Pilot Setup
Connect as a Copy Trading pilot and set the account you actually trade as your default so followers mirror the right book.
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.
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#
- Open Copy Trading from the main menu.
- Click Switch to trader view in the line at the top of the page and choose Trader (not Subscriber).
Allowlist: In production, only approved login emails can keep Trader selected. If Switch to trader view does not appear, or the role reverts after you save, contact Trade Echo support or ops to confirm your email is on the pilot allowlist.
2. Connect broker and Set as default#
On Broker Accounts:
- Accept copy trading terms if the app asks on first visit.
- Connect a broker and complete the secure sign-in at your broker.
- Return to Trade Echo and confirm status shows connected.
- Run Sync now so balances and buying power refresh.
- Tap Set as default on the one account you actually trade for alerts and live execution.
Copy signals and fanout use the default 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 default pilot account inside Trade Echo. Discord VIP alerts may show trades you post, but copy only fires when fills appear on your default linked account.
Keep your everyday trading account and your default 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 default account.
- Follower activity - Subscribers should see new signals in their Overview / Positions feeds when you trade the default 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)#
| Symptom | What to try |
|---|---|
| Trader role unavailable | Confirm allowlist with support or ops. |
| Connection pending | Wait a few minutes, Refresh status, finish any broker verification email. |
| No capital / buying power on card | Sync again; try another sub-account if your broker has several. |
| Followers miss trades you post in Discord | Set as default on the account where those fills actually happen. |
Related docs#
- Copy Trading Overview - How copying works for subscribers and pilots.
- Using Copy Trading - Tab-by-tab walkthrough (Broker Accounts, Positions, Support).
- Copy Trading FAQ - Skip reasons, VIP alerts vs copy, broker routing, and help channels.