Create and manage your accounts

Convert your wallet, create new accounts, or register an existing trading account.

For clients

There are three ways to get a trading account in B2COPY: convert your existing wallet, create a brand-new account, or register an account you already hold on the trading platform. All three start from the Dashboard / My Accounts.

Convert your wallet (Change type)

  1. Open the dashboard

    Go to Dashboard and find your wallet account under Wallet Accounts.

  2. Select Change type

    Select Change type on the wallet row.

  3. Pick a role

    From the Convert to menu choose a role, such as Copy Master, Copy Investor, or MAM Master.

Change type dropdown on a wallet account showing Convert to options
Change type converts your wallet into a master or investor account.

Create a new account

In any product section (Copy Trading, MAM, PAMM) the Master Accounts and Investment Accounts cards have an Add new account button. Choosing Create new account opens a short form where you pick the account type and create it on a trading platform.

Create New Account form with an Account Type selector
Creating a new account: choose the account type, then Create Account.

Register an existing trading account

If you already have a trading account, use Add account to register it in B2COPY as a wallet account. You supply the account login, password, and trading server.

Add Wallet Account dialog with account login, password, trading server, and account type fields
Registering an existing trading account as a wallet account.
  1. Open Add account

    On the Wallet Accounts card, select Add account.

  2. Enter the credentials

    Fill in Account Login, Account Password, and the Trading Server.

  3. Confirm

    Select Add Account to register it.

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

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