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GETTING STARTED3 min READ · UPDATED 30 SEPT 2026

Connecting your first broker account

How to link an MT4, MT5, or cTrader account from the Accounts page — credentials vs. OAuth, plan account limits, and the US CFD restriction.

Where to connect an account

Every broker connection starts on the Accounts page inside the app. Click + Add Account, choose Trading account as the type, then pick a platform — MT4, MT5, or cTrader — from the dropdown.

Once an account is connected, it's available wherever it's needed: as a copier source or destination in Cockpit's Instances tab, in your Trading Journal, or as an execution account for Signal Copier. You connect it once here, not separately for each feature.

Which platforms actually appear as connect options depends on your plan — Starter's trade copier covers MT4, MT5, cTrader, Tradovate and NinjaTrader; how many of each you can connect is a plan figure. If MT4/MT5 looks greyed out or shows an upgrade label instead of "Coming soon," that's a plan limit, not something broken.

MT4 and MT5: login, password, server

MT4 and MT5 connect with your standard broker credentials:

  • Label — a name you choose to identify the account in your dashboard.
  • Account number — your broker login.
  • Password — your full trading password.
  • Broker server — the exact server string from your broker (shown in your MT4/MT5 login screen, e.g. `BrokerName-Live01`).

Use your trading password, not a read-only/investor password. Copier and signal execution both need to place trades on this account — a read-only password will fail to connect, or connect without ever being able to copy anything.

Your password isn't stored in TradinSolutions' own database — it's passed straight to the secure trade-execution service that powers the connection.

If you've already connected the same login and server elsewhere (for example, as a copier source), the system recognizes the match and reuses that connection instead of asking you to re-enter the password.

cTrader: connect via OAuth

cTrader doesn't use a login/password form — it connects through cTrader's own login:

  1. 01Select cTrader as the platform.
  2. 02Click Connect via cTrader →. You're redirected to log in on cTrader's site.
  3. 03Approve the connection. cTrader hands back every account tied to that login.
  4. 04Back in TradinSolutions, pick the specific account (live or demo) from the dropdown to finish connecting it.

To add a second cTrader account later, use + Connect another cTrader account on the same picker — no need to disconnect the first one first.

If the picker shows no available accounts, either you haven't run the cTrader OAuth step yet, or every account from that login is already connected somewhere else in TradinSolutions.

Tradovate and NinjaTrader: history from the day you connect

Tradovate and NinjaTrader give a connected app the current trading day only. A futures account's history in the Journal therefore starts on the day you connect it; trades closed before that, or on a day the connection was down, are not read back by a sync. To bring those days in, download a Performance or Fills report from Tradovate, or a Trades or Executions export from NinjaTrader 8, and use IMPORT A REPORT on the account in the Journal. The Journal basics article covers the formats and what the import checks.

Account limits by plan

Each plan allows a set number of connected accounts. If you're at your plan's limit, connecting another account fails with a message telling you to upgrade or remove one first — nothing connects silently past the cap.

US residents and CFD platforms

MT4, MT5, and cTrader are CFD-connected platforms. Under CFTC/NFA rules, TradinSolutions doesn't offer CFD connections to US residents. If your account is flagged as US-based, connecting any of these platforms is blocked, and you may be asked to confirm your country of residence in Settings first if you haven't already. This restriction doesn't apply to Tradovate.

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