Applicable to copy trading and MAM. The Link Positions tab links open positions on investment accounts with the corresponding positions on master accounts, so the copied position closes when the master position closes. Positions can be linked only when they are opened for identical symbols, and the investment account must already be subscribed to the master.
When You Need It
- When migrating data from a third-party platform to B2COPY — existing pairs of positions need to be re-associated.
- When a position had to be opened on an investment account later than the corresponding master position.
Manual Linking
Enter the tickets
Fill in the Investor position ticket and Master position ticket fields with the pair you want to link.
Add more pairs if needed
Click Add for each extra pair.
Click Save
If no errors are shown, the positions are linked. Use the bin icon to unlink a pair you linked earlier.
Bulk Upload
Download the CSV template
Click Download CSV Template.
Fill in the pairs
One pair per line:
investor position ticket,master position ticket.Upload and save
Click Add file, select the CSV, then Save to link everything in the file.
investor position ticket,master position ticket
1001,1002
1003,1004After linking, open positions on the investment account will be closed automatically when the linked master positions close. This tool performs financial reconciliation — use it only when you understand the positions you are linking.
