> ## Documentation Index
> Fetch the complete documentation index at: https://pamm-api.codench.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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

## 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.

<CardGroup cols={2}>
  <Card title="Previous: Masters" icon="arrow-left" href="/guides/masters">
    Review the strategy and payment account roles.
  </Card>

  <Card title="Next: Funding" icon="arrow-right" href="/guides/funding">
    Credit and withdraw Investor capital safely.
  </Card>
</CardGroup>