Connect Exchange Account

To set up a ClearLoop account, clients need to connect a Copper Trading Account to an account on the exchange. This is what is sometimes referred to as account binding.

To do this, you will need to provide a few details using the Copper Platform’s user interface. These details can vary depending on the exchange; however, they typically include the following: an API key, an API secret, and the account ID.

Note that the exchanges available to a client depend on the organization’s administrative settings. If an exchange isn’t shown in the user interface, it must first be enabled by an administrator on the Copper Admin platform.

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Portfolio auto-discovery

Once the connection is successful, portfolio auto-discovery is executed, which automatically creates a list of sub-accounts based on the products offered by the exchange.

One of the auto-discovered accounts is the Main account, which serves as the entry point to the exchange. When funds are delegated to the exchange, they are credited to the main account’s balance. Conversely, when funds are undelegated, they are deducted from the main account’s balance and released back into the Copper Trading Account.

Some sub-accounts require users to manually input additional information, such as the API key or API secret. In such cases, a notification message will appear on the platform, as shown below.

All information about exchange accounts is sourced directly from the exchange and is provided for informational purposes only. This information is identical to what is available on the exchange.

Note that the terms “account” and “transaction” in the user interface correspond to the terms “portfolio” and “order” in the API and codebase.