Select the correct account
Use the account switcher on the
dashboard or
trading workspace. Confirm the account
number, evaluation stage, current step, and active status before placing an
order.
Each evaluation account keeps its own balance, positions, orders, progress,
and rule history.
Read Pass Progress
The dashboard’s Pass Progress card combines the requirements for the selected
account. Depending on the plan, it can include:
- profit target;
- consistency;
- maximum daily loss;
- maximum drawdown;
- time or inactivity limits.
The dashboard marks each requirement as clear, partial, pending, warning, or
failed. Open profit can affect live equity and rule headroom. The card will
also tell you when profit still needs to settle before a passing condition is
complete.
Reaching the profit target does not cancel the loss limits or other pass
requirements. Keep every requirement clear until the account is recorded as
passed.
Monitor rule headroom
Use the rule card and equity chart to watch the effective daily-loss and
drawdown floors. A trailing end-of-day drawdown can move upward after a higher
end-of-day equity mark and does not move back down after it ratchets.
The server evaluates the rules. A browser tab that has not refreshed is not a
safe substitute for the current account status.
Complete a multi-step evaluation
Passing Step 1 of a two-step plan completes that account and creates a fresh
Step 2 evaluation account at the plan’s full starting balance. Select the new
account from the pass result or account switcher, then complete its own profit
target and rules.
Step 1 does not start identity verification or funding review. Those begin
only after the final evaluation step passes.
When the evaluation passes
The completed account changes to Passed and stops accepting new trades.
The dashboard shows the result, any available pass certificate, and the next
action.
- For an intermediate step, continue to the next evaluation account.
- For the final step, continue with
Becoming Funded.
If the account changes to Failed, read
Breaches and Next Steps.
