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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
  • May, 2025
  • New features
  • December, 2024 🎄
  • New features
  • New B2COPY Web UI
  • Resolved issues
  • October, 2024
  • New B2COPY Web UI
  • September, 2024
  • Improvements
  • Improvements to PAMM
  • Resolved issues
  • June, 2024
  • New features

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Release notes

View the history of the investment platform releases with major updates highlighted

PreviousKey terms

Last updated 2 days ago

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May, 2025

New features

  • Minimum deposits for PAMM

    With this release, we’ve added the option to assign minimum deposit requirements to PAMM master accounts.

    When subscribing, investors must use their zero-balance PAMM investment accounts, into which they’ll be prompted to deposit the required minimum amount to add their investment to PAMM and activate subscriptions.

    After any withdrawals, the same minimum balance must be maintained on the PAMM investment account to keep the subscription active.

  • Enhanced integration into third-party CRMs

    The B2COPY functionality can be integrated into third-party CRMs, enabling brokerage companies to offer copy-trading, PAMM, and MAM services on MT4/5 and cTrader directly within their CRM’s interfaces.

    The key features include:

    • Simple integration: easily integrate via <iframe> with minimal development effort. The Leaderboard, My Accounts, and Account Statistics pages are embedded directly within the CRM interface.

    • Guest access: the Leaderboard and master account Statistics pages are accessible without authorization.

    • Seamless CRM authorization: the full functionality, including access to the My Accounts page for creating and managing accounts and subscriptions, is available after seamless authorization within the CRM, without the need to navigate to an external page.

    • Language and theme synchronization: the default language is inherited from the CRM, with an optional switcher in the <iframe>. Light and dark themes can be either inherited automatically or changed manually.

  • Shareable master account statistics in B2COPY standalone

    Standalone B2COPY solutions now support sharing the Statistics page of master accounts. Users can click the Share button to copy and share a direct link to a master account’s statistics. When someone clicks the shared link, the master’s Statistics page opens and can be seen without authorization.


December, 2024 🎄

New features

Introducing trading robots

With this release, we’re excited to introduce trading robots on the B2COPY investment platform. These robots allow you to automate trading activities on the master accounts of your brokerage company, enabling the execution of specific trading strategies. By configuring the robots to align with your desired strategies, you can streamline trading processes and boost overall efficiency.

Robots are supported for all copy-trading, PAMM, and MAM accounts across all platforms integrated with B2COPY, such as MT4/5 and cTrader.

New B2COPY Web UI

The redesigned Web UI for a full B2COPY solution, introduced in the previous release, is now rolled out and operational. With this release, it officially replaces the old interface, which has been discontinued and is no longer available.

Resolved issues

  • Profile pictures uploaded for clients via the Back Office are now correctly displayed in client profiles and on the Leaderboards in the Web UI.

  • Sharing fees paid to partners enrolled in an IB program are now correctly paid to the specified partner’s account in the case when that account exists only on the respective platform and isn’t present on the B2COPY investment platform.

  • The issue of duplicate deductions from a source account, which could occur when a deposit to a PAMM account was stuck in pending and processed multiple times, has been resolved.

  • Master and investment accounts are now correctly created in the Web UI. Previously, their creation could fail due to issues with creating wallets required as payment accounts on the investment platform.

  • When creating a MAM subscription in the Web UI, the allocation method and risk ratio are now correctly applied to it according to the settings of the MAM master account to which the subscription has been created.

  • In a standalone B2COPY solution, when creating master or investment accounts from existing MT4/5 accounts, client personal data on the platform remains unchanged and is no longer overwritten by information from the B2COPY investment platform.


October, 2024

New B2COPY Web UI

September, 2024

Improvements

  • For cTrader, it has become possible to create master and investment accounts in the Back Office using the trading accounts existing on the cTrader platform.

  • For master and investment accounts with set risk limits, PnL is now calculated more frequently, allowing for quicker checks against limit thresholds to ensure accounts are blocked promptly if risk limits are reached.

  • Comments added in the MT manager for balance operations on master and investment accounts now use external identifiers of balance deals from the respective platform instead of the internal identifiers used on the investment platform.

  • The accrued fee debt that couldn’t be deducted from an investment account due to insufficient funds is now attempted to be charged after completing the regular fee payment process according to the fee plan. If sufficient funds are available on the investment account, the full debt for one or more fee types will be deducted; otherwise, a partial deduction will occur.

  • Fee payments listed on the Fee report tab in the details of master and investment accounts in the Back Office are now sorted by the Created column in descending order, ensuring the most recent payment appears at the top of the list.

  • A new option named Show allocation method on creation subscription page has been added on the Web UI Settings tab in B2COPY > Settings. Set this option to Show to enable clients to select the allocation method and risk ratio when creating copy-trading subscriptions in the Web UI.

  • When creating a subscription in the Web UI, the field for entering a promo code is now displayed only if a promo offer has been set up for the master account.

Improvements to PAMM

  • Partial closing of positions on a PAMM master account now leads to proportional partial closing on the subscribed PAMM investment accounts, based on the closed volume rather than the free margin.‍‍

  • When a PAMM rollover occurs, if there is a request for unsubscription of an investment account, all pending balance operations requests from that investor are now automatically canceled, and only the unsubscription request is processed.

  • When clients transfer funds in the Web UI, PAMM investment accounts without subscriptions are now hidden from the selection list as funds can only be transferred to the PAMM investment account after it is subscribed to a master account.

  • In the Web UI, clients creating a PAMM master account can now deposit funds to the associated PAMM investment account at the final step of the account creation process.

  • When creating a PAMM subscription in the Web UI, only PAMM investment accounts denominated in the same currency as the master account are displayed in the selection list as only PAMM accounts in the same currency can be subscribed.

Resolved issues

  • Fee payments are now assigned the Failed status when there are insufficient funds on an investment account for deducting the required fee amounts, instead of leaving such transactions unprocessed.

  • Risk limits are now correctly assigned and saved for master accounts on the Risk Limits tab in account details. Additionally, appropriate error messages are displayed when invalid risk limits are entered.

  • In standalone solutions, sharing fees deducted from investment accounts and paid to IB partners are now correctly converted to the currency of the IB partner's account when the fee amount and the account are in different currencies.

  • In standalone solutions, when registering new clients in the Back Office, you can now use the dropdown in the Create client popup to select the appropriate platform instance if several instances are available on your investment platform. This enables you to register clients on the desired platform.


June, 2024

New features

Introducing cTrader for the B2COPY investment platform

We're happy to announce the long-awaited addition of cTrader to the suite of supported platforms on the B2COPY investment platform. This integration enables copy-trading, MAM, and PAMM functionalities for cTrader, significantly expanding the overall B2COPY functionally.

We are happy to announce the revamped B2COPY Web UI. The redesign focuses on optimizing complex user scenarios while preserving the existing functionality and ensures that the interface stays current with modern design standards (for details, refer to the ).

User guide
Support for copy trading, PAMM, and MAM in external CRMs
The Share button in the master account’s Statistics
Support for copy trading, PAMM, and MAM in external CRMs
The Share button in the master account’s Statistics