Part A, at your broker
Get a MetaTrader 5 account, find its account number, its password and its trade server, and make sure algorithmic trading is switched on for it.
MetaTrader 5 Auto-Trade
Connect your MetaTrader 5 account, one step at a time.
MetaTrader 5 is the trading platform most brokers give their clients. Once your account is connected, a Strategy you follow can place its Signals on it automatically. You need three pieces of information to connect it, and this page shows you where each one comes from before it shows you where to type it.
What you are about to do
Two halves. The first happens at your broker and takes most of the time; the second is five screens in Triggon and takes about a minute.
Part B, in Triggon
Open the Strategy, choose MetaTrader 5, type those three values, validate, set your own limits and activate.
You do not have to keep MetaTrader 5 running. Triggon reaches your account through your broker's server, not through a copy of the terminal on your computer. Installing it is still the most reliable way to read the three values and to watch what happens, which is why Part A uses it.
Part A
At your broker, in MetaTrader 5
If you already trade on MetaTrader 5 you may have all of this. Skim the five steps and check each value; a mistyped server name is the single most common reason a connection is refused.
A1. Get a MetaTrader 5 account
You open the account with a broker, not with Triggon. Triggon does not introduce brokers, takes no part of your spread, and has no relationship with whoever holds your account.
Start with a demo account. Brokers issue them free and instantly, they quote real prices and enforce the same rules as a funded account, and nothing you learn on one has to be relearned later. Triggon selects a demo account for you on the connect screen for that reason.
What your broker sends you. When the account is created you get an account number (your login, usually 6 to 9 digits), a master password, an investor password, and the name of the trade server the account lives on. These normally arrive by email and are also shown in your broker's client portal. Keep that message: Part A is mostly reading it.
A2. Install MetaTrader 5 and log in
Download it from your broker's own site, so you get the build configured for their servers. It runs on Windows and macOS, there are phone apps, and most brokers also offer a web terminal that needs no installation at all. Any of them will do: you are using it to read and confirm values, not to trade.
Log in to the account. In the desktop terminal this is the File menu, under an entry like Login to Trade Account. The dialog asks for exactly three things, and they are exactly the three Triggon will ask for:
- Login is your account number.
- Password is the master password, explained in A3 below.
- Server is picked from a list of your broker's servers.
When the terminal connects, the account number and server appear at the bottom of the window and in the accounts list. If it will not connect here, it will not connect from Triggon either, so fix it at this step.
A3. Know which password is which
Every MetaTrader 5 account has two passwords, and only one of them can trade.
The master password: use this one
The password that can place orders. It is the one you log in with to trade yourself. Auto-Trade exists to place orders, so this is the only one that works.
The investor password: will be refused
The same account also has a read-only password, usually called the investor password. It can watch but cannot trade. Enter it and validation refuses the connection and names it. That refusal is a correct result, not a fault to work around.
If you are not sure which you have, or you never kept the original email, change the password and you will know. In the terminal this sits with the account settings, usually by right-clicking the account in the accounts list, or under Tools then Options; your broker's client portal can do it too. The dialog asks which password you are changing, master or investor. Change the master one, write it down, and use that.
A4. Read the trade server name exactly
This is the value people get wrong. It is your broker's name joined to a label for the particular server, and it has to match character for character, suffixes and digits included. The example on Triggon's connect screen shows the shape.
Where to read it: the Server box in the login dialog above, the status line at the bottom of the terminal window, your broker's welcome email, or their client portal. Copy it rather than typing it from memory.
Demo and live accounts usually sit on different servers, with different names. Taking the server from a demo account into a live connection, or the reverse, is a common cause of a refused login. Read it off the account you actually mean to connect.
A5. Switch algorithmic trading on
MetaTrader 5 can block automated orders, and some broker accounts ship with that block on. Triggon's validation tells you plainly when this is what is missing, but it is quicker to check now.
In the terminal it is a setting under Tools then Options, on the tab for Expert Advisors or algorithmic trading, and there is usually an Algo Trading button on the toolbar that shows the same state. Turn it on.
On the account itself, a few brokers offer account types with automated trading disabled, and that is theirs to change rather than yours. If validation still reports it after you have switched it on in the terminal, ask your broker to enable it for the account.
End of Part A. You should now have four things written down: the account number, the master password, the trade server name exactly as spelled, and confirmation that algorithmic trading is on. Menus differ between MetaTrader 5 builds and between platforms; if your broker's own instructions disagree with the placements above, follow your broker.
Part B
In Triggon
Five screens. The labels below are the ones you will see. Nothing is charged until the last one, and you can close the sheet at any point without having changed anything.
- Open Auto-Trade on the Strategy. In the Marketplace tab, find the Strategy and press the Auto-Trade button on its card, then Continue.
- Choose MetaTrader 5 from the Choose your exchange list.
- Choose the environment. Demo account is selected for you; switch to Live (real funds) only for a funded account.
- Type the three values and press Validate connection.
- Set your limits and activate, which is the same for every kind of account.
B1. Open Auto-Trade on the Strategy
You need a live subscription to the Strategy first: Auto-Trade is an add-on to one, and without it the setup sheet asks you to subscribe instead of letting you continue.
Go to the Marketplace tab and find the Strategy. Its card carries an Auto-Trade button. Press it and the setup sheet opens on a summary: the Auto-Trade price, what is due now, the date it would run to, the market the Strategy trades, its position mode, and any balance the Provider recommends. Read it, then press Continue.
B2. Choose MetaTrader 5
The screen is headed Choose your exchange and lists only the accounts this Strategy can actually run on. Pick MetaTrader 5.
If it is not in the list, this Strategy trades a market your broker connection cannot serve, and the other accounts shown are the ones that can.
B3. Choose the environment
Two buttons under Environment: Demo account and Live (real funds). Demo is selected for you. A line underneath says which you are on, and describes a demo account as real prices and real broker rules with no real money.
Switch to Live (real funds) only when you mean a funded account. Triggon reads the account type back from your broker during validation and records what the broker says, not what was selected here, so choosing the wrong one is corrected rather than believed.
B4. Type the three values and validate
Above the fields, the screen states the rule in one line: enter the account exactly as you type it into the MetaTrader 5 login dialog, algorithmic trading must be enabled, and an investor password will be refused. That is Part A, summarised.
Broker trade serverFrom step A4, character for character. The
field shows an example of the shape.
Account number (login)From step A1. Digits.
Account passwordThe master password from step A3. Not the
investor one.
Label (optional)A name for your own use, so a list of several
connected accounts is readable later. Nothing depends on it.
Press Validate connection. Triggon logs in to the account and checks that the three values work, that the account is allowed to trade rather than read-only, that algorithmic trading is enabled, that the broker's server is reachable, and what kind of account it really is. It also reads back your broker's name, the account currency, its leverage and how many instruments it offers, which is what the connection card shows afterwards. Your password is encrypted before it is stored and is never displayed back to you.
How you know it worked: the sheet moves straight on to the settings screen. There is no separate confirmation to dismiss. From then on the connection is listed as validated and can be reused for other Strategies without typing anything again.
If it is refused, the reason appears under the fields and names what to change. Nothing has been armed and nothing has been charged, so correct it and press the button again as often as you need. The refusals below list what each one means.
B5. Set your limits and activate
From here nothing is specific to MetaTrader 5. The Configure screen asks for your position size per Signal, your maximum leverage and how many positions may be open at once; the Confirm activation screen shows the price, any notice from the Provider, and a consent line you have to tick. Then the activate button, which carries the amount.
Those two screens decide how much of your account a Strategy can reach, so they are worth more attention than anything above. What each setting does →
If validation refuses
Each one names what to change. Nothing has been armed or charged.
The login was refusedCheck the account number, the password and
the server together, against step A2. All three have to match the MetaTrader 5 login dialog
exactly, and the server is the one most often wrong.
The account is read-onlyThis is the investor password. Use the
master password for the same account, or change it as in step A3.
Algorithmic trading is disabledStep A5. Switch it on in the
terminal, and ask your broker if it is disabled for the account itself.
The terminal could not reach the brokerA connection problem
between Triggon and your broker's server rather than anything you typed. Usually brief; try
again shortly.
The account type does not matchYour broker reports a different
type from the one chosen in step B3. Pick the type that matches the account and validate
again.
This account is already connectedAn account belongs to one
Triggon account. If it is already on yours, use that connection instead of making a second
one.
The troubleshooting guide covers what happens after a connection is live, including one that stops working later.
Once it is running
A MetaTrader 5 account behaves like every other connected account, and the setup guide's monitoring section applies unchanged.
Which instruments
Triggon reads the instrument list from your own broker rather than holding a list of its own, and matches the Strategy's instrument to the way your broker spells it. Brokers use their own suffixes and conventions for the same instrument, and that translation is handled for you.
Positions and protection
Positions open on your account with their protective stop placed at the broker, where it keeps working whatever happens between Triggon and your account. Your maximum leverage and your size per Signal apply exactly as they do anywhere else.
Your broker's rules still apply
Margin requirements, instrument availability, trading hours and any account restrictions are your broker's, and your broker enforces them. A Signal your broker will not accept does not become a position, and Triggon cannot override that.
Stopping
Pause, Stop and Emergency close are on the manage sheet and work as they do for any account. You can also change the account's master password with your broker at any time, which ends Triggon's access immediately and without asking us.