Private View allows you to connect your MarketMates MT5 CopyMate trading account directly to a strategy provider through a secure web dashboard. Once connected, your account can automatically copy trades based on your preferred risk settings.
This guide walks you through the complete process, from creating your MarketMates account to linking your MT5 trading account with a Private View strategy and starting copy trading.
Before You Begin
Before starting, you’ll need:
- A valid email address.
- A mobile phone number.
- A government-issued identity document.
- A stable internet connection.
Step 1: Create a MarketMates Account
Fill in the application and submit your registration.
Complete the registration form by entering your personal details, including:
- First Name
- Last Name
- Email Address
- Password
- Phone Number
- Country / City of Residence
Once you’ve completed the registration, submit your application.
Step 2: Verify Your Account
After logging into the Client Portal, you’ll see a banner prompting you to verify your account.
Click Verify Account and complete the KYC verification.
This usually requires:
- Proof of Identity
- Proof of Address
- Selfie
Important
Your MT5 CopyMate account cannot be created until your verification has been approved.
Step 3: Refresh the Client Portal
Once your verification has been approved, simply refresh the page.
You will now be able to create your MT5 CopyMate trading account.
Click Create Live Account for the next step.
Step 4: Create Your MT5 CopyMate Account
Click Live Account.
- Select MT5 CopyMate.
- Select your preferred account currency.
- Select your preferred account type.
- Click Create Account.
Tip
The available options appear progressively. For example, you’ll only see the currency selection after choosing MT5 CopyMate, and the account type will only appear after selecting your preferred currency.
Your MT5 CopyMate account will be created within a few seconds.
Step 5: Remember Your Trading Account ID
Once your account has been created, you’ll see your MT5 Account ID.
Keep this number handy as you’ll need it later when connecting your trading account inside the CopyMate app.
Step 6: Your MT5 Password
Your MT5 CopyMate account uses the same password as your MarketMates Client Portal.
There is no separate MT5 trading password to remember.
Step 7: Register a CopyMate Account
Open the Private View Link.
Click Register.
Important
CopyMate has its own login system. Even if you’ve already registered a MarketMates Client Portal account, you’ll still need to create a separate CopyMate account.
Step 8: Complete Your CopyMate Registration
Create your CopyMate account by filling in the required information.
You may use the same email address as your MarketMates Client Portal account.
Before creating your account, carefully read the Terms & Conditions, then tick the checkbox to confirm your acceptance.
Tip
Using the same email address for both your MarketMates Client Portal and CopyMate account can make managing your accounts easier.
Step 9: Open the Private View Link
Open the Private View link provided by your strategy provider.
Before copying a strategy, you can review useful information such as:
- Historical Performance
- Maximum Drawdown
- Monthly Returns
- Trading Statistics
- Trade History
Tip
Always review a strategy’s performance and risk before deciding whether it matches your investment objectives.
Step 10: Link Your MT5 Trading Account
From the left navigation menu, click Accounts.
Then click Link Your First Account.
If you’ve already linked another trading account previously, simply click Link Account instead.
Important
You only need to link each MT5 trading account once. After it has been linked successfully, it will remain available whenever you access the Private View dashboard.
Step 11: Enter Your MT5 Trading Account Details
Complete the account linking form using your MT5 account information.
| Field | What to Enter |
|---|---|
| Account Label | Any name for your own reference. |
| Broker | MarketMates |
| Server | MarketMates-Live |
| Account Number | Your MT5 Account Number. |
| Password | Your MT5 Trading Password. |
After completing all the required fields, click Link Account.
Tip
Giving your account a meaningful label, such as “Main Account” or “Personal Account”, makes it easier to identify if you link multiple MT5 accounts in the future.
Step 12: Return to the Dashboard
Once your MT5 trading account has been linked successfully, return to the Dashboard.
Under Copying Into, you’ll now see your linked trading account.
Click Copy Strategy to begin configuring your copy trading preferences.
Tip
If you have multiple linked MT5 accounts, make sure you’ve selected the correct trading account before clicking Copy Strategy.
Step 13: Configure Your Copy Trading Settings
Before copy trading begins, you’ll be able to customise how trades are copied into your account.
Available settings include:
- Trade sizing method
- Position sizing
- Whether to round up to the minimum trade size
- Whether to copy existing open trades
You’ll also be able to review the strategy’s performance fee before confirming.
If you’re unsure which copy trading settings are best for your trading style, visit our Copy Trading Resources to learn what each option does and how it affects your trades.
Once you’re happy with your settings, tap Copy.
Tip
Choosing the right copy settings can have a significant impact on your overall trading experience. Take a few minutes to understand each option before getting started.
Step 14: Choose Your Risk Settings
Although you’re free to customise the settings, the following configuration is recommended if you want your account to follow the strategy provider as closely as possible.
| Setting | Recommended Value |
|---|---|
| Trade Sizing Type | Mirror Risk by Equity |
| Multiplier | 1.0 |
| Round Up to Minimum Trade Size | Enabled |
Tip
These settings aim to closely mirror the strategy provider’s trades. Actual trade sizes may still vary depending on your account balance, leverage, available margin and broker minimum trade sizes.
Step 15: Review the Terms and Start Copying
Before activating the strategy, carefully review the following documents:
- Copier Agreement
- Copier Authorisation Terms
- Signal Drawdown Terms
Once you’re satisfied with your settings, click Agree and Copy.
Important
Copy trading involves risk. Past performance does not guarantee future results.
Step 16: You’re Now Copying the Strategy
Congratulations! Your MT5 trading account is now connected to the selected strategy. You will see an increase in the “Active Copiers”.
New trades opened by the strategy provider will automatically be copied to your account according to your selected copy settings.
At any time, you can return to the dashboard to:
- Edit your copy settings
- Monitor performance
- Stop copying the strategy
Success!
Your account is now fully configured and ready to follow your chosen strategy automatically.
Frequently asked questions
What is copy trading?
Copy trading allows you to automatically copy the trades of experienced traders into your own MT5 trading account. Whenever the trader you follow opens or closes a position, the same action is automatically replicated in your account based on your selected copy settings.
Why does my account show "Not Connected"?
There are several possible reasons:
- Your MT5 account has insufficient funds to copy the trader’s latest position.
- Your MT5 password has changed and hasn’t been updated in the CopyMate app.
- Your trading account has been disconnected from CopyMate.
- There may be a temporary connection issue.
If the issue persists, please contact our support team.
What happens if I change my MarketMates Client Portal password?
Your MT5 CopyMate account uses the same password as your MarketMates Client Portal.
If you change your Client Portal password, you’ll also need to update the password inside the CopyMate app. Otherwise, CopyMate will no longer be able to connect to your MT5 trading account.
Can I change my copy trading settings later?
Yes.
Most copy trading settings can be adjusted after you’ve started copying a strategy. Depending on the changes you make, they may only apply to future trades rather than positions that are already open.
Why aren't any trades being copied yet?
There are several possible reasons:
- The strategy provider has not opened any new trades yet.
- Your account status is showing Not Connected.
- Your account has insufficient funds.
- Your copy settings may prevent certain trades from being copied.
- Your MT5 account password may be incorrect.
You can check your account status under the Account section of the CopyMate app.
