2025-06-02 18:02:14Here's a step-by-step guide to leading your first TradFi trade on Bybit.
- Become a TradFi Master Trader
- Initiate a TradFi Trade
- Transfer or Withdraw Assets
- View Your Positions
- Edit Your Personal Settings
Become a TradFi Master Trader
For detailed instructions on how to become a Copy Trading TradFi Master Trader and set up your TradFi (MT5) Account for Copy Trading, please refer to this article.
Please note that your application may be rejected for reasons including, but not limited to:
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You're applying with your Main Account.
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Your account has not completed Individual or Business Identity Verification.
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There are open TradFi orders under your account.
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There are open Copy Trading TradFi orders under your account.
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Your account is subject to compliance or trading restrictions.
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Your account is already a Copy Trading Pro Master Trader Subaccount. If you wish to lead trades with multiple accounts for higher earnings, please try again with a different Subaccount.
Initiate a TradFi Trade
Step 1: Once you've become a TradFi Master Trader and set up your TradFi (MT5) Account, go to More → TradFi → TradFi (MT5) ID to view your TradFi (MT5) Account credentials.
Step 2: Open the MetaTrader 5 App, select Infra Capital Limited under Brokers, and sign in using the credentials from Step 1. You're now ready to initiate TradFi copy trades!
Note: TradFi trading is unavailable on weekends, international public holidays, and during system maintenance. A notification will be displayed on the Copy Trading TradFi homepage during these times. Certain trading pairs may also be temporarily unavailable during trading hours.
Transfer or Withdraw Assets
Transfer Assets to Your TradFi (MT5) Account
Step 1: On the homepage of the Bybit App, tap on Assets in the bottom navigation bar and select TradFi (MT5) to enter the TradFi (MT5) asset page.
Step 2: Tap on Transfer In and enter the amount of USDT you'd like to transfer to your TradFi (MT5) Account. You can also tap on Max to transfer your full balance from your Funding Account. Once you're ready, tap on Confirm.
Alternatively, go to the TradFi page and tap Transfer under TradFi (MT5) Account. Once you've done this, tap on Confirm.
Your funds have now been successfully transferred to your TradFi (MT5) Account!
Note: Any transfers to the TradFi (MT5) Account can only be done via the Funding Account. Make sure to deposit or transfer your USDT to your Funding Account first.
Withdraw Assets From Your TradFi (MT5) Account
Step 1: On the homepage of the Bybit App, tap on Assets in the bottom navigation bar and select TradFi (MT5) to enter the TradFi (MT5) asset page.
Step 2: Tap on Transfer Out and enter the amount of USDT you'd like to transfer out of your TradFi (MT5) Account. You can also tap on Max to transfer your full balance to your Funding Account. Once you're ready, tap on Confirm.
Alternatively, go to the TradFi page, tap Transfer under TradFi (MT5) Account, and use the switch icon to set From to TradFi (MT5) and To to Funding. Enter the amount or tap Max, then tap Confirm to complete the transfer.
Your funds have now been successfully transferred back to your Funding Account!
View Your Positions
Step 1: Tap on More → Copy Trading → TradFi to enter the Copy Trading TradFi page.
Step 2: Tap on Trader’s Center in the top-right corner to view the following details in the Overview tab:
|
Parameter |
Explanation |
|
Equity |
The total value of your account, including both realized profits/losses and current holdings. |
|
Unrealized P&L |
The profit or loss from open positions that have not yet been closed or realized. |
|
ROE |
The percentage of net equity growth over a specific period. You can view your ROE for 7, 30, and 90 days. A higher ROE indicates a more profitable strategy. |
|
Realized Profit Sharing |
Your share of the realized profit of Followers when the copy trades are closed, is updated weekly. |
|
Current Follower(s) |
The number of Followers who are currently following you. |
|
Cumulative Follower(s) |
The number of Followers who have followed you at least once since you've become a TradFi Master Trader. |
Notes:
— Each Copy Trading TradFi Master Trader Subaccount can have up to 300 Followers at a time. If needed, you can lead trades using multiple Master Trader Subaccounts.
— Profit shares are distributed every Sunday at 12AM (midnight) (MT5 time, UTC+2 or UTC+3), or when a Follower unfollows the Master Trader. The distribution follows the High Water Mark (HWM) principle. For more information, please refer to Copy Trading TradFi: Profit Sharing Explained.
Step 3: In the My Followers tab, you can view more detailed information about your Followers, including their UID, profit shared, equity, P&L, trading days, and more.
Edit Your Personal Settings
Step 1: To edit your settings, tap on Trader’s Center in the top-right corner of the Copy Trading TradFi page to access your user center.
Step 2: Tap the settings icon in the top-right corner to enter the Personal Settings page, where you can update your profile picture, nickname, bio, and social account. Please note that the social account is only used by Bybit to contact you and will not be shared with other users.
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Minimum Investment: The minimum amount your Followers can invest, which is set to 100 USDT by default. You can increase this amount if needed.
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Profit Sharing Ratio: The percentage of your Followers' cumulative net profits that you earn. You can set the ratio up to 15%.
For a comprehensive view of your account, including overall performance and trade details, tap the search icon in the top-right corner. You can also share your profile on social media using the share icon.
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