Connect a brokerage
TradePilot trades inside your own account. Connect one before you copy (or get copied).
Supported brokers
Connecting gives TradePilot permission to read your balance and positions and place orders in your account. Your money never leaves your broker. For Webull you sign in on SnapTrade's secure page, so TradePilot never sees your Webull password. For GenesisFX you enter your login in TradePilot; it's stored encrypted so the connection can refresh itself without asking you again.
Each connected account is separate: it has its own balance, its own masters and its own 100% allocation budget.
Webull
Options · Webull & Webull Canada
- Secure sign-in via SnapTrade
- TradePilot never sees your password
GenesisFX
Forex & gold · sized in lots
- Email + password (TradeLocker)
- Password stored encrypted
You only see masters on the same platform as your selected account.
Account limits by plan
The Active Brokers counter on the page (for example 2/5 accounts) shows how many accounts you've used. When you reach your limit, the connect buttons are hidden.
| Plan | Webull | GenesisFX | Total |
|---|---|---|---|
| Growth | — | 1 | 1 |
| General | 1 | 1 | 2 |
| Premium | any mix | 5 | |
| Custom | set for you | — | |
| Master Trader | any mix | 5 | |
Connect
You're sent to SnapTrade's connection portal, choose Webull (or Webull Canada) and sign in there. When you come back, TradePilot lists the Webull accounts you authorized and you pick which one to connect. Your first connected account becomes your primary.
Account missing? Wait a few seconds → Retry, or click Sync at the top of the page.
TradePilot signs in to GenesisFX (TradeLocker) with your email and password, then shows every trading account on that login with its balance. Pick one and its balance syncs straight away.
“Invalid email or password”: use the login that works on GenesisFX/TradeLocker directly.
If you close the window before picking an account, a pending GenesisFX card may appear. Connect again to finish, or disconnect it.
Your Brokerage page
Before you connect, the page shows the supported brokers and what your plan allows. Afterwards it lists each connected account under Active Brokers, followed by Account Details for the selected account: portfolio value, cash, buying power, equity and your open positions.
| On each card | Meaning |
|---|---|
| ★ Primary | Your default account |
| 💰 Live / 📄 Demo | Real or practice account |
| active pending error | Connection health |
| 🔄 / 🗑 | Sync account / Disconnect |
Manage accounts
With several accounts, the Active Broker you select in the sidebar controls what every page shows: Overview, Master Traders, Active Copies, trades and P&L all switch to that account. Selecting an account also makes it your primary, which is used for your headline balance and when you stop copying a master.
The Active Broker box in the sidebar picks which account every page shows.
- Click it → choose an account
- It also becomes your primary
- Add Another Broker jumps to this page
🔄 One account
Refresh icon on its card → “Account synced successfully”.
Sync button
Imports every Webull account you've authorized.
Balances also refresh automatically.
- Click 🗑 on the card
- Confirm Disconnect
Every master copied on that account is unfollowed. Reconnecting doesn't restore them.
For Master Traders
Same steps
Connect exactly like followers, no plan limits shown.
Auto-detected
New trades are picked up and copied to followers.
Webull setup
Trade detection is set up by the team from your application.