'Authorization: Bearer <accesss_token>' \
--data-raw '{
    "clientId": 4406,
    "investmentPlatformId": 1,
    "accountNumber': "2121882154",
    "productCurrencyId": 10,
    "isMaster": 0,
    "accountName": "MAM investor",
    "accountDescription": "The trading strategy applied on the account"
}'

Response

The response includes the object providing information about the created master or investment account.

Response example

{
  "is_master": false,
  "show_in_client_ui", true,
  "status": true,
  "id": 12574,
  "account_description": "The trading strategy applied on the account",
  "account_name": "MAM investor",
  "type": 8,
  "show_in_leaderboard": false,
  "show_opened_positions": false,
  "show_closed_positions": false,
  "hide_time_positions": false,
  "show_ivestor_opened_positions": false,
  "show_ivestor_closed_positions": false,
  "hide_investor_time_positions": false,
  "active_since": "2024-04-01T15:06:41.000000Z",
  "updated_at": "2024-04-01T15:06:41.000000Z",
  "created_at": "2024-04-01T15:06:41.000000Z"
}
Seamless authorization
Register a client and create their payment account
authorize in the Back Office