Apex Trader FundingReview: rules, payouts & account sizes

The 50% Consistency ensures that no single trading day accounts for more than 50% of your total accumulated profit at the time of a payout request. This applies to profits earned since your last approved payout, or since account inception if no payout has been made. How it works Your largest profitable trading day must represent less than 50% of your net profit since your last payout request, or since account inception if no payout has been made. If this condition is not met, the payout request option will not be available. The account remains active, and you may continue trading until the percentage falls below 50%. Reset After Payout Once a payout is approved: The consistency calculation resets. Future payout eligibility is based only on profits earned after the last approved payout. Easy Calculation Method Highest Profit Day / 0.5 = Minimum net profit required since your last payout request, or since account inception if no payout has been made. Example: On a $50k PA account, if your highest profit day since you started trading or since your last payout was $1,500, your net profit since your last payout request, or since account inception if no payout has been made has to be at least $3,000 for the evaluation to satisfy the 50% consistency. Calculation: $1,500 / 0.5 = $3,000 Frequently Asked Questions Why is there consistency in place? The consistency requirement exists to ensure traders demonstrate steady, repeatable performance over multiple days rather than relying on a single large winning trade. It promotes disciplined risk management and sustainable trading behavior. What is the 50% consistency? 50% consistency means that your largest profitable trading day must account for less than 50% of your total accumulated profit. No single day can make up 50% or more of your overall profit. How is consistency calculated? The system divides your highest profitable day by your total profit earned since your last approved payout (or since account start if no payout has been made). Highest Profit Day ÷ Total Profit = Consistency Percentage The result must be below 50%. Do I fail if I am above 50% consistency? No, being above the 50% consistency does not fail your account. However, the payout request option will just not be available until the consistency percentage falls below 50%, given all the other parameters to request a payout are satisfied. Do losing days affect the consistency? Yes, losing days affect your net profits. Net profit in the account is used to calculate consistency. For example, if you make $1000 profits on day 1 then take a $200 loss on day 2, your consistency will be $1000 (highest day net profit) divided by $800 (net profit balance) which is 125%. You would need to keep trading until you meet the 50% requirement. When is consistency checked? This is automatically evaluated by the system when determining payout eligibility. Is there a maximum number of days to meet the consistency percentage to request a payout? There is no time limit to reach the profit target or satisfy the consistency percentage. You may continue trading as long as the account remains active until the 50% threshold is met and the payout option becomes available. What if I don’t make money between requests? If you either: Make no profit, or Are at a loss Then consistency cannot be calculated, and you won’t qualify yet. You need positive profits to begin meeting the consistency rule. Simple Example (50K Account) After a payout, your new balance is $52,500: Day Profit Total Profit Consistency Status 1 $0 $0 N/A X Too high 2 +$500 $500 100% X Too high 3 +$200 $700 71% X Too high 4 $0 $700 71% X Too high 5 -$200 $500 100% X Too high 6 -$600 -$100 N/A X Too high 7 +$1,000 $900 111% X Too high 8 +$600 $1,500 67% X Too high 9 +$500 $2,000 50% ✓ Consistency Met

Daily Loss Limit at a Glance It Limits how much your account can lose in one trading day Fixed for the entire session (does not trail or adjust intraday) If it is reached → positions close automatically → trading pauses for the day Your account remains active Trading resumes next session DLL resets daily at 6PM ET DLL grows as your account grows DLL does not limit profit potential What the Daily Loss Limit Does The Daily Loss Limit (DLL) controls how much an account may lose in a single trading day. The DLL is a fixed dollar amount for the session and does not adjust intraday. It is monitored in real time and applies to total account equity, including both realized and unrealized losses. If at any moment your net intraday loss (including open positions) reaches the Daily Loss Limit (DLL), all open positions are automatically liquidated at the prevailing market price and trading is paused for the remainder of the session. Because liquidations occur at market price, the final filled balance may be slightly above or below the DLL threshold depending on liquidity and market conditions. This does not change the fact that the DLL was triggered. The account remains active and resumes trading at the next session open. DLL works alongside End-of-Day Drawdown by limiting intraday risk and preventing excessive single-day losses. What the DLL Means for you as a Trader You may trade your strategy normally and manage positions intraday. The only restriction is that your total intraday loss cannot exceed your assigned Daily Loss Limit. Once the DLL is reached, trading stops for that session and resumes at the next reset. DLL During Evaluation During the EOD Drawdown Evaluation, the DLL amount is fixed based on your selected account size and does not increase as profits grow. There is no DLL for Intraday Drawdown Evaluations. EOD Drawdown Evaluations Only 25K 50K 100K 150K Daily Loss Limit $500 $1,000 $1,500 $2,000 DLL During PA In Performance Accounts (PA), the Daily Loss Limit (DLL) scales as your account grows. As you reach higher profit tiers, both your maximum contract size and your allowed daily loss limit may increase according to the scaling structure shown below. PA Scaling Levels Explained Tier Levels by Account Size $25K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $999 1 Contract $500 DLL Level 1 $1,000 – $1,999 2 Contracts $500 DLL Level 2 $2,000 & Up 2 Contracts $1,250 DLL Level 3 $50K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $1,499 2 Contracts $1,000 DLL Level 1 $1,500 – $2,999 3 Contracts $1,000 DLL Level 2 $3,000 – $5,999 4 Contracts $2,000 DLL Level 3 $6,000 & Up 4 Contracts $3,000 DLL Level 4 $100K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $1,999 3 Contracts $1,750 DLL Level 1 $2,000 – $2,999 4 Contracts $1,750 DLL Level 2 $3,000 – $4,999 5 Contracts $1,750 DLL Level 3 $5,000 – $9,999 6 Contracts $2,500 DLL Level 4 $10,000 & Up 6 Contracts $3,500 DLL Level 5 $150K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $1,999 4 Contracts $2,500 DLL Level 1 $2,000 – $2,999 5 Contracts $2,500 DLL Level 2 $3,000 – $4,999 7 Contracts $2,500 DLL Level 3 $5,000 – $9,999 10 Contracts $3,000 DLL Level 4 $10,000 & Up 10 Contracts $4,000 DLL Level 5 Tier, Position Size, and DLL Example Walkthrough Day 1 – Starting Account Starting Balance: $50,000Tier: Level 1 Max position size: 2 contractsDaily Loss Limit: $1000 (If your intraday losses reach $1000, positions are auto-liquidated. Trading pauses for the rest of the day and your account remains active for the next trading session) Day 2 – Profitable Close Day 1 Closing Balance: $51,500 At market close, your account is reviewed. New Tier: Level 2 Max position size: 3 contracts For Day 2’s trading session your DLL is $1,000 Day 3 – Another Profitable Close Day 2 Closing Balance: $53,000 At market close: New Tier: Level 3 Max position size: 4 contractsDaily Loss Limit: $2,000 Maximum Tier For the $50K account, DLL scaling stops at Level 4. Once Level 4 is reached, the Daily Loss Limit no longer increases, even if the account continues to grow. Video Explanation of Daily Loss Limit FAQs Why is there a DLL? The Daily Loss Limit exists to control how much an account can lose in a single trading day. It helps prevent overtrading, emotional decision-making, and large losses caused by a single bad session while keeping the account active for future trading days. What is the difference between DLL and EOD Threshold? The Daily Loss Limit (DLL) and the End-of-Day (EOD) Threshold serve different risk-control purposes. The DLL limits how much an account can lose within a single trading day; if it is reached, all open positions are automatically liquidated and trading is paused for the remainder of the day, but the account remains active and resumes trading the next session. The EOD Threshold, by contrast, defines the maximum total drawdown allowed across the life of the account; it is calculated at market close, enforced intraday once established, and if touched at any time, results in immediate liquidation and PA failure. In simple terms, the DLL ends your trading day, while the EOD Threshold disqualifies your PA. Does hitting DLL fail my account? No. Hitting the Daily Loss Limit does not fail your account. It simply pauses trading for the remainder of the day, allowing you to continue trading on the next trading day starting at 6PM ET open. Does DLL reset? Yes. The Daily Loss Limit resets at the start of the next trading day (6PM ET), based on your current account tier and end-of-day balance. Is DLL Checked intraday or at the end of day? The Daily Loss Limit is monitored intraday. Once the limit is reached during the trading session, trading is paused for the rest of that day. Will my positions be flattened automatically if I reach DLL? Yes, an auto liquidation order will flatten out all the trades on the account that has reached DLL and you will not be able to execute new orders until the next day’s market open. Can the DLL change for my account? Yes. The Daily Loss Limit can increase or decrease based on your end-of-day account balance and tier. As your balance grows, the DLL may increase; if your balance declines, the DLL may decrease. However, it will never drop below the initial Level 1 Daily Loss Limit. What happens if my account drops to a lower tier? If your end-of-day balance drops below a tier threshold, your account moves down to the corresponding lower tier. Your Daily Loss Limit and position size are adjusted to match that tier for the next trading day. What happens if my account balance drops below Level 1? If your account balance drops below the Level 1 threshold, your account remains at Level 1. The Daily Loss Limit and position size stay at the Level 1 limits and do not decrease further. Does DLL affect the EOD Threshold? No. The Daily Loss Limit and the End-of-Day Threshold are separate rules. Hitting the Daily Loss Limit does not change or affect the EOD Threshold Can I Still Trade My Normal Strategy Under DLL? Yes. DLL does not restrict how you trade. It only limits maximum daily loss. Profitable trading is unrestricted. Will DLL Prevent Me From Reaching Profit Targets? No. DLL limits downside only. Profit potential remains unrestricted, subject to your tier’s position limits.

This guide walks you through how to request a payout from your Performance Account, where to find your payout request, and what happens after you submit it. Before You Start Before requesting a payout, make sure: Your payout method and personal details are up to date in your dashboard (see Payout Method ) You are requesting from the correct Performance Account. Additionally, if you are not sure whether you are currently eligible, all eligibility criteria will be shown directly on your Account Details page: Account Details How to Request a Payout Open the Account Details page within your dashboard, and navigate to the Payout tab: From the Account Details tab, first select the correct PA that you wish to request a payout from. If all payout eligibility criteria have been met, you will see the following “ELIGIBLE FOR PAYOUT” message, and the “Request Payout” link will be available. Click on that link to get started: In the Request Payout pop-up: Enter the payout amount you wish to request View and agree to the “I agree to payout request agreement” disclaimer And hit Submit If the request was submitted correctly, you will see a “Payout request submitted successfully”: To check status, you can scroll down to the Payout History section of the Account Details page: After You Submit a Payout Request Once you submit a payout request, you may continue trading immediately. There is no need to pause trading while your payout is under review. However, you should trade as if the requested funds have already been removed from your balance. This helps ensure your account remains above the required minimum threshold. If your balance falls below the required minimum after submitting a payout request, the request will be denied automatically. There is no need to cancel or edit the request. You may continue trading until eligibility is met again. Common Issues and Quick Fixes I do not see the Request Payout button This usually means one of the following: You are not currently eligible for a payout. You are not in the correct account type (must be a Performance Account). You are within a restricted period based on payout requirements.

We’ve introduced a new system designed to help traders stay informed and avoid unnecessary payout denials. Apex may now send account update notifications when certain trading activity impacts payout eligibility. These notifications provide early visibility into account status related to payouts, so you can continue trading with clarity and confidence. What are account update notifications? Account update notifications are informational alerts sent when trading activity affects payout eligibility. They are intended to keep you aware of your account’s payout status as it relates to key risk-management rules. These notifications are meant to provide clarity early, rather than having payout-impacting issues surface later during payout review. What’s New Previously, violations were only discovered when submitting a payout request, often after completing additional trading days that couldn’t be applied toward eligibility. With this update, you’ll be notified the next trading day, so you can immediately start working toward your next payout without wasted effort. This means fewer surprises, faster recovery, and more control over your trading journey. What happens if you receive a notification? If trading activity on your account results in a rule violation, an account update notification will be triggered. The following actions will be taken: Payout Request Suspension: The payout request feature on your account will be temporarily disabled for 8 trading days from the date of the violation. You may continue trading as normal during this period. After the 8-day suspension, payout eligibility will be restored only if no additional rule violations occur and you complete at least 5 qualifying trading days with a minimum profit of $150 per day. Profit Removal: All profits generated on the trading day in which the violation occurred will be removed in accordance with Apex risk-management policy. This applies to all trading violations, including Scaling and Maximum Adverse Excursion (MAE). Payout Eligibility Limitation: Following a violation, payout eligibility will be limited to profits earned after the violation date. This limitation remains in place until you successfully complete your next approved payout request at the maximum payout amount for your account size (for example, $2,000 for a $50K account or $2,500 for a $100K account). Partial payout requests will not satisfy this requirement. Once these conditions are met, full payout eligibility will be restored. Why Apex takes this approach Risk-management rules are designed to help traders stay consistent, manage drawdowns, and avoid emotional decision-making that can negatively impact long-term performance. By providing earlier visibility into payout-related account status, Apex aims to support disciplined trading and reduce avoidable frustration during the payout process. This approach helps protect both your account and your progress, while keeping expectations clear. Learn more We encourage reviewing the Performance Account (PA) Trading Rules to stay familiar with the risk parameters that impact payout eligibility. If you have questions or need clarification, our Support team is always happy to help. Frequently asked questions How long will the payout request feature be unavailable? In applicable cases, the payout request feature will be temporarily unavailable for 8 trading days. Once the 8-day period ends, payout requests may be submitted again as long as the requirements outlined above are met. Can I continue trading if I receive an account update notification? Yes. You may continue trading as normal after receiving an account update notification. However, while trading itself is not restricted, payout eligibility may be limited. In certain situations, profits generated prior to the notification may not be eligible for payout, and only profits earned after the rule-related activity may count toward future payouts until specific payout conditions are met. Does this affect all my accounts? No, the waiting period applies only to the PA account that violated at least one of the Performance Account (PA) Trading Rules . All other accounts under your name remain unaffected and can request payouts according to standard Performance Account (PA) Payout Criteria Does receiving a notification mean my account will be closed? No. Receiving an account update notification does not mean your account is being closed. These notifications are intended to provide early visibility into payout-related account status and help traders stay on track. Will this permanently affect my payout eligibility? No. These measures are temporary. For single instances, once the applicable conditions are met and there are no additional rule violations, payout eligibility can be restored. However, multiple instances of rule-related activity, including across multiple accounts, may result in the account being placed on probation. Probation is intended to reinforce disciplined risk management and requires strict adherence to all trading rules for a defined period before normal account status is restored. Please see here for more information on Trader Probation. Need more help? For detailed rule definitions, please review the Apex Performance Account Trading Rules in our FAQ. If you have additional questions or need clarification specific to your account, our Support team is always happy to assist.

Details on our new EOD and Intraday Evaluation paths to funding: EOD Drawdown Accounts All information on the End of Day (EOD) Drawdown Evaluation path to a funded Performance Account Intraday Drawdown Accounts All information on the Intraday Drawdown Evaluation path to a funded Performance Account

Accepted Payment Methods Apex Trader Funding supports the following payment options for all transactions: Credit & Debit Cards : Visa Mastercard Discover Both credit and debit versions of these cards are accepted, as long as they are issued in your name. Unsupported Payment Methods : Gift cards American Express cards Crypto These forms of payment are not accepted. Important Note All purchases must be made using a card that is registered under your own name . Payments made with cards belonging to someone else are not allowed. Possible Checkout Errors Declined or failed payments can happen for a variety of reasons, including bank security measures, incorrect billing details, or retrying the payment too quickly. Below are the most common issues and how to resolve them. Billing Information Errors Even small mismatches in your billing information can cause payments to fail. Make sure the following details match exactly what appears on your bank statement: Full name Billing address Country ZIP/Postal code Card number, expiration date, and CVV Error 609 — Transaction Blocked by Issuer This error usually means that your bank has flagged or blocked the transaction , often for security or fraud-prevention reasons. What to Do : Contact your bank or card issuer and ask them to approve or authorize the charge. Confirm that your card is allowed to process: Online transactions International transactions (some banks block these by default) Avoiding Duplicate Payment Errors This issue normally appears when the same payment is attempted too quickly after a failed attempt, or multiple retries are submitted within a short period of time. How to prevent it : Wait 2 to 5 minutes before attempting the payment again Refresh your Apex Dashboard before retrying Do not click the checkout button multiple times during the same attempt Retrying the Payment After your bank confirms everything is authorized, retry the payment from your Apex Dashboard. If the issue continues after contacting your bank, try updating the payment method with a different card to avoid further delays.

How to Set Up, Request, and Receive Your Payout At Apex Trader Funding, getting paid is simple. Whether you are based in the United States or internationally, we provide a reliable and streamlined payout process so you can enjoy the profits you’ve earned. This guide walks you through how to set up your payout method, request a payout, and understand the payout timeline. Setting Up Your Payout Method Before requesting a payout, you’ll need to set up your payout method inside your Apex Dashboard. The setup process depends on where you live: US-Based Users If you live in the United States, payouts are sent via ACH direct deposit directly to your US-based bank account. Be sure to use your correct ACH routing number (not a wire transfer number) to avoid delays. You can view the full step-by-step instructions on our US-based User Payout Method Set Up page. International Users If you live outside the United States, your payouts are processed securely through Plane , our trusted global payment partner. After your first payout is approved, you will receive an email invitation from Plane with instructions to link your local bank account. See our full International User Payment Method Set Up page for step-by-step instructions. Submitting Your Payout Request To submit a payout request, select Request Payout from the Payouts tab on your Apex user dashboard. Any PA that is eligible for a payout request will be listed. After requesting a payout, you will become eligible for your next payout request once you have traded a minimum of eight days, including at least five days with profits of $50 or more, with no violations. Please note that these days can be seen on the PA charts and begin counting the day after your last payout request, or from the start of the account if no previous request has been made. Once you request a payout, you can immediately keep trading. You do NOT need to wait to trade until the payout is approved. Just be sure to trade as if the funds were already approved and removed from your balance, keeping in mind minimum thresholds so as not to blow the account. If you submit a request and then your account balance falls below the minimum required balance to request a payout , it will simply be denied. There is no reason to request to cancel or edit it. International Users: For your first payout, you’ll receive an email from Plane after approval with instructions to connect your bank. Be sure to check your spam or junk folder if you don’t see it within a few days. Receiving Your Funds Overview of the Payout Timeline Here’s what to expect once you submit a request: Apex reviews your payout within 2 business days. If approved, funds are sent within 3–4 business days. Your bank or payment provider processes the deposit, usually within 3–7 business days. Most users receive payouts within 5–11 business days total. US users: Funds arrive by ACH direct deposit. International users: Funds arrive through Plane , timing depends on your local bank. If your Dashboard shows “PAID” but you haven’t received funds, please allow up to 7 more business days before contacting your bank or Plane. Please do not submit a Help Desk ticket during this standard processing window. PAYOUT METHOD DETAILS © 2023 Apex Trader Funding. All rights reserved.

If you live outside the United States, your payouts will be sent through Plane, a secure international payment platform. Once your first payout request is approved, you will receive an email invitation from Plane to link your local bank account. Be sure to check your spam or junk folder if the email doesn’t arrive within a few days. What You’ll Need Before getting started, make sure you have: A local bank account in your country of residence A government-issued ID or Passport Email address (Must be the one used to log in to your Apex Dashboard) Step-by-Step Instructions 1. Log in to Your Apex Dashboard Go to https://dashboard.apextraderfunding.com/login and log in with your account credentials. 2. Navigate to “Payout Method” Once logged in, locate and click the Payout Method tab from the menu located on the left side of your dashboard. On the pop-up window, read the information, then keep scrolling to the bottom of that page where you can click the “CHANGE PAYOUT METHOD HERE” link. 3. Complete the Required Personal Information Fields In the payout method section: For “US Citizen or US Taxpayer,” select No Enter your Government ID Number or Passport Number For Payout Type , select International (this is required for all International users) Enter your legal First and Last name as it appears on your APEX Profile Avoid using special characters or symbols in the name, as this may prevent successful processing. Enter your email address 4. Save Your Details After confirming all information is accurate, click Save to complete your payout method setup. After your first payout request is approved, you will receive an invitation email from Plane within 1 to 4 business days. Follow the link in that email to set up your Plane profile and link your local bank account. You’ll be ready to receive payouts once your Plane account is linked and active. If you do not see the email, check your spam or junk folder. Do not submit a Help Desk ticket unless more than 4 business days have passed without receiving the email. Additional Requirements and Information Bank Country Must Match Residency Your bank account must be located in the same country as your declared residency in Apex. For example, if you live in Spain, your bank account must also be based in Spain. Requests using a bank account from a different country than your country of residence will be rejected. Be sure to update your payout method accordingly if needed. Tax Information for International Users Apex does not issue tax forms to non-US users You are responsible for reporting your earnings according to the laws in your country Note: Apex cannot provide tax advice. If you have questions about local tax requirements, please consult a qualified tax advisor. The Help Desk is unable to assist with tax-related inquiries.

If you live in the United States, your payouts will be sent via ACH direct deposit to your US-based bank account. Be sure to use your correct ACH routing number, not a wire transfer number, to avoid delays or rejections. What You’ll Need Before getting started, make sure you have: A US-based checking account Your correct ACH routing number (not a wire routing number) Your bank account number Your Social Security Number or Tax Identification Number Step-by-Step Instructions 1. Log in to Your Apex Dashboard Go to https://dashboard.apextraderfunding.com/login and log in with your account credentials. 2. Navigate to “Payout Method” Once logged in, locate and click the Payout Method tab from the menu located on the left side of your dashboard. On the pop-up window, read the information, then keep scrolling to the bottom of that page where you can click the “CHANGE PAYOUT METHOD HERE” link. 3. Complete the Required Personal Information Fields In the payout method section: For “US Citizen or US Taxpayer,” select Yes Enter your Social Security Number (SSN) or Tax Identification Number (TIN) For Payout Type , select Direct Deposit (this is required for all US-based users) Choose the correct corresponding account type: Checking or Savings Enter your legal First and Last name as it appears on your APEX Profile 4. Enter Your Bank Information Fill in the following fields accurately: Bank Name ACH Routing Number Bank Account Number Important: Make sure you enter your ACH routing number, not your wire routing number. They are often different, and using the wrong one will result in delays or payout failure. 5. Save Your Details After confirming your information is accurate, click Save to complete the setup. You’re now ready to request your payout once eligible. Additional Requirements and Information Business Account Payouts If your Apex user account is registered as a business and you’re requesting payout to a business account instead of a personal account, enter your details using the format below: Social Security Number or Tax ID: Enter the business Employer Identification Number (EIN) First Name field: Enter the full business name (for example, ABC Business LLC) Last Name field: The Last Name field is auto-populated Avoid using special characters or symbols in the company name, as this may prevent successful processing. Why can’t I edit the Last Name in the Payout Method? The name field is automatically populated and cannot be edited. If your account was registered as a business (the business checkbox was selected during sign-up), it is already recognized as a business account—even if a personal name appears. To receive payouts under your business, simply enter your business EIN/Tax Number and connect to a matching business bank account. Bank Country Must Match Residency To comply with payout rules and avoid rejections, your bank account must be based in the United States, and your Apex account must also list the United States as your country of residence. If your residency is listed as outside the US, you will not be able to use a US-based bank account for payouts. Note: Apex cannot provide tax advice. If you have questions about tax filing, forms, or your individual situation, please consult a licensed tax professional. The Help Desk is unable to assist with tax-related inquiries.

Position sizing at a Glance: Evaluation accounts have a fixed maximum position size Maximum position size is available immediately The maximum position size in an evaluation is determined by the contract limit of your chosen plan. This limit applies across all instruments and all open positions combined. Contract limits are identical for both EOD and Intraday Trailing evaluations. Evaluation Account Sizes 25K 50K 100K 150K Max Contracts 4 6 8 12 Example: In a $50,000 evaluation, the maximum position size is: 6 standard contracts, or 60 micro contracts, or Any combination, as long as total exposure does not exceed the maximum contract size: 2 ES contracts and 4 NQ contracts, or 50 MES and 10 MNQ, or 20 MES and 4 NQ If an order exceeds your maximum allowable exposure, it will be automatically rejected and it will not count as a rule violation. See below for a complete list of symbols available to trade by platform: Rithmic Commissions & Instruments Tradovate Commission & Instruments WealthCharts Commissions & Instruments Frequently Asked Questions Do I lose my account if I exceed the maximum position size by mistake? No, if you attempt to place an order that exceeds your maximum allowed position size, the order is automatically rejected. The trade will not be executed, and your account remains unaffected. Can I split my position across different instruments to exceed the limit? No, the position size limit applies to all open positions combined across all instruments. You may distribute contracts across different markets, but the total exposure must remain within your maximum contract limit. Are micro contracts counted differently than standard contracts? Yes, ten (10) micro contracts equal one (1) standard contract. All exposure is calculated using this contract equivalency. Does my position size change during the evaluation? No, your maximum position size remains fixed throughout the entire evaluation. It does not change based on your account balance or trading performance.

A Tier Level is the scaling stage assigned to your Performance Account. Your Tier Level determines two key limits for the next trading session: Maximum position size Daily Loss Limit (DLL) How Tier Levels Are Updated Tier Levels are updated once per trading day before the trading session begins, and are based on your ending account balance at market close (4:59:59 PM ET) of the prior full trading session. Your closing balance is matched to the tier threshold you qualify for, and that Tier Level applies to the next trading session. How You Move Between Tiers Tier Up: If your ending account balance reaches a higher tier threshold, your account moves up a Tier Level for the next session. This increases both your maximum position size and your DLL. Tier Down: If your ending account balance falls below a tier threshold, your account moves down to the appropriate lower Tier Level for the next session. This reduces both your maximum position size and your DLL. Level 1 Floor: If your ending account balance drops below the Level 1 threshold, you remain at Level 1. Your limits will not decrease below Level 1. Max Tier: Each account size has a maximum scaling level. Once reached, your contract limits and Daily Loss Limit stay fixed and will not increase further, regardless of additional profits. Tier Levels never change during the trading session. Once your Tier Level is set at market close, it stays the same for the entire next trading session. Position Sizing in a PA Position sizing defines the maximum number of contracts you may hold open at one time. In a Performance Account (PA), the position size is not fixed. Instead, it follows a scaling level system that increases your allowable size as your account balance grows. This ensures exposure remains proportional to account performance. How Position size is enforced Position size is checked in real time when you place an order. If an order would cause your total exposure to exceed the maximum allowed size, it is automatically rejected. Rejected orders do not execute and do not result in any penalty or negative impact on your account. $25K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $999 1 Contract $500 DLL Level 1 $1,000 – $1,999 2 Contracts $500 DLL Level 2 $2,000 & Up 2 Contracts $1250 DLL Level 3 $50K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $1,499 2 Contract $1,000 DLL Level 1 $1,500 – $2,999 3 Contracts $1,000 DLL Level 2 $3,000 – $5,999 4 Contracts $2,000 DLL Level 3 $5,999 & Up 4 Contracts $3,000 DLL Level 4 $100K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $1,999 3 Contract $1,750 DLL Level 1 $2,000 – $2,999 4 Contracts $1,750 DLL Level 2 $3,000 – $4,999 5 Contracts $1,750 DLL Level 3 $5,000 – $9,999 6 Contracts $2,500 DLL Level 4 $10,000 & Up 6 Contracts $3,500 DLL Level 5 $150K Performance Account Profit Range Max Contracts Daily Loss Limit (DLL) Tier $0 – $1,999 4 Contract $2,500 DLL Level 1 $2,000 – $2,999 5 Contracts $2,500 DLL Level 2 $3,000 – $4,999 7 Contracts $2,500 DLL Level 3 $5,000 – $9,999 10 Contracts $3,000 DLL Level 4 $10,000 & Up 10 Contracts $4,000 DLL Level 5 Scaling Example Walkthrough + Day 1 – Starting Account Starting Balance: $50,000 Tier: Level 1 Day 2 – Profitable Close Day 1 Closing Balance: $51,500 At market close, your account is reviewed. New Tier: Level 2 Day 3 – Another Profitable Close Day 2 Closing Balance: $53,000 At market close: New Tier: Level 3 Maximum Tier The highest level a $50K PA account can reach is Level 4. FAQs What happens if my account drops to a lower tier? + If your end-of-day balance drops below a tier threshold, your account moves down to the corresponding lower tier. Your Daily Loss Limit and position size are adjusted to match that tier for the next trading day. What happens if my account balance drops below Level 1? + If your account balance drops below the Level 1 threshold, your account remains at Level 1. The Daily Loss Limit and position size stay at the Level 1 limits and do not decrease further. Do I lose my account if I exceed the maximum position size by mistake? + No, if you attempt to place an order that exceeds your maximum allowed position size, the order is automatically rejected. The trade will not be executed, and your account remains unaffected. Can I split my position across different instruments to exceed the limit? + No, the position size limit applies to all open positions combined across all instruments. You may distribute contracts across different markets, but the total exposure must remain within your maximum contract limit. Are micro contracts counted differently than standard contracts? + Yes, ten (10) micro contracts equal one (1) standard contract. All exposure is calculated using this contract equivalency. Can I trade with full position size right away in my PA (EOD & Intraday Trailing)? + In a Performance Account (PA), position size follows scaling levels. You do not start with the maximum size immediately. Instead, your maximum position size is determined by your Level, which is assigned daily based on your ending account balance of the prior full trading session. So the rule is simple: You can always trade the full size allowed for your current Level As your account grows and reaches higher level thresholds, your max position size increases If your balance drops, your max position size adjusts down to the lower level Once assigned, your size does not change during the trading session Example on a $50K PA: Level 1 → Full size = 2 contracts Level 2 → Full size = 3 contracts Level 3 → Full size = 4 contracts You may always trade the full size of your current level, from the moment the session opens.

You can view and download all your Apex Trader Funding invoices from your dashboard. How to Access Your Invoices: Log in to your Apex Trader Funding account Navigate to Billing or My Purchases Select Invoices Click Download, View, or Print