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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.org
  • invest-admin. → api-tenantid.b2c.flexdns.org
  • new-admin. → admin.prod.b2copy.tech
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 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