Dashboard

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DashboardConnection Guide

How to Connect Your Trading Account

Follow this step-by-step guide to securely link your brokerage or exchange platform to your dashboard.

Getting Started

1

Go to Dashboard

Make sure you are logged into your client dashboard.

2

Open the Connect Window

Click on your dashboard or Accounts page.

3

Pick Your Platform

Choose the trading platform you use from the list, then follow the steps below.

View My Accounts

Platform-Specific Instructions

Forex, CFDs, Indices

What You'll Need

Broker NameOANDA, IC Markets, Pepperstone, Exness

The company where your MetaTrader 5 account lives

Login ID12345678

The number your broker gave you when you opened your account

ServerOANDA-Live or ICMarkets-MT5

Your broker's server name — find it in MetaTrader under File → Login

Password••••••••

The password you use to log into MetaTrader 5

1

Click on MetaTrader 5

In the platform selection window, click the MetaTrader 5 box.

2

Pick your broker

Click the dropdown at the top and choose your broker. Available options:

OANDAIC MarketsPepperstoneExnessOther

If your broker isn't listed, pick "Other" and type the name in.

3

Enter your Login ID

Type the number your broker gave you into the "Login ID" box. It usually looks like a bunch of numbers (example: 12345678).

4

Enter your Server

Type your server name into the "Server" box.

Don't know your server? Open your MetaTrader 5 app → Go to File → Login to Trade Account → Your server name will be listed there.

5

Enter your Password

Type your MetaTrader 5 password into the "Password" box. This is the same password you use to log into the MetaTrader 5 app.

6

Click "Connect Account"

Once all the fields are filled in, click the blue "Connect Account" button at the bottom right.

7

You're done!

Your MetaTrader 5 account will now show up on your Accounts page. Your balance and details should appear within a few seconds.

Your info is safe

Your login details are encrypted (scrambled so no one can read them) before they are sent. We only use them to read your balance and place trades on your behalf. We never share your information.

Troubleshooting

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