Managing accounts

Everything about your trading accounts happens on the Accounts page.

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Two ways to view your accounts

Switch between them with the toggle at the top of the page.

• Map shows each lead with lines to its followers. Click an account to open its details.
• List shows every account in a table, with its lead.

The page header shows how many of your plan’s account seats you’re using.

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Add an account

Click Add account and follow the steps:

1. Role: choose Lead account or Follower account. A follower needs a lead, so add your lead first. For a follower, pick the lead it should copy.
2. Broker account: choose the platform and connect. See Tradovate, Rithmic or TopstepX.
3. Copy settings (followers only): choose the size and other settings. See Copy settings.
4. Review: name the account, for example “Apex 1” or “Main Tradovate”, check the summary and click Create account.

The new account takes a minute or two to start. If every seat on your plan is in use, you’ll be asked to add seats on the Billing page first. See Change the number of accounts.

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Account status

Each account shows a status: Open an account to see its Balance, Equity and Open P&L, and the lead it copies.

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Pause and resume copying

Open the account and click Pause copying. New lead trades aren’t copied to it until you click Resume copying. Pausing doesn’t close the account’s open positions. To flatten it too, use Close all positions. Pause and close all become available once the account has reported in.

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Close all positions

Open the account and click Close all positions. Tick the box to confirm, then click Close all. This sends market orders to close every open position on the account and cancels its working orders. It can’t be undone.

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See open positions

Open the account and go to the Positions tab. Click Load positions to fetch the account’s open positions from the broker, and Refresh to update them.

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Change an account’s settings

Open the account and go to the Settings tab. You can change:

• The Account name.
• For followers, the lead it copies (Copies lead) and all its copy settings.

Click Save changes. The account restarts with the new settings in about a minute.

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Move a follower to another lead

Choose one of these:

• In the follower’s Settings tab, pick a different lead under Copies lead and save.
• In the Map view, drag from a lead’s handle to the follower.

The follower restarts and copies the new lead in about a minute. Its open positions aren’t closed.

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Restart an account

Open the account and click Restart. It reconnects in about a minute. Try this if an account shows Stopped or Disconnected for a long time, or after you update a Rithmic password. Lead trades placed while a follower restarts aren’t copied late. If the lead closes a position during the restart, the follower closes its copy only if Position resync is on.

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Remove an account

Open the account, go to the Remove tab and click Remove account. Type the account’s name to confirm, then click Remove.

• Copying stops on that account and its seat is freed.
• Open positions stay open at the broker. Close them first if you want to be flat.
• If you remove a lead, its followers stop copying until you move them to another lead.

Removing an account can’t be undone. To use it again, add it again.

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When your subscription isn’t active

If your trial or subscription has ended or a payment failed, accounts can’t copy or be changed. Your accounts and settings are kept. Go to Billing to start a plan again. See Manage your subscription.