How do I onboard a new trader?
Quick answer
After payment, create or assign a trading account for the purchased size, attach it to a trader record, send the login details with a short welcome guide and your rules, and point the trader to support. Fast, accurate delivery is the first impression of your firm.
Detailed answer
An onboarding sequence:
- Confirm payment and the account size bought.
- Assign an account of that type to the trader.
- Send credentials with a link to the terminal.
- Share the rules and a short "how to read your dashboard" note.
- Explain support: where to ask, response times.
- Follow up after the first trading day.
On PropExecutor, a firm typically creates accounts in bulk, then assigns one to the trader record (name and email) when a sale comes in, either in the admin panel or over the API. The trader receives an Account Number, Password and Server, and can log in from a browser or the Android app.
Measure onboarding
Track the time from payment to first login. If many traders take a day or more to log in, the welcome email or the login instructions are probably unclear. A short video showing the login screen and the dashboard often fixes it.
First-week check-in
A short message after the first trading days, asking whether anything is unclear, catches confusion about rules before it turns into a breach and a dispute.
PropExecutor team · Updated
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