You sign in to B2COPY with the account number and password issued to you, and you choose the trading platform your account lives on. After Sign In, you usually land on My Accounts. A first-login role screen appears only in specific cases — it is not shown every time you sign in.
Sign in
Open the sign-in page
Go to your broker’s B2COPY login URL.
Enter your account number
Type your login (account number) in the Login field.
Enter your password
Type your password. Use the eye icon to reveal it if needed.
Choose your platform
Select your trading platform from the Platform dropdown (for example MT5).
Select Sign In
Select Sign In to enter the interface.
Forgot your password? Use the Forgot Password link on the sign-in screen to start a reset. Some brokers also show Sign Up under the button.
What happens after sign in
Signing in always starts from your existing trading account. If that account is new to B2COPY, the platform creates a wallet (Payment) for it. Whether you then see a welcome screen depends on the accounts you already have and on how your broker configured first login.
| Your situation | What you see |
|---|---|
| You already have a master or investor account | My Accounts. The welcome screen does not open again. |
| You only have a wallet, and your broker offers at least one role | A welcome screen listing the roles your broker offers. You can convert the wallet into one of them or keep it as a wallet. |
| You only have a wallet, and your broker skips role selection without assigning a role | My Accounts, still as a wallet. No welcome screen. |
| You only have a wallet, and your broker skips role selection but assigns a role that is still allowed | A short wait while the wallet is converted, then master setup (for a master role) or that product’s leaderboard (for an investor role). |
| You only have a wallet, but no role is available to offer | My Accounts, still as a wallet. The welcome screen is not shown empty. |
The welcome screen is skipped when it would have nothing useful to do: you already have a trading account, your broker turned the screen off, or there is no role to offer. If an automatic role cannot be applied, the welcome screen is shown so you can choose yourself.
If the welcome screen appears
The screen welcomes you under the name your broker runs the platform with, so the exact heading differs from broker to broker. The text below it confirms the account you signed in with, says that a wallet was created from it, and explains that you can convert that wallet into a master or investor account now — or keep it as a wallet and change the type later.
The cards you see depend on the products your broker runs. A broker that offers only Copy Trading lists only the Copy Trading roles; a broker that also runs MAM or PAMM lists those as well. Each product can also be limited to one side, so a single Investor card with no matching Master card is normal.
Review the roles that are listed
Each card is one product role: Copy Trading Master, Copy Trading Investor, MAM Master, MAM Investor, PAMM Master, or PAMM Investor. A card appears only when your broker allows creating or linking that kind of account, so the list may be much shorter than the example above — and if nothing can be offered, the screen is not shown at all.
Select a role, then Continue
Continue stays disabled until you select a card. While the conversion runs, the button shows Setting up.... A master role then opens master setup for that account. An investor role opens that product’s leaderboard, where you choose a master to follow or invest in.
Or keep the wallet
Select Keep as wallet, I’ll change it later to go to My Accounts without converting.
Keeping the wallet is not always permanent. If your broker allows converting payment accounts, you can change the type later from My Accounts. See Create and manage your accounts.
