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)
invest.→api-tenantid.b2c.flexdns.orginvest-admin.→api-tenantid.b2c.flexdns.orgnew-admin.→admin.prod.b2copy.tech
IP Whitelist
18.171.63.48-18.171.63.55168.119.37.103
Platform Requirements
MetaTrader 5
Credentials & Access
Manager Credentials with Rights:
ManagerAccountantAccess accountsAccess personal detailsEdit accountsView connected clientsAccess orders/positionsDealerSupervisorExport DataReceive reports
Server Information:
- MT server name
- MT server IP address
MetaTrader 4
Credentials & Access
Manager Credentials with Rights:
ManagerReportsConnectionsSupervise tradesPersonal DetailsAccountantDealer
Server Information:
- MT server name
- MT server IP address
cTrader White Label
Credentials & Access
Required Credentials:
PLATFORM_LOGINPLATFORM_PASSWORD
cTrader Main Label
Configuration & Access
Required Configuration:
PLATFORM_TYPEPLATFORM_ADDRESSPLATFORM_LOGINPLATFORM_PASSWORDCTRADER_ENVIRONMENTCTRADER_PLANT_IDCTRADER_REPORT_ADDRESS
Required Permissions:
Accounts and Userswith sub-permissions:CashierBonusPhone TradingView AllCreate and ExportEditManagersGroupsSettingsSymbolsPositionsOrdersTransactions 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 size ranges (if applicable)
PAMM Accounts
Configuration:
- Available currencies
- MT group name(s) for PAMM accounts
- List of available leverages
- Account size ranges (if applicable)
MAM Accounts
Configuration:
- Available currencies
- MT group name(s) for MAM accounts
- List of available leverages
- Account size ranges (if applicable)
Testing Accounts
- 3 testing B-book accounts with 10K deposit each
- Accounts must be in the MT groups configured for B2Copy
Important Question:
Can we fund the testing accounts without prior approval from the client?
Administrator Email
- Client administrator email address to be created in the system immediately upon setup