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How to connect your CFI Financial account to Capitalise.ai?

Complete these steps to send automated trading orders directly to your MT5 account.

Josh avatar
Written by Josh
Updated over 3 weeks ago

Welcome, CFI traders!

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

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

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