Can I change white-label providers without losing my traders?

How to keep traders through a switch:

• Own the relationship: trader emails, purchases and KYC in your CRM or database.
• Communicate early: dates, what changes and what stays the same.
• Honour progress: migrate balances and remaining limits or let accounts finish.
• Same rules: recreate your rule sets exactly on the new platform.
• New credentials: send them with clear instructions.

On PropExecutor, account types carry their own starting balance and rule set, so migrated traders can receive accounts matching their current position. Bulk creation of up to 100 accounts per request makes moving a book practical.

Timing

Avoid switching during a busy sales period or just before many payouts. Plan the move for a quieter month and give traders at least a few weeks' notice.

Keep the same support channels throughout, so traders always know where to ask.

Confirm in writing how long the old provider keeps accounts running during the transition.