- 01Account (done)
- 02Choose your portfolio (done)
- 03Connect your broker (done)
- 04Status
- 05Your portfolio
Status
Where things stand while an independent third-party trade-copying provider (“the provider”) and your broker link up.
Waiting for your broker (usually 5 to 10 business days)
- Approval at the provider
- Signed [date]
- Interactive Brokers link
- Waiting for your broker
- Copying
- Starts when the link is ready
- Dial
- 1.0×
- Plan
- Friends period, free [until date]
- Account created[date, time]
- Two-step sign-in set up[date, time]
- Portfolio chosen: T1, dial 1.0×[date, time]
- Approved at the providerSigned [date]
- Waiting for your brokerInteractive Brokers reviews the link; usually 5 to 10 business days the first time.Since [date]
- Copying onYou get an e-mail, and Your portfolio shows “Copying on”. The first trade arrives with the next signal.
If the approval did not go through, reopen the provider’s 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