Trading Accounts

Add, validate, edit or delete the broker accounts you want to trade with.

First stepEncrypted credentialsValidate before saving

In short

The Trading Accounts screen is where you add, validate, edit or delete the broker accounts you want to trade with. Each account can belong to any supported broker. Always validate an account before saving it to confirm the credentials are correct. Credentials are stored encrypted, so even our support staff cannot read them.

This is where you manage your trading accounts. Our API functions accept a pseudo account, which in turn points to an actual trading account. That account can belong to any of the stock brokers we support.

Demo video

Manage accounts

On the Trading Accounts screen you can:

Validate all accounts — click the “Validate All” button to check the login credentials of every account.
Create an account — click the “Create” button to add a new account.
Edit or delete an account — click on the account’s “Login Id”.
Rename a nickname — click the pencil icon in the “Nickname” column (see below).
Mark live or non-live — select one or more accounts and click “Live” or “Non-live”.
Validate before saving — validate the account first. This confirms you have entered the correct credentials for your trading account.

Rename a nickname

Each account has a nickname — the easy name your strategy code uses. You can rename it right here: in the Nickname column, click the pencil icon, type the new name and confirm.

Important: The nickname is the name your API, algo or Excel code uses to place orders. If you rename it, you must change your code to the new name as well. If you do not, your orders will fail.

Account status and “Validate All”

Each trading account shows a Session status. This tells you whether the account is ready to trade. There are four values:

Status	What it means
Logged In	The account is in use and its session is active. It is ready to trade.
Logged Out	There is no active session right now. This is not an error. It is normal at the start of a trading day, or after you change an account (for example its live / non-live status or its credentials). You usually do not need to do anything — for almost every account the session starts on its own as soon as you begin using it (for example when you open Trading -> Portfolio), and the status changes to Logged In. Only a few broker platforms need a manual login — see the note below.
Error	The last login attempt to the broker failed. Click Validate All to see the exact message the broker returned (for example a wrong API key, an expired password, or a TOTP problem), then fix it.
Missing	The account is not in use in the system yet, so no session has been created for it.

For most accounts the connection happens on its own the first time you use the account, so you never have to press anything. Only a few broker platforms require you to log in yourself on the broker’s page. For these, a Login button appears in the Login column. Click it, finish the login on the broker’s page, and the session becomes active. The Login column stays blank for brokers that do not need this.

Check your accounts before you trade

It is good practice to click Validate All every day before you start trading. The system then checks the login of all your LIVE accounts:

If the login works, the status changes to Logged In.
If something is wrong, the system shows the error message for that account. Please read it and take the corrective action.

Doing this early gives you time to fix any problem — such as an expired broker password — before the market opens. If you are not sure what an error means or how to fix it, ask our support chatbot for help.

Columns

Each row is one trading account. A few columns stay hidden until you click Validate All or change an account’s live status.

Column	Meaning
Login Id	Your broker client (login) id. Click the pencil icon next to it to edit the account.
Owner	The owner’s email, if you have assigned one (see Owners). Hidden when no account has an owner.
Nickname	The nickname (pseudo account) you gave the account. Click the pencil icon next to it to rename the nickname.
Live	YES or NO — whether the account is active for trading.
Login	A Login button appears here for brokers that use OAuth login. Click it to open the broker’s login page in a new tab and create a fresh session. It is blank for brokers that do not use OAuth.
Session	The login session status — Logged In, Logged Out, Error or Missing (see Account status).
Expiry	The account’s licence expiry date.
Days	Days left until expiry.
Paid	Whether the account is Paid or on a free Trial.
Broker	The broker for this account.
Platform	The broker platform the account connects through.
Id	Internal account id (useful when you contact support).
Message	The validation result message. On a failed account it also shows a “Get help with this” icon that opens the support chatbot with the error filled in. Hidden until you validate.
Valid	The validation result (SUCCESS or FAILURE). Hidden until you validate.

Buttons

Button	What it does
Create	Add a new trading account.
Validate All	Check the login of every live account and fill the Session, Message and Valid columns.
Live / Non-live	Mark the selected accounts as active or inactive.
Delete	Delete the selected accounts.
Recharge	Recharge the selected accounts for 31 days.
Reset	Clear all table filters.
Select / Deselect	Select or clear all the (filtered) rows.

Security

Credentials are stored in encrypted form in our database, so even our support staff cannot read them. To learn more, see Security.

Screen

Create Trading Account

Frequently asked questions

How many trading accounts can I add?▾

There is no limit on the total number of accounts you can use. The only limit is on the free trial: you can keep up to 3 accounts on free trial at the same time. There is no separate paid plan to switch to — you simply recharge an account. When you recharge one of your free-trial accounts, it becomes a paid account and frees up one trial slot, so you can then add the next account. Repeat this to add as many accounts as you need. Each account is billed on its own, one month at a time.

Max free trial limit reached →

Can I rename a nickname?▾

Yes. On the Trading Accounts screen, click the pencil icon in the Nickname column, type the new name and confirm. The nickname is the name your API, algo or Excel code uses to place orders, so after renaming you must update your code to the new name or your orders will fail.

How do I check that all my broker accounts are connected and logged in?▾

Open Accounts -> Trading Accounts and click the Validate All button. It logs in all your live accounts and fills the Session column, so you can see every account at a glance. Logged In means the account is connected and ready to trade. Logged Out is not an error — it only means there is no active session yet, and for almost every account it connects on its own the moment you start using it (for example when you open Trading -> Portfolio). Only Error means a login actually failed; click Validate All and read the Message column for the exact reason, then fix it. It is good practice to run Validate All every day before the market opens.

What do the account session statuses (Logged In, Logged Out, Error, Missing) mean?▾

Logged In means the account is in use and its session is active, so it is ready to trade. Logged Out means there is no active session right now — this is not an error and is normal at the start of a trading day or after you change an account; you usually do not need to do anything, because for almost every account the session starts on its own as soon as you begin using it (for example when you open Trading -> Portfolio), and only a few broker platforms need a manual login (a Login button appears for those). Error means the last login to the broker failed — click Validate All to see the exact message the broker returned, then fix it. Missing means the account is not in use in the system yet, so no session has been created for it.

My account shows 'Logged Out'. Is something wrong?▾

No, Logged Out is not an error. It simply means there is no active session at the moment, which is normal at the start of a trading day, after you change an account's live status or credentials, or after your account was unblocked. You usually do not need to do anything — for almost every account the session starts on its own as soon as you begin using it, for example when you open Trading -> Portfolio, and the status changes to Logged In. If you want to log it back in right away, make sure the account is Live and click the Validate All button — this logs in all your live accounts. Only a few broker platforms need a manual login — for those a Login button appears in the Login column; click it and finish the login on the broker's page. You do not need to edit the account and Save again — that is only for adding a new account or changing its details.

Should I do anything before I start trading each day?▾

Yes. It is good practice to click Validate All every day before you start trading. The system checks the login of all your live accounts and shows any problems, such as an expired broker password. Doing this early gives you time to fix any issue before the market opens. On success the account status shows as Logged In.

My broker rejected my TOTP. What should I do?▾

A rejected TOTP almost always means the TOTP Key saved on your account is wrong. First, make sure you entered the TOTP Key — the longer secret string your broker shows when you set up TOTP — and not the 6-digit code from your authenticator app; the two are not the same. Also make sure you finished TOTP setup on the broker: many users copy the key into our system but close the broker's setup screen without completing the activation, so TOTP is never switched on. Some brokers show the TOTP Key only once during setup and hide it afterwards. If you no longer have it, disable TOTP on your broker and enable it again to get a fresh key, then copy that key into the account here and click Validate & Save.

Fix Invalid TOTP →

Next steps

Add a nicknameGive the account an easy name for the API.Static IP setupSet up a static IP if your broker needs one.Group accountsBundle accounts to trade many at once.

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Last updated 13 July 2026