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 (August 2025)
Previously, PDLL (Personal Daily Loss Limit) and PDPT (Personal Daily Profit Target) were disabled on Follower accounts. With this update, they are available again, giving you more flexibility in managing risk.
This change only applies to the Personal Daily Loss Limit and Personal Daily Profit Target. Trade Limits, Symbol Blocks, and Contract Limits are still disabled for Follower accounts.
Here’s how it works:
If a Follower account has the Personal Daily Loss Limit and/or Personal Daily Profit Target enabled and the risk limit is hit with an action set to “Liquidate”:
All open positions and orders on that account will liquidate.
The account will be automatically removed from the Trade Copier.
If a Follower account has the Personal Daily Loss Limit and/or Personal Daily Profit Target enabled and the risk limit is hit with an action set to “Liquidate and Block”:
All open positions and orders on that account will liquidate.
The account will be blocked from trading for the rest of the day.
It will automatically resume following the Leader when the block is lifted the next day, unless you manually remove it from the copier before the next trade day.
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.
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.
Follower accounts can use PDLL (Personal Daily Loss Limit) and PDPT (Personal Daily Profit Target) to set daily loss or profit limits. Trade Limits, Symbol Blocks, and Contract Limits are not customizable for Follower accounts.
If a Follower account hits its Daily Loss Limit (DLL) or Maximum Loss Limit (MLL), it will automatically liquidate and block for the day. On the following day, the account will resume following the Lead until it is either manually removed from the Trade Copier or the account is closed.
If your Follower account does not have a Personal Daily Loss Limit or Personal Daily Profit Target enabled, it will mirror the Leader account, so if the Leader hits a Maximum Loss Limit, Daily Loss Limit, or is auto-liquidated, the same action will occur on the Follower account.
If your Follower account does have its own Personal Daily Loss Limit or Personal Daily Profit Target enabled, it will follow the limits set for that account independently. Reaching a limit on the Leader will not automatically trigger liquidation or blocking on the Follower unless the Follower’s own limits are also reached.
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.
While the trade copier aims to copy trades across all accounts as closely as possible, executions may vary due to several variables (liquidity, volatility, slippage, the number of accounts, and the time it takes to execute trades). Minor discrepancies should be expected and do not indicate an issue with the copier or platform.
Frequently Asked Questions
Can I set personal risk settings for my Follower accounts now?
Yes, you can set a Personal Daily Loss Limit and/or Personal Daily Profit Target on your Follower accounts. Trade Limits, Symbol Blocks, and Contract Limits are disabled for Follower accounts and cannot be set.
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.
What happens if a Follower account hits its risk setting?
If a Follower account hits its risk setting, the outcome depends on the action selected. If the action is set to Liquidate, all open positions and orders on the account will close, and the account will be automatically removed from the Trade Copier. If the action is set to Liquidate and Block, all open positions and orders will close, the account will be blocked from trading for the rest of the day, and it will automatically resume following the Leader on the next trade day unless you manually remove it before then.
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.
What happens if I leave risk settings off for my Follower accounts?
If you leave your PDLL and PDPT disabled on your Follower accounts, they will simply mirror the Leader account’s trades without applying any additional limits.
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:
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.