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How to connect your CFI Financial account to Capitalise.ai?
How to connect your CFI Financial account to Capitalise.ai?
Complete these steps to send automated trading orders directly to your MT5 account.
Doryan Danino avatar
Written by Doryan Danino
Updated this week

Welcome, CFI traders!

If you have already signed up to cfi.capitalise.ai and wish to run live strategies, you can connect easily connect your CFI Dynamic Trader account using your MT5 credentials.

Supported account types: MT5 Dynamic Trader accounts

Capitalise.ai only supports MT5 Dynamic Trader accounts.

  • Spreads and Commissions may be applied by your broker based on your account type

  • Capitalise.ai market data do not include additional spreads applied by the broker according to your account type

How to connect your account?

  1. On the Capitalise.ai main menu, click on Connect Trading account

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  2. A pop-up window will open, asking you to fill out your MT5 account credentials.
    Enter your MT5 account number and password, select the relevant server, and click SUBMIT.

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  3. After submitting your credentials, you will get a notification approving the connection of your account.

  4. Now you're ready to run live automated trading strategies directly through your CFI account.

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