Accounts and what their status means

Six states, which of them stop trading, and how to file, name and flatten your accounts.

You do not add accounts. Once a connection is up, Tradeus asks the broker which accounts it holds and lists them underneath. The connection has a status, and so does each account below it.

Connected
The session is up and orders route.
Session closed
The connection exists but its session has dropped. Reconnect from the same row.
Disconnected
Not connected. Nothing routes.
Authorization expired
OAuth only. Re-authorize from the row, which says what ended it.
Closed
The broker no longer lists this account — an evaluation that ended, usually. History stays in the journal.
No session
On an account, under a connection whose session is closed or whose authorization has expired. The account is where it was; it is the connection above it that cannot reach the broker, so it cannot route or copy until that connection is back.

Each connection carries a Flatten all button, which closes everything open on every account under it at market. Each account under a connected session also has its own Flatten, which closes that one account and leaves the others on the connection as they are. It asks first, naming the account by its nickname and its number. Neither is hidden behind a menu.

A flattened account can open again
Flatten closes what is open and nothing more. Strategies and copy groups that trade the account keep running, so a new signal or a copied trade can open a position on it again. To keep it flat, switch off what feeds it first: its strategy subscriptions, and its Active switch where it follows a copy group. The account's own Flatten appears only while its connection is up and the broker still lists the account.

Grouped by prop firm

Broker setup groups your connections by the prop firm each login came from. Each firm gets a heading with its logo — or its initials, where we have no artwork — its name, and how many connections and accounts sit under it. The firms come in the order the connect screen lists them, then names typed in as Other firm…, and last the connections you have not filed, under Own accounts. Tradeus does not guess the firm from a login or an account number — you say which it is, by picking the firm on the connect screen before the broker, or afterwards with Edit firm on the connection. A firm that is not in the list can be typed in as Other firm…, and the first entry in that list, Own account — not from a prop firm, takes a connection out of a firm again. Filing a connection changes how the page groups it and nothing else: the login, its accounts and what they trade stay exactly as they were.

Nicknames

The pencil beside an account gives it a nickname of up to 40 characters — Apex 1 instead of 70276688. Enter saves, Esc cancels, and an empty name puts the number back. The nickname replaces the number on the screens that list the account — the dashboard, the account page, the copier, strategy routing, the journal, the account lock and the kill switch — with the number still shown in small type, because the number is what your firm and your broker know it by. It never appears on a share card.

A rename changes what the screens show, not the record: lines already in the event log keep the name they were written with. Where a new line names a renamed account by its nickname, its number stands beside it — Apex 1 (70276688) — so a line always says which account it means.
A dropped session does not pause your strategies — it just means their orders have nowhere to go. If you have armed locks, read When a lock cannot see, because a disconnected broker also means an unenforced limit.

Also in Connect a broker