> ## 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.

# Quickstart

> Create your CopyFlock account, start the free trial, connect a lead and a follower, and copy your first trade.

Most traders are copying in less than 3 minutes. You need:

* The login details for at least two futures accounts: one to lead and one to follow.
* A payment card to start the 7-day free trial. You're not charged if you cancel before it ends.

<Steps>
  <Step title="Create your account">
    Go to [copyflock.com/signup](https://copyflock.com/signup) and enter your email. Open the link we email you and choose a password.
  </Step>

  <Step title="Start your free trial">
    On the **Billing** page, choose **Monthly** or **Yearly** and how many accounts you want. Then click **Start 7-day free trial** and enter your card details.

    The trial covers 2 accounts, enough for a lead and one follower. See [Free trial and pricing](/billing/free-trial).
  </Step>

  <Step title="Add your lead account">
    Go to **Accounts** and click **Add account**. Choose **Lead account**, then pick the platform and connect:

    * **Tradovate**: sign in on Tradovate's page. [Details](/connect/tradovate)
    * **Rithmic**: enter your username, password and system. [Details](/connect/rithmic)
    * **TopstepX**: enter your username and ProjectX API key. [Details](/connect/topstepx)

    Pick the trading account, give it a name such as "Apex 1", and click **Create account**.
  </Step>

  <Step title="Add a follower">
    Click **Add account** again. Choose **Follower account** and pick the lead it should copy. Connect the follower the same way.

    On the **Copy settings** step, the defaults copy the lead at the same size, with its stop loss and take profit. You can change them later. See [Copy settings](/settings/position-size).
  </Step>

  <Step title="Wait for both accounts to start">
    New accounts take a minute or two to connect. When the status shows **Copying**, you're ready.
  </Step>

  <Step title="Place a test trade">
    During market hours, place a 1-contract trade on the lead and close it a minute later. Then check:

    * The [logs](/dashboard/logs) show the entry and the exit on the follower.
    * The follower's size is what you expected.
    * The stop loss and take profit appear on the follower, if you copy them.
    * The follower is flat again afterwards.
  </Step>
</Steps>

<Note>
  During the free trial, every follower copies a fixed 1 contract per trade, whatever sizing you choose. Your sizing takes effect once your paid plan starts.
</Note>

## Before you trade full size

<AccordionGroup>
  <Accordion title="Check your prop firm's rules" icon="scale-balanced">
    Make sure your firm allows trade copiers and copying between your own accounts. See [Prop firm rules](/guides/prop-firm-rules).
  </Accordion>

  <Accordion title="Set a maximum size on every follower" icon="arrow-up-wide-short">
    Set **Max contracts** to the account's contract limit so a large lead trade never oversizes a follower. See [Position size](/settings/position-size#minimum-and-maximum-contracts).
  </Accordion>

  <Accordion title="Turn on account protection" icon="shield-halved">
    Close a follower's positions and pause it before it breaks its drawdown limit. See [Account protection](/settings/account-protection).
  </Accordion>
</AccordionGroup>


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