How do I migrate traders from one platform to another?

A step-by-step approach:

1. Rebuild account types and rules on the new platform and test them.
2. Switch new sales to the new platform.
3. Decide for active accounts: finish on the old platform, or migrate with an agreed balance and adjusted limits.
4. Communicate dates and what changes for traders.
5. Issue credentials on the new platform.
6. Archive old accounts and keep their history.

On PropExecutor, account types carry their own starting balance and rule set, so a migrated trader can receive an account whose starting balance matches their current position. Firms that migrated after the 2024 MetaQuotes action found that clear communication mattered as much as the technical work.

Common mistakes

• Migrating everyone at once without testing rules first.
• Not telling traders how to log in to the new platform.
• Changing rules during the migration.

Run a small group of traders through the new platform first and fix issues before moving everyone.