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Selecting Master and Follower Accounts
Selecting Master and Follower Accounts

How do I configure the Master or Lead account? How do I select multiple Follower accounts?

Joel Wyse avatar
Written by Joel Wyse
Updated over 3 weeks ago

When using Duplicate Account Actions to copy trades across multiple accounts, you will need to select one Master account and at least one Follower account.

Selecting A Master Account

Double click on the connected status dot button to the left of the account name to configure it as a master account. You will see the account row highlighted after doing this. You can also deselect an account as a Master account by repeating this action.

Selecting Follower Accounts

Single click on the account name to configure it as a follower account. You will see the account row highlighted gray after doing this. You can also deselect an account as a Follower account by repeating this action.


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Using Multiple Master Accounts

if you have multiple Master accounts, then you will have multiple 'Accounts Dashboard' windows or tabs, one for each Master account. However, it can get complicated, so I would recommend using different Follower accounts connected to each Master account. In other words, never have the same Follower accounts attached to multiple Master accounts in multiple 'Accounts Dashboard' windows.

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