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Install Copilink and sign in

Copilink is a desktop app for Windows and macOS. You sign in with your Copilink account, not a broker login, and each computer you sign in on uses one machine slot.

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Before you start

  • A Copilink account with a Standalone trial or subscription.
  • A Windows x64 PC, an Intel Mac, or an Apple-silicon Mac.

What Copilink needs to run

Copilink runs on your computer, not in the cloud. It copies trades and checks your limits only while the app is open, you are signed in, and the computer is awake and online. If you close it, or the computer sleeps, nothing is copied or protected until you open it again. Your broker's own limits keep working either way.

  • Windows x64, macOS on Intel, or macOS on Apple silicon. There is no Linux version.
  • Tradovate or Rithmic accounts. Other brokers are not supported.
  • An internet connection for sign-in, your broker connections, and updates.
  • No trading platform. Copilink connects to your broker directly, so you don't need NinjaTrader or anything else running.

On a Mac it runs natively; see Copilink on Mac.

Download and install

  1. Open Downloads

    Sign in at copilink.com, open your dashboard, and choose Downloads.

    If not: If it says Access required, start your trial or choose a plan first.

  2. Pick the installer for this computer

    Choose Windows for a Windows PC. On a Mac, open Apple menu → About This Mac: choose Apple silicon if it lists an M-series chip, or Intel if it lists an Intel processor.

  3. Install and open Copilink

    Run the installer, then open Copilink. Only one copy runs at a time, so if Copilink says it is already running, switch to the open window.

Sign in

Use the email and password of your Copilink account, the same one you use on copilink.com. Your Tradovate and Rithmic logins come later, on the Connections page.

Tick Remember me on a computer you trust. It keeps you signed in on this computer until you sign out. Copilink does not store your password.

If the connections saved on this computer belong to a different Copilink account, Copilink asks what to do. Cancel signs you out so you can use that account instead. Continue starts a fresh workspace for you: it sets a copy aside, then removes the saved connections, profiles, risk settings, and local trade history. Nothing at your broker changes either way.

The welcome guide

The first time you sign in, Copilink shows a three-page welcome guide. You need to read to the last page before you can use the app. It explains how copying works, the setup order, and five things to know before your first trade. Its last button, Continue to Connections, takes you straight to broker setup.

To read it again, press Help in the top bar, then Show welcome guide.

Your plan, machines, and Device ID

Account & License shows who is signed in, your plan and its expiry date, and this computer's Device ID. It refreshes in the background each time you open it. Manage account online and Manage subscription open your account on copilink.com. Support may ask for the Device ID; it identifies this computer, not a broker account.

Each computer you sign in on uses one machine slot. Core includes one, Suite includes two, and you can add more to your plan. To move to a new computer, remove the old one under Subscription & machines in your web dashboard. You can remove one machine every 30 days.

While it runs, Copilink checks your access about every five minutes. If Copilink's servers can't be reached, your session keeps working for up to 24 hours after the last successful check. If your access expires or is revoked, Copilink stops copying, disconnects your brokers, and returns to the sign-in screen.

Signing out or closing Copilink

Signing out, closing the app, or losing access stops copying and protection and disconnects your brokers. It does not close positions or cancel working orders, including orders Copilink copied. If Copilink sees working orders when you close it, it asks you to confirm first.

A profile that was enabled when you closed Copilink starts again the next time you sign in, once its accounts reconnect.

Check it worked

  • Copilink opens after sign-in and the welcome guide.
  • Account & License shows your email, your plan, and this computer's Device ID.

If something goes wrong

  • Sign-in fails: use your Copilink email and password, not a broker login, and check the computer's clock and internet connection.
  • No free machine slot: remove a computer you no longer use under Subscription & machines, or add a machine to your plan.
  • Access shows as expired: check your plan on copilink.com, then reopen Account & License to refresh it.

Still stuck? Open Troubleshooting or email [email protected].