Complete Documentation For Using The CopyTrade69 Website

Getting Started

Account access: registration, login, and first profile setup

Create an account

The registration page allows standard sign-up with your name, email address, password, and password confirmation. If you prefer, you can also sign in using Google or Facebook instead of creating a password manually.

• Use a real email address you can access. It is used for login, notifications, support, and password reset links.
• If you register with social sign-in only, you can later request a password setup link from the password settings page.
• If the website requires email verification, complete it before expecting full access to the authenticated areas.

Log in

The login page supports email and password, a remember-me checkbox, a forgot-password link, and the same Google or Facebook sign-in options. After login, you are redirected into the main platform.

Complete your profile early

Open Settings from the user menu as soon as you log in for the first time. Fill in your personal and contact details so your account is ready for support, billing, and KYC if you need it later.

• Profile fields include first name, last name, display name, date of birth, phone number, address, city, state, and postal code.
• Your email address is shown but cannot be edited from the settings screen.
• If your identity has already been verified, some identity fields become locked and can no longer be changed from the website.

Orientation

How the website is organized

The main sidebar gives you access to the areas you use most often. The user menu in the lower part of the sidebar gives you access to notifications, settings, and logout.

Plan And Billing

Packages, coupons, checkout, renewals, and cancellations

Before you can create masters or slaves, you normally need an active package. The package page shows all active plans, their feature list, limits, and your current subscription state.

What you can do on the packages page

• Compare every active package side by side.
• See which package is your current plan.
• Switch between monthly and yearly pricing when yearly billing is available.
• Review plan limits such as maximum masters, maximum slaves, daily signal limits, monthly signal limits, and premium-only features.
• Apply an active coupon if one is available and valid for your account and chosen plan.
• Open your transaction history directly from the package page.

Choosing the right plan

Choose based on the number of masters you want to publish, the number of slave accounts you want to run, and whether you need premium features such as due date notifications or additional integrations.

Checkout flow

1. Open the package you want and continue to checkout.
2. If yearly billing is available, choose monthly or yearly first.
3. Enter a coupon code if you have one and validate it.
4. Review the final price shown by the checkout page.
5. Continue to Stripe checkout to complete payment.
6. After payment, return to the website and confirm that your package status has updated.

Free plan rules and downgrade restrictions

The platform can block some downgrades while you still have an active paid package. In that case, you may continue using your paid plan until it expires or until the current billing period finishes. The package screen explains this directly when it applies to your account.

Canceling a subscription

If your current plan is a recurring paid subscription, the package page can show a Cancel Subscription button. Canceling stops future renewal, but you usually keep access until the end of the current paid period.

Plan And Billing

Transaction history

The transaction page is your billing history. It is useful when you want to confirm a successful payment, check a failed purchase, review the billing cycle, or track automatic renewals.

• Use filters to narrow by status, payment method, or package name.
• Status badges make it easy to separate completed, pending, failed, canceled, and refunded transactions.
• Recurring renewals are labeled so you can distinguish them from first-time purchases.
• If you have no transactions yet, the page directs you back to the package catalog.

Copy Trading

Dashboard: your operational overview

The dashboard is the best place to confirm whether your account is active and whether your trading setup is producing signals. It summarizes platform usage, active resources, and recent performance.

What the dashboard shows

• Total masters, slaves, signals, active slaves, recent signals, and open positions.
• Your current package and the remaining daily and monthly signal allowance.
• Charts for performance trends, closed signal profit history, and plugin trigger activity.
• A master filter so you can focus the analytics on one specific source account.

If you expect activity and the dashboard stays empty, check your package status, connection status on the Accounts page, and whether the correct platform files have been installed from the Downloads page.

Copy Trading

Master accounts: create the source of your copied trades

The Accounts page is where master accounts are created and managed. A master is the source account that produces trades for one or more slaves to follow.

Before creating a master

• You need an active package that still has at least one master slot available.
• Decide which platform the master will use: MT4, MT5, or TradingView.
• If you use TradingView, decide whether you want to connect through the Chrome extension or a webhook.

Fields on the master form

TradingView connection choices

• Chrome Extension: best when your trades originate inside a browser and the extension reads the selected TradingView environment.
• Webhook: best when you want a direct server-to-server route. After creating the master, the website provides the webhook details you need.

What happens after you save the master

1. The new master appears on the Accounts page.
2. The platform waits for the real trading connection to bind to that record.
3. Once connected, the detected broker or server information becomes visible.
4. For MT4 and MT5 masters, the identity becomes locked after the first successful bind, so platform and account number are no longer freely editable.

Working with the Accounts page

• Search for masters by title, account identifier, platform, venue, or internal ID.
• Expand a master to inspect linked slaves and connected plugins.
• Copy account identifiers quickly from the page.
• View details, edit the record, or delete a master when it is no longer needed.
• Create a slave directly in the context of a selected master if that is more convenient than opening the separate slave creation page.

Copy Trading

Understanding slave accounts before you create them

A slave account is the destination that copies trades from a chosen master. Each slave belongs to your account, is attached to one of your masters, and includes its own platform, account number, due date, and active state.

Copy Trading

Create, edit, activate, and monitor slave accounts

Requirements before adding a slave

• You need an active package with at least one available slave slot.
• You must already have at least one master account because every slave must be linked to a master.
• You should know the platform and account number for the client-side trading account you want to connect.

Fields on the create slave form

• Title: a readable name for the slave.
• Master: the source account this slave will follow.
• Platform: choose the slave trading platform.
• Account: enter the slave trading account number using digits only.
• Due Date: the expiry date associated with that slave account.
• Active: determines whether the slave is enabled immediately.

Optional due date notifications

On paid plans, you can configure email reminders before a slave reaches its due date. On free plans, the website shows this as a premium feature and directs you to upgrade if you need it.

• You can enable notifications during creation or manage them later from the slave record.
• The notification settings page allows you to choose whether reminders are enabled and where they should be sent.

What you can do from the slaves page

• Filter by search text, active state, linked master, and due date condition.
• See whether a slave is active, connected, expiring soon, or already expired.
• Toggle active or inactive status directly from the table.
• Edit a slave when you need to change the title, master assignment, due date, or active state.
• Open Symbols Adjustment when the master and slave broker use different symbol names.
• Delete a slave you no longer use.

Symbols Adjustment on slave accounts

Use Symbols Adjustment when the master sends one symbol name but the slave broker uses a different symbol label for the same market. This lets you tell the system which slave symbol should be used for a specific master symbol.

• Example: if the master uses XAUUSD but the slave broker lists that instrument as GOLD, you can map XAUUSD -> GOLD.
• Add one mapping for each symbol pair that needs a custom name match.
• Enter the master symbol on the left and the slave symbol on the right.
• Do not add broker prefixes or suffixes there if they are already handled automatically by the EA.
• Save the adjustments after finishing the mappings for that slave.

Connection lock behavior on slave records

Once the EA has connected to a slave, its platform and account identity become locked to prevent accidental mismatch. You can still update safe fields such as title, due date, active state, and in most cases the linked master.

Changing a slave's master

If you move a slave from one master to another, the platform re-syncs signals from the newly selected master. This is useful if you are reorganizing accounts or moving a client to a different signal source.

Copy Trading

Signals: watch trade activity and understand usage

The Signals page is the operational ledger for your copied trades. It combines statistics and a paginated list, helping you confirm that the trade stream is working correctly.

What the signal page tracks

• Total signals over the lifetime of the account.
• Today’s usage and current month usage.
• Total traded volume.
• Current daily and monthly package limits, when applicable.

How to use the filters

• Search by symbol, ticket number, master title, slave title, or prices.
• Filter by order direction such as buy or sell, or by pending versus market order.
• Separate open signals from closed ones.
• Filter profitable, losing, or break-even results.
• Focus on one master or one slave to troubleshoot a single path.

Deleting signal records

The interface does not allow deletion of open market positions. Closed signals and pending orders can be deleted, but open positions remain protected because they are still active trading events.

Optional Automation

Plugins and integrations for a master account

Some accounts can connect plugins to a specific master. This area is optional, but if you use third-party workflows or automations, it becomes the place where those connections are managed.

• Plugins are attached per master, not globally for the whole user account.
• Some plugins may be restricted by package level.
• The platform asks for each plugin’s required fields, such as URLs, tokens, or selectable options.
• You can connect, disconnect, enable, disable, and test a plugin from the plugin management screen.
• Descriptions can contain detailed setup instructions, so read each plugin card carefully before connecting it.

Installation

Downloads and installation guidance

The Downloads page is where you obtain the latest package files needed to run supported trading environments. The website can show separate version groups, each with its own latest release.

How the downloads page works

• A built-in installation guide appears at the top of the page and should be read before downloading.
• Each version type shows the latest release clearly.
• A release may contain one file or multiple files.
• Some release entries may open an external URL instead of downloading a local file directly.
• Older versions may be visible for reference, but the latest release is the one intended for active use.

Recommended workflow

1. Create your master and slave records first so you know exactly which platforms and account numbers to connect.
2. Open the Downloads page and read the installation notes shown in the website itself.
3. Download the correct package for your platform version.
4. Install and launch the file in your trading platform.
5. Return to the website and verify that the connection status changes from pending to connected.

Installation

Copytrade installation

Installing the CopyTrade69 installer (.exe)

Some account pages link directly to the CopyTrade69 installer. This is the simplest option when you want the Windows installer to place the platform files for you.

1. Go to Downloads and download the latest installer file.
2. Close MetaTrader or any other trading terminal before running the installer.
3. If the browser or Windows asks for confirmation, allow the file to run.
4. Open the downloaded .exe file and follow the on-screen setup steps.
5. When the installer asks for a platform or terminal location, choose the same trading terminal you use for the account created on the website.
6. Finish the installation, reopen your trading terminal, and allow the platform to load the installed files.
7. Return to the website and check your master or slave account status after the terminal is running.

Installing MT4 or MT5 EA files manually

The Downloads page can also publish releases by type such as MT4 EA and MT5 EA. Use the package that matches the exact platform of your trading account.

1. On the website, confirm whether your account was created as MT4 or MT5. Do not mix these packages.
2. Download the latest MT4 EA or MT5 EA release from the Downloads page.
3. If the download arrives as a compressed archive, extract it first so you can access the EA files.
4. Open your MetaTrader terminal and use File > Open Data Folder.
5. Copy the EA files into the correct platform folders. Keep any included support files together if the release contains more than one file.
6. Restart MetaTrader, or refresh the Navigator pane so the new EA appears.
7. Open the trading account inside the same terminal installation you prepared above.
8. Attach the CopyTrade69 EA to the required chart and enable automated trading in the terminal if your platform requires it.
9. Leave the terminal running so the website can detect and communicate with the account.

After installation

• Use the same account number, platform, and terminal installation that you entered when creating the master or slave account on the website.
• If the account does not connect immediately, wait a moment and refresh the relevant Accounts page.
• If you downloaded the wrong platform package, remove it and install the correct MT4, MT5, or other supported release instead.
• Read the installation guide at the top of the live Downloads page whenever a new version is released, because the exact file list can change from one release to another.

Account Care

Notifications

Notifications appear both from the user menu badge and on the dedicated notifications page. This area keeps you informed about important events such as support replies, package changes, and account actions.

• Unread notifications are highlighted and counted in the user menu.
• You can open notifications one by one or mark all notifications as read.
• Some notifications contain a direct action link that moves you to the relevant page.
• Support ticket reply notifications can send you straight into the correct ticket thread.

Account Care

Support tickets and live chat

When you need help, use the Support Tickets area or the floating live chat widget available inside the application shell.

Creating a support ticket

1. Open the Support Tickets page and choose New Ticket.
2. Select a category and the correct priority.
3. Enter a short subject line.
4. Write a detailed description of the problem, including any error messages and what you were trying to do.
5. Submit the ticket and track future replies from the ticket details page.

Managing an existing ticket

• Filter tickets by status, priority, or search terms.
• Open a ticket to read the full conversation.
• Reply directly inside the ticket if replies are still allowed.
• Close a ticket when the issue is resolved, or reopen it later if more help is needed.

Live chat

The floating live chat button opens a lightweight chat window inside the app. It is useful for quick questions. If a problem needs tracking, account review, or back-and-forth history, use a support ticket instead.

Account Care

Settings: profile, password, and appearance

The settings area is structured like a secondary menu. It gives you dedicated pages for profile information, password actions, KYC verification, and appearance.

Profile settings

• Update personal information such as name, phone, date of birth, and address details.
• Keep in mind that verified identity fields may become locked after KYC approval.
• Your email address is visible but not editable from this page.

Password settings

The password page does not directly replace your password on the screen. Instead, it sends a secure reset or setup link to your email address.

• If your account already has a password, you must confirm the current password first.
• If your account was created through social login only, the page can send a password setup link instead.
• After a successful request, the website may log you out automatically for security.

Appearance

Use the appearance page if you want to adjust the website's visual presentation. This does not affect trading behavior or account permissions.

Verification

KYC verification for identity-sensitive features

KYC is primarily required when you want to participate in the affiliate program and receive earnings from the platform. If your account never uses those features, you may not need KYC immediately.

What the KYC page shows

• Your current KYC status, such as pending, approved, rejected, or resubmission required.
• The latest submission details, including country, document type, submission date, and any review notes.
• The upload form for a new verification or resubmission when the platform allows it.

Standard KYC flow

1. Select your country of citizenship.
2. Choose one of the accepted document types for that country.
3. Enter the document number when requested.
4. Upload the document image.
5. If face recognition is enabled, continue to the liveness check page.
6. Follow the camera prompts to complete the face liveness step.
7. Return to the KYC page and wait for review status updates.

Important KYC notes

• The website can require mobile access for liveness verification, depending on system settings.
• If your submission is rejected or marked for resubmission, read the rejection reason carefully before uploading again.
• After approval, your profile identity fields may become locked to preserve the verified record.

Growth Tools

Affiliate dashboard, marketing links, commissions, and payouts

The affiliate area only appears when this capability is enabled for your account. It is designed for users who refer others to the platform.

Affiliate dashboard

• See total commissions, pending commissions, paid commissions, clicks, referrals, and conversion rate.
• Review recent commissions and recent referrals.
• Copy your affiliate code or a trackable affiliate URL.
• Adjust chart ranges to evaluate performance over different periods.

Marketing links

The links page generates quick referral links for the homepage, packages page, or registration page. It also offers social share links and any banner materials published by the platform administrators.

Commissions

The commissions page helps you track earnings by status, date range, and payout readiness. Use it to separate pending, approved, paid, or rejected commission records.

Payout eligibility

Depending on platform rules, earning commissions can require both an enabled affiliate account and an active paid package. If commission earning is disabled, the affiliate pages usually still let you share links and review traffic data, but not earn payoutable commissions.

Reference

Best practices for smooth day-to-day use

• Name masters and slaves clearly so you can identify them instantly in tables, dialogs, and filters.
• Keep one master per distinct signal source. Do not reuse a single master record for unrelated sources.
• Assign the correct slave to the correct master at creation time to avoid unnecessary re-sync work later.
• Read the installation instructions on the Downloads page every time you move to a new version.
• Monitor your package limits on the dashboard, especially if your trading volume grows over time.
• Use support tickets for anything that needs history or staff follow-up. Use live chat for short questions.
• Complete KYC before you urgently need affiliate payouts so review time does not delay you later.

Reference

Frequently asked questions

Why can’t I create a master or slave?

Usually because you do not have an active package, your package has expired, or you have already reached the maximum number of masters or slaves allowed by your current plan.

Why did my account fields become locked?

Once a master or slave successfully binds to a real trading connection, the platform locks identity-sensitive fields such as platform and account number to prevent mismatches.

Can I move a slave from one master to another?

Yes. Edit the slave and choose a different master. The website then syncs the new master’s signals into that slave context.

Why are due date reminders unavailable on my slave form?

Due date notifications are presented as a premium feature. Upgrade to a paid plan if that option is not unlocked on your current account.

Why do I see a package grace period warning?

This means your previous package expired and the website is giving you limited time before resources that exceed your new package limits may be suspended.

Where do I change my password?

Open Settings, then Password. The website sends a secure reset or setup link to your email address rather than changing the password directly inside the page.