Create a master account

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

To get started with copy trading, MAM, or PAMM, you first need to create a master account. Once your account is set up, trade as usual. Your trading performance will be visible to other traders who can subscribe to your master account and follow your strategy.

To create a master account:

1

In the main menu, expand the respective item, such as B2COPY, MAM, or PAMM, and then click My Accounts under the desired platform, if more than one is available.

2

If you don't have any accounts yet, click Master.

If you already have master accounts, click Add new in the upper-right corner of the Master accounts section.

3

In Step 1, fill in the following fields:

• In the Platform dropdown, select an account group (if available).

• In the Currency dropdown, select a currency in which you want to denominate your master account.

• In the Leverage dropdown, select a leverage ratio.

Create a new master account, step 1

4

Click Proceed.

5

In Step 2, you can specify the following optional settings:

• In the Strategy name field, enter a short name for your master account reflecting your trading strategy. This name helps distinguish your account from other master accounts and will be displayed on the Leaderboard and other Web UI pages.

  By default, the account number is used if no name is provided.

• In the Strategy description field, provide details about your trading strategy to give potential investors insight into your trading approach and style.

You can skip Step 2 and add or update your strategy name and description later, after completing the account creation process.

Create a new master account, step 2

6

Click Proceed.

7

In Step 3, configure a fee plan for your master account. The fee plan specifies the types of fees, their rates, and the intervals at which they will be deducted from the investment accounts that are subscribed to your master account. Fee rates can be specified as decimal values. Use a dot . as a decimal separator.

For more information on the types of fees you can include in your fee plan, refer to the Fee list.

You can skip Step 3 and set up the fee plan later, after completing the account creation process.

Create a new master account, step 3

8

Click Proceed.

9

In Step 4, you can optionally enter your nickname and upload a profile picture. If your profile picture and nickname have already been added to your profile, they are automatically applied to your accounts. To learn how to add your profile picture and nickname, refer to Add your profile picture and nickname.

Create a new master account, step 4

10

Deposit funds to your newly created copy-trading or MAM master account to start trading. There are two options on how you can do this:

• In the Deposit from dropdown, select a wallet or one of your other master or investment accounts that you want to transfer funds from. In the Deposit amount field, specify the amount to transfer, and then click Proceed.

• Alternatively, you can transfer funds to your new master account on the Transfer page (for details, refer to Deposit funds to your copy-trading and MAM accounts).

Deposit funds

You can't deposit funds directly to your PAMM master account as balance operations are prohibited on these accounts. PAMM master accounts are funded by the funds from PAMM investment accounts subscribed to them.

When creating a PAMM master account, a PAMM investment account is automatically created and subscribed to your new PAMM master account. To add funds to your PAMM master account, deposit funds to the related PAMM investment account.

Deposit funds to a related PAMM investment account

The details of your newly created master account have been sent to your email address.

Your account is now listed on the Leaderboard, where investors can find and subscribe to it.