Create an Account

Provision a new trading account through the step-by-step wizard.

For admins

New trading accounts are provisioned through the Create Account wizard on the Accounts page — a step-by-step flow that walks you through platform and product selection.

Create Account wizard step 1 with Platform and Product Type
Create Account — step 1 of 4.

The Wizard

  1. Step 1 of 4 — Platform & Product Type

    Choose the trading platform and the product type for the account, then select Proceed.

  2. Following steps

    Complete the remaining steps to configure the account, confirming at the end.

Completing the wizard creates a real account on the platform. On a shared environment, walk through the steps to learn the flow, but avoid creating throwaway accounts on shared data.

Not a B2COPY client yet?

Bring B2COPY to your brokerage and grow on autopilot

Launch copy trading, PAMM, and MAM on your existing servers and turn your best traders into a growth engine — with hosting, monitoring, and support included. Not sure where to start? Talk to us and we’ll walk you through it.

2–4 weeks

Time to launch

$0

Infrastructure cost

40%+

Volume increase