Connect an account and read its connection status

Two ways to provide account data

For a listed account, you can connect MetaTrader with read-only access or submit a broker HTML statement for review. Each route has its own source and coverage period; read the page label together with the date and scope of the data.

Connecting an investor password

The MetaTrader investor password allows viewing, not trading. Enter it only in the secure form for your account. Never enter your master password, broker-portal password or two-step sign-in code.

1. Under My accounts, open the data section next to the account.
2. Enter the MetaTrader version, exact server name, account number and investor password.
3. Read the consent notice and submit the connection.

The panel shows the connection status until the first successful read. If it fails or becomes stale, check the server name and investor-password access. You can revoke access at any time; then change the investor password in the terminal as well.

Uploading a statement

If you prefer not to enter a password, or a live connection is not available for that platform, upload the terminal’s own HTML report using the instructions in the form. The system checks the account number against the one submitted and processes the events in the file; a reviewer reports the outcome for that document and period.

Export the file from the broker’s software, not from a screenshot or a copy whose data you edited manually. A mismatch in account number, unrecognised format or duplicate file may prevent acceptance.

Returns and cash flows

Returns use a time-weighted method so deposits and withdrawals are not counted as trading profit or loss. An account page may use a connection or a statement; check the source and period shown there. No data route guarantees future returns.

Privacy and source labels

• The investor password is stored encrypted and is not displayed on the public page.
• Broker statement files are stored privately.
• “Connected”, “declared” or “statement reviewed” describes the source and scope of data; by itself, it does not verify a method or service, prove profitability or guarantee future results.
• An account-page data connection is not the same as a private Sanjesh report or a method activity authorization. An investor password or broker statement on this path does not by itself create CAMM, GAMM, DAMM or SAMM authorization.

Next: listing a trading account · reading an account page · selecting a method or companion service