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Copy Trading FAQ

Is copy trading investment advice?​

No. Copy trading is a tool. It is not personalized investment advice from Trade Echo or from pilots. Past performance (theirs or yours) does not guarantee future results. Only use money you can afford to lose.

How does linking my broker work?​

We use a secure broker-connection partner - a standard way to connect broker accounts without Trade Echo storing your broker password. You log in at your broker during setup. The link you create inside Copy Trading is only for copying. It is separate from Broker Sync if you use the trade journal elsewhere in the app.

Why is Copy Trading empty or showing an error?​

Common reasons:

  • Copy trading is not enabled on your subscription yet.
  • We are still rolling the feature out to more members.
  • Your broker link expired or needs reconnecting - try Broker Accounts and reconnect.

Try signing out and back in, then Refresh on the Overview tab. If it persists, contact support with the approximate time (and your timezone) and a screenshot of any message on screen.

Do I have to keep the Copy Trading page open?​

No. After you are connected and following pilots, the platform keeps working in the background. You use the dashboard to check in, change settings, and answer approval prompts. Turn on notifications (email or device) if you use manual approval so you do not miss time-sensitive prompts.

What is a pilot? What is a subscriber?​

  • Pilot - A trader other members can choose to copy, when the program allows it.
  • Subscriber - A member who follows one or more pilots and routes copied activity to a linked broker account.

The app shows the tabs that match your role.

Can I stop or pause copying?​

Yes. Use Settings and any pilot-level controls the app shows. You can also disconnect or manage the connection at your broker. Stopping new copies does not always close existing positions - check Positions and your broker directly for open risk.

I missed a manual approval - what happens?​

That specific trade may not have been copied. Review Positions and Performance. If you want fewer prompts in the future, look in Settings for options when your plan supports them.

Why did my copy trade skip?​

A skip means the platform evaluated a pilot signal but did not send an order to your broker. Common causes:

  • Capital % gate - Estimated cost exceeds your Max capital per trade (% of account), or account capital was unavailable for the risk check.
  • Max contract price gate - The contract's total cost (premium × 100 for options) exceeded your Max contract price setting. This limit is total dollars per contract, not the per-share premium - a $2.50 option counts as $250 against it.
  • Sizing rounded to 0 - Percent-of-trader sizing can round down to zero contracts (for example, copying 50% of a 1-lot pilot).
  • Paused - Auto-copy is paused globally or for that pilot in Settings.
  • No buying power - Your linked broker account did not report enough buying power at order time.
  • Slippage / strict limit - Strict slippage or a wide spread vs your Max spread can leave a limit unfilled; the buy is skipped instead of chasing with a market order.
  • Broker permissions - The linked account is not eligible for copy trading, or no active broker is selected.

Where to look: Open Overview for recent activity, then Positions → Executions (or the executions sub-tab) and read the skip label on the row. Labels distinguish a capital gate from sizing rounded to 0, spread/slippage limits, pause states, and broker issues. Adjust Settings or reconnect on Broker Accounts based on what you see.

Monthly vs Lifetime broker routing​

  • Monthly / Yearly subscribers - Copy trading routes through one active broker account at a time. Connect on Broker Accounts, then tap Set Active on the funded account you want copies to use (Cash or Margin, whichever you trade).
  • Lifetime subscribers - You still choose a default active broker on Broker Accounts. When the app shows it, you can also assign a broker per pilot so different pilots can copy into different linked accounts. Set Active remains the default for new pilots until you assign otherwise.

If copies land in the wrong account, open Broker Accounts and confirm which row is Active.

VIP Alerts vs Copy Trading​

Discord VIP alerts can show a pilot's posted trades for the community. Copy Trading mirrors fills detected on the pilot's active linked broker account inside Trade Echo.

If a pilot's everyday "main" trading account is not the same account they set Active for copy trading, followers may see VIP alert posts but miss those trades in copy. That is expected routing, not a platform glitch. Pilots should Set Active on the account they actually trade for alerts and live execution. See Pilot Setup.

What is the Support tab?​

Subscribers see a Support tab inside Copy Trading with an in-app chat powered by Cortex. It can answer account-aware questions using your copy trading status (read-only) - for example, why a trade skipped or whether copying is paused. It cannot place or change trades. Use it before Discord or email when the question is about your copy setup.

Where do I get help?​

  • Copy Trading Support tab (subscribers) - In-app Cortex chat tied to your account; see the section above.
  • Trade Echo support (email or in-app, whichever you use today).
  • Discord community - Great for how-to questions with other members.

When you write in, include what you were trying to do, what you saw on screen, and a screenshot if possible. You do not need to send technical logs unless support asks.

Why does Trade Echo say you are testing copy trading sometimes?​

We expand access carefully. If you see a message about testing or limited rollout, features may change or be unavailable briefly while we improve stability. We will communicate when access widens.