In a B2CORE-integrated Full deployment, you can use an eligible existing B2CORE trading account as a B2COPY master or investment account. You select it from your own account list instead of entering its login and password again.
Before you start
- Your broker must use the B2CORE-integrated Full version and allow linking for the intended role.
- This flow covers Copy Trading and MAM master and investment accounts. PAMM continues to use new accounts.
- The existing account must be offered in your eligible account list. Linking registers it in B2COPY without creating a duplicate trading account or changing its server, currency or leverage.
Open the account setup
Open My Accounts and start adding a master or investment account for Copy Trading or MAM. Choose Link Existing when it is offered. If linking is the only option your broker allows, the existing-account form can open directly.
Choose your existing B2CORE account
Open Trading Account and select the eligible account you want to use. This list contains accounts available to your signed-in B2CORE client; it is not a login-and-password registration form.
Review the account details
Check Trading Server, Currency, and Leverage. These details come from the selected account. Select Continue and complete the remaining setup steps for your chosen role.
Using the linked account
A master continues the strategy and fee-plan setup. An investor uses the linked investment account in the normal subscription flow, where the selected master’s terms and eligibility rules still apply. Selecting an account in the form alone does not complete linking or create a subscription.
If link existing is unavailable
| What you see | What to check |
|---|---|
| Only Create New is offered | Your broker may not allow linking for this role, or no eligible existing accounts may be available. |
| No eligible account in the list | Check that you are signed in to the correct B2CORE client. Your broker can check account eligibility and role permissions. |
| Account list could not load | Retry after the connection is restored; a failed lookup does not prove that you have no accounts. |
| The selected account is no longer available | Refresh the list and select an eligible account. An account already linked or no longer eligible cannot be linked again. |
For administrators
See Configure existing B2CORE account linking for the product and role controls. Manual registration of a Wallet account in a standalone deployment is a separate flow.
