Before you start
Every account in the group must be active, unarchived, and yours. An account can belong to only one enabled group. Evaluation accounts can follow either stage, but a funded account cannot follow an evaluation lead. Competition accounts cannot lead or follow: the Competition Rules prohibit copying trades into or out of a competition account. A group saved before this rule no longer copies to or from a competition account, and you can still disable it.Create a group
1
Open Copy Trading settings
Go to Settings → Copy
Trading.
2
Choose the lead
Select the account whose eligible orders should be copied.
3
Add followers
Choose active accounts that are not already part of another enabled group.
4
Set each multiplier
Choose how much of the lead’s balance-adjusted quantity each follower should
use.
5
Review and save
Confirm the group composition and save it before placing lead orders.
How follower size is calculated
Opening and increasing quantities are normalized by the lead and follower starting balances, then adjusted by the follower multiplier.1× follows the
lead’s relative size; lower values reduce it and higher values increase it. The
available range is 0.1× through 2×.
For example, with a $50,000 lead:
At
1×, every follower uses the same share of its balance as the lead. Use
Try An Order in Copy Trading settings to see the margin each account would
need for a lead order and which followers would reject it.
Reductions preserve the fraction of the lead position being reduced. The
platform rounds copied quantity down to the market’s size step rather than
rounding a follower into more risk.
Minimum order value
Every copied order must still meet the platform’s minimum order value (quantity times price), currently $10, on the follower. A follower that is much smaller than its lead can fall below it even when the lead’s order is accepted. For example, a $1,000 follower of a $25,000 lead at1× copies 4% of each order,
so a $105 lead order becomes about $4, and rounding down to the market’s size
step can make it smaller still. That follower skips the order, and it also
skips the lead’s later reductions and close for that position because it has
nothing to close.
For each follower smaller than its lead, Copy Trading settings shows the lead
order value below which that follower can’t copy. To copy smaller lead orders,
raise that follower’s multiplier or use larger lead orders.
A copied order uses the lead’s leverage unless it is above the follower’s own
maximum for that market. In that case, the copy uses the follower’s maximum
instead. If the follower already holds the market, the copy keeps that
position’s margin mode (cross or isolated).
Reversing a lead position reverses each follower too. The follower’s whole
position on that side closes, and a new position opens on the other side at
the follower’s normal copy size.
If the follower’s position changes before its copy fills, for example because
one of its take profit orders filled first, the copy is resized so the follower
still ends on the new side at that same size. This also applies if the follower
was flat or already held the new side when the lead reversed. An existing
position on the new side keeps its size plus the copied opening size.
Isolated margin
When you add or remove margin on an isolated lead position, each follower’s isolated position in the same market and direction is adjusted too. The amount is scaled to the follower’s position size, so every account carries the same margin per unit and the liquidation prices stay in line. A follower adds only what its free balance allows and removes only what it can release safely. Follower accounts cannot adjust margin on their own while they follow a lead.Trigger policy across updates
A copied order keeps the originating order’s trigger policy, including when a copy or an attached TP/SL is created after a platform update. Existing orders keep their policy when you edit their price or size. A canceled order’s new replacement uses the current policy. See Take Profit and Stop Loss orders.Market order execution
Copied market orders wait for the lead market order to fill. If the lead rejects or expires without filling, its pending market copies are canceled without opening follower positions or charging trading fees. Resting limit and trigger orders, including TP/SL exits, continue to execute independently on each account. Their fills can occur in a different order.Independent follower checks
If a copied reversal is resized because the follower’s position changed, its collateral requirement is checked again before execution. It can be rejected if the follower can no longer afford the intended position. A copy can be resized up to three times. If the position changes again before filling, the copy is rejected instead of continuing to retry. Every follower order is validated against that follower’s own:- available collateral and current positions;
- challenge and funded-account rules;
- market and position limits;
- allowed stage pairing and current account status.
Monitor your followers
The Accounts tab under the trade chart lists every account in a group together: the lead first, marked Leader, then each account marked Follower, indented under the lead. On a phone, open Positions and then Accounts: each group appears in its own box. Sorting a column reorders the accounts freely and removes the indent. Select an account’s Open Positions count to see that account’s open positions (market, side, size, entry price, and unrealized PnL) without switching to it. This view is read-only. Selecting a follower would make it your active account, where manual trading is locked, so use this view to check followers while you keep trading from the lead. When a follower’s open positions no longer match the lead’s, its account number is followed by Differs from leader. This can happen after a copy was rejected or reduced to zero by a follower check. Expand the follower to see what differs:
The comparison checks markets and sides only. Position sizes are expected to
differ because each follower’s size is scaled to its own balance and multiplier.
The note appears only after a mismatch has lasted a few seconds, so the short
delay between the lead’s fill and the copied fills does not trigger it.
Stop or change a group
Disable a group before changing its lead or deleting it. When a lead passes, fails, or is closed, the group stops automatically: resting follower orders are canceled, follower positions are closed under the platform’s terminal-close policy, and manual trading unlocks only after cleanup completes. A copied order still executing when the group stops is rejected with reasoncopy_lead_stopped.
Editing an enabled group does not touch followers you keep at the same
multiplier: their copied orders, including stop loss and take profit orders,
stay in place and keep executing. Copied orders are canceled only on followers
you remove, followers whose multiplier you change, and every follower when you
turn the group off. Their positions stay open without those exits. Removed
followers unlock for manual trading. A re-scaled follower stays locked and
gets new exits only when the lead places new orders, which copy at the new
multiplier. The settings
form warns before a save would cancel copied orders, and the save confirmation
reports how many were canceled.
Stopped history remains visible until you remove it. See the
Copy Trading settings reference for control-by-control
details.
Inspect follower access through the API
API integrations can callGET /v1/accounts/{account_id}/trading-policy with a
read or trade credential to inspect copy_follower_locked before sending a
manual instruction. A locked follower rejects manual entries, reductions,
closes, and protective-order changes.
Follower orders that copy trading canceled (because the account started
following a lead, the lead order changed or ended, the group was disabled or
changed, or the copy could no longer be applied) report cancel_reason copy
in API order responses. Orders the
follower canceled themselves report user.
The account’s copy_stop record exposes stopped_at, completed_at,
acknowledged_at, and reason. It remains available after its group is deleted,
so a reconnecting client can still explain why copying stopped. Unset timestamps
are null; the record itself is null when the account has no stop notice. The API
does not expose a lead account ID outside the credential’s account access.
The policy also reports copy_scope_blocked when an enabled group led by the
selected account contains a member the credential cannot access. Group coverage
requires the same live or sandbox environment and access to every configured
member. This coverage also applies when setting isolated margin on a lead
position, because that adjustment reaches its followers. Member IDs outside
the credential boundary are not returned. Stale
working copies from older configurations are checked separately for each
modification or cancellation.
This is an advisory snapshot. The trading engine checks the current lock again
when an instruction is placed or settled. See Account trading policy
for the other restrictions and refresh guidance.