Help Center Category
Accounts & Connections
This category covers the current account-connection flow inside Trading Accounts. It helps users add supported accounts, understand platform-specific connection methods, and fix the most common connection blockers before they move into copier setup.
Recommended order
Articles
These guides consolidate the older Freshdesk platform docs into the current app flow.
Orientation
Understand the safe order for adding accounts, confirming connection state, and moving into copier setup.
App flow
Use the platform picker and current `Trading Accounts` flow to add supported accounts before testing any copier.
MetaTrader
Choose between the simpler API path and the more hands-on EA path before you start a MetaTrader setup.
MetaTrader
Use the terminal-based flow correctly by keeping the EA attached, enabling WebRequest, and keeping MetaTrader online.
Checklist
Run through the fastest fix path when the app shows an MT4 or MT5 EA connection as disconnected.
Web platforms
Use the right environment, broker, and account credentials when connecting common web-based receiver platforms.
OAuth
Complete the browser-based cTrader authentication flow and return to the app to finish account selection.
Futures
Review Tradovate-specific requirements, API credentials, and common futures-related connection blockers.
Crypto futures
Use the right futures-enabled API key, environment, and local runtime setup before you try the first connection.
Crypto futures
Choose the right environment and contract permissions so Bybit API authentication works cleanly in the current app.
Tradovate deep dive
Check funded-account eligibility, API subscription status, developer credentials, and live-versus-demo expectations before connecting.
Tradovate deep dive
Work through the most common Tradovate blockers, including API access, rate limits, device approval, and credential problems.
Tradovate deep dive
Understand futures-to-CFD symbol differences, whole-contract sizing, and why Tradovate needs extra mapping care.
Signals
Authenticate by phone number, complete code verification, and connect the correct Telegram account for signal use.
Common Questions
These are the most common setup questions users hit before they create the first copier link.
Yes. The safest order is to connect both sides first, confirm they show connected in Trading Accounts, and only then create the copier link.
Yes. Telegram and TradingView are added as source-side accounts, while the execution side still needs a supported trading account such as MT4, MT5, cTrader, Tradovate, Binance Futures, or Bybit Futures.
Start with the platform-specific requirements, credentials, environment selection, and any security or API-access prerequisites. Then open Logs to confirm the exact error before retrying repeatedly.
