Connecting trading accounts and assigning them to strategies

When to use this guide

Use this guide when you want a live deployment to send order activity through a supported venue account.

By the end, you will know how to:

• Create trading accounts for supported venues.
• Complete the confirmation process for each account.
• Assign confirmed accounts to specific strategies and live deployments.

Key concepts

• A trading account represents a concrete venue account that Structure can use for execution.
• Structure is launching first with Hyperliquid. As more venues are added, the account connection flow will show the venue-specific steps and permission labels for each supported venue.
• A trading account has a confirmation status:
  • Pending – created, but not yet validated.
  • Confirming – you are mid‑flow (for example, signing messages or completing venue authorization steps).
  • Confirmed – eligible for live deployment execution.
  • Failed – confirmation failed, with error details.
• Each trading account belongs to one user and can be assigned to at most one strategy at a time.
• A connected account authorizes Structure only for that specific venue account. It does not grant Structure access to unrelated wallets, exchange accounts, venues, withdrawals, or transfers.

Prerequisites

• You are signed in and have a Structure user account.
• You hold or control the supported venue account you want to connect.
• You understand which instruments and markets the selected strategy revision is designed to trade.

Create a trading account

1. Go to the Trading accounts section of the app.
2. Click Add account or Connect account.
3. Choose the supported venue you want to connect. During launch, this is Hyperliquid-first.
4. Provide the required venue account details shown in the app.
5. Review the permissions requested for strategy execution. Where the venue supports permission scoping, Structure uses the permissions required for execution and account monitoring. Withdrawal and transfer permissions are not part of the launch account model.
6. Give the account a display name (for example, “Hyperliquid main” or “Hyperliquid strategy account”).
7. Confirm to create the trading account.

At this point, the account exists in Structure with status Pending. It cannot yet be used by live deployments.

Complete the confirmation flow

To protect you and ensure data quality, Structure requires a confirmation step that proves:

• You own or control the account, and
• It is correctly configured for automated trading.

From the trading accounts list:

1. Select the newly created Pending account.
2. Click Start confirmation.
3. Follow the guided steps for the selected venue. Depending on the venue, you may be asked to:
   • Sign a message to prove account control.
   • Approve or provide venue credentials required for strategy execution.
   • Confirm margin, collateral, or account settings at the venue.

Structure then validates that:

• The connected account exists and matches the information you provided.
• The account has the venue permissions needed for live deployment execution and monitoring.
• Withdrawal and transfer permissions are not present in Structure’s launch account model.

On success, the status becomes Confirmed; otherwise it is marked Failed with error details.

Understand confirmation status

On the trading accounts page you can see, for each account:

• Display name.
• Venue.
• Confirmation status.

Interpretation:

• Pending:
  • Just created.
  • Not yet confirmed for venue authorization.
• Confirming:
  • You have started the flow, but final checks are still in progress.
  • Some venue authorization or account validation may still be running.
• Confirmed:
  • The account is fully verified.
  • It is eligible for live deployment execution and for inclusion in holdings.
• Failed:
  • Something went wrong.
  • Open the account detail view to see an error message and recommended next steps.

Only Confirmed accounts are eligible for live deployment execution and holdings views.

Assign accounts to strategies

Once an account is Confirmed, you can assign it to a strategy.

From the Strategies area:

1. Open the strategy you want to connect.
2. Go to the Accounts or Connections tab.
3. Choose Assign account.
4. Select one or more Confirmed trading accounts from your list.
5. Confirm the assignment.

Rules and implications:

• A single trading account can be assigned to at most one strategy at a time.
• A strategy can use multiple trading accounts where supported by the product and venue.
• When you assign an account:
  • The strategy’s live deployment can route order activity through that account.
  • Positions and balances in that account can appear under that strategy in holdings and monitoring views.

If you later want to free an account for a different strategy:

1. Stop any live deployment that uses it.
2. Remove or change the assignment.
3. Assign it to a new strategy as needed.

Manage and remove trading accounts

From the trading accounts list you can:

• Rename an account by editing its display name.
• See which strategy, if any, it is currently assigned to.
• View recent status changes and error messages.

To remove an account:

1. Ensure any strategies using it are stopped or reassigned.
2. Choose Remove or Disconnect on the account.
3. Confirm the implications:
   • Structure will no longer execute through that account.
   • The account will no longer appear in holdings or monitoring views.
   • Any live deployment that depended on that account no longer has venue authorization for it.

You can also revoke Structure’s access directly at the venue. After venue access is removed, Structure no longer has authorization to execute through that account, even if an old account record is still visible in the app.

Risk considerations

When connecting accounts and assigning them to strategies, keep in mind:

• Live deployments can send order activity involving real capital in assigned accounts.
• Make sure:
  • The strategy logic matches your risk tolerance.
  • Account‑level risk settings (for example, leverage, margin thresholds) are configured at the venue.
  • You understand which instruments and markets the strategy may trade.

You can always:

• Stop a live deployment.
• Detach or remove trading accounts.
• Monitor account positions and holdings while a live deployment is running.

Next steps

Creating and running strategies

Create a strategy if you have not already.

Monitoring portfolio and strategies

See how live deployments affect your holdings.