Algo trading with JM Financial - XTS
Connect your JM Financial - XTS account to MyAlgoMate and automate your execution — one-click orders, risk controls and fast exits, no coding required.
Connecting JM Financial - XTS
MyAlgoMate connects to JM Financial through the Symphony XTS API. Your JM Financial Relationship Manager (RM) maps your trading account to the XTS API and provides your credentials — your XTS Terminal Client ID (and a Password, if your broker requires one), a Market Data API key and secret, an Interactive API key and secret, and your Base URL and Host Lookup URL. You enter these on the JM Financial (XTS) screen in MyAlgoMate, enable Binary Market Data, choose your user type, and connect.
Use JM Financial - XTS with
Your JM Financial - XTS account works with all 6 of these MyAlgoMate products — plus custom automation of your own strategy.
- Stockmock and Algotest strategy automation tool (Time Based Straddle Strangle)
- Trademate
- Copy Trading Software
- TradeBridge
- Cloud Server for Algo Trading
- RMS Tool
- Custom strategy automation — your own logic, automated; you set the rules and stay in control.
Setting up JM Financial - XTS
Step 1 — Get your XTS credentials from JM Financial
- Contact your JM Financial Relationship Manager (RM) and ask them to map your trading account to the XTS API.
- Once mapping is complete, your broker provides your XTS Terminal Client ID (and an XTS Terminal Password, if your broker requires one).
- Market Data API — your Market API Key and Market API Secret.
- Interactive API — your Interactive API Key and Interactive API Secret.
- Server details — your Base URL and Host Lookup URL. Enter these exactly as your RM shares them.
- If TOTP is mandatory at JM Financial: log in to your terminal with the Client ID and Password from your RM, go to Profile → Register for TOTP, copy the TOTP secret, and scan the QR code into Google Authenticator.
Step 2 — Configure JM Financial in MyAlgoMate
- Open MyAlgoMate and go to the JM Financial (XTS) configuration screen.
- Enter your Client ID, Password (if applicable), TOTP secret (if applicable), Market API Key, Market API Secret, Interactive API Key, Interactive API Secret, Base URL and Host Lookup URL.
- Enable the Binary Market Data option before you connect.
Step 3 — Choose your user type
- Dealer — for most retail trading accounts.
- PRO — for proprietary (prop) trading accounts.
- If you choose Dealer, enter the Dealer Code — in most cases it is the same as your Client ID. If you are unsure of your user type, confirm it with your RM.
Step 4 — Save and connect
- Once all the details and server URLs are entered correctly, save — MyAlgoMate connects to your JM Financial XTS account.
What you need from your broker
JM Financial uses the Symphony XTS API. To connect it, your Relationship Manager (RM) first maps your account to the XTS API, then gives you these:
- XTS Terminal Client ID — your XTS login id
- XTS Terminal Password — only if a password is mandatory at your broker (not all brokers require one)
- Market API Key + Secret — the Market Data API pair
- Interactive API Key + Secret — the Interactive (order) API pair
- Base URL + Host Lookup URL — your broker's XTS server addresses; enter them exactly as shared
- TOTP secret — only if TOTP is mandatory at JM Financial (Profile → Register for TOTP)
Enable Binary Market Data
Before you connect, turn on the Binary Market Data option on the JM Financial (XTS) configuration screen in MyAlgoMate.
Choose your user type
Pick Dealer for most retail trading accounts, or PRO for proprietary (prop) accounts. If you choose Dealer, enter the Dealer Code — in most cases it is the same as your Client ID. If you are unsure which applies, confirm your user type with your JM Financial RM.
Keep your credentials private
Your Password, API keys and secrets, and TOTP secret are the keys to your own trading account — never share them with anyone. MyAlgoMate provides the automation technology; you set the rules and stay in control of your own trades.
JM Financial - XTS — questions
How do I get XTS API access for JM Financial?
Contact your JM Financial Relationship Manager (RM) and ask them to map your trading account to the XTS API. Once mapped, they provide your Client ID (and Password, if your broker requires one), your Market and Interactive API key/secret pairs, and your Base URL and Host Lookup URL.
What credentials does MyAlgoMate need for JM Financial?
Your Client ID, Market API Key and Secret, Interactive API Key and Secret, Base URL and Host Lookup URL — plus a Password and TOTP secret if they are mandatory at your broker (a password is not required at every broker).
What are the Base URL and Host Lookup URL?
They are JM Financial's XTS server addresses. Your RM provides them — enter the exact URLs shared with you.
Should I choose Dealer or PRO for JM Financial?
Dealer suits most retail accounts; PRO is for proprietary (prop) accounts. For Dealer, the Dealer Code is usually the same as your Client ID. If unsure, confirm with your RM.
Do I need TOTP for JM Financial (XTS)?
Only if TOTP is mandatory at your broker. If it is, log in to your terminal, go to Profile → Register for TOTP, copy the secret and scan the QR into Google Authenticator, then enter that TOTP secret in MyAlgoMate.
Automate on JM Financial - XTS, the compliant way
Connect in minutes, automate without code, and stay in control — with a team that answers.

