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.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×.
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.
Independent follower checks
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.
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. 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.
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. 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.