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Connect MT5

Connect a demo MT5 account with PineConnector Edge, or use the self-hosted guide for your Windows PC or VPS.

Connect one demo MT5 account using PineConnector Edge. We run MT5 and the PineConnector EA for you, so you can set up in a browser on Mac or Windows and leave your computer off afterwards.

Both routes finish with the same demo test.

What you need

Section titled “What you need”
Have ready Where to get it
PineConnector access Sign in to the Portal. You need an active Core, Plus or Pro plan, or an eligible legacy subscription, with an available connection. Check Edge access separately if you have a legacy plan. See what your plan includes.
Demo MT5 account details Your broker supplies the account number, trading password and exact server name. Check that the account permits your intended automated trading. No broker account yet? See an MT5 broker option below the steps.
TradingView webhook access Your TradingView plan must include webhooks, and two-factor authentication must be enabled. You will use this in the test stage.

Your broker login and PineConnector login are separate. Never put a broker password in an alert. New accounts show No Active Plan until you subscribe; signup does not start an automatic trial.

Set up Edge

Section titled “Set up Edge”

For a self-hosted terminal, use the MT5 EA guide on a Windows PC or VPS.

Before step 1, check:

  • Exact MT5 server. Find your account’s full server name in the Edge server directory. Portal’s Broker Server Name list is the final check. A similar name is not a substitute.
  • MT5 with the PineConnector EA only. Edge does not run MT4 or third-party EAs.
  • Settings later. You can change the EA configuration in Edge → instance → EA Settings. Applying changes restarts the terminal; the confirmation estimates about one minute without signal execution.

Prefer video? Watch the setup walkthrough below the steps.

1. Add an instance

Section titled “1. Add an instance”
  1. Sign in to PineConnector Portal and open Edge.
  2. Select Add Instance. You may see it in the top-right corner or as a card in the instance list.
PineConnector Edge page with the Add Instance button and empty Add Instance card highlighted
The Add Instance control appears in two places: the top-right button and the empty card in the instance list.
The Add Instance control appears in two places: the top-right button and the empty card in the instance list.Open original
PineConnector Edge page with the Add Instance button and empty Add Instance card highlighted

Next screen: Select a license.

2. Choose your License ID

Section titled “2. Choose your License ID”

Every account connected to a License ID receives that ID’s alerts. To keep this demo account’s alerts separate, use an ID with no other accounts attached. Need another ID? Follow Use a separate License ID. See one alert, several accounts for shared setups.

  1. In Select a license, choose the License ID this account will use.
  2. Select Next Step to continue to the broker details.
Edge license-selection screen with three License ID choices, one selected, and the Next Step button; identifiers hidden
Your own IDs appear in these rows. The example identifiers are hidden in this redacted source image.
Your own IDs appear in these rows. The example identifiers are hidden in this redacted source image.Open original
Edge license-selection screen with three License ID choices, one selected, and the Next Step button; identifiers hidden

No license or connection available? Check Connections and your plan allowance; Edge and self-hosted accounts share the same total. Review a running account’s automation before disconnecting it to make room.

Next screen: Configure instance.

3. Enter your broker details

Section titled “3. Enter your broker details”

Before entering the password: read the password-saving notice. Portal currently saves the broker password for automatic reconnection, and the switch is locked on during setup. Edge uses these details to sign the hosted terminal in to your broker.

Fill in the Configure instance screen:

Field What to enter
Connection Name A label you will recognise later, such as the broker plus “Demo”.
Trading Account Number Your MT5 account login supplied by the broker.
Trading Account Password The trading password for that MT5 account, not its read-only investor password.
Broker Server Name The exact server assigned to the account. Select a matching result from Portal’s list; an unlisted name cannot be entered as a substitute.
Portal Edge and Add Instance wizard showing Configure instance, empty broker fields and Hosting region with London selected
Configure instance on 3 November 2026. The form is empty and London is selected. Background account identifiers are hidden.
Configure instance on 3 November 2026. The form is empty and London is selected. Background account identifiers are hidden.Open original
Portal Edge and Add Instance wizard showing Configure instance, empty broker fields and Hosting region with London selected

Choose the hosting region

Section titled “Choose the hosting region”

Expand Hosting region to choose London, UK or Virginia, US. London is the default for new instances on Core, Plus, Pro and the Core trial. Choose according to the location of your broker’s trading server. Portal suggests Virginia for a US trading server.

Hosting region choices in Portal’s narrow layout, with London, UK selected and Virginia, US available
Close view in the narrow layout. The selected location also appears on the launch button.
Close view in the narrow layout. The selected location also appears on the launch button.Open original
Hosting region choices in Portal’s narrow layout, with London, UK selected and Virginia, US available

You can later use Move instance to change region. Moving rebuilds the instance and interrupts signal execution.

Check the account number and broker server together before launching.

Server missing? Search the supported-server directory or ask Support. Do not substitute a similar name.

Before launching: confirm the demo account, License ID and hosting region. Select Launch in London, UK or Launch in Virginia, US, matching your selected region, once.

4. Wait for setup and confirm

Section titled “4. Wait for setup and confirm”

Edge prepares the hosted terminal and signs in to the broker. This is estimated to take around two minutes. Follow the progress on screen, and don’t create another instance while it is still working.

Edge progress screen showing Setting up your instance, broker sign-in and connection confirmation in progress
Setup in progress: broker sign-in and connection confirmation are still running.
Setup in progress: broker sign-in and connection confirmation are still running.Open original
Edge progress screen showing Setting up your instance, broker sign-in and connection confirmation in progress

When you see Your instance is live and the setup checks have completed, select Confirm.

Completed Edge setup with Your instance is live, three completed checks and Confirm
Completed setup with the Confirm button. “Live” here means the instance is running; the broker account can still be demo.
Completed setup with the Confirm button. “Live” here means the instance is running; the broker account can still be demo.Open original
Completed Edge setup with Your instance is live, three completed checks and Confirm

The instance now appears on Edge. Select it and check that its connection name and broker match the account you intended.

An active Edge instance shown in the managed-instance list and details pane, with identifiers hidden
The hosted instance is now listed. Account identifiers are hidden in this source-derived image; compare the actual values in your own Portal.
The hosted instance is now listed. Account identifiers are hidden in this source-derived image; compare the actual values in your own Portal.Open original
An active Edge instance shown in the managed-instance list and details pane, with identifiers hidden

If setup reports a problem, read the result and recheck the broker login, password and server. Contact Support if it remains unresolved instead of adding more instances.

Copy the ID for the next stage

Section titled “Copy the ID for the next stage”
  1. Open Connections.
  2. Find the account you just connected and confirm its broker and demo account number. Edge accounts also show an Edge tag.
  3. Use the copy icon beside its License ID. Keep this ID for the test stage.
Connections showing a License ID copy control above an Edge-tagged demo account, with identifiers masked
The red box marks the License ID copy control for this account. The source image already hides its identifiers.
The red box marks the License ID copy control for this account. The source image already hides its identifiers.Open original
Connections showing a License ID copy control above an Edge-tagged demo account, with identifiers masked

Current IDs are normally 13–14 digits; 1234567890123 is a made-up 13-digit example, not an ID to use. Some legacy IDs have a different length. Copy the value from Portal unchanged.

Before the test stage, check:

  • The intended demo account is connected, on Edge or on your own PC or VPS.
  • Its broker and account match in Connections.
  • You have copied the License ID assigned to that account.

The next page checks message delivery and an actual demo order.

Next · Step 2 of 3Test your setup

What your plan includes

Section titled “What your plan includes”
Plan Total connections Included Edge instances
Core 3 1
Plus 10 3
Pro 25 5

Edge instances are part of the total connections, not extra. You can mix routes. On Core, for example, you could run 1 account on Edge and up to 2 on your own PC or VPS. Legacy subscriptions keep their actual allowances: check Subscription in Portal. For more Edge instances, review your plan there or ask Support.

Watch the setup walkthrough

Section titled “Watch the setup walkthrough”

PineConnector Edge — setup walkthrough

Optional walkthrough of the same Edge setup. The written steps above are complete.Watch on YouTube

Need an MT5 broker account?

Section titled “Need an MT5 broker account?”