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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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On this page
  • Step 1. Initialize the wizard
  • Request
  • Response
  • Step 2. Register the client and create their payment account
  • Request
  • Response

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  1. API Documentation

Register a client and create their payment account (only for a standalone solution)

Use these API methods to register a client and create their payment account in standalone B2COPY solutions

PreviousSeamless authorization (only for a standalone solution)NextVideo tutorials

Last updated 13 days ago

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After using the method for and getting a URL that includes the token for accessing the B2COPY Web UI, register a client in a standalone B2COPY solution as follows:

  1. Initialize the wizard using the following method:

GET [host]/api/v1/standalone/auth/init

  1. Register the client using the following method:

POST [host]/api/v1/wizards/{uuid}

Upon registration in a standalone solution, a payment account is created for the client.

Step 1. Initialize the wizard

Use the method:

GET [host]/api/v1/standalone/auth/init

Request

curl --location --request GET 'https://host.name/api/v1/standalone/auth/init'

Response

The response includes the universally unique identifier (UUID) that is required for the next step.

Response example

{
  "status": 200,
  "meta": {
      "behaviours": [],
      "status": 200
  },
  "data": {
       "uuid": "92fae932-4cff-4d5f-9af9-a8bd71d1acc2",
       "type": "form",
       "workflow": "side_login",
       "status": 0,
       "done": false,
       "canceled": false,
       "rules": {}
  }
}

Step 2. Register the client and create their payment account

Use the method:

POST [host]/api/v1/wizards/{uuid}

Request

Path Parameters

Name
Required
Description

uuid

Yes

The universally unique identifier (UUID) obtained at Step 1.

Body Parameters

Name
Type
Required
Description

side_login

string

Yes

The MT login (number) of a client account.

token

string

Yes

investment_platform_id

string

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.

device_fingerprint

string

Yes

The string that uniquely identifies a client device.

Request example

curl --location --request POST 'https://host.name/api/v1/wizards/92fae932-4cff-4d5f-4d5f-9af9-a8bd71d1acc2' \
--data-raw '{
  "side_login": "2121882153",
  "token": "8c3d46c32fff792caf33b9dee1694f1e",
  "investment_platform_id": "1",
  "device_fingerprint": "eyJjYW52YXNfY29kZSI6ImRhdGE6aW1hZ2UvcG5nO2Jhc2U2NCxpVkJPUncwS0dnb0FBQUFOU1VoRVVnQUFBUEFBQUFDTUNBWUFBQUJDdFNRb0FBQUFBWE5TUjBJQXJzNGM2UUFBSUFCSlJFRlVlRjd0blFtY0ZOVzEvNzkzRnNBQkFRVlpGRUZCaUNZcVNoSTB4RDBtN2x1TW1oZVg0QVpHbjJSNU1lYk"
}'

Response

The response includes the object providing information about the client registered in a standalone B2COPY solution, including the client ID, as well as information about the payment account created for that client on the platform.

The token obtained after using the method for .

After registering and obtaining the client ID, you can create master and investment accounts for that client (for details, refer to ).

seamless authorization
Create a master or investment account using the existing MT account
seamless authorization