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

# Managing accounts

> Add accounts, read their status, pause and resume copying, close all positions, change settings, move a follower to another lead and remove accounts.

Everything about your trading accounts happens on the **Accounts** page.

## 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.

## 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](/connect/tradovate), [Rithmic](/connect/rithmic) or [TopstepX](/connect/topstepx).
3. **Copy settings** (followers only): choose the size and other settings. See [Copy settings](/settings/position-size).
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 switch to a bigger plan on the **Billing** page first. See [Change your plan](/billing/manage-subscription#change-your-plan).

## Account status

Each account shows a status:

| Status | What it means |
| - | - |
| **Copying** | Connected and copying. |
| **Paused** | Copying is paused for this account, by you or by [account protection](/settings/account-protection). |
| **Connecting** | Connecting to the broker. |
| **Syncing** | Syncing positions with the broker. |
| **Starting** | Starting up. This takes a minute or two. |
| **Waiting** | Running, waiting for its first status report. |
| **Disconnected** | The broker connection dropped. It retries automatically. |
| **Stopped** | Not running. Try [restarting it](#restart-an-account). |

Open an account to see its **Balance**, **Equity** and **Open P\&L**, and the lead it copies.

## 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](#close-all-positions).

Pause and close all become available once the account has reported in.

## 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.

<Warning>
  If you close all on a **lead**, your followers copy the closes too.
</Warning>

## 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.

## 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](/settings/position-size).

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

## 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.

## 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](/connect/rithmic#update-your-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](/settings/orders#position-resync) is on.

## 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.

## 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](/billing/manage-subscription).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.