How do I give a trader who passed a funded account?
Quick answer
Confirm the pass (all objectives met, no violations), run KYC if you require it at this stage, then create or assign a funded-stage account with the funded rules and send new credentials. Keep the evaluation account closed and linked to the same trader for history.
Detailed answer
A pass-to-funded process:
- Verify the pass: target reached, minimum days met, no flags outstanding.
- KYC if your policy requires it now.
- Agreement: funded terms accepted.
- New account: funded account type, usually without a profit target.
- Credentials sent.
On PropExecutor, the rule engine marks the account as passed once every pass condition holds. The funded account is a separate account type with its own rule set (for example, with no profit target), assigned to the same trader record, so the trader's history stays together.
Speed matters here too
A trader who passed is at their most enthusiastic. Delivering the funded account within a day, with clear funded-stage rules and payout terms, turns that moment into loyalty. A delay of a week, with no explanation, does the opposite.
Explain what changes
Tell the trader what is different on the funded account, such as no profit target and the payout schedule.
PropExecutor team · Updated
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