The Trade Copier in TopstepX™ is a tool that allows traders to copy trades from one account to another. This can be useful for traders who manage multiple accounts with a successful trading strategy.
In this article, you'll see references to the "Lead" or "Leader" account and the "Follower" account(s). The Lead account is the account you're placing trades on. The Follower account(s) is the account trades are being copied to.
Important Changes to Trade Copier Behavior (May 2025)
Personal risk settings (like the Personal Daily Loss Limit, Personal Daily Profit Target, and trade limits) are automatically disabled on Follower accounts and stay off until the account is removed from the Trade Copier and manually re-enabled.
If a Follower account breaks a rule like hitting the Daily or Maximum Loss Limit, it will stop copying trades but will remain visible in the Trade Copier group.
Working orders on the Lead account won’t appear in the Follower account’s order window until they’re actually filled. This makes the order history more accurate and easier to follow.
Before getting started with the Trade Copier, read this!👇
To copy trades between TopstepX accounts, the Lead account must have the lowest Maximum Position Size. For example, if you have one (1) 50K account, one (1) 100K account, and one (1) 150K account, the Lead account should be 50K, as it has the smallest Maximum Position Size.
Orders on Follower accounts will only appear in the Order Log once filled.
Trade copying can only be applied to accounts within the same trading environment. You can copy trades from a Trading Combine to an Express Funded Account, and from an Express Funded Account to a Trading Combine. Live Funded Accounts cannot utilize the Trade Copier.
When a Follower account is connected to a Leader account for copy trading, you cannot trade directly on the Follower account. If the order buttons are greyed out on a Follower account, it means it is still connected to the Leader account. To place trades on that account, it will have to be removed as a Follower account in Settings.
Follower accounts will now have order buttons and risk settings disabled to avoid confusion. This includes Personal Daily Loss Limits, Personal Daily Profit Targets, and Trade Limits. These settings are ignored while the account is following.
Previously, only Trade Limits were disabled. Now, all Risk Settings will be disabled to ensure clean mirroring.
If a Follower account hits its Maximum Loss Limit or Daily Loss Limit, it will remain visible in the Trade Copier group but stop following the Lead. You will need to manually remove or Reset the account to resume copying. Previously, these accounts were hidden from the Trade Copier settings after a rule break.
If your account balance is the same on both the Leader and Follower account(s) and you hit your Maximum Loss Limit, Daily Loss Limit, or are auto-liquidated for any reason on your Leader account, the same will occur on your Follower account(s). For example, if you hit your Daily Loss Limit, you'll be locked out of trading on your Leader account and Follower account(s) until the following trading day.
Turning the Trade Copier off while in an active trade will immediately flatten the Follower account(s).
If you hit your Maximum Loss Limit, Daily Loss Limit, or are auto-liquidated for any reason, the Trade Copier will be turned off and will need to be re-enabled if you want to use it going forward.
Frequently Asked Questions
Why can’t I set personal risk settings for my Follower accounts now?
Risk tools are turned off on Follower accounts to make sure trades match perfectly with the Lead account. It avoids conflicts and keeps everything clean and simple. The Lead account's risk settings will only apply to the Lead account, but any action (like a liquidation) that occurs on the Lead account will occur on the Follower. However, if the Lead account is liquidated and blocked, the Follower account will only be liquidated but not blocked.
Why can’t I set a Personal Daily Loss Limit or trade limits on a Follower account anymore?
Those features are now disabled on Follower accounts. All risk settings should be managed from the Lead account to keep execution consistent.
What happens if a Follower account breaks a rule?
When a Follower account hits its Maximum Loss Limit, the trades close, but the account stays visible in your dropdown menu so you can manage it.
Why didn’t I see my working order on the Follower account?
You won’t see anything on the Follower side until the trade is actually filled on the Lead account. This is part of the new logic to keep things simple and clean.
Why are my Risk Settings disabled on my Follower account / Why must I manually reactivate the Risk Settings on my account after removing the Follower account from the Trade Copier?
The Risk Settings can only be set on the Leader Account. To avoid conflicting controls, TopstepX disables/overrides the follower accounts internal Risk Settings. This ensures that the Follower account can replicate trades exactly without being prematurely stopped out or violating its own risk rules. The platform doesn’t automatically restore your old risk settings to prevent accidental enforcement of outdated or incorrect limits. Manual reactivation ensures you actively review and confirm your risk preferences before trading independently again.
To set up the Trade Copier in TopstepX, follow these steps:
1) Log in to TopstepX.
2) Click the Settings icon on the left sidebar.
3) Make sure the "Copy Trading" tab on the top-left side of the screen is highlighted/selected.
4) Click to see a drop-down list of your active accounts.
5) Click on the account you want to use as your Lead account. This is the account you'll be placing trades on.
6) Under Followers, click the checkbox to add the account(s) you want to copy trade on.
7) Once the accounts are selected, you'll see them checked off. Click "Save Changes".
8) Click the Trading icon on the left sidebar to return to your default workspace.
To stop Copy Trading, follow these steps:
Pro Tip ✅ The Trade Copier is turned off/deactivated by default. If you haven't set it up or added Follower accounts, you will not need to turn anything off or deactivate the Trade Copier.
1) To stop using the Trade Copier, click Settings on the left sidebar.
2) Click "Clear", then click "Save Changes"
3) Once the copier has been deactivated, you'll see the default Trade Copier settings reappear.
4) Click the Trading icon on the left sidebar to return to your default workspace.
To add or remove Follower accounts, follow these steps:
1) Click the Settings icon on the left sidebar.
2) Check the boxes under "Follow" to add or remove Follower accounts. When the box is checked, the account will be used as a Follower account. When the box is unchecked, the account will not be used as a follower account. Click "Save Changes" after adding or removing follower accounts.
3) Once you've made the desired changes, click the Trading icon on the left sidebar to return to your default workspace.
Video: Trade Copying in TopstepX
This quick video will show you everything you need to know about the copy trading feature in TopstepX.
Using the Trade Copier on a Mobile Device
You can set-up and use the TopstepX Trade Copier on your mobile device by following these steps:
Using your preferred web browser, open TopstepX on your mobile device.
Click the 3 dots on the bottom-right side of the screen.
Click Trading.
Click Copy Trading.
Choose your Lead Account from the drop-down menu.
Select which accounts you'd like for Follower Accounts by checking the box next to the account name.
Click Save Changes to save your changes.