Setup Requirements
Dear Client, please provide the following data that we will need for the setup process.
General Requirements
- Logo in SVG format (for light/dark background)
- Client area screenshots
- Color scheme preferences (optional)
- SMTP Server & Port
- SMTP Login
- SMTP Password
Pick any subdomain you prefer on your domain (for example copy., social., trading., or invest.) and point it to the hostname your Account Manager confirms during onboarding. A typical pattern is copy.yourdomain.com → yourtenantid.copy.flexdns.org — the part before .copy.flexdns.org is your tenant hostname.
copy.yourdomain.com→yourdomain.copy.flexdns.org
admin.yourdomain.com→admin.prod.b2copy.tech
copy.acmebroker.com→acmebroker.copy.flexdns.org
If you do not configure a custom admin domain, a default admin URL will be assigned for you.
18.171.63.48-18.171.63.55168.119.37.103
Platform Requirements
ManagerAccountantAccess accountsAccess personal detailsEdit accountsView connected clientsAccess orders/positionsDealerSupervisorExport DataReceive reports
- MT server name
- MT server IP address
ManagerReportsConnectionsSupervise tradesPersonal DetailsAccountantDealer
- MT server name
- MT server IP address
PLATFORM_LOGINPLATFORM_PASSWORD
PLATFORM_TYPEPLATFORM_ADDRESSPLATFORM_LOGINPLATFORM_PASSWORDCTRADER_ENVIRONMENTCTRADER_PLANT_IDCTRADER_REPORT_ADDRESS
Accounts and Userswith sub-permissions:CashierBonusPhone TradingView AllCreate and ExportEditManagersGroupsSettingsSymbolsPositionsOrdersTransactions and Deals (History)Force Trading
- Installation link for cBroker application
Product Settings
Specify configuration for each account type that will be available to clients.
- Available currencies
- MT group name(s) for B2Copy accounts
- List of available leverages
- Account ID range (if applicable)
- Available currencies
- MT group name(s) for PAMM accounts
- List of available leverages
- Account ID range (if applicable)
- Available currencies
- MT group name(s) for MAM accounts
- List of available leverages
- Account ID range (if applicable)
Testing & Monitoring Accounts
These accounts are used for automated copy-trading monitoring. The system periodically opens and closes small test positions to verify that the copy-trading pipeline is working correctly. This runs 24/7 and alerts our team if something goes wrong.
- 3 testing B-book accounts with 10K deposit each
- Accounts must be in the MT groups configured for B2Copy
Administrator Email
- Client administrator email address to be created in the system immediately upon setup