Account & roles
Create your account, sign in, and see what each role can do.
Sign up
Signing up creates a Follower account. Before the account is created you read and sign the Terms & Conditions; your printed name, drawn signature and date are saved with your account. The first time you open the dashboard you must also accept the Risk Disclosure.
A new account has no plan yet, so you'll only see the Billing page until the TradePilot team activates your subscription.
Go to /register or click Sign up.
| Field | Rule |
|---|---|
| Photo | Optional, under 5 MB |
| Password | 8+ chars, A–Z, a–z, 0–9, symbol |
| Terms | Required before Create Account |
Every new account is a Follower.
- Click Read & Accept Terms
- Scroll to the bottom
The button stays locked until you do.
- Tick, type your name, draw your signature
- Click I Accept & Agree
Shown once on your first dashboard visit. Scroll to the end → I Agree.
Until you accept, Webull trades are not copied (you'll get “Trade Skipped”).
Sign in
Sign in with your email and password. Passwords are reset with a one-time 6-digit code (OTP) sent to your email; there's no reset link.
Go to /login, enter email and password, click Sign In.
You land on your dashboard. A new account sees only Billing until a plan is active.
The code expires after 5 minutes. This is also how you change your password; Settings has no password option.
Joined from a partner's link? It looks like app.thetradepilot.ai/register?ref=…. Just sign up; the referral is saved automatically.
The link remembers who referred you in your browser and attaches it when you create your account. It only counts if that person is an active TradePilot partner.
Roles
Your role decides which menu you see and what you can do. Everyone starts as a Follower. Roles are changed by the TradePilot team. You can't switch your own role, but you can apply to become a Master Trader. Partners (affiliates) keep their role and get an extra Partner mode.
Follower
Copies Master Traders into their own broker. Default for everyone.
Master Trader
“Pilot”. Trades normally; followers copy them.
Partner mode
Extra dashboard for affiliates who refer users.
Who can do what
| Feature | Follower | Master |
|---|---|---|
| Connect Webull / GenesisFX | ✓ | ✓ |
| Copy masters · set allocation | ✓ | — |
| Daily loss limits | ✓ | — |
| See followers & their positions | — | ✓ |
| Post signals | Read | ✓ |
| Leaderboard · Calculator · AI Chatbot | ✓ | ✓ |
| Needs a paid plan | ✓ | — |
| Partner mode | If enabled | If enabled |
Switching roles & modes
You can't change your own role. Here's how each change happens.
If you're a partner, the bottom of your sidebar shows Switch Modes:
- Client: your normal dashboard
- Partner: referrals, links, commissions, payouts
Partner-only accounts see just Partner.
Contact the TradePilot team. A master can only go back to being a follower once nobody is copying them.
Agreements by role
Terms & Conditions, signed at sign-up.
Risk Disclosure, on first dashboard visit.
Pilot Agreement, after becoming a master.
Settings & top bar
Settings is where you update your profile and check your plan. The top bar is the same on every page.
Settings
- Photo & name → Save Profile Changes
- Email can't be changed
- Plan & days remaining
Top bar
- 🔔 Notifications
- ☀️ Light / dark mode
- Logout