B2Copy Setup - Client Requirements

Setup Requirements

Dear Client, please provide the following data that we will need for the setup process.

General Requirements

For Standalone Version (without B2Core)
  • Logo in SVG format (for light/dark background)
  • Client area screenshots
  • Color scheme preferences (optional)
SMTP Configuration
  • SMTP Server & Port
  • SMTP Login
  • SMTP Password
DNS Configuration (CNAME Records)

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.comyourtenantid.copy.flexdns.org — the part before .copy.flexdns.org is your tenant hostname.

Front Office (required)
  • copy.yourdomain.comyourdomain.copy.flexdns.org
Admin Panel (optional, custom domain)
  • admin.yourdomain.comadmin.prod.b2copy.tech
Example for acmebroker.com
  • copy.acmebroker.comacmebroker.copy.flexdns.org

If you do not configure a custom admin domain, a default admin URL will be assigned for you.

IP Whitelist
  • 18.171.63.48-18.171.63.55
  • 168.119.37.103

Platform Requirements

MetaTrader 5
Credentials & Access
Manager Credentials with Rights:
  • Manager
  • Accountant
  • Access accounts
  • Access personal details
  • Edit accounts
  • View connected clients
  • Access orders/positions
  • Dealer
  • Supervisor
  • Export Data
  • Receive reports
Server Information:
  • MT server name
  • MT server IP address
MetaTrader 4
Credentials & Access
Manager Credentials with Rights:
  • Manager
  • Reports
  • Connections
  • Supervise trades
  • Personal Details
  • Accountant
  • Dealer
Server Information:
  • MT server name
  • MT server IP address
cTrader White Label
Credentials & Access
Required Credentials:
  • PLATFORM_LOGIN
  • PLATFORM_PASSWORD
cTrader Main Label
Configuration & Access
Required Configuration:
  • PLATFORM_TYPE
  • PLATFORM_ADDRESS
  • PLATFORM_LOGIN
  • PLATFORM_PASSWORD
  • CTRADER_ENVIRONMENT
  • CTRADER_PLANT_ID
  • CTRADER_REPORT_ADDRESS
Required Permissions:
  • Accounts and Users with sub-permissions:
  • Cashier
  • Bonus
  • Phone Trading
  • View All
  • Create and Export
  • Edit
  • Managers
  • Groups
  • Settings
  • Symbols
  • Positions
  • Orders
  • Transactions and Deals (History)
  • Force Trading
Additional Requirements:
  • Installation link for cBroker application

Product Settings

Specify configuration for each account type that will be available to clients.

Copy Trading Accounts
Configuration:
  • Available currencies
  • MT group name(s) for B2Copy accounts
  • List of available leverages
  • Account ID range (if applicable)
PAMM Accounts
Configuration:
  • Available currencies
  • MT group name(s) for PAMM accounts
  • List of available leverages
  • Account ID range (if applicable)
MAM Accounts
Configuration:
  • 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
Important Question:
Can we automatically fund testing accounts for monitoring purposes?

Administrator Email

  • Client administrator email address to be created in the system immediately upon setup