1. 01Account (done)
2. 02Choose your portfolio (done)
3. 03Connect your broker
4. 04Link status
5. 05Your portfolio

Step 3 of 5: Connect your broker

← Back: Choose your portfolio

Connect your broker

We publish the portfolio’s trades. Switch copying on, and each one is placed in your broker account automatically. You sign the copying agreement and approve copying on the next page, and you can switch copying off at any time. We never hold your broker logins, passwords or money.

Your broker account number

As your broker shows it; the account must be at a broker our platform supports. We use the number only to request the link; once it is approved, we keep only the last four digits.

When copying starts

Start with the next trade
Positions the portfolio already holds are left out until the portfolio has closed them. Join trades in progress
The portfolio’s open positions are copied into your account straight away, at the current market price.

Your trading size

$100,000 $120,000 $150,000 $200,000

Set it to your account’s value. The live portal offers 50 steps of $2,000 from $100,000 to $200,000. Above your account’s value, losses grow with the size.

6-digit code from your authenticator app

Continuing sends your name, e-mail, country, IP address and account number to set up copying; the privacy policy lists who receives them.

If your broker asks for documents

Send them only to the address shown on the approval page, never to us.

Continue to the approval page

Prototype: nothing is sent or stored; buttons move to the next screen. Sample data and placeholders are in dashed boxes. Back to the tour