Our Order Data executed on your account. Hands-free.
Take advantage of automation, and let your trading account copy what we do in-house, regardless of your timezone.
Before starting…
Visit “Get Started” and review the “How do I get started?” tab under “Automated System” if you require a detailed explanation for the steps below. You can also visit the FAQs section, and review the information provided there.
Note: If you prefer entering your account credentials directly, we have a new Client Portal coming soon, which will allow you to complete the entire account connection process yourself! This update is expected to be completed by mid to late November.
1.
Set up a Pepperstone* brokerage account.
*We recommend using Pepperstone, as this ensures that your quotes, spreads, tickers and order size scaling are consistent with ours.
It is recommended to open a “Raw/Razor” account and not a “Standard” account, although you can use either, as your orders (order to open a trade or order to close a trade) will automatically trigger when ours do, rather than when a particular price is reached on your platform, ensuring that you don’t miss anything!
Note: Simpson Capital, LLC is not affiliated with Pepperstone, and does not receive financial incentives for referring clients. Our recommendation is strictly for your benefit.
2.
Download cTrader*.
*As with Pepperstone, we recommend using cTrader (as outlined on the “Get Started” page).
We recommend downloading the desktop computer version for the establishing phase. You’ll find it here. You can also download the mobile version for use later.
3.
Connect your brokerage account to your platform.
If using cTrader, open cTrader and sign in using the cTrader ID and password provided by your broker. Once this has been completed successfully, you’ll see your account details, balance, and other pertinent details within the cTrader interface.
4.
Fill out the Investor Application Form below, or schedule an Onboarding Call.
If you prefer to disclose sensitive credentials in a face-to-face setting, you might prefer an Onboarding Call. This can be scheduled at the bottom of the page, below the Investor Application Form.
Once the first 3 steps have been completed, fill out the form below and click “Submit Details”. We will use these details to set up your own personal account within the Simpson Capital, LLC Client Portal. Once your account is ready, you’ll receive an email straight away. From this email, you can enter the Client Portal directly, and securely enter your payment method along with any other information required. After this, you can access the portal any time by clicking “Client Portal Login”.
As soon as this is done, you are officially onboarded! Once the Setup Fee and Service Fee have been successfully billed to your approved payment method, you will then be connected to our Automated System. As soon as your account has been connected successfully, you will receive a confirmation email. From there, you’re all set!
Not comfortable entering your account credentials below? No problem! While the Investor Application Form below is safe and secure, we understand that you might prefer an alternative method. If this is the case, simply scroll to the bottom of the page, and complete the Onboarding Call Scheduling Form to complete the process over a recorded Zoom video call instead! We will contact you via email to confirm a suitable date and time.