Set up your first copy in 10 minutes

Steps

1. Add a connection. Open Accounts and click + Add connection. Pick your platform's tile (Rithmic, Tradovate, dxFeed, NinjaTrader or TradeSea) and enter your login on the Details step. The Connection name (up to 32 characters) is a label you choose. It cannot be renamed later, so pick something you will still recognize with five connections, like "My Apex login". On Tradovate, Connect with Tradovate sends you to Tradovate's website to approve instead, and you press Test on the connection once you are back: see connecting Tradovate.
2. Press Continue, then Test, then Save connection. Continue takes you to the Connect step, which lists what will be saved. Test checks the login and discovers its trading accounts. A good result says the login connected and lists what it found, like "3 accounts found:" followed by the account IDs. Save connection stores the login and looks up its accounts, so they show on the Trade Desk's copy rules. If it fails, see testing a connection.
3. Add a copy group. Open the Trade Desk and click + Add group after the tabs: a new tab opens with the copy rules shown, listing every account you have. Pick the Leader account (the account you actually trade) and the Leader instrument: ES, MES, NQ, MNQ, RTY, M2K, YM, MYM, CL, MCL, GC, or MGC.
4. Click Save changes. The amber save bar under the rules stores the group. Nothing trades yet. A new group has to be saved before accounts can join it.
5. Set sizing and switch followers on. On each account that should follow, start with a Multiplier of 1×: the follower matches the leader's size. Or pick Exact quantity to always hold a fixed number of contracts in the leader's direction. Tick Cross order if a follower should trade the micro sibling instead (MES rather than ES). The Max clamp (default 100) is the most contracts the follower will ever hold; set it lower if 100 is more than you'd ever want. Then switch the row's Follow on: it applies at once, and the account joins the group with the settings on its row (an account you did not change starts at 1× with a Max of 100). Anything else you change still goes through Save changes.
6. Start copying. Press Start copying in the top bar, which is there on every page (on a phone, in the dock above the tab bar on the Desk tab). Place a trade on the leader and watch the Trade Desk: the leader and follower positions appear together on the group's tab, and your leader fill and the copies it produced are listed under Order history at the bottom of the page (open it, then the Fills and Copies tabs).