Create a funded account

Funded accounts for clients who successfully passed a challenge are created manually. Currently, they must be created as master accounts, which are originally intended for copy trading, but funded accounts must be hidden from the Leaderboard.

To create a funded account:

1

Go to Investment Platform and expand the required platform instance.

2

Go to B2Copy > Masters.

3

Click +Create in the upper-right page corner.

4

Find the client for whom you want to create the account, and then click Select. You can search by the client name or email address.

5

On the Create Master Account page, select New account in the Create from dropdown.

6

In the Leverage dropdown, select a leverage ratio for the account.

7

You can skip the Account name and Strategy description fields and leave them empty.

8

To inform the client about the newly created account by sending an email with account details, enable the Send email checkbox.

9

Click Save to create the account.