B2COPY standalone deployments run the investment platform without B2CORE, which makes them ideal for integrating copy trading, PAMM, and MAM into an external CRM, client portal, or back-office system. Standalone comes in two versions, differing in account architecture, authorization, and investment logic.
Standalone solutions are supported for MetaTrader 4/5 only. Both versions support seamless (API-based) authorization for tight CRM integration — see Seamless authorization in the API documentation.
The key distinction: whether the platform uses payment accounts (wallets) alongside trading accounts, or operates on trading accounts alone.
At a Glance
| With payment accounts | Without payment accounts | |
|---|---|---|
| Sign-in | Via the payment account (credentials or seamless API) | Directly with an existing MT trading account login |
| Wallet role | A dedicated payment account per client | Any MT account linked to the client can act as the wallet for PAMM funding |
| Master / investment accounts | Created by B2COPY via MT Manager (new MT logins) | An existing MT account can act as master or investor immediately; PAMM accounts are still new MT logins |
| Fee payments | From the payment account | From the trading accounts |
| Best for | Brokers wanting isolated payment/trading logic and CRM-driven automation | Brokers integrating on top of existing MT infrastructure with minimal change |
Standalone with Payment Accounts
Each client gets a payment account that serves as the wallet and the anchor for authorization and money flow. Through it the client signs in, deposits and withdraws, and pays fees to masters. Trading accounts are provisioned by B2COPY through the MT Manager as new MT logins — payment and trading logic stay cleanly separated, with flexible control over permissions, groups, and products.
In practice most brokers add a dedicated payment-account type in their CRM and automate its creation — for example, spawning the payment account the first time a client opens the Copy Trading or PAMM section.
MT5 license math
Payment accounts don’t trade, so they don’t consume MT5 license slots — create them in a preliminary group or a real group with trading disabled. PAMM investment accounts can live in preliminary groups too, leaving only PAMM master accounts to occupy real MT5 licenses.
Standalone Without Payment Accounts
Clients sign in directly with an existing MT trading account (login and password) — no new logins, no wallet infrastructure. That account can immediately act as a master or an investor. For PAMM, any MT account linked to the client can play the wallet role for funding and withdrawing from PAMM investment accounts, while PAMM master and investment accounts are still created as new MT logins.
This version suits brokers who want to bolt the investment platform onto their existing trading infrastructure with minimal changes while supporting both PAMM and copy trading.
Deciding between full and standalone in the first place? See What is B2COPY? for the product overview and Register a client and create their payment account in the API documentation for the standalone onboarding flow.
