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Release notesTry demo
  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
    • Configure the B2COPY Leaderboard and Account Statistics widgets
    • Register new Back Office users
    • Register new clients
    • Manage master and investment accounts
    • Manage trading robots
    • Manage subscriptions
    • Manage deposits and withdrawals
  • Admin panel guide
    • Welcome to the Admin panel guide
    • Access the Admin panel
    • Explore the Admin panel web interface
    • Manage Admin panel users
    • Manage B2COPY settings in the Admin panel
    • Manage master & investment accounts
    • Manage links
  • User guide
    • Welcome to the User guide
    • Sign-in and 2FA
    • Account details
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master & 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
      • Set up a promo offer for sharing fees with partners
      • 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
    • Manage deposits & withdrawals
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Copying of Stop Loss (SL) and Take Profit (TP) orders
    • Personal trading on copy-trading investment accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods and their effect on open positions
    • Allocation methods for PAMM
    • Fee list
    • Mechanism for deducting accrued fee debt
    • Return calculation
    • Drawdown and Maximum drawdown calculation
    • Risk limits for investors
    • Risk limits for master traders
    • Score calculation
  • General concepts
    • General comparison of two B2COPY standalone versions
  • 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
  • Master accounts
  • Investment accounts
  • Profile & account settings

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  1. User guide

Manage master & investment accounts

Explore how to manage master and investment accounts, including creating accounts, modifying settings, and adjusting visibility, fee plans, and other parameters

Master accounts

Create a master accountSet up or modify a fee plan for your master accountChange your master account visibility on the LeaderboardAssign a subscription code to your master accountAssign a minimum deposit to your master accountSet up a promo offer for your master accountSet up a promo offer for sharing fees with partnersView and update rollover settings of your PAMM master account

Investment accounts

Create an investment account

Profile & account settings

Add your profile picture and nicknameAdd or change your account nameReset your account password
PreviousUse the Leaderboard to find the best-performing master accountsNextCreate a master account

Last updated 19 days ago

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