Understand your connection status
Market data and order connectivity are separate parts of your session.
Buttons & settings
Terminal → Connection / global account / instrument search
01Connection
What it does
Open the trading provider connection dialog.
How to use it
Select the provider environment and use your provider credentials.
02Account selector
What it does
Choose the account whose orders and positions are shown.
How to use it
An empty selection is not a flat-account confirmation.
03Instrument search
What it does
Choose a full contract and exchange.
How to use it
Confirm the expiry before requesting history.
04Connection status
What it does
Inspect feed and order channel state.
How to use it
Connected transport does not guarantee fresh depth for every symbol.
05Disconnect
What it does
End the provider session in EdgeX.
How to use it
Does not cancel working orders or close positions.
Check each channel
A chart can receive market data while the order channel is disconnected. Check the connection details and order channel status before relying on the workspace for execution.
Missing data
If quotes or account information are missing, confirm that the connection is active and the correct account and contract are selected. Access also depends on the permissions of your connected account.
Disconnecting
Disconnecting closes the session in EdgeX. It does not cancel working orders or close positions. Confirm their status with your trading provider if the connection is unavailable.
Still need a hand?
Get in touch with the EdgeX team.