Your first copy in five steps
Short answer
Add a connection, save, add a copy link with a leader and a follower, set its size and limits, then save and trade on the leader.
- Add your platform. Open the Connections List, press Add Connection, pick your platform and sign in with the login your broker or prop firm gave you.
- Save. Use Save in the bar at the bottom of the page. The accounts behind that login appear a few seconds later.
- Create a copy link. In the Accounts List, press Add Account and choose the leader and the follower. You can also drag accounts into the leader and follower zones.
- Set the size and limits. A multiplier of 1 copies the same size. Add a Stop Loss and a Profit Goal if you want the follower closed at a daily loss or profit.
- Save, then trade on the leader. The follower takes each trade.
New copy links start in Fills Only. Your limit and stop orders are copied the moment they fill, at market. See All Orders or Fills Only?
The dashboard also has a guided tour and a three-step setup checklist that walk you through the same steps.
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