Trade Copier for Money Managers
Run one trading decision across every client account, with each account scaled and protected on its own terms.
Managing money across separate client accounts means the same decision has to reach accounts that differ in size, broker and platform, and each client’s account has to stay within its own agreed limits.
ConnectX Copy models this as one master and one copier per client account. The settings that matter — sizing, protection, filters, symbol mapping — live on the copier, so each client is configured independently without duplicating the trading itself.
Who this is for
- Managers trading a single strategy on behalf of several clients holding their own accounts.
- Managers whose clients are spread across brokers and platforms rather than concentrated at one.
- Managers who need each client account to carry its own risk ceiling.
The problem
Client accounts are not uniform and their mandates are not either. A fixed lot size over-trades the small accounts and under-trades the large ones, and a single global risk limit cannot express per-client agreements.
Handling client credentials is its own problem. Collecting and storing trading passwords for every client is an operational liability.
How ConnectX Copy handles it
Balance Multiplier sizes each client account against its own balance, so allocation follows account size without any manual calculation per trade.
Every copier carries independent settings, so one client can run at half the exposure of another, with a different drawdown ceiling, without affecting anyone else.
For cTrader accounts, the connection is authorised through cTrader’s own OAuth screen, so the client authorises access rather than handing over a trading password.
Features that matter here
Per-client scaling
Balance Multiplier and Equity Multiplier size each account against its own balance or equity. Fixed Lot and Lot Multiplier are available where an agreement specifies a size.
Independent risk ceilings
Each client account gets its own equity protection thresholds and its own choice of what happens when one trips.
Fixed master balance
Size against a fixed notional rather than the master account’s live balance, so client sizing does not drift as the master’s balance changes.
Symbol mapping per destination
Clients at different brokers see different instrument names; mapping resolves them per copier.
Copy existing trades
When a client joins mid-cycle, their account can optionally be seeded with the positions already open on the master.
cTrader OAuth
cTrader clients authorise access through cTrader itself, so no trading password is shared with you or with us.
Example workflow
- 01Connect the trading accountThe account where decisions are made becomes the master.
- 02Connect each client accountAdd each client account; cTrader accounts are authorised by the client through OAuth.
- 03Create one copier per clientEach pairs the master with one client account.
- 04Set allocationBalance Multiplier is usually the right default, sizing each client in proportion to their own balance.
- 05Apply each client’s risk ceilingEnter that client’s agreed drawdown limit as an equity protection threshold and choose the action on breach.
Risk and control considerations
Balance-proportional sizing is an allocation method, not a risk model. Two clients with equal balances but different leverage or instrument access can end up with different real exposure.
Decide per client whether a protection breach should close only copied trades or everything on the account, and record that alongside the mandate.
Seeding a new client with existing positions enters them at the current price, not the master’s entry price, so their result for those trades will differ from the master’s.
What to know before you rely on it
- This is not a PAMM or LAMM. There is no fee calculation, no investor reporting, no performance-fee accrual and no allocation ledger — ConnectX Copy replicates trades, it does not administer a fund.
- There is no client portal or subscribe mechanism. Each client account is connected inside your own ConnectX account, so the credential arrangement is between you and your client.
- Each connected client account counts as a billed connection.
- Stops can only be moved after entry on MT4, MT5 and Match-Trader client accounts. If a client is on cTrader or TradeLocker, a stop the master moves later will not follow — it stays where it was placed at entry. A DXtrade client account receives no stop or target at all.
- Regulatory permission to manage client money is entirely your responsibility.
Platforms this commonly involves
Relevant setup guides
Further reading
Money Managers: common questions
How do I allocate proportionally across client accounts?
Balance Multiplier sizes each client account against its own balance, so a client with twice the balance receives a proportionally larger position without per-trade calculation.
Do I need my clients’ passwords?
For cTrader, no — the client authorises access through cTrader’s own OAuth screen. Other platforms connect with account credentials, so that arrangement is between you and your client.
Is this a PAMM system?
No. There is no fee calculation, investor reporting or allocation ledger. ConnectX Copy replicates trades across accounts; fund administration is not part of it.
Can a new client start mid-strategy?
Optionally. Copy existing trades seeds their account with what is already open, though at current prices rather than the master’s original entries.
Try it on your own accounts
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