A Payment Account is a client’s wallet. It holds funds before they are transferred to trading or investment accounts and receives eligible payouts and refunds.
Payment Account Details
Open a Payment Account from Clients → Accounts to review its balance, currency, platform, status, and other account information.
Before funding an investment account, confirm that the payment account is active, available, and has enough balance.
What Is a Default Payment Account?
A default payment account is the wallet B2COPY uses for a client when an account-creation or payout request does not specify a wallet explicitly.
Default payment accounts are configured per client and currency. If a client uses several currencies, configure a suitable payment account for each currency to keep transfers and payouts routed to the expected wallet.
Set a Default Payment Account
Open the client list
In the Admin Panel, go to Clients → Users.
Open the client profile
Find the client by email or ID, then select the value in the ID column.
Check the platform
If the broker has several platform instances, select the instance that contains the payment account.
Open Default Payment Accounts
In the client profile, locate the Default Payment Accounts section.
Add the account
Select Add account, choose the platform, and enter the login of an existing payment account owned by this client.
Save the changes
Select Save. The account currency is detected automatically.
Do not select a PAMM or MAM master or investment account as a payment account. Use an active Payment Account owned by the same client.
Edit or Remove a Default Payment Account
In the Default Payment Accounts section, select Edit to replace an account or Delete to remove it. Before removing the only default account, add a replacement if the client still uses PAMM, MAM, transfers, refunds, or fee payouts.
PAMM Account Creation Error
If a client cannot open a PAMM Investment Account and sees PaymentAccount.IsPammInvestor, first check the client’s Default Payment Accounts section.
- At least one default payment account is configured.
- The selected login is a Payment Account, not a PAMM master or investment account.
- The payment account is active and available.
- A suitable payment account exists for the currency of the new investment account.
After correcting the default payment account, ask the client to create the PAMM Investment Account again.
