# B2COPY docs ## B2COPY - [Welcome to the B2COPY knowledge base](https://docs.b2copy.b2broker.com/readme.md): Copy-trading, PAMM, and MAM solutions supported for MT4/5 and cTrader - [Sign-in and 2FA](https://docs.b2copy.b2broker.com/admin-guide/sign-in-and-2fa.md): Learn how to sign in to the Back Office and enhance security by enabling two-factor authentication (2FA) using the Google Authenticator app - [General interface overview](https://docs.b2copy.b2broker.com/admin-guide/general-interface-overview.md): Explore the general interface of the Investment Platform in the Back Office, including navigation, table actions, filtering, sorting, and pagination for managing accounts and subscriptions - [Configure B2COPY](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy.md): Learn how to configure B2COPY, including settings for copy-trading, MAM, PAMM, Web UI, fees, account access, symbol mapping, trade filters, widgets, IB program, and client notifications - [Configure copy-trading and MAM settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-copy-trading-and-mam-settings.md): Learn how to configure copy-trading and MAM settings, including how positions are copied, subscription tracking, and automatic balance operations with helpful comments for account activity analysis - [Configure PAMM settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-pamm-settings.md): Learn how to configure PAMM settings, including default allocation methods, rollover types, and custom comments for dividend payouts - [Configure Web UI settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings.md): Explore Web UI settings to control what trading data and options are visible to clients, including Leaderboard, statistics, reports, fees, subscriptions, and account properties - [Show on Leaderboard](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/show-on-leaderboard.md): Explore how to display specific data for master accounts on the Leaderboard by configuring visibility options - [Show on Statistics page](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/show-on-statistics-page.md): Control which master account data is shown on the Statistics page to help investors evaluate performance - [Show on Trading Report](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/show-on-trading-report.md): Manage which trading data appears in the Web UI Trading Report, including investor access and deal visibility for copy trading and MAM - [Fee settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/fee-settings.md): Manage which fees traders can include in their fee plans when creating master accounts in the Web UI, and set available charge periods and limits for each fee - [Subscription settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/subscription-settings.md): Control which subscription features are available in the Web UI, such as closing or detaching positions, editing loss limits, reversing or pausing copying, and changing allocation methods - [Risk Ratio settings (applicable for copy trading only)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/risk-ratio-settings-applicable-for-copy-trading-only.md): Manage investor access to risk ratio settings for copy-trading subscriptions in the Web UI, including the ability to view, edit, and select allocation methods during subscription - [Account Properties](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-web-ui-settings/account-properties.md): Manage which account properties are available in the Web UI, including minimum deposit, subscription code, and password reset options for master and investment accounts - [Configure account settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings.md): Learn how to configure account settings to manage master and investment account creation, set subscription limits, and define default visibility for positions - [Account settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings/account-settings.md): Explore account settings to manage master and investment account creation, set subscription limits, control multiple subscriptions, and configure currency conversion - [Default Master’s Positions Visibility](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings/default-masters-positions-visibility.md): Explore the options to manage position data display on master accounts' Statistics pages, controlling visibility for open and closed positions - [Default Investor’s Positions Visibility (applicable for PAMM only)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-account-settings/default-investors-positions-visibility-applicable-for-pamm-only.md): Explore options to manage position data display for PAMM investors, controlling visibility for open and closed positions in investment account details in the Web UI - [Configure access settings (only for a standalone solution)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-access-settings-only-for-a-standalone-solution.md): Learn how to configure access settings for standalone B2COPY solutions, enabling MT account sign-ins and controlling access by account numbers and groups - [Configure deposit and withdrawal settings (only for a standalone solution)](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-deposit-and-withdrawal-settings-only-for-a-standalone-solution.md): Learn how to configure deposit and withdrawal settings for standalone B2COPY solutions, enabling clients to manage funds for their master and investment accounts through the Web UI - [Configure the performance fee calculation settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-the-performance-fee-calculation-settings.md): Learn how to configure performance fee settings based on Realized and Floating PnL, with options to adjust for trade fees and apply the High-Water Mark principle - [Configure the management fee calculation settings](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-the-management-fee-calculation-settings.md): Learn how to configure management fee calculation settings, either based on balance or equity, and choose between annual or period-based percentage calculations for investment accounts - [Configure symbol mapping](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-symbol-mapping.md): Learn how to configure symbol mapping to ensure compatibility between different symbol name conventions used on master and investment accounts for copy-trading, PAMM, and MAM services - [Configure the trade fee filter](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/configure-the-trade-fee-filter.md): Learn how to configure the trade fee filter to specify which instrument groups on your MT server allow traders to charge trade fees to investors subscribed to their master accounts - [Prevent syncing of collapsed MetaTrader trading history with B2COPY](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/prevent-syncing-of-collapsed-metatrader-trading-history-with-b2copy.md): Learn how to exclude collapsed MetaTrader trading history before a specific date from syncing with B2COPY while keeping track of the records - [Copy positions to investment accounts with master account prices](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/copy-positions-to-investment-accounts-with-master-account-prices.md): Learn how to copy positions from master accounts to investment accounts at master account prices, preventing price slippage during order execution - [Link open positions](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/link-open-positions.md): Learn how to link open positions on copy-trading investment accounts with corresponding master account positions, enabling position synchronization - [Enable clients to select account groups when creating master and investment accounts in the Web UI](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/enable-clients-to-select-account-groups-when-creating-master-and-investment-accounts-in-the-web-ui.md): Learn how to enable clients to select account groups when creating master and investment accounts in the Web UI by configuring product groups and products in the Back Office - [Run the Introducing Brokers (IB) program](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/run-the-introducing-brokers-ib-program.md): Explore the IB program to let clients earn rewards by referring traders to B2COPY, with multilevel rewards and fee distribution management - [Manage IB levels](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/run-the-introducing-brokers-ib-program/manage-ib-levels.md): Learn how to manage IB levels and configure reward distribution for partners who refer new investors to the B2COPY investment platform - [Customize the IB partnership settings of investment accounts](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/run-the-introducing-brokers-ib-program/customize-the-ib-partnership-settings-of-investment-accounts.md): Learn how to customize IB partnership settings for individual investment accounts. You can modify reward percentages for IB partners, manually add partners, and assign reward percentages for each part - [Allocate custom rewards for assistance in managing master accounts](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/allocate-custom-rewards-for-assistance-in-managing-master-accounts.md): Learn how to allocate custom rewards for business partners assisting in managing master accounts. Rewards are based on fee amounts, with a portion paid to IB partners and the remaining to the business - [Use email templates to notify clients about important events](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy/use-email-templates-to-notify-clients-about-important-events.md): Learn how to manage email templates for client notifications in the Back Office, customize content, enable/disable templates, and track email delivery statuses - [Configure the B2COPY Leaderboard and Account Statistics widgets](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy-widgets.md): Learn how to embed the B2COPY Leaderboard and Account Statistics widgets into web pages - [Register new Back Office users](https://docs.b2copy.b2broker.com/admin-guide/register-new-back-office-users.md): Learn how to register new Back Office users, assign permissions, manage credentials, and configure access settings including data masking and 2FA - [Disable 2FA for Back Office users](https://docs.b2copy.b2broker.com/admin-guide/register-new-back-office-users/disable-2fa-for-back-office-users.md): Learn how to disable 2FA via email codes for Back Office users — recommended only if your standalone B2COPY solution doesn’t support email delivery - [Register new clients](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients.md): Learn how to register new clients with email addresses or MT account logins (for standalone solutions), and add their profile pictures and nicknames in the Back Office - [Register new clients with email addresses](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients/register-new-clients-with-email-addresses.md): Learn how to register new clients with email addresses in the Back Office, enabling them to sign in to the Web UI for copy trading, PAMM, or MAM - [Register new clients with MT account logins (only for a standalone solution)](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients/register-new-clients-with-mt-account-logins-only-for-a-standalone-solution.md): Learn how to register clients with their MT account logins via the Back Office so they can sign in to the Web UI using their MT credentials - [Add a profile picture and nickname to a client profile](https://docs.b2copy.b2broker.com/admin-guide/register-new-clients/add-a-profile-picture-and-nickname-to-a-client-profile.md): Learn how to add and manage clients' profile pictures and nicknames in the Back Office - [Manage master and investment accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts.md): Learn how to manage master and investment accounts, including creating and modifying accounts, setting fee plans, assigning risk limits, minimum deposits, and more - [Create a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/create-a-master-account.md): Learn how to create copy-trading, MAM, or PAMM master accounts in the Back Office using new or existing trading accounts and setting leverage, account name, and strategy description - [Set the default allocation parameters for a copy-trading or MAM master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/set-the-default-allocation-parameters-for-a-copy-trading-or-mam-master-account.md): Learn how to set the default allocation method and risk ratio for copy-trading or MAM master accounts in the Back Office - [Set the allocation method and rollover settings for a PAMM master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/set-the-allocation-method-and-rollover-settings-for-a-pamm-master-account.md): Learn how to set the allocation method and rollover settings for PAMM master accounts to define how funds are allocated and when rollovers occur, either automatically or manually - [Create fee plans for a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/create-fee-plans-for-a-master-account.md): Learn how to create default and non-default fee plans for copy-trading, MAM, or PAMM master accounts, specifying the fees and payment periods applied to subscriptions - [Modify the default fee plan for a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/modify-the-default-fee-plan-for-a-master-account.md): Learn how to modify the default fee plan for copy-trading, MAM, or PAMM master accounts, with updates automatically applied to existing subscriptions using the current default plan - [Assign risk limits to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/assign-risk-limits-to-a-master-account.md): Learn how to assign risk limits to copy-trading and MAM master accounts to protect against excessive losses by automatically blocking accounts when predefined thresholds are reached - [Determine if risk limits are assigned to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/determine-if-risk-limits-are-assigned-to-a-master-account.md): Learn how to check whether any risk limits are assigned to a copy-trading or MAM master account and understand the current status of those limits - [Assign a minimum deposit to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/assign-a-minimum-deposit-to-a-master-account.md): Learn how to set a minimum deposit for copy-trading, PAMM, or MAM master accounts to control investor subscriptions and enforce minimum balance requirements - [Assign a subscription code to a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/assign-a-subscription-code-to-a-master-account.md): Control access to a master account by assigning a unique subscription code that restricts account visibility and subscription options for investors - [Set up a promo offer for a master account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/set-up-a-promo-offer-for-a-master-account.md): Learn how to set up promo offers for master accounts in the Back Office, enabling investors to subscribe with discounted fee plans using a unique promo code - [View and execute pending PAMM requests on master accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/view-and-execute-pending-pamm-requests-on-master-accounts.md): Learn how to view and execute pending requests on PAMM master accounts in the Back Office - [Cancel pending PAMM requests on investment accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/cancel-pending-pamm-requests-on-investment-accounts.md): Learn how to cancel pending fund transfer or unsubscription requests on PAMM master accounts in the Back Office - [Create an investment account](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/create-an-investment-account.md): Learn how to create copy-trading, MAM, and PAMM investment accounts for your clients in the Back Office, using either new or existing trading accounts - [Change account types for copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-master-and-investment-accounts/change-account-types-for-copy-trading-and-mam-accounts.md): Learn how to change account types between copy-trading and MAM, as well as between master and investment accounts - [Manage trading robots](https://docs.b2copy.b2broker.com/admin-guide/manage-trading-robots.md): Learn how to manage trading robots in B2COPY to automate trading on master accounts, including creation, modification, activation, pausing, and removal of robots - [Manage subscriptions](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions.md): Learn how to manage subscriptions in the Back Office, including creating, modifying, and terminating subscriptions, assigning risk limits, resyncing positions, changing fee plans, and more - [Create a copy-trading or MAM subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/create-a-copy-trading-or-mam-subscription.md): Learn how to create a copy-trading or MAM subscription by linking an investment account to a master account and configuring allocation method, risk ratio, and copy direction - [Create a PAMM subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/create-a-pamm-subscription.md): Learn how to create a PAMM subscription by linking an investment account to a master account and managing related settings in the Back Office - [Assign a risk limit to a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/assign-a-risk-limit-to-a-subscription.md): Learn how to assign a risk limit to a subscription to automatically terminate it when losses exceed the specified amount and protect investors from significant losses - [Modify a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/modify-a-subscription.md): Learn how to modify subscription settings in the Back Office, including adjusting risk limits, allocation methods, risk ratios, reverse trading options, and fee plans - [Resync open positions on a master account with subscribed investment accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/resync-open-positions-on-a-master-account-with-subscribed-investment-accounts.md): Learn how to resync open positions on a master account with subscribed investment accounts in the Back Office to ensure positions are copied to accounts that missed them initially - [Change a fee plan for an existing subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/change-a-fee-plan-for-an-existing-subscription.md): Learn how to change a fee plan for an existing subscription in the Back Office by selecting a new fee plan from the available options for the master account - [Initialize instant fee payments for subscriptions](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/initialize-instant-fee-payments-for-subscriptions.md): Learn how to initialize instant fee payments for subscriptions, either from a specific subscribed investment account or from all accounts subscribed to the same master account - [View details about fees paid for a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/view-details-about-fees-paid-for-a-subscription.md): Learn how to view detailed information about fees paid for a subscription, including total payments, last payment details, and various fee types - [Pause and resume subscriptions](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/pause-and-resume-subscriptions.md): Learn how to pause or resume copy-trading and MAM subscriptions in the Back Office. Pausing stops copying new positions; resuming restores automatic copying - [Terminate or reactivate a subscription](https://docs.b2copy.b2broker.com/admin-guide/manage-subscriptions/terminate-or-reactivate-a-subscription.md): Learn how to terminate or reactivate subscriptions in the Back Office. Termination unsubscribes an investment account; reactivation restores the subscription and resumes position copying - [Manage deposits and withdrawals](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals.md): Learn how to manage deposits and withdrawals for clients' copy-trading, MAM, and PAMM accounts in the Back Office - [Deposit funds to copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/deposit-funds-to-copy-trading-and-mam-accounts.md): Explore how to deposit funds to copy-trading and MAM accounts by creating transfers from a client's wallet or other accounts, with admin approval if required - [Withdraw funds from copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/withdraw-funds-from-copy-trading-and-mam-accounts.md): Explore how to withdraw funds from copy-trading and MAM accounts by transferring them to a client’s wallet, with support for admin approval - [Deposit funds to PAMM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/deposit-funds-to-pamm-accounts.md): Learn how to deposit funds to PAMM accounts by transferring them from wallets, with rollover-based execution, and with admin approval if required - [Withdraw funds from PAMM accounts](https://docs.b2copy.b2broker.com/admin-guide/manage-deposits-and-withdrawals/withdraw-funds-from-pamm-accounts.md): Learn how to withdraw funds from PAMM accounts to wallets, with admin approval and rollover-based processing of transfer requests - [Welcome to the Admin panel guide](https://docs.b2copy.b2broker.com/admin-panel-guide/welcome-to-admin-panel-gide.md): Welcome to the Admin panel guide! Explore the new Admin panel with a refreshed interface and enhanced user experience for managing the B2COPY investment platform - [Access the Admin panel](https://docs.b2copy.b2broker.com/admin-panel-guide/access-admin-panel.md): Access the Admin panel to manage the B2COPY investment platform supported for MT4/5 and cTrader - [Explore the Admin panel web interface](https://docs.b2copy.b2broker.com/admin-panel-guide/admin-explore-web-interface.md): Explore the Admin panel web interface and get familiar with its key elements and main controls available across the UI - [Manage security settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-security-settings.md): Manage your Admin panel security settings, including passwords and 2FA methods - [Change password](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-security-settings/change-password.md): Learn how to change your Admin panel password - [Enable or disable 2FA](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-security-settings/enable-or-disable-2fa.md): Learn how to enable, change, or disable 2FA methods for your Admin panel profile - [Manage Admin panel users](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-admin-panel-users.md): Manage Admin panel users by creating groups and assigning permissions, registering new users, adding them to groups, and updating their profile settings - [Manage user groups](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-admin-panel-users/manage-user-groups.md): Learn how to create user groups, assign and modify their permissions, and add users to control their access to the Admin panel - [Manage Admin panel users](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-admin-panel-users/manage-admin-panel-users.md): Learn how to register new Admin panel users, assign them to appropriate user groups, and manage their profile settings, such as 2FA, passwords, and more - [Permissions for Admin panel users](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-admin-panel-users/permissions-for-admin-panel-users.md): Explore the available permissions that define user access and the actions users can perform in the Admin panel - [Manage B2COPY settings in the Admin panel](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings.md): Configure B2COPY settings to control the behavior of your investment platform - [Configure trading settings for copy trading and MAM](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-trading-settings-for-copy-trading-and-mam.md): Learn how to configure trading settings for copy trading and MAM in the Admin panel - [Configure trading settings for PAMM](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-trading-settings-for-pamm.md): Learn how to configure trading settings for PAMM in the Admin panel - [Configure Web UI settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings.md): Learn how to show or hide specific trading data and options for clients in the Web UI - [Show on Leaderboard](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/show-on-leaderboard.md): Set up the account information to display on the Leaderboard - [Show on Statistics page](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/show-on-statistics-page.md): Set up the trading data and options to show on the account’s Statistics page in the Web UI - [Show on Leaderboard & Statistics page](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/show-on-leaderboard-and-statistics-page.md): Select the account information to display on both the Leaderboard and Statistics pages in the Web UI - [Default master’s positions visibility](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/default-master-positions-visibility.md): Set up which position data for open and closed positions appears on master account Statistics pages in the Web UI - [Show on Trading Report](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/show-on-trading-report.md): Set up the display of the Trading Report page in the Web UI - [Fee Settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/fee-settings.md): Set up fees that traders can include in fee plans for their master accounts in the Web UI - [Subscription Options Settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/subscriptions-options-settings.md): Set up subscription options and actions available to clients in the Web UI for managing their subscriptions - [Risk Ratio Settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/risk-ratio-settings.md): Set up the display and the option to edit risk ratios for subscriptions in the Web UI - [Account Properties](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-web-ui-settings/account-properties.md): Set up options that clients can apply or configure for their master and investment accounts in the Web UI - [Configure account settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-account-settings.md): Learn how to configure account settings for copy trading, PAMM, and MAM in the Admin panel - [Link positions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/link-positions.md): Learn how to link open positions on investment accounts with corresponding master account positions via the Admin panel - [Configure access settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-access-settings.md): Set up which MT accounts and groups can sign in to the Web UI in standalone B2COPY - [Configure fee calculation settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-fee-calculation-settings.md): Set up calculation settings for performance and management fees in the Admin panel - [Performance fee](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-fee-calculation-settings/perfomace-fee.md): Set up the performance fee calculation settings - [Management fee](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-fee-calculation-settings/management-fee.md): Set up the management fee calculation settings - [Configure symbol mapping](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-symbol-mapping.md): Set up symbol mapping to match trading instruments between master and investment accounts in copy trading, PAMM, and MAM - [Copy positions at master accounts prices](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/copy-positions-at-master-account-prices.md): Learn how to copy positions to investment accounts at master account prices to avoid price slippage in copy trading and MAM - [Configure trading history synchronization](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-trading-history-synchronization.md): Learn how to exclude collapsed MT trading history before a specific date from syncing with B2COPY while keeping track of the records - [Configure Side Auth settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-side-auth-settings.md): Configure Side Auth in the Admin panel for seamless client login to the B2COPY Web UI from a third-party CRM - [Configure SMTP settings](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-smtp-settings.md): Learn how to configure SMTP settings in the Admin panel to send email notifications to clients about important B2COPY events - [Generate and configure email templates](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/generate-and-configure-email-templates.md): Learn how to automatically generate, apply custom settings, add, or delete email templates for all supported languages in the Admin panel - [Configure Trade fee filter](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-trade-fee-filter.md): Configure the Trade fee filter to apply trade fees only to selected instrument groups - [Manage clients](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients.md): Manage clients in the Admin panel, including registration, profile updates, and managing payment, master, and investment accounts - [Register new clients](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/register-new-clients.md): Learn how to register new clients via the Admin panel and create their profiles - [Change client profile statuses](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/change-client-profile-statuses.md): Learn how to change client profile statuses in the Admin panel to control client access to the Web UI - [Upload profile pictures](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/upload-profile-pictures.md): Learn how to upload client profile pictures in the Admin panel - [Set default payment accounts for clients](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/set-default-payment-accounts-for-clients.md): Learn how to add and edit default payment accounts for clients in the Admin panel - [View all accounts of a specific client](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/view-all-accounts-of-specific-client.md): Learn how to view all accounts of a specific client in the Admin panel - [View accounts of all clients](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/view-accounts-of-all-clients.md): Learn how to view a full list of all client accounts in the Admin panel - [Create payment accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/create-payment-accounts.md): Learn how to create payment accounts for clients in the Admin panel - [Create master and investment accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-clients/create-master-and-investment-accounts.md): Learn how to create master and investment accounts for copy trading, PAMM, and MAM from the Accounts page in the Admin panel - [Manage master & investment accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts.md): View, create, and manage master and investment accounts for copy trading, PAMM, and MAM - [Create master accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/create-master-accounts.md): Learn how to create master accounts for copy-trading, PAMM, and MAM in the Admin panel - [Create fee plans](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/create-fee-plans.md): Learn how to create default and non-default fee plans for master accounts in the Admin panel - [Edit fee plans](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/edit-fee-plans.md): Learn how to edit fee plans for master accounts in the Admin panel - [Set default allocation parameters for copy-trading and MAM master accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/set-default-allocation-parameters-for-copy-trading-and-mam-master-accounts.md): Learn how to set default allocation methods and risk ratios for copy-trading and MAM master accounts in the Admin panel - [Set allocation methods and rollover settings for PAMM master accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/set-allocation-methods-and-rollover-settings-for-pamm-master-accounts.md): Learn how to set allocation methods and rollover settings for PAMM master accounts in the Admin panel - [Create promo offers](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/create-promo-offers.md): Learn how to create promo offers for master accounts in the Admin panel - [Create promo offers for sharing fees with partners](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/create-promo-offers-for-partners.md): Learn how to create promo offers in the Admin panel to share master account fees with partners - [Assign risk limits to master accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/assign-risk-limits.md): Learn how to assign risk limits to copy-trading and MAM master accounts to protect traders and investors from excessive losses - [Assign minimum deposits](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/assign-minimum-deposits.md): Learn how to assign minimum deposits to master accounts to ensure investors meet balance requirements for subscriptions - [Change master account visibility on the Leaderboard](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/change-master-account-visibility-on-leaderboard.md): Learn how to show or hide master accounts on the Leaderboard and update their visibility via the Admin panel - [Assign subscription codes](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/assign-subscription-codes.md): Learn how to assign subscription codes to master accounts in the Admin panel to control access to trading statistics and subscriptions - [Create investment accounts](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-master-and-investment-accounts/create-investment-accounts.md): Learn how to create investment accounts for copy-trading, PAMM, and MAM in the Admin panel - [Manage links](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links.md): View, create, and manage subscriptions between master and investment accounts in the Admin panel - [Create copy-trading and MAM subscriptions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links/create-copy-trading-and-mam-subscriptions.md): Learn how to create copy-trading and MAM subscriptions in the Admin panel - [Create PAMM subscriptions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links/create-pamm-subscriptions.md): Learn how to create PAMM subscriptions in the Admin panel - [Assign risk limits to subscriptions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links/assign-risk-limits-to-subscriptions.md): Learn how to assign risk limits to subscriptions in the Admin panel to control potential losses for investment accounts - [Change fee plans for existing subscriptions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links/change-fee-plans-for-existing-subscription.md): Learn how to select and apply a new fee plan for existing subscriptions in the Admin panel - [Pay fees for subscriptions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links/pay-fees-for-subscriptions.md): Learn how to instantly pay fees for a subscription from one or all linked investment accounts in the Admin panel - [Pause and resume copy for subscriptions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links/pause-and-resume-copy-for-subscriptions.md): Learn how to pause active subscriptions and resume them to control copying from master accounts - [Terminate and restore subscriptions](https://docs.b2copy.b2broker.com/admin-panel-guide/manage-links/terminate-and-restore-subscriptions.md): Learn how to terminate and restore subscriptions in the Admin panel - [Welcome to the User guide](https://docs.b2copy.b2broker.com/user-guide/welcome-to-user-gide.md): Explore instructions for using the Web UI, including signing in, managing accounts and subscriptions, accessing the Leaderboard, and making deposits and withdrawals - [Sign-in and 2FA](https://docs.b2copy.b2broker.com/user-guide/sign-in-and-2fa.md): Learn how to sign in with your email and password, and complete 2FA if enabled. Access copy-trading, PAMM, and MAM features from the main menu and manage your accounts with ease - [Account details](https://docs.b2copy.b2broker.com/user-guide/view-your-account-details.md): View and manage details of your master and investment accounts, including subscriptions, statistics, trading reports, and more — all from the My Accounts section - [Subscriptions page](https://docs.b2copy.b2broker.com/user-guide/view-your-account-details/subscriptions-page.md): View and manage master and investment account subscriptions, including status, fees, risk settings, and trading details. Access tools to edit subscription settings or unsubscribe as needed - [Trading Report page](https://docs.b2copy.b2broker.com/user-guide/view-your-account-details/trading-report-page.md): Track open/closed positions and deals on your master or investment account. View trading stats, commissions, swaps, profits, and balance operations in three separate tabs - [Statistics page](https://docs.b2copy.b2broker.com/user-guide/view-your-account-details/statistics-page.md): View a detailed trading summary of your master or investment account, including return, drawdown, risk, and equity. Analyze performance with charts, stats, followers, fees, and monthly returns - [Settings page](https://docs.b2copy.b2broker.com/user-guide/view-your-account-details/settings-page.md): Manage your master and investment account settings, including name, strategy description, password, fee plan, privacy, minimum deposit, trading history visibility, and promo offers - [Requests page (for PAMM accounts only)](https://docs.b2copy.b2broker.com/user-guide/view-your-account-details/requests-page-for-pamm-accounts-only.md): View and manage pending and executed requests on PAMM accounts, including deposits, withdrawals, and unsubscriptions - [Fee Payments page](https://docs.b2copy.b2broker.com/user-guide/view-your-account-details/fee-payments-page.md): View and manage fee payments for master and investment accounts, including details on amounts, fee types, and transaction dates. Sort and filter payments by various criteria for easy tracking - [Use the Leaderboard to find the best-performing master accounts](https://docs.b2copy.b2broker.com/user-guide/use-the-leaderboard-to-find-the-best-performing-master-accounts.md): Use the Leaderboard to find top-performing master accounts, sort and filter by returns, followers, or other criteria. Compare and explore trading data of different master accounts - [Manage master & investment accounts](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts.md): Explore how to manage master and investment accounts, including creating accounts, modifying settings, and adjusting visibility, fee plans, and other parameters - [Create a master account](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/create-a-master-account.md): Learn how to create a master account for copy trading, MAM, or PAMM. Set up your account with the desired platform, currency, leverage, and fee plan, and start trading to attract investors - [Set up or modify a fee plan for your master account](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/set-up-or-modify-a-fee-plan-for-your-master-account.md): Learn how to set up or modify a fee plan for your master account. Adjust fee rates and payment intervals, with changes applying only to new subscriptions - [Change your master account visibility on the Leaderboard](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/change-your-master-account-visibility-on-the-leaderboard.md): Learn how to change your master account's visibility on the Leaderboard by adjusting its status to either Visible or Hidden from the account settings - [Assign a subscription code to your master account](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/assign-a-subscription-code-to-your-master-account.md): Learn how to assign a subscription code to your master account to control access to your trading statistics and subscription options, ensuring privacy for your account - [Assign a minimum deposit to your master account](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/assign-a-minimum-deposit-to-your-master-account.md): Learn how to set a minimum deposit for your copy-trading, PAMM, or MAM master accounts to control investor subscriptions and enforce minimum balance requirements - [Set up a promo offer for your master account](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/set-up-a-promo-offer-for-your-master-account.md): Learn how to create promo offers for your master account to attract investors with discounted fee plans - [Set up a promo offer for sharing fees with partners](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/set-up-a-promo-offer-for-partners.md): Learn how to create promo offers to share fees with partners and generate subscription links with embedded promo codes - [View and update rollover settings of your PAMM master account](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/view-and-update-rollover-settings-of-your-pamm-master-account.md): Learn how to view and update the rollover settings of your PAMM master account, choosing between manual or scheduled rollovers, and setting the schedule for automated processes - [Create an investment account](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/create-an-investment-account.md): Learn how to create an investment account to follow master traders, copy their strategies or invest funds in PAMM. Set up your account with the desired platform, currency, and leverage - [Add your profile picture and nickname](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/add-your-profile-picture-and-nickname.md): Learn how to personalize your master accounts by adding a profile picture and nickname. These will be displayed on the Leaderboard and other Web UI pages alongside your account details - [Add or change your account name](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/add-or-change-your-account-name.md): Learn how to set or modify the name of your master account, which will be displayed on the Leaderboard and other Web UI pages - [Reset your account password](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/reset-your-account-password.md): Learn how to reset the password for your MT4/5 accounts directly from the Web UI - [Manage subscriptions](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions.md): Learn how to manage subscriptions — create, adjust risk ratios, assign limits, enable reverse copy, change fee plans, pause, resume, or terminate subscriptions, and manage open positions - [Create a subscription](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/create-a-subscription.md): Learn how to create subscriptions to copy trading, PAMM, and MAM master accounts, deposit funds, and meet minimum deposit requirements if specified - [Create a subscription using a subscription code](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/create-a-subscription-using-a-subscription-code.md): Learn how to create a subscription using a subscription code to access and subscribe to master accounts with protected trading statistics - [Create a subscription using a promo code](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/create-a-subscription-using-a-promo-code.md): Learn how to create a subscription using a promo code to subscribe to a master account with a more favorable fee plan than the default - [Change a risk ratio and allocation method for a subscription](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/change-a-risk-ratio-and-allocation-method-for-a-subscription.md): Learn how to adjust the risk ratio and allocation method for your copy-trading subscriptions to recalculate position sizes based on your preferred settings - [Assign a risk limit to a subscription](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/assign-a-risk-limit-to-a-subscription.md): Learn how to set a risk limit to your subscriptions to control potential losses and automatically terminate the subscription if the limit is exceeded - [Enable or disable the reverse copy option for a subscription](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/enable-or-disable-the-reverse-copy-option-for-a-subscription.md): Learn how to enable or disable the reverse copy option for your subscriptions to adjust the trade direction when copying positions from a master account to your investment account - [Check a fee plan applied to a subscription](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/check-a-fee-plan-applied-to-a-subscription.md): Learn how to view the fee plan applied to your subscription, including the rates and payment intervals for each fee - [Detach open positions copied into investment accounts](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/detach-open-positions-copied-into-investment-accounts.md): Learn how to detach open positions copied into your copy-trading or MAM investment accounts, allowing independent management of positions after detaching from the master account - [Pause or resume a subscription](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/pause-or-resume-a-subscription.md): Learn how to pause or resume your copy-trading and MAM subscriptions. Pausing stops new positions from being copied, while resuming restores automatic copying of new positions - [Terminate and reactivate a subscription](https://docs.b2copy.b2broker.com/user-guide/manage-subscriptions/terminate-and-reactivate-a-subscription.md): Learn how to terminate and reactivate your subscriptions. Terminating a subscription unsubscribes your investment account from a master account, while reactivating it resumes position copying - [Manage deposits & withdrawals](https://docs.b2copy.b2broker.com/user-guide/manage-deposits-and-withdrawals.md): Learn how to manage deposits and withdrawals for your copy-trading, MAM, and PAMM accounts - [Deposit funds to your copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/user-guide/manage-deposits-and-withdrawals/deposit-funds-to-your-copy-trading-and-mam-accounts.md): Learn how to deposit funds into your master or investment accounts for copy trading or MAM. This process allows you to transfer funds from your wallets or other accounts to your selected account - [Withdraw funds from your copy-trading and MAM accounts](https://docs.b2copy.b2broker.com/user-guide/manage-deposits-and-withdrawals/withdraw-funds-from-your-copy-trading-and-mam-accounts.md): Learn how to withdraw funds from your master or investment accounts for copy trading or MAM. This process allows you to transfer funds to one of your wallets for further withdrawal - [Deposit funds to your PAMM accounts](https://docs.b2copy.b2broker.com/user-guide/manage-deposits-and-withdrawals/deposit-funds-to-your-pamm-accounts.md): Learn how to deposit funds into PAMM accounts and explore the details of the deposit process for PAMM - [Withdraw funds from your PAMM accounts](https://docs.b2copy.b2broker.com/user-guide/manage-deposits-and-withdrawals/withdraw-funds-from-your-pamm-accounts.md): Learn how to withdraw funds from PAMM accounts and explore the details of the withdrawal process for PAMM - [General comparison of copy-trading PAMM and MAM accounts](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/general-comparison-of-copy-trading-mam-and-pamm-accounts.md): Learn the differences between copy-trading, PAMM, and MAM accounts - [Copying of Stop Loss (SL) and Take Profit (TP) orders](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/copying-of-stop-loss-and-take-profit-orders.md): Find out how B2COPY replicates master trades to subscribed investors, copying executed deals but not pending orders - [Personal trading on copy-trading investment accounts](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/personal-trading-on-copy-trading-investment-accounts.md): Understand how personal trading works alongside copy trading on investment accounts when broker permissions and account margin permit it - [Allocation methods for copy trading and MAM](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/allocation-methods-for-copy-trading-and-mam.md): Learn about various allocation methods for copy trading and MAM to understand how positions are allocated from master accounts to investment accounts - [Allocation methods and their effect on open positions](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/allocation-methods-and-their-effect-on-open-positions.md): Learn how allocation methods set initial position sizes and when proportional closures adjust them - [Allocation methods for PAMM](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/allocation-methods-for-pamm.md): Explore PAMM allocation settings, with reallocation or autocorrection for deposits and withdrawals - [Reallocation on deposit and withdrawal](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/allocation-methods-for-pamm/reallocation-on-deposit-and-withdrawal.md): Learn how the reallocation method works on PAMM accounts, redistributing open positions during deposits and withdrawals based on equity proportions across subscribed accounts - [No action on deposit and autocorrection on withdrawal](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/allocation-methods-for-pamm/no-action-on-deposit-and-autocorrection-on-withdrawal.md): Learn how the "no reallocation on deposit" method works on PAMM accounts, where positions aren't reallocated on deposits but are partially closed on withdrawals to maintain leverage consistency - [Fee list](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/fee-list.md): Explore the fees that can be added to fee plans and how they are applied based on account activities and subscription periods - [Mechanism for deducting accrued fee debt](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/mechanism-for-deducting-accrued-fee-debt.md): Learn how accrued fee debt is handled on investment accounts, including when and how it is deducted - [Return calculation](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/return-calculation.md): Explore return calculation in B2COPY, a measure of profit or loss on a trading account over time - [Drawdown and Maximum drawdown calculation](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/drawdown-and-maximum-drawdown-calculation.md): Learn about Drawdown (DD) and Maximum Drawdown (Max DD) calculations, and understand how DD measures equity decline and Max DD indicates the largest lifetime equity drop during trading - [Risk limits for investors](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/risk-limits-for-investors.md): Learn how investors can manage risk on subscriptions by setting a maximum loss limit. Understand how risk limits are calculated, when a subscription is terminated, and what happens to copied positions - [Risk limits for master traders](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/risk-limits-for-master-traders.md): Explore how to control trading risks on master accounts with daily, loss, and drawdown limits, and understand how limits are calculated, triggered, and how account blocking and unblocking work - [Score calculation](https://docs.b2copy.b2broker.com/copy-trading-pamm-and-mam-concepts/score-calculation.md): Learn how master account scores are calculated using returns, drawdowns, trading activity, and performance metrics to rank accounts on the Leaderboard - [General comparison of two B2COPY standalone versions](https://docs.b2copy.b2broker.com/general-concepts/general-comparison-of-b2copy-standalone-versions.md): Learn the key differences between two B2COPY standalone versions - [Authorization in the Back Office](https://docs.b2copy.b2broker.com/api-documentation/authorization-in-the-back-office.md): Learn how to authorize in the Back Office using bearer tokens via the B2COPY API and obtain access and refresh tokens with your login credentials - [Get a list of master and investment accounts](https://docs.b2copy.b2broker.com/api-documentation/get-a-list-of-master-and-investment-accounts.md): Retrieve a list of master and investment accounts created on the B2COPY investment platform using this API method - [Create a master or investment account using the existing MT account](https://docs.b2copy.b2broker.com/api-documentation/create-a-master-or-investment-account-using-the-existing-mt-account.md): Create a master or investment account on the B2COPY investment platform using a client’s existing MT account with this API method - [Get data for the Statistics widget](https://docs.b2copy.b2broker.com/api-documentation/get-data-for-the-statistics-widget.md): Use these API methods to retrieve account details and trading statistics for display in the B2COPY Statistics widget - [Get data for the Leaderboard widget](https://docs.b2copy.b2broker.com/api-documentation/get-data-for-the-leaderboard-widget.md): Use this API retrieve data for accounts shown in the Leaderboard widget, including copy trading, PAMM, or MAM - [Seamless authorization (only for a standalone solution)](https://docs.b2copy.b2broker.com/api-documentation/seamless-authorization-only-for-a-standalone-solution.md): Enable smooth client sign-in from external CRMs to the B2COPY Web UI by retrieving a seamless authorization URL with the appropriate token for client login - [Register a client and create their payment account (only for a standalone solution)](https://docs.b2copy.b2broker.com/api-documentation/register-a-client-and-create-their-payment-account-only-for-a-standalone-solution.md): Use these API methods to register a client and create their payment account in standalone B2COPY solutions - [Integrate your external CRM system with the B2COPY API](https://docs.b2copy.b2broker.com/api-documentation/integrate-your-external-crm-system-with-b2copy-api.md): Learn how to authorize in B2COPY from your external CRM system and obtain the access token required for using the B2COPY API - [Initiate fee processing between master and investment accounts](https://docs.b2copy.b2broker.com/api-documentation/initiate-fee-processing-between-master-and-investment-accounts.md): Use this API method to initiate fee processing between a master account and a subscribed investment account - [Video tutorials](https://docs.b2copy.b2broker.com/video-tutorials.md): Watch videos demonstrating basic B2COPY functionalities available in the Back Office - [Key terms](https://docs.b2copy.b2broker.com/key-terms.md): A list of key B2COPY terms in alphabetical order - [Release notes](https://docs.b2copy.b2broker.com/release-notes.md): View the history of the B2COPY investment platform releases with major updates highlighted --- # Agent Instructions This documentation is published with GitBook. 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