Setup

Broker Accounts

A broker account in the dashboard links your MT5 account metadata to an agent. Once the agent connects, balance and equity populate automatically via the reconciliation cycle.

01Add an account

1. 1

   Open the Accounts page in the dashboard

   Go to Dashboard → Accounts and click Add account.
2. 2

   Fill in the account details

   You'll need:

   • Account number — your numeric MT5 login
   • Broker name — human-readable label, e.g. IC Markets
   • Server — MT5 server name, e.g. ICMarkets-Demo02
   • Currency — account base currency (default USD)
3. 3

   Link to an agent

   Select the agent that manages this account from the dropdown. Each agent can manage one account. If you haven't created an agent yet, install the agent first.
4. 4

   Confirm it goes connected

   After saving, the account status will be disconnected momentarily. Once the linked agent completes its next reconciliation cycle (within ~30 seconds), the status flips to connected and balance, equity, and margin populate from live MT5 data.

02Unlinking and deleting

To change which agent manages an account, open the account row in the dashboard and choose Unlink agent from the action menu. You can then link it to a different agent. Note that an agent must be unlinked before it can be deleted.

Deleting a broker account removes it from the dashboard but has no effect on the actual MT5 account or the agent — the agent keeps running and the MT5 login is unaffected.

03Multiple accounts

Each additional broker account needs its own dedicated agent running on its own machine (or its own MT5 terminal instance). Create a new agent record in the dashboard, copy the new Agent ID and API Key, then follow the agent installation steps on the second machine.