What should a trader's welcome email include?

Quick answer

Include the login details (Account Number, Password and Server), a link to the terminal and app, the account size and rules with a link to the full rules page, how to read the dashboard, payout terms in brief, support contact and hours, and a reminder not to share credentials.

Detailed answer

A clear structure:

  1. Your account: size and type.
  2. How to log in: Account Number, Password, Server, terminal link, app download.
  3. Your rules: the key limits with numbers, link to full rules.
  4. Your dashboard: where to see headroom and progress.
  5. Payouts: when and how, in one or two lines.
  6. Help: support email or chat and hours.
  7. Security: do not share credentials.

Keep it short, with the login details at the top. On PropExecutor, the terminal's built-in dashboard shows balance, equity, target progress and loss-limit headroom, so the email can simply point there.

Example opening

"Welcome to Northwind Trading. Your $25,000 evaluation is ready. Log in at [terminal link] with Account Number 10004821, Server northwind and the password below. Your daily loss limit is 5% and your profit target is 8%; full rules are here."

Keep it scannable

Put the login details at the top, rules next, and support details at the end, so traders find what they need on a phone.

PropExecutor team · Updated

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