# White-Label

{% hint style="warning" %}
The white label feature is currently in public beta. We'd love to hear your feedback
{% endhint %}

## Overview

MetaCopier’s White Label setup lets you create your own branded version of the platform using your name, logo, and website address. It is a great option if you want to offer copy trading to your clients without building your own system. This guide will help you through every step of the setup process. You will learn how to add your logo, connect your domain, customize settings, and get your platform ready to launch. Everything is explained in simple terms so you can feel confident as you go.

{% hint style="success" %}
If you don’t have a Stripe account or a custom domain, there are other ways you can connect MetaCopier to your customers. For example, you can use our [Signal Sharing](https://docs.metacopier.io/features/signal-sharing) feature or build your own app and [connect it to our APIs](https://docs.metacopier.io/rest-api/sdk).
{% endhint %}

## Requirements & Prerequisites

Before you start setting up your white label platform, please review the [limitations](#limitations) and ensure that you have the following prepared:

### Credit Card

To enable the white-label feature, a valid credit card is required. Once added, you still have full flexibility: you can choose to **manually fund your project at any time**, or allow **automatic monthly billing**, which will be processed at the beginning of each month.

### Stripe Key

To process payments and issue invoices through your white-label platform, you’ll need a **live API key** from Stripe. Stripe is used as the billing and CRM system and is therefore mandatory.

If you don’t yet have a Stripe account, you can create one at **stripe.com**. Please note that Stripe requires business verification as part of the setup process. This includes providing a website that clearly describes your product or service, so make sure your homepage is ready before applying.

If you prefer to handle invoicing yourself, you may alternatively use a **test API key**.

{% hint style="info" %}
If you are interested in additional integrations, please let us know.
{% endhint %}

### Domain Name with DNS Access

To use your own web address (like [www.yourbrand.com](http://www.yourbrand.com)), you need to have a domain name and access to its DNS settings. This is where you will connect your domain to the MetaCopier white label platform. If you are not sure how to do this, your domain provider (like GoDaddy or Namecheap) usually has a control panel where you can manage DNS settings.

***

## Initial Configuration

First, you need to create an account on MetaCopier and add a project. If you need help with this step, please check our [Quick Start Guide](https://docs.metacopier.io/tutorials/quick-start-guide). Once your project is set up, select it from your dashboard and go to the **White Label** section in the left-hand menu.

<figure><img src="https://1880479925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYatpTySDvBNuxKqpErzU%2Fuploads%2Fn88Npa3gB57ClVeAh5kY%2Fimage.png?alt=media&#x26;token=3081dd0a-92c4-43f7-b0a2-5a7014b7f4cf" alt=""><figcaption><p>White Label Section</p></figcaption></figure>

Now it's time to fill in the configuration settings for your white label platform. Here’s what you’ll need to do:

### Stripe Setup

Enter your **Stripe live key** in this section. This key allows the platform to generate and send invoices on your behalf. Once you save it, the system will automatically check if the key is valid.

### Domain Verification

* **Brand or Business Name**: Enter the name you want to display throughout your platform. This could be your company name or your personal brand.
* **Subdomain**: Choose the URL where your white label platform will be hosted, for example `trade.example.com`.\
  **Important:** You must use a subdomain. Top-level or apex domains (like `example.com`) are not supported. Also, make sure the domain matches the one configured in your Stripe account.

Once you enter your subdomain, the system will show you the DNS records you need to add. Follow the instructions provided to update your DNS settings.\
Please note that it might take a few minutes (in some cases up to 24 hours) for the changes to take effect, depending on your DNS provider.

### Branding

Customize how your platform looks and feels to match your brand identity.

* **Logo URL:** Provide a publicly accessible URL (PNG) or a CDN path to your logo. The logo will be used in system emails and throughout the white-label user interface.
* **Theme (Pro):** Select a visual theme for the white-label solution, including colors and general styling. This option is available with the PRO plan.
* **Layout (Pro):** Choose the layout structure of the white-label interface, defining how navigation and content are arranged. This option is available with the PRO plan.

### Additional settings

Configure pricing, feature availability, and usage limits for your white-label platform. Default values follow MetaCopier standards.

#### Pricing configuration

* **Account Price (Shared):** Daily price (USD) for shared projects.
* **Feature Price (Pro):** Daily price (USD) for PRO features.
* **Account Price (Dedicated):** Daily price (USD) for dedicated projects.
* **Account Price (Dedicated – Minimum):** Minimum daily price (USD) for dedicated projects after volume discounts.

#### Allowed account types

* **Allowed account types:** Select which account types are available for the white-label solution. If not specified, all account types are allowed.

#### Feature controls

* **Disable invoicing:** Disable automatic invoice generation. When enabled, the white-label owner handles invoicing externally.
* **Disable adding copiers:** Disable the ability to add new copiers. When enabled, users cannot add new copiers.
* **Disable dedicated projects:** Disable the creation of dedicated projects. When enabled, users can only create shared projects.
* **Disable dedicated IP purchase:** Disable the purchase of dedicated IPs. When enabled, users cannot buy dedicated IPs.
* **Hide broker in signal provider:** Broker information is hidden in signal provider listings.
* **Disable marketplace subscription:** Disable the Subscribe button on the marketplace. When enabled, the Subscribe button is hidden on all signal provider listings, preventing users from subscribing to signals directly from the marketplace.

#### Resource limits

* **Maximum accounts per project:** Maximum number of accounts allowed per project. Set to `0` to use the platform default.
* **Maximum projects per user:** Maximum number of projects a user can create. Set to `0` to use the platform default.

After completing the initial configuration, you should be able to view your portal by visiting your URL in a browser. If needed, you can revisit the configuration settings at any time to make adjustments.

## Functional configuration

### Signal sharing

If you want to provide your customers with a signal to follow, you can do so using the **Signal sharing** feature. You can set up a signal provider as explained in the [Signal Sharing](https://docs.metacopier.io/features/signal-sharing) section, and your customers will be able to follow that signal within your white label platform.

In a white label setup, the signal provider works just like it does on MetaCopier, with a couple of key differences:

* **Your public signals are only visible to your white label customers.** MetaCopier users outside of your platform will not see them.
* **Your white label customers cannot create their own signals.** Only you, as the provider, can share a signal with them.

This makes it a great option if you want to broadcast a strategy or share your trades with your user base in a simple and controlled way.

{% hint style="warning" %}
Signal providers must be created after the white label configuration is complete
{% endhint %}

***

## Billing

The white-label billing system involves **two separate invoices** each month: one for your customers and one for you as the platform owner.

### How it works

#### 1. Your customers receive an invoice (1st of each month)

On the **2st of each month**, MetaCopier generates an invoice for each of your customer's projects. The invoice is charged through **your connected Stripe account**, so all customer payments go directly to you without any middleman.

The pricing on these invoices is based on the prices you configured in your white-label settings:

| Charge type                   | Default price            | Configurable |
| ----------------------------- | ------------------------ | ------------ |
| Account (Shared)              | 0.27 USD / account / day | Yes          |
| Account (Dedicated)           | 0.32 USD / account / day | Yes          |
| Account (Dedicated – Minimum) | 0.22 USD / account / day | Yes          |
| Feature PRO                   | 0.10 USD / account / day | Yes          |

You can set your own prices for each of these in the white-label configuration. For example, you could charge your customers 0.50 USD per account per day on a shared project while MetaCopier charges you the platform rate.

Billing is calculated per **account-day**: each account is billed for the exact number of days it was active during the month. If an account was created on the 10th and the month has 30 days, it is billed for 21 days.

#### 2. You receive an invoice from MetaCopier (15th of each month)

On the **15th of each month**, MetaCopier generates an invoice for you as the white-label owner. This invoice covers MetaCopier's platform cost for **all accounts across all customer projects** linked to your white-label.

This invoice is charged at MetaCopier's base platform rates (not your custom prices):

| Charge type         | MetaCopier platform rate            |
| ------------------- | ----------------------------------- |
| Account (Shared)    | 0.27 USD / account / day            |
| Account (Dedicated) | Volume-based (starting at 0.32 USD) |
| Feature PRO         | 0.10 USD / account / day            |
| Dedicated IP        | 6.00 USD / IP / month               |

The white-label owner invoice aggregates all paid customer invoices from the previous period and sums up the whitelabel amount stored in each customer invoice. This ensures you are only billed for usage that has actually been invoiced and processed on the customer side.

{% hint style="info" %}
The 15-day delay between customer billing (1st) and your billing (15th) ensures that all customer payments have enough time to be processed before you are charged.
{% endhint %}

### Billing examples

#### Example 1: Shared project – 25 accounts, full month

You run a white-label platform and set the shared account price to **0.50 USD/day** for your customers. One of your customers has a project with **25 accounts** that were active for the entire month (30 days).

**Your customer's invoice (charged via your Stripe):**

| Item                             | Calculation    | Amount         |
| -------------------------------- | -------------- | -------------- |
| 25 accounts × 30 days × 0.50 USD | 25 × 30 × 0.50 | **375.00 USD** |

**Your invoice from MetaCopier (charged on the 15th):**

| Item                             | Calculation    | Amount         |
| -------------------------------- | -------------- | -------------- |
| 25 accounts × 30 days × 0.27 USD | 25 × 30 × 0.27 | **202.50 USD** |

**Your margin:** 375.00 − 202.50 = **172.50 USD**

#### Example 2: Multiple customers, mixed activity

You have 3 customers on your white-label (shared price set to **0.40 USD/day**):

| Customer   | Accounts | Days active          | Customer invoice                | MetaCopier cost                |
| ---------- | -------- | -------------------- | ------------------------------- | ------------------------------ |
| Customer A | 10       | 30 (full month)      | 10 × 30 × 0.40 = **120.00 USD** | 10 × 30 × 0.27 = **81.00 USD** |
| Customer B | 8        | 30 (full month)      | 8 × 30 × 0.40 = **96.00 USD**   | 8 × 30 × 0.27 = **64.80 USD**  |
| Customer C | 5        | 15 (added mid-month) | 5 × 15 × 0.40 = **30.00 USD**   | 5 × 15 × 0.27 = **20.25 USD**  |

**Total you collect from customers:** 120.00 + 96.00 + 30.00 = **246.00 USD**\
**Your invoice from MetaCopier:** 81.00 + 64.80 + 20.25 = **166.05 USD**\
**Your margin:** 246.00 − 166.05 = **79.95 USD**

#### Example 3: With PRO features

A customer has **10 accounts**, of which **4 have PRO features** enabled for the full month (30 days). Your prices: shared = 0.40 USD/day, PRO = 0.15 USD/day.

**Your customer's invoice:**

| Item                                | Calculation | Amount         |
| ----------------------------------- | ----------- | -------------- |
| 10 accounts × 30 days × 0.40 USD    |             | 120.00 USD     |
| 4 PRO features × 30 days × 0.15 USD |             | 18.00 USD      |
| **Total**                           |             | **138.00 USD** |

**Your invoice from MetaCopier:**

| Item                                | Calculation | Amount        |
| ----------------------------------- | ----------- | ------------- |
| 10 accounts × 30 days × 0.27 USD    |             | 81.00 USD     |
| 4 PRO features × 30 days × 0.10 USD |             | 12.00 USD     |
| **Total**                           |             | **93.00 USD** |

**Your margin:** 138.00 − 93.00 = **45.00 USD**

### White-Label PRO fee

If you have enabled the **PRO plan** for your white-label and the total number of active or stopped accounts across all your white-label customer projects is **50 or fewer**, a flat fee of **99.00 USD/month** is added to your MetaCopier invoice. Once you exceed 50 accounts, this fee is waived.

### Currency handling

All prices are calculated in USD. If a customer's project uses a different currency, the amount is converted using the current exchange rate. The same conversion is applied to your MetaCopier invoice if your project currency is not USD.

### Manual billing (without Stripe live key)

If you are using a **Stripe test key** instead of a live key, automatic invoicing is disabled. This means MetaCopier will not generate or charge invoices to your customers on your behalf. In this case, you are responsible for collecting payments from your customers manually.

Here is how you can handle this:

1. **Monitor your followers:** Go to your signal provider page and check the list of followers. Each follower's email address is visible there.
2. **Create invoices manually:** Use an external payment provider to send invoices to your followers on a monthly basis (or at whatever interval you prefer). You can use any payment method that works for you, for example:
   * **Crypto payments** - services like CPay allow you to create and send invoices that your customers can pay using cryptocurrency.
   * **Traditional payment providers** — services like PayPal, Wise, or any other invoicing tool that supports manual invoice creation.
3. **Verify payments:** After sending invoices, check whether each follower has paid. Your payment provider should give you a way to track the status of each invoice.
4. **Remove non-paying followers:** If a follower does not pay, you can remove them from the signal follower page. This revokes their access to your signal.

{% hint style="info" %}
This approach gives you full control over pricing, payment methods, and billing cycles, but it does require manual effort each billing period. If you'd like to automate billing, consider switching to a **Stripe live key** so that MetaCopier can handle invoicing for you.
{% endhint %}

## Admin dashboard

The admin dashboard gives you a quick overview of your white label platform, including the number of created projects and active accounts. It’s an easy way to track usage and growth.

<figure><img src="https://1880479925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYatpTySDvBNuxKqpErzU%2Fuploads%2Fvua8oBXwwMuIFEunSs7U%2Fimage.png?alt=media&#x26;token=2939f6b2-9e54-4129-af71-45f27222e966" alt=""><figcaption><p>Example dashboard metrics</p></figcaption></figure>

## Pricing

White Label is available in a Basic plan, with a Pro plan (available Q4/2025). Enjoy our **Basic plan** at no cost. Upgrade to the **Pro plan** for just 99 USD/month, or get it for free if your average number of connected accounts is over 50. Here's a quick overview:

<table><thead><tr><th width="426">Feature</th><th data-type="checkbox">Basic</th><th data-type="checkbox">Pro</th></tr></thead><tbody><tr><td>Admin dashboard</td><td>true</td><td>true</td></tr><tr><td>Custom domain</td><td>true</td><td>true</td></tr><tr><td>Custom logo</td><td>true</td><td>true</td></tr><tr><td>Custom domain address sender</td><td>true</td><td>true</td></tr><tr><td>Stripe integration</td><td>true</td><td>true</td></tr><tr><td>SSL certificate</td><td>true</td><td>true</td></tr><tr><td>Web Application Firewall</td><td>true</td><td>true</td></tr><tr><td>DDoS protection</td><td>true</td><td>true</td></tr><tr><td>No "Powered by MetaCopier"</td><td>false</td><td>true</td></tr><tr><td>Priority support</td><td>false</td><td>true</td></tr><tr><td>Advanced customization</td><td>false</td><td>true</td></tr></tbody></table>

## Security Specifications

Our platform includes several built-in protections to help keep your white label instance fast, secure, and reliable, even under challenging conditions. While no system can offer perfect protection, these measures are designed to significantly reduce risk and improve stability.

* **Defend against common attacks with WAF**\
  The Web Application Firewall (WAF) helps protect your platform from many of the most common online threats, including vulnerabilities highlighted by OWASP. This covers risks such as SQL injection, cross-site scripting, and other well-known attack patterns.
* **Protect against zero-day threats**\
  The WAF also includes mechanisms to help detect and block some types of zero-day vulnerabilities before they can be exploited.
* **DDoS protection**\
  The platform is equipped with strong protection against Distributed Denial of Service attacks. Although no solution can offer absolute prevention, this system ensures your platform remains stable and accessible, even during heavy or malicious traffic. It delivers reliability that is as close as possible to full uptime.

## Maintenance & Updates

Your white label platform runs on top of the MetaCopier system, which means you automatically get all the latest improvements, security updates, and new features. There is no need to manage any technical updates yourself. We take care of everything in the background so you can focus on your users and your business. If an update includes something that may affect the look or feel of your platform, we make sure your branding stays in place. You can always go back to your settings and adjust them if needed. For larger changes, we will let you know in advance so you have time to prepare.

## Troubleshooting & FAQ

### Do you have a demo site where I can check how it looks?

We don't have a separate demo site at the moment. However, the white label platform looks very similar to MetaCopier itself, just with your own branding, domain, and pricing. If you're familiar with MetaCopier, you'll have a good idea of what your white label version will look and feel like.

### Can I customize the branding?

Absolutely. You can fully customize the platform to match your brand. This includes uploading your logo, setting brand colors, using your own domain, and even customizing pricing. All branding options are available in the White Label section of your project dashboard.

### Will my customers receive the MetaCopier newsletter?

No, your customers will not receive any emails or newsletters from MetaCopier. Since your platform is fully white labeled, all communication with your users is under your brand.

### Can I disable the free trial balance for white label customers?

At the moment, this is not possible. The trial balance is enabled by default to help new users explore the platform and understand how copy trading works before connecting a real account. It lowers the entry barrier, builds trust, and often leads to higher conversion rates. We may consider adding an option to disable it in future updates based on demand.

### How can I delete a white label setup?

At the moment, there is no direct "delete" button for a white label configuration. However, you can contact our support team, and we will assist you in removing or resetting the setup for your project. We’re also working on adding this functionality to the dashboard in a future update.

## Limitations

While the white label platform offers a wide range of features and flexibility, there are still a few things to keep in mind. Below are some current limitations you should be aware of when setting up and using your branded version.

* **No Social Login:** At the moment, users cannot log in using social accounts like Google or Facebook. All users must register and sign in with an email and password.
* **cTrader Deployment Requires Your Own API Key:** If you plan to deploy or manage cTrader accounts through your white label platform, you will need to generate your own API key directly from cTrader. This step cannot be handled automatically from the MetaCopier side and must be done manually.
* **Telegram notifications:** Telegram notifications are not available yet, but they’re on our roadmap and coming soon. Once released, you’ll be able to send important updates, like trade alerts or system messages, directly to your users via Telegram. We’ll let you know as soon as this feature is ready so you can start using it right away.
* **No Affiliations:** The affiliate system is not available for white label platforms because you operate under your own brand and pricing. Our affiliate program is tied to the main MetaCopier platform and designed for direct referrals.
* **Single Signal Provider:** Only the owner of the white label platform can share trading signals with their users. Customers within your white label environment cannot create, share, or sell their own signals. This ensures that all signals and strategies remain exclusive to the platform owner’s management.
* **E-mail Notifications:** Email notifications (such as registration emails) are sent via Mailgun. If you are already using Mailgun with your top-level domain, you will not be able to authenticate Mailgun again for the MetaCopier white label. In this case, there is currently no workaround, and we recommend using a separate domain for the white label application.
* **No Documentation Link in UI:** The white label interface does not include a direct link to documentation, as documentation is not embedded within the white label environment.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.metacopier.io/b2b/white-label.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
