Account Modes / How to Choose

It’s not about choosing a more advanced mode, but about choosing the management approach that best suits you.

Both account modes use the same quantitative trading system. When making your selection, focus on your capital management needs, technical configuration capabilities, willingness to manage the account on a daily basis, and fee structure.

If you prefer to keep your funds on your own exchange at all times, you can choose the personal API; if you want to minimize configuration and management, you can choose the platform-integrated account.
Control PriorityPersonal Exchange API
Convenience FirstPlatform-Integrated Accounts
System ConsistencyQuantitative and Risk Capabilities Are the Same
Why it matters

Start with your actual needs—don’t let technical jargon influence you.

Both modes use the same quantitative, strategy, and risk management systems, so neither mode inherently offers higher returns. The choice depends on where the client prefers to keep their funds, whether they are willing to maintain an API, how much account management they wish to handle themselves, and which fee structure is more suitable.

Will you configure the API?

Capable of independently creating permissions and resolving connection issues, making it more suitable for personal API use.

Customers who can independently create APIs, verify permissions, and handle connection errors will find the Personal Mode more intuitive; for those who prefer not to learn these configurations, the Integrated Account option reduces the operational burden.

Where would you like to allocate your funds?

If you wish to keep your funds on your own exchange, you should choose the personal API.

If you prefer to keep your principal displayed on your own exchange and manage your funds directly, you should prioritize the individual API. If you are willing to adopt the platform’s funding process and the customer’s independent ledger, you may consider the integrated account.

How much do you want to manage?

If you wish to minimize technical configuration and daily maintenance, you can opt for an integrated account.

Individual mode retains more control over account operations and requires customers to manage API and exchange security; integrated accounts reduce daily operations while transferring more responsibility for integration and operation to the platform.

Complete guide

Choose between the two account modes based on real-world use cases.

Your decision should not be based solely on the terms “control” or “convenience.” Clients need to compare their capital position, allocation capabilities, day-to-day responsibilities, fee structures, and exception handling before determining which approach best aligns with their long-term usage habits.

01 / Control

Greater emphasis on capital and account management

The Personal API Mode allows customers to continue using their own exchange accounts and is suitable for those who wish to directly manage their funds and API permissions.

If clients wish to keep their principal on their own exchange at all times and are willing to set up and maintain their own API, the Individual Mode offers more direct control over their account. Clients are also responsible for managing exchange security, API validity, and fund arrangements.

  • Keep your funds on your own exchange
  • Customers manage their own API connections
  • A valid trial or subscription is required
02 / Convenience

Greater emphasis on convenience and centralized management

Integrated accounts reduce the need for exchange API configuration and day-to-day management, making them ideal for customers who want the platform to handle complex processes.

If customers prefer not to manage exchange APIs, permission configurations, and daily connection maintenance, an integrated account can reduce their operational burden. The platform handles more of the integration and operational management, but customers still need to understand fund flows, profit settlement, and market risks.

  • No need to configure the API yourself
  • The platform handles all operational management centrally.
  • No subscription fees for personal accounts
03 / Experience

Experience is not the only criterion for judgment

Beginners can choose to use a personal API to retain control or opt for an integrated account to simplify setup; experienced traders can also make their choice based on time and management needs.

Level of experience is not the only criterion. Experienced traders may choose an integrated account due to time constraints, while beginners may opt for an individual API because they prioritize control over their funds; the true criteria for decision-making are control requirements, configuration capabilities, and the allocation of responsibilities.

  • Beginners should first understand the risks
  • Manual traders focus on execution efficiency
  • All customers must select their risk tolerance.
04 / Change

Understand first, then make your choice

Registration itself does not automatically incur any charges. Customers are encouraged to review the account and fee policies before selecting services according to the actual onboarding process.

Registration simply creates a customer account; it does not automatically deduct funds or initiate trading immediately. Customers can first review their funds and permissions, check their current plan and fees, and then complete the corresponding onboarding process. Trading can only begin once the account, eligibility, funds, and risk conditions have all passed verification.

  • First, review the funding and permission boundaries
  • Now let’s look at the fee structure
  • Finalize the integration and run tests
05 / Scenario A

I already have an exchange account and want to retain full control over my funds at all times

These clients are typically familiar with exchange logins and basic security settings; they want to view their balances, positions, and orders directly, and are willing to create API keys, manage permissions, and handle exchange account issues on their own. The individual API mode better suits these control requirements.

Users must accept that API failures, changes to account settings, insufficient funds, or manual intervention may affect the bot’s operation. Customers have greater control but must avoid simultaneously managing the same position through both their own actions and the system.

  • Keep your funds on your own exchange
  • Customers are responsible for maintaining the security of their APIs and accounts.
  • Eligibility for a trial or subscription
06 / Scenario B

I don’t want to deal with APIs and daily maintenance; I’d like the platform to handle everything centrally.

These clients prioritize ease of use and prefer to manage their funds, operations, and settlement reports directly through the official client platform, rather than having to research API names, permissions, and connection errors across different exchanges. The integrated account handles the majority of technical and day-to-day management tasks.

Customers still need to understand the fund flow, their individual account ledgers, service fees on returns, and withdrawal processing. Reducing the number of steps does not eliminate market risk, nor does it mean that customers do not need to review important status updates and risk warnings.

  • No need to create your own exchange API
  • The platform is responsible for integration, operation, and maintenance.
  • No subscription fees for the personal mode
07 / Decision table

If you’re still hesitating, make a decision based on responsibility rather than experience.

Beginners may choose a personal API to retain control over their funds, or they may opt for an integrated account to simplify setup; professional traders may also choose centralized management due to time constraints. Level of experience does not directly replace the need to make responsible choices.

You can answer the following four questions in order: Do funds have to remain on your own exchange? Are you willing to maintain the API? Who do you want to handle day-to-day exceptions? Is a subscription model with a service fee more suitable, or should the service fee be calculated solely based on eligible positive net returns? The answers will naturally point to the appropriate model.

  • First, determine your capital position
  • Further Clarification on Configuration and Maintenance Responsibilities
  • Finally, compare pricing and long-term usage options

Four Questions to Help You Make Your Choice

01

Where to Put Your Funds

Your own exchange or integrated account

First, determine whether the principal must remain on your own exchange or can be integrated into the platform’s funding process. This answer immediately rules out options that do not align with your funding practices.

02

Will it be configured?

Can the API be handled independently?

Then decide whether you are willing to set up, maintain, and troubleshoot exchange APIs. Being able to configure them does not mean you must choose the individual mode, and not wanting to maintain them does not mean you lack trading experience.

03

I hope whoever is in charge

Self-managed or centrally managed by the platform

I’d prefer to manage as many accounts as possible myself. The more accounts I manage, the greater my day-to-day responsibilities; the more the platform is managed, the higher the requirements for independent client records and service processes.

04

What types of fees are accepted?

Subscription plus service fee or service fee only

Finally, compare the trial or subscription eligibility and service fees for the Individual Mode with those for the Integrated Account. Prices should be taken from the current official catalog and customer invoices.

Explanation

Make your selection based on order controls, configuration options, and pricing models

01Which mode offers higher returns?+

You cannot make that determination. Both modes use the same system, and actual results are influenced by market conditions, risk settings, capital, and execution conditions.

02Which one should beginners choose?+

Focus on capital management and allocation skills, rather than just experience.

03Is a personal API more secure?+

It allows funds to remain in the client’s exchange account, but trading permissions, exchange risks, and market risks still apply.

04Will I be charged automatically after signing up?+

No. Fees are only incurred after a customer selects and completes the corresponding service process.

Next stepKeep learning before deciding whether to begin.