Manage Investors

Provision Investor accounts and protect customer capital and MT5 credentials.

The Investor account holds the customer’s capital. It is the only account type that receives external deposits or withdrawals in this integration.

Provision or register

Scenario	Endpoint	Result
New Investor	POST /api/v1/investor/create	Creates an MT5 account with no balance and no Master assignment.
Existing Investor	POST /api/v1/investor/add	Registers an existing MT5 login in PAMM.
Catalog synchronization	GET /api/v1/investor/directory	Returns a cursor-paginated list. Use engine=PAMM.

/investor/create requires the holder’s name, email, agreed Investor platform_group, and optional leverage. Encrypt the returned main and investor passwords if your authorized workflow must retain them.

/investor/add accepts the existing positive numeric mt5_login and a display name. It does not fund or subscribe the account.

Sensitive account lookup

GET /api/v1/info/investor/{investor_login} can return MT5 passwords. Use it only from an authorized administrative backend.

Do not call sensitive information endpoints from a browser and do not log their complete response bodies.

State before assignment

Before assigning the Investor to a Master:

1. confirm the account exists in the PAMM directory;
2. credit at least the Master’s min_deposit through /investor/deposit;
3. confirm that the Investor has no open positions;
4. ensure the login has no previous subscription if the current account restriction applies.

Previous: Masters

Review the strategy and payment account roles.

Next: Funding

Credit and withdraw Investor capital safely.