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Chapter 2 · Accounts & connections

2.3Connection assistant and firm traffic light

What is it? The assistant recommends the right way to get your trades in and checks what your firm allows.

What you get

  • Forbidden methods are not offered at all, unclear ones only with your confirmation
  • Traffic light with source: allowed, unclear, not allowed
  • File and screenshot import as a safe alternative

How it works

  1. Open “Connections” › “Connect account”.
  2. Choose your firm and answer “Windows PC?”.
  3. Read the traffic light: green with source, yellow = ask support first.
  4. Choose the recommended method and follow the steps.

Good to know

  • The traffic light comes from our documented firm policies, not from guesses.
  • With “unclear”, you are responsible for following your firm's rules.

FAQ

Why don't I see server sync?
It isn't offered if your firm prohibits third-party account access or the firm is unknown. If your firm is “unclear”, you see it as an alternative – usable only after an extra confirmation.
What does yellow mean?
Not officially confirmed – ask your prop firm's support first. Yellow methods are never recommended; you can still use them with an extra checkbox.

Related articles

  • 2.4 Server sync with the investor password (MT5)
  • 2.6 File import (MT5, Tradovate, Volumetrica, CSV)
  • 8.4 Firm traffic light: what does your firm allow?
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