Client workspace guide

Goal

This guide shows the practical order to follow inside the client workspace after account creation.

Broker compatibility

TheConnector works with any broker that provides MT4, MT5 or cTrader, as long as the broker allows the robot or cBot to run and the platform can reach TheConnector over the network. Broker-specific symbol names, minimum volumes, stop distances and market hours still apply.

1. Start from Home

Open Home first to confirm the active plan, the number of connected accounts and recent routing activity.

• Basic includes up to 10 MT4, MT5 or cTrader accounts
• Basic applies 15 webhooks per day per account
• Recent activity helps confirm whether alerts are moving

2. Review account settings

Open My accounts before creating TradingView alerts.

• Confirm the trading account number and broker name
• Confirm the account status is Live
• Copy the account code, access key and webhook URL
• Choose the price mode used for sl, tp and pending order price
• Add symbol mapping when TradingView and broker symbols differ

3. Validate delivery before execution analysis

After the first alert, read Alert history before My orders when your plan exposes it.

• Alert history confirms whether the webhook arrived
• The robot acknowledgement confirms whether MT4, MT5 or cTrader received the command
• My orders confirms whether the trade is open, pending, closed or rejected

4. Use analytics and replication after the route is healthy

Use My performance after orders exist. Use Trade copying only when the current plan includes it.

• My performance explains the account result over time
• Trade copying routes a source account to selected target accounts
• Mapping lists can be reused when target broker symbols differ
• Pausing a replication route does not change the TradingView webhook URL

5. Use downloads, support and settings

• The pricing page explains Basic access and future paid-plan availability
• Download the robot contains MT4, MT5 and cTrader packages
• Settings contains language, password, trusted devices and sessions
• Help & support is the right place for account-specific support

6. First checks when nothing moves

• Confirm the account is Live
• Confirm the robot is still running in MT4, MT5 or cTrader
• Confirm the webhook URL and access key are copied from the same account
• Confirm symbol mapping when TradingView and broker names differ
• Read Alert history before assuming the problem is in My orders