Getting trade2sync fully up and running takes about 10–15 minutes if you follow these steps in order. Here's what each one actually involves:
1. Get your account credentials
Your account is created automatically the moment you purchase a plan — there's no separate signup step. Check your inbox for your welcome email, invoice, and login credentials, and log in to your dashboard to get started.
2. Connect your broker account
Head to Broker Configuration and add your broker. Depending on your platform, this means either entering your login credentials (MT4, MT5, TradeLocker, DXtrade) or authorizing through cTrader. Once connected, trade2sync can start placing trades on your behalf.
3. Link your Telegram channel(s)
Go to Telegram Configuration and connect the Telegram channel(s) you want to copy signals from. This is how trade2sync knows which messages to listen to.
4. Create a Workspace
A Workspace is where a channel and a broker account come together. Pair the two, and this becomes the space where all your trading rules for that combination live.
5. Set your Risk Mode and TP levels
Decide how trade sizing should work — Fixed Lot, Risk %, or Balance % — and configure your TP levels so partial closes happen the way you want them to.
6. Configure Stop Loss & Take Profit behavior
Choose whether SL/TP should come From Signal, be Fixed, or be set in Pips. This determines how closely your trades follow your provider's exact instructions versus your own overrides.
7. Map your symbols
If your provider's naming doesn't match your broker's (for example, they send GOLD but your broker lists it as XAUUSD), set that mapping now — otherwise the trade won't recognize the symbol and will be skipped.
8. Set Excluded or Included Symbols
If you only want certain pairs traded — or want to block specific ones — set that here. This gives you control over which signals actually convert into trades.
9. Send a test signal
Before going live, send a test signal through your channel to confirm the whole pipeline — parsing, symbol mapping, risk rules, and execution — works end to end.
10. Review your first few live signals
Once real signals start coming in, check Signal History to confirm trades matched what you expected. This is your chance to catch any misconfiguration early, before it affects your account at scale.Once you've been through all ten steps, trade2sync runs on its own — no further action needed unless you want to adjust your settings down the line.