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Evaluation Account Rules
Complete guide to Evaluation Account rules, requirements, and trading parameters.
Evaluation Account Rules
- Account Balance: Your balance must close at or above the set profit goal without hitting the max drawdown.
- Trailing Threshold Awareness: Track the trailing threshold carefully, as it moves with the highest profit point achieved in active trades and can impact your evaluation outcome if not managed.
Evaluation Account General Guidelines
- All trades must be closed, and all pending orders canceled by 4:59 PM EST. Holding trades through the close is not permitted.
- Markets requiring an earlier close (e.g., holidays) must be closed before the market closes.
- Sharing your username or password is prohibited.
Evaluation Period: 30 Days to Pass, No Auto Renewal
- One-time charge: Evaluations are a single payment. There is no automatic monthly subscription or renewal.
- 30 days to pass: You have 30 days from your start date to pass the evaluation. Pass or fail, the period ends at the same date.
- Account resets: You may perform unlimited account resets (subject to reset fee). Each reset gives you only the remaining time in your original 30-day period—not a new 30 days. Example: if you reset on day 25, you have 5 days left to pass.
- Discounted reset: A discounted reset is valid only until the original evaluation end date. After the 30-day period has ended, you must purchase a new evaluation.
Account Status
- Failed account: You may reset at a discounted fee at any time before your original 30-day period ends. After the period ends, a new evaluation purchase is required.