A login from a prop firm connects like any other login of its platform, and nothing about the login changes. What picking the firm adds is order: Broker setup files the connection under that firm, so six evaluations at three firms stop looking like one list of account numbers.
- 1Pick the firm under Prop firmOn Broker setup press
Add connection. Below the brokers sits the Prop firm section — pick the firm that gave you the login. A firm that is not there goes in asOther firm…: type its name the way you want to see it, up to 40 characters. - 2Pick the platform it gave youThe next step shows only the platforms that firm issues logins on, with
Show all brokersunderneath for a firm that has moved since. Topstep shows only TopstepX, which cannot be connected yet — so a Rithmic or Tradovate login you hold from Topstep goes through Show all brokers, and is still filed under Topstep. After Other firm… every broker is shown. - 3Log in the way that platform asksEach platform takes its login exactly as it does without a firm. Above the form, the connect screen says the connection will be filed under the firm — or, where the platform's own sign-in cannot take the firm along, that you file it afterwards. How each one handles it is in the table below these steps.
- 4Find it under the firm on Broker setupEach firm you have filed a connection under gets a heading of its own: the firm's logo or its initials, its name, and how many connections and accounts sit under it. Listed firms come first, then names you typed as Other firm…, and last Own accounts, marked as not filed under a prop firm.
- 5File the logins you connected beforeA connection made before you picked a firm sits under Own accounts.
Edit firmon it opens a list: choose the firm, or Other firm… and its name, and save. The first entry,Own account — not from a prop firm, takes a connection back out of a firm. Only the grouping changes; the login, its accounts and what they trade do not. - 6Name the accountsThe pencil beside an account renames it. A nickname can be up to 40 characters long, and the broker's number stays next to it in small type, because that number is what your firm and your broker go by. Share cards show no nicknames, and event-log lines from before a rename keep the old name.
- 7Close one account and leave the rest
Flattenon an account's row closes every open position on that account at market, after asking, and touches no other account. It closes what is open now and nothing more: strategies and copy groups that trade the account keep running, so the next signal or copied trade can open a position on it again. For a whole connection there isFlatten all; for everything you own at once, the kill switch.
Every state a connection and an account can be in, and the rest about filing, nicknames and both Flatten buttons, is in Accounts and what their status means. A firm's login is still one broker login and belongs to one Tradeus account — see A broker login belongs to one Tradeus account. To copy one firm's account to the others, see Setting up a group.