Can several account types share one rule set?

Quick answer

Yes. Rule sets are standalone, and any number of account types can point at the same one. For example, "$10K Standard", "$25K Standard" and "$50K Standard" can all use "Standard Rules", because rules are expressed as percentages of each account's starting balance.

Detailed answer

Sharing rule sets keeps a product line consistent.

Why it works

Loss limits and targets are percentages. A 5% daily limit is $500 on a $10,000 account and $2,500 on a $50,000 account, from the same rule.

Benefits

  • One edit, every size: a new version applies to new accounts of every account type using the set.
  • Consistency: traders get the same rules whatever size they buy.
  • Fewer rule sets: important on Starter, which allows 3.

When to use separate rule sets

  • Evaluation and funded stages with different rules.
  • A two-step programme with different targets per phase.
  • Add-on products, such as weekend holding allowed.
  • Crypto accounts with different leverage.

Plan limits

Starter allows 3 rule sets, Basic 15 and Growth unlimited. Sharing rule sets across account types stretches the lower limits a long way.

A common structure

One rule set for evaluations, one for funded accounts and one for a special product, shared by every account size, covers most firms' needs within Starter's limit.

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