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Pilot Setup

Pilots (traders) are members other subscribers can follow. Followers mirror real fills from the pilot's active linked broker account - not from Discord posts alone. Use this checklist so your copy book matches how you trade.

Not financial advice

Copy trading is a tool, not personalized investment advice. You are responsible for trades on your linked account and for how followers experience your signals.

Before you start​

  • Active Trade Echo subscription with Copy Trading access.
  • Trader role on the allowlist (see below).
  • A broker you can link through the in-app broker connect flow.

1. Switch role to Trader​

  1. Open Copy Trading from the main menu.
  2. Click Switch Role and choose Trader (not Subscriber).

Allowlist: In production, only approved login emails can keep Trader selected. If the role is missing or reverts after you save, contact Trade Echo support or ops to confirm your email is on the pilot allowlist.

2. Connect broker and Set Active​

On Broker Accounts:

  1. Accept copy trading terms if the app asks on first visit.
  2. Connect broker and complete the secure sign-in at your broker.
  3. Return to Trade Echo and confirm status shows connected.
  4. Run Sync so balances and buying power refresh.
  5. Tap Set Active on the one account you actually trade for alerts and live execution.

Copy signals and fanout use the active account. If capital or buying power looks empty after sync, pick a funded sub-account or reconnect until the card shows usable balances.

Align VIP alerts with copy trading​

Followers copy the active pilot account inside Trade Echo. Discord VIP alerts may show trades you post, but copy only fires when fills appear on your active linked account.

Keep your everyday trading account and your Set Active copy account aligned so alert quality matches copy quality. Switching accounts is allowed. After a switch, if detection looks stale or old trades reappear, ping support or ops so checkpoints can be refreshed.

3. Confirm health​

  • Overview (Trader) - Connection health and follower-oriented stats when available.
  • Positions - Your fills and execution history on the active account.
  • Follower activity - Subscribers should see new signals in their Overview / Positions feeds when you trade the active account.

When you are ready for members to follow you, tell the team you are live and share the email on your Trade Echo account.

Troubleshooting (quick)​

SymptomWhat to try
Trader role unavailableConfirm allowlist with support or ops.
Connection pendingWait a few minutes, Refresh status, finish any broker verification email.
No capital / buying power on cardSync again; try another sub-account if your broker has several.
Followers miss trades you post in DiscordSet Active on the account where those fills actually happen.