How To Setup Your Prop Broker (Abridged)
Prop Trading Back Office User Guide
  • How To Setup Your Prop Broker
  • 1. Branding Setup
    • Domain Settings
    • Brand Settings
    • Login Page Configuration
    • Navigation Settings
  • 2. User & Role Management
    • Role Management
    • User Management
  • 3. Client Onboarding Process
    • Registration Form
    • Onboarding Flow
    • KYC Policies
    • Client Registration Process
    • Client KYC Process
  • 4. Client Group Settings
    • Client Groups
    • Sensitive Fields
  • 5. Referral Program Settings
    • Referral Program Banner
  • 6. Deposit Settings
    • Deposit Account Settings
    • Payment Method Settings
    • Payment Gateway Icon
    • PSP Settings
  • 7. Withdrawal Settings
    • Withdrawal Account Settings
    • Withdrawal Method Settings
    • Match2Pay Withdrawal
  • 8. Trading Platform Settings
    • Synchronization with CRM
  • 9. IB Commission Settings
    • Ranks
    • Symbol Groups
    • Rule Settings
    • Fixed Commission Scheme
    • Flexible Commission Scheme
  • 10. Email Settings
    • Email Provider
    • Notification Templates
  • 11. Approval Settings
    • Types of Approval Methods
    • Approval Method Settings
    • Multi-Level Approval
  • 12. Promotional Link Settings
    • Creating Promotional Links
    • Sharing Promotional Links
    • Viewing Performance Analytics of Promotional Links
  • 13. Prop Trading Settings
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • Viewing Prop Challenges
    • Setting Up Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Coupons & Promo Codes
  • 15. Go Live
  • 16. Other Functionalities
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8. Trading Platform Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

To get ready for your prop challenges, it's essential to configure your trading platform and its settings. This step lays the foundation for the upcoming prop challenges and enables you to smoothly proceed with configuring different challenges and packages. This configuration is particularly crucial if you are hosting your prop trading on your own trading server. However, if you have opted for our fully managed prop solution, there's no need to worry. We'll handle the settings for you based on your requirements, ensuring a hassle-free and tailored setup process.

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Last updated 1 year ago