Withdraw Funds from Copy Trading and MAM Accounts

Move money from a master or investment account back to the client’s wallet, with the rules that cap the amount.

For admins

Withdrawing from a Copy Trading or MAM account means transferring money from the account back to the client’s wallet. The cash can then be paid out from the wallet through your usual payout channels.

The Rules

  • Transfers happen only between wallets and accounts in the same currency.
  • Requesting more than the account holds transfers only what is actually available.
  • A withdrawal from an account with zero balance is rejected automatically (status Failed).
  • On an investment account with an active subscription, outstanding fees from the subscription’s fee plan are charged first — then the remaining amount is transferred.

How Much Can Actually Leave the Account

Open positionsCreditRequested amountActual transfer
NoNo≤ EquityThe requested amount
NoYes≤ Equity − CreditThe requested amount
NoNo≥ EquityEquity (account ends at zero)
NoYes≥ Equity − CreditEquity − Credit
YesNo≤ Free MarginThe requested amount
YesYes≤ Free Margin − CreditThe requested amount
YesNo> Free Margin≈ Free Margin × 0.98
YesYes> Free Margin − Credit≈ Free Margin × 0.98 − Credit

The 2% haircut on accounts with open positions protects the margin of the remaining positions from being pulled from under them.

Where to Do It

  1. Client-side (preferred)

    Clients move money back to the wallet themselves in the Web UI — see Withdraw without losing a subscription in the user guide.

  2. Admin-side balance operation

    To debit an account manually, open it under Copy Trading / MAM → Masters or Investors, switch to the History Loader tab, and create a withdrawal balance operation (financial-operations right required).

  3. Track the operation

    The record appears under Clients → Transactions → Transfers; approval-gated deployments execute it after an admin approves the Investment Transfer request.

If a client wants to withdraw but keep copying, remind them of the master’s minimum deposit — dropping below it can cost them the subscription.

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