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:
- Your account: size and type.
- How to log in: Account Number, Password, Server, terminal link, app download.
- Your rules: the key limits with numbers, link to full rules.
- Your dashboard: where to see headroom and progress.
- Payouts: when and how, in one or two lines.
- Help: support email or chat and hours.
- 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
Related questions
- The PropExecutor trading terminalCan I send a trader a prefilled login link?
- How do I onboard a new trader?
- How do I deliver login credentials to a trader securely?
- The PropExecutor trading terminalHow do traders log in to the terminal?
- The PropExecutor trading terminalIs there a mobile app for traders?
All 20 questions in Trader operations and support · Every category