The Basics

TopstepX™ is Topstep’s trading platform built for execution, risk management, and performance tracking. Access it at topstepx.com/trade or directly from your Dashboard. Use the username and password emailed at your first purchase.

Click here to access TopstepX™. You will enter either your username or password, which were emailed to you when you made your first Trading Combine purchase. The password is specific to the platform and can be reset on this login page.

You can also launch TopstepX right from your dashboard!

Once you are logged into TopstepX™, you are ready to trade! Just be sure to select your account in the top left!

TopstepX Features

TopstepX Features: Select each feature drop-down below to learn more!

Account Nicknames

Give your accounts names so you don't trade the wrong one.

Click the pencil icon next to any account in the dropdown → enter nickname → Save
Works on all account types
Max 30 characters
Resets clear nicknames — new account number, fresh slate
Nicknames aren't visible to Trader Support — always provide your original account number

Track Your Preferred Products

No traditional watchlist. Use favorites instead:

Open the Order Ticket or DOM
Click the Contract dropdown
Star ⭐ your preferred products

Starred products move to the top of the dropdown.

Extended and Regular Trading Hours Toggle

Switch between ETH and RTH charts for better context.

Extended Trading Hours (ETH) — near 24-hour coverage. Lower liquidity. More volatile.
Regular Trading Hours (RTH) — higher participation. Better liquidity. More stable price action.

Useful for gap trading, breakout analysis, and volume profile work.

Exporting Trades

Exporting your trades is a powerful way to review performance, refine strategies, manage risk, and better understand your trading habits.

How to Export Your Trades

Click the Orders or Trades tab at the bottom of the page.
Click "Export."
Select your desired date range and click "Export."
A confirmation will appear at the bottom-left of your screen once complete.

From there, upload your file to Excel, Google Sheets, or any program you prefer.

Hotkeys

Keyboard shortcuts for faster execution. Fewer clicks. Fewer errors.

Setup:

Settings gear → Hotkeys
Click Set Hotkey next to the action you want
Press your key(s) → Confirm
Press H on the DOM or Orderbook to enable

Not set by default — configure your own
Desktop only — not supported on mobile
Avoid system-reserved keys (e.g., CTRL+R reloads the page)
Practice in a Practice Account first

Performance Dashboard

Real-time view of your trading activity. Desktop only. Available for Practice, Trading Combine, and Express Funded Accounts.

Access: Performance Stats tab on the left.

Includes:

Balance High/Current/Low, Best Day %, Avg Win/Loss, Best/Worst Trade, Win Rate, Long vs. Short %, Weekly/Monthly P&L
Trade Log with full entry/exit detail
Trader Journal — log emotions, notes, observations
Calendar with Daily P&L
Social Sharing

Stats update as trades complete. Multiple tabs open? Refresh the performance page after each trade.

Trade Copier

The Trade Copier lets you mirror trades from a Lead account to 1 or more Follower accounts automatically — so you can run the same strategy across multiple accounts without placing every order manually.

Lead account — where you place your trades
Follower account(s) — where those trades are copied to

✋ Before you connect accounts, please know:

The Lead account must have the lowest Maximum Position Size (MPS) of all accounts in the group. Running a 50K, 100K, and 150K? The 50K is your Lead.
If your Lead and Follower accounts are at different Scaling Plan tiers — meaning their margin requirements differ — the Trade Copier may disconnect automatically at the start of a new trading day. Always verify your copy trading settings at the start of each session.
Trade copying is only available for Trading Combine® and Express Funded Account® accounts. Live Funded Account® accounts cannot use the Trade Copier.
Filled orders on Follower accounts only appear in the Order Log after they're filled — not when placed.
While a Follower account is connected, you can't trade it directly. If the order buttons are greyed out, the account is still linked. Remove it in Settings to trade it independently.
Executions are mirrored — but exact fill price and timing may vary slightly due to slippage, liquidity, and market conditions.
Turning off the Trade Copier mid-trade will immediately flatten all Follower accounts.
If the Lead account hits its Maximum Loss Limit, Daily Loss Limit, or gets auto-liquidated, the Trade Copier shuts off and must be manually re-enabled.
When a Payout request is submitted, Follower accounts are automatically unlinked. Check your settings at the start of every session.

⚠️ Important: Please read more about how copy trading can affect potential for hedging here.

Risk Settings for Follower Accounts

Follower accounts support a Personal Daily Loss Limit (PDLL) and/or Personal Daily Profit Target (PDPT). Trade Limits, Symbol Blocks, and Contract Limits are not available on Follower accounts.

Setting Up the Trade Copier

Go to Settings → Copy Trading.
Select your Lead account and check your Follower accounts.
Click Save Changes.

Turning Off the Trade Copier

Go to Settings → Copy Trading.
Click Clear → Save Changes.

Adding or Removing Follower Accounts

Go to Settings → Copy Trading.
Check or uncheck accounts under Follow → Save Changes.

Using the Trade Copier on Mobile

Open TopstepX in your mobile browser.
Tap 3 dots → Trading → Copy Trading.
Select your Lead, check your Followers, tap Save Changes.

Trading Tones

Trading Tones (Custom Audio Notifications)

Upload custom sounds for key platform events.

Where: Settings → Misc → Custom Sounds

Supported events: Order Filled, TP/SL, Order Rejected, Market Open/Close, Order Cancelled, Position Closed (ITM/OTM), PDLL, MLL, DLL, PDPT

File requirements: Max 3 MB — .mp3, .wav, .ogg, .m4a, .webm

Preview, replace, or delete sounds anytime. Desktop settings carry over to mobile if audio is enabled on your device.

How to upload a Trading Tone

Find the notification you want to customize
Click the Upload icon next to it
Select your custom audio file from your local computer
Click Upload to apply the sound

Important Notes

Audio uploads are account-specific and not visible to other traders
Desktop audio settings carry over to mobile if mobile audio is enabled
Some notifications are new and not included in Hoag's audio pack — only a default sound is available until you upload a custom file
TopstepX does not offer chart price alerts, but sound alerts are available for orders placed, canceled, or filled

TopstepX Order Management

TopstepX Order Management: Select each feature drop-down below to learn more!

Auto Profit / Risk Brackets

Adding Auto Profit / Risk Brackets to your TopstepX Orders & Positions

Designed to help Traders stay disciplined. Attach predefined stop-loss and take-profit levels to every position automatically. Set at the account level — different accounts can run different strategies.

👉 Important: The minimum distance Position Brackets can be placed is 4 ticks from the entry price. If you enter a dollar value for your risk and profit amounts that would make your Position Brackets less than 4 ticks from the entry price, TopstepX will default your Position Brackets 4 ticks away automatically.

Setup:

Settings → left sidebar
Positions module → Risk and Profit fields
Click pencil → enter dollar amounts → Save

Adjust an active trade by dragging the P&L bar directly.

Auto-OCO Brackets

Every entry gets its own take-profit and stop-loss — no manual placement needed. (OCO = One Cancels Other)

When one fills, the other cancels automatically
Brackets apply per entry, not across the full position
Must be flat to enable or switch bracket types
Using the DOM? OCO must also be enabled there.

Setup: Settings → Risk Settings → Switch to Auto-OCO → set values → Save.

👉 Important: If you use ticks, TopstepX requiresenter a value greater than 5 ticks. If you use a dollar value, TopstepX will reject your orders if the dollar value entered does not place your brackets at least 4 ticks away from the entry price.

Charting

TopstepX supports up to 8 charts on a single screen, each defaulting to /ES. Leave charts unlinked for independent operation, or use Symbol Link (color-coded) to keep them in sync.

Symbol & Component Linking

Linking syncs a symbol change across all components (charts, DOM) assigned the same color. Click the link icon in any component header to assign a color. For charts, click "Add Chart Link" while the chart is active.

Chart Executions

Displays trade entries and exits directly on your charts. Useful for identifying patterns, reviewing decision-making, and journaling trades. All entry/exit points stack and remain visible even on larger candles. Disabled by default.

To enable: Settings → Charts & Data → toggle "Show Chart Executions" → Save

Chart Value Display

TopstepX supports up to 8 charts on a single screen, each defaulting to /ES. Leave charts unlinked for independent operation, or use Symbol Link (color-coded) to keep them in sync.

Important:

Cannot connect to external platforms like TradingView; custom indicators are not available
Available timeframes: 1m, 2m, 3m, 5m, 15m, 30m, 1h, 4h, 1D, 1W, 1M (no 10m)

Symbol & Component Linking

Chart Executions

To enable: Settings → Charts & Data → toggle "Show Chart Executions" → Save

Order Management Overview

Types of Orders

Order Type	Description
Market Order	Filled immediately at the current market price
Limit Order	Filled at a specific price you set
Stop Market Order	Pending until conditions are met; used to limit losses or enter after a confirmed directional move
OCO (One Cancels the Other)	2 linked orders — when 1 executes, the other cancels automatically
Trailing Stop Order	A stop that trails the market in set increments as price moves away
Filled Order	An order that has been executed
Open/Pending Order	An order waiting to be filled
Risk (Stop)	Amount (USD) you're willing to lose on a position. Position closes when reached; updates as size changes
To Make (Take Profit)	Amount (USD) you want to gain on a position. Position closes when reached; updates as size changes

Learn more about Order Types here.

Order Ticket

Select Buy or Sell, pick your order type (Market, Limit, Stop Market, Trailing Stop, or OCO), and access Cancel All, Flatten All, and Reverse Position.

Time & Sales

A live feed of all trading activity for your selected product. To filter by minimum trade size, go to System Settings.

DOM (Depth of Market)

The DOM (also called the ladder) displays market depth, volume profile, and price levels for one-click trading.

Left-click Bid or Ask → Limit Order
Right-click Bid or Ask → Stop Order
Hover, click, and drag existing orders to move them to a new level

Active positions appear highlighted in blue with theoretical P&L updating as your position size changes.

☝️ TopstepX supports 1 window at a time — the DOM cannot be moved to a secondary screen. If you place orders from the DOM, make sure OCO Brackets are enabled there. If OCO is off in the DOM, Auto-OCO Brackets won't apply — even if enabled in Risk Settings.

Trading Activity

The bottom panel breaks down your account and activity:

Accounts — All active accounts in one place
Positions — View or close open positions; edit Risk (Stop) and To Make (Take Profit) in USD
Orders — All completed and open orders for the day; cancel any pending orders
Trades — All completed round-trip positions
Quotes — Current market conditions for all available futures products

Order Confirmations

To enable: Settings → Charts & Data → Order Settings → Show Confirmations → Save

TopstepX Risk Settings

TopstepX Risk Settings: Select each feature drop-down below to learn more!

Contract Limits

Cap the number of contracts you can trade per symbol.

Orders exceeding the limit are automatically rejected
Applies to order entry only — won't close open positions
Take Profit and Stop Loss bracket orders are ignored
Enforced separately for long and short

Setup: Settings → Risk Settings → Contract Limits → enter limits → Save.

Daily Risk Lock

Lock your risk settings for the day. Covers PDLL, PDPT, and Trade Limits.

Can't be changed until the next trading day
Unlocks at 5 PM CT
Support cannot reverse a lock once applied

Setup: Settings → Risk Settings → set limits → Save → Lock Risk Settings for Day → Confirm.

Lockout

Manually block yourself from trading for a set period. Per account — must be set separately for each.

Choose a session (NY, London, etc.) or custom duration (15 min, 1 hr, all day)
Once applied, it can't be canceled
All open positions and working orders close immediately
Support cannot reverse a lockout

Setup: Settings → Risk Settings → Set Lockout → choose option.

Personal Daily Profit Target/Daily Loss Limit

The Personal Daily Profit Target (PDPT) and Personal Daily Loss Limit (PDLL) are optional risk settings in TopstepX that allow you to define daily profit and loss thresholds. Learn more about the PDLL here.

Setup: Settings → Risk Settings → enter limits → choose action → Save.

When a threshold is hit, your account responds based on the action you selected. Final outcome depends on market volatility, slippage, and contracts being exited at the time.

Copy Trading Behavior

When a threshold is reached while copy trading:

Follower Risk Setting	Behavior
No PDLL/PDPT set	Any liquidation or block on the Leader applies to the Follower
PDLL/PDPT + Liquidate	Follower liquidates and is removed from the copier when its limit is hit
PDLL/PDPT + Liquidate & Block	Follower liquidates and is blocked for the day; auto-resumes the next trading day unless manually removed

Symbol Block

Symbol Block allows you to restrict specific trading symbols, helping you stay focused on the products you trade best and avoid unnecessary risk.

Doesn't close open positions
Doesn't cancel working orders
You must manually remove a symbol to trade it again
Combine Symbol Block with other risk settings (e.g., Trade Limits, Daily Risk Lock)
You can select one or more symbols to block from trading.

Setup: Settings → Risk Settings → Symbol Block → select symbol → Add Block → Save.

Blocked Symbols will appear in your Current Symbol Blocks list. To remove a symbol, click the “X” next to it and save.

Trade Clock

Pauses new entries without closing open positions or orders. Unlike Lockout — you keep control of your active trades.

Setup: Risk Settings → set duration → Enable Trade Clock.

Can still manage existing trades, adjust stops/targets, and use Flatten All while active.

	Trade Clock	Lockout
Closes open positions	No	Yes
Cancels working orders	No	Yes
Prevents new entries	Yes	Yes
Manage existing trades	Yes	No

Trade Limits

Cap total trades per day and/or week.

Every entry and exit counts as a trade
Once the limit is hit, no new trades
Open positions can still be managed
Trade limits do NOT auto-close open positions

Setup: Settings → Risk Settings → Trade Limits → enter max daily/weekly → Save.

Trade Limits allow you to set a maximum number of trades you can take per day and/or week.

Confirm Account Switching

Ensure you’re trading the right account be turning on Confirm Account Switching.

Settings —> Charts & Data —> Confirm Account Switching

General Troubleshooting

If you’re experiencing latency or slow performance:

Lower your Data Speed (Slow or Medium Recommended)
Remove indicators and add them back one at a time
Reduce the number of active indicators
If you’re on mobile, try using another device such as a laptop or desktop
Try another browser or incognito mode
Clear your Cache and Cookies

⚡️ TopstepX uses real-time exchange data with no artificial delay. On slower machines or Wi-Fi connections, this may impact performance.

Inverted Charts

If your chart appears upside down, the Invert Scale setting is likely enabled.

Right-click on the price axis on the right side of the chart
Look for "Invert Scale"
If it is checked, uncheck the option
The chart should return to its normal orientation

How to Flatten Your Trades

If you want to quickly exit all positions and cancel all working orders, use Flatten All.

This will close all positions and cancel all working orders on the selected account
It does not affect other accounts

Flatten Your Trades

Locate the Flatten All button (available on both the Order Ticket and DOM)
Click Flatten All
Click Confirm

Daily Loss Limit Value Not Showing in Header

If the Daily Loss Limit value isn't visible in your account header, try these steps:

Set your browser zoom to 100% and make sure the window is fully maximized — header values can disappear when the window is too narrow.
Check for a customization or gear option in the header and confirm "Daily Loss Limit" is enabled.
Confirm you have the correct account selected — the header reflects the active account only.

Discord

If you're unable to flatten directly on the platform, you can submit a request through out #get-flat channel in Discord.

Include:

Account number
Platform (TopstepX)
Brief reason for the request

Our team will review and process the request as quickly as possible.

💡 Orders, stops, or take profits not showing on your chart? Check chart linking first. Click the link icon on your chart and confirm it's connected to the account you're actively trading. This is the most common reason orders don't appear visually even when they're executing correctly. Performance troubleshooting (data speed, cache) is a separate issue.

Mobile Devices

TopstepX is mobile-friendly and can be accessed through your phone’s web browser, allowing you to manage trades and monitor the market on the go. Most desktop features are available on mobile, providing a consistent and flexible trading experience.

For the best experience, use a smartphone, and tablets may perform better in desktop mode. Please note there is currently no mobile app.

If the mobile version is not loading correctly, ensure that “Desktop Mode” is disabled in your browser settings.

🛜 Important: Because mobile performance depends on your device, Wi-Fi, and data provider, we’re unable to troubleshoot mobile-specific issues that may be related to connectivity.

TopstepX YouTube Videos

TopstepX offers a video library on YouTube with a variety of videos to help you get comfortable with the Platform.

These videos are designed to provide quick, easy-to-follow guidance so you can find the information you need and learn at your own pace. Whether you’re just getting started or diving deeper into specific features, the library is a great place to find the information you’re looking for.

You can access these videos anytime on YouTube.

Quantower Connection Instructions

TopstepX™ — Commissions and Fees

Order Types, Fills, and Slippage

What is Responsible Trading?

TopstepX™ API Access