Complete guide to the Classic evaluation: Phase 1 and Phase 2 targets, the 3% daily loss limit and 10% static max drawdown explained with worked examples, and what to expect from your funded Classic account. Classic is the two-phase evaluation: a 5% profit target in Phase 1 and a 10% target in Phase 2, with fixed risk limits throughout. It is the most affordable entry point and the only plan with a $5K size. For a comparison of all plans, see the Welcome article. Rules and requirements Requirement | Phase 1 | Phase 2 Profit target | 5% | 10% Daily loss limit | 3% | 3% Max drawdown | 10% static | 10% static Leverage (FX) | 1:100 | 1:100 Time limit | Unlimited (30-day inactivity rule applies) | Unlimited (30-day inactivity rule applies) ℹ Note the target order Unlike most two-step evaluations, Classic's lower target comes first: 5% in Phase 1, then 10% in Phase 2. How the drawdowns work Classic uses two limits together: a 3% daily loss limit measured from the daily snapshot, and a 10% static max drawdown measured from your starting balance. Breach checks on both use live account equity (balance plus unrealised P&L from open positions) — an open losing trade can breach the account before you close it. Daily loss limit example (100K account) At 22:00 UTC the daily snapshot is taken. In this example the snapshot balance is $101,500. The daily loss limit is $3,000, so the day's floor is $98,500 ($101,500 − $3,000). Your equity must stay above $98,500 at all times during that trading day — if it falls below at any point, including from an open losing trade, the account is breached immediately. You do not need to close the trade for the breach to trigger. The floor is recalculated from the new snapshot at the next reset. Static max drawdown example (100K account) The static floor is fixed at $90,000 ($100,000 − $10,000) and never moves, regardless of results: You make $3,000 profit → balance $103,000. Floor is still $90,000. You lose $2,000 → balance $101,000. Floor is still $90,000. You make $4,000 more → balance $105,000 — Phase 1 target reached. The floor was $90,000 the entire time. A payout on the funded account does not move the floor either — there is no payout lock on Classic. Profit targets by account size Account | Phase 1 target (5%) | Phase 2 target (10%) $5K | $250 | $500 $10K | $500 | $1,000 $25K | $1,250 | $2,500 $50K | $2,500 | $5,000 $100K | $5,000 | $10,000 What happens after you pass Pass Phase 1 (5%) and you progress to Phase 2. Pass Phase 2 (10%) — your account then undergoes manual review (typically within 24 hours) before funding. Check-in (KYT), if invited — accounts that meet review thresholds are invited to a check-in, generally before the funded account is activated, run as an AI-guided session or a video call with the risk team at Tradeify FX's discretion. The account is paused until it is completed. See the Trader check-ins, KYT and fair play article. Complete funded account setup — KYC verification, 2FA, and contract signing. Your funded account starts in close-only mode until all three are done; see Funded account setup in the FAQ. Your funded Classic account is activated at its base balance — evaluation profit does not carry over and is not paid out. Start trading. Only profits earned on the funded account are eligible for payout. Funded Classic accounts Reward Share : 80%. Payouts: biweekly, $100 minimum. No consistency rule on Classic, and no minimum trading-day or profitable-day requirement before the first payout. The funded account keeps the 3% daily / 10% static limits, and the static floor is unaffected by payouts — there is no payout lock on Classic. Every payout counts toward Live Program qualification (5 payouts on one account, or 5 cumulative across accounts). News trading: on funded accounts, no opening, closing or changing positions or orders in the 10-minute window around high-impact (red-folder) news, on instruments tied to the event currency — see the Trading rules overview. Evaluation phases are not restricted. When to choose Classic You want the lowest entry price, and the $5K starter size. You prefer fixed, predictable limits — the floor never moves, before or after payouts. You hold positions longer and want the largest total drawdown allowance (10%). You want the lower 5% target first, easing into the evaluation. Frequently asked questions Q. Can I skip Phase 2? A. No, both phases must be completed. If you want a single-phase evaluation, choose the Daily plan. Q. Is there a time limit on either phase? A. No. Take as long as you need in each phase — only the 30-day inactivity rule applies (place at least one trade every 30 days). Q. Do profits from the evaluation carry over to my funded account? A. No. Your funded account starts at its base balance, and only profits earned there are eligible for payout. Q. What happens if I breach during Phase 2? A. The evaluation ends — a breached account cannot be reopened or reset, and evaluation resets are not available on Tradeify FX. You can purchase a new evaluation, which starts again at Phase 1. Want a higher reward share? The Profit Split 90% add-on raises your funded-account reward share from 80% to 90% for the life of the account, selected at checkout. See the Account add-ons article.
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Tradeify FXReview: rules, payouts & account sizes
Country
🇱🇨LC
Active
Less than a year
Max Allocation
Country
🇱🇨LC
Active
Less than a year
Max Allocation
Firm Overview
Platforms:
MT5
Payment Methods:
Credit/Debit Card
Crypto
Apple Pay
Google Pay
Payout Methods:
Riseworks
Crypto
Instruments and Assets
Type of Instruments:
CFD
Assets:
FX
Metals
Energy
Indices
Crypto
About Tradeify FX
Tradeify FX is Tradeify's separate forex and CFD programme, operated by Tradeify Ventures LTD in Saint Lucia. It offers simulated Daily (1-Step), Classic (2-Step) and Direct instant funding accounts from $5,000 to $100,000. MetaTrader 5 is the current platform. This is separate from Tradeify Futures and Tradeify 247.
PropFirmTrader offer
Use code PFT for 50% off through the Tradeify FX partner link. This offer was supplied by PropFirmTrader; confirm the final discount and eligibility at checkout before paying.
Plans and risk limits
Daily has a 10% evaluation target, no daily loss limit and a 5% end-of-day trailing maximum loss. Its 40% best-day consistency limit applies during evaluation. Classic has a 5% Phase 1 target followed by a 10% Phase 2 target, with 3% daily and 10% static maximum loss limits. Direct has no evaluation target, a 3% daily loss limit, a 6% trailing maximum loss with payout lock and a 20% payout consistency rule.
Payouts
The standard reward share is 80%; a 90% split costs 25% of the base account fee as an optional checkout add-on. Minimum payout is $100. Daily funded accounts may request daily payouts above a 4% buffer, capped at 3% of initial account size per request before the reward share, or a full biweekly payout. Classic pays biweekly; Direct pays on demand when eligible. Rise and Confirmo are the stated payout providers.
Markets and eligibility
Tradeify FX offers forex and CFD markets on MT5, including metals, energies, indices and BTC/ETH. Funded and Live accounts have a restricted trading window around relevant high-impact news. Overnight and weekend holding is allowed. The programme is unavailable to United States residents and residents of other restricted jurisdictions; check the current official restricted-country list before buying.
Company and verification
Tradeify Ventures LTD operates the simulated programme from Saint Lucia. Base account prices and rules were checked against Tradeify FX's official help centre on 29 September 2026. The partner coupon was supplied by PropFirmTrader; its application at checkout was not independently verified during this review.
Tradeify FX
PropFirmTrader
Biggest Deal
50% Off
Use Code
PFT
Account Size | Program | Profit Target | Daily Loss | Max Loss | Profit Split | Payout Frequency | Discount | Code | Price | Our Price |
|---|---|---|---|---|---|---|---|---|---|---|
5K | InstantDirect | None | 3% | 6% trailing with lock | 80% | On demand | 50% | PFT | $85.00 | $85.00 PFT$42.50 Buy Now |
10K | InstantDirect | None | 3% | 6% trailing with lock | 80% | On demand | 50% | PFT | $120.00 | $120.00 PFT$60.00 Buy Now |
25K | InstantDirect | None | 3% | 6% trailing with lock | 80% | On demand | 50% | PFT | $204.00 | $204.00 PFT$102.00 Buy Now |
50K | InstantDirect | None | 3% | 6% trailing with lock | 80% | On demand | 50% | PFT | $580.00 | $580.00 PFT$290.00 Buy Now |
100K | InstantDirect | None | 3% | 6% trailing with lock | 80% | On demand | 50% | PFT | $1000.00 | $1000.00 PFT$500.00 Buy Now |
10K | 1 StepDaily | 10% | None | 5% trailing | 80% | Daily (3% cap); full biweekly | 50% | PFT | $89.00 | $89.00 PFT$44.50 Buy Now |
25K | 1 StepDaily | 10% | None | 5% trailing | 80% | Daily (3% cap); full biweekly | 50% | PFT | $149.00 | $149.00 PFT$74.50 Buy Now |
50K | 1 StepDaily | 10% | None | 5% trailing | 80% | Daily (3% cap); full biweekly | 50% | PFT | $249.00 | $249.00 PFT$124.50 Buy Now |
100K | 1 StepDaily | 10% | None | 5% trailing | 80% | Daily (3% cap); full biweekly | 50% | PFT | $429.00 | $429.00 PFT$214.50 Buy Now |
5K | 2 StepsClassic | P1: 5%; P2: 10% | 3% | 10% static | 80% | Biweekly | 50% | PFT | $55.00 | $55.00 PFT$27.50 Buy Now |
10K | 2 StepsClassic | P1: 5%; P2: 10% | 3% | 10% static | 80% | Biweekly | 50% | PFT | $109.00 | $109.00 PFT$54.50 Buy Now |
25K | 2 StepsClassic | P1: 5%; P2: 10% | 3% | 10% static | 80% | Biweekly | 50% | PFT | $249.00 | $249.00 PFT$124.50 Buy Now |
50K | 2 StepsClassic | P1: 5%; P2: 10% | 3% | 10% static | 80% | Biweekly | 50% | PFT | $419.00 | $419.00 PFT$209.50 Buy Now |
100K | 2 StepsClassic | P1: 5%; P2: 10% | 3% | 10% static | 80% | Biweekly | 50% | PFT | $749.00 | $749.00 PFT$374.50 Buy Now |
Collected help-centre content
Rules & FAQ Explorer
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Browse rules & FAQs across all firms →17 FAQs available
Answer text only
Daily is the fastest path to funding: one phase, one rule. Hit a 10% profit target while your closed balance stays above a 5% trailing floor. There is no daily loss limit and no time limit. For a comparison of all plans, see the Choosing Your Plan article. Rules and requirements Requirement | Value Profit target | 10% of account size Daily loss limit | None Max loss | 5% trailing (closed balance) Consistency rule | 40% max single day (evaluation stage only) Payout buffer (funded) | 4% of account size — daily payouts only Leverage (FX) | 1:100 Time limit | Unlimited (the 30-day inactivity rule still applies) How the trailing max loss works The 5% trailing floor is calculated on your closed balance. As your closed balance reaches new highs, the floor rises with it — it only ever moves up, never down. The floor is recalculated at the end of each trading day (22:00 UTC) from the day's closing balance, and is capped at your starting balance — once it reaches breakeven it stops rising. During the day, the breach check runs against your live account equity (balance plus unrealised P&L from open positions), so an open losing trade can breach the floor intraday even though the floor itself only moves at the daily reset. Worked example (100K account) Starting account size: $100,000. Trailing max loss: 5% = $5,000. Starting floor: $95,000. Day 1: you finish the trading day with a closed balance of $102,000. At the 22:00 UTC reset the floor rises to $97,000 ($102,000 − $5,000). Day 2: your balance peaks at $104,000 intraday but you close the day at $101,500. The floor stays at $97,000 — the recalculation uses the closing balance at the reset, and the floor never moves down. Day 3: you close the day at $105,500. $105,500 − $5,000 would be $100,500, but the floor is capped at your starting balance — it locks at $100,000 (breakeven) and stops rising. At any moment on any day, if your live equity touches the current floor — including from an open losing position — the account is breached immediately. The 40% consistency rule (evaluation) During the evaluation, no single trading day may account for more than 40% of your total profits. Consistency = (best winning day ÷ total realised profits) × 100 — must be ≤ 40% Example: you reach the target with $5,000 of total profit, but your best day made $2,500 — that's 50%. Being over the limit is not a breach: keep trading, and the best day's share dilutes as total profit grows. Once total profit reaches $6,250, the $2,500 day is exactly 40% and the metric is satisfied. The rule applies during the evaluation only — there is no consistency requirement on funded Daily accounts. Trading days are counted per the partial-close rules in the Trading rules overview — a day counts only when the entire position is fully closed. Profit targets by account size Account | Profit target (10%) $10K | $1,000 $25K | $2,500 $50K | $5,000 $100K | $10,000 What happens after you pass Manual review — your evaluation account is reviewed (typically within 24 hours) before funding. Check-in (KYT), if invited — accounts that meet review thresholds are invited to a check-in, generally before the funded account is activated, run as an AI-guided session or a video call with a member of the risk team, at Tradeify FX's discretion. Funded activation waits until it is completed. See the Trader check-ins, KYT and fair play article. Complete funded account setup — KYC verification, 2FA, and contract signing. Your funded account starts in close-only mode until all three are done; see Funded account setup in the FAQ. Your funded Daily account is activated at its base balance — evaluation profit does not carry over and is not paid out; the evaluation qualifies you for funding. Start trading. Only profits earned on the funded account are eligible for payout. Funded Daily accounts Reward share: 80%. Payouts: daily, capped at 3% of the initial account balance per payout (the amount requested, before the 80% reward share), with a full payout available biweekly (every 14 days, counted from your first trade on the funded account). Payout buffer: daily payouts are made only from profit above a 4% buffer, which stays in the account; from the second payout cycle, a further 1% of profit must be generated before daily payouts are available again. The full biweekly payout is not subject to the buffer. See Daily payouts: the 4% buffer and payout cycles below. Consistency: the 40% rule applies during the evaluation only — there is no consistency requirement on funded Daily payouts. The 5% trailing max loss continues to apply, recalculated at each 22:00 UTC reset and capped at the starting balance. There is no payout lock on Daily. Every payout counts toward Live Program qualification (5 payouts on one account, or 5 cumulative across accounts). News trading: on funded accounts, no opening, closing or changing positions or orders in the 10-minute window around high-impact (red-folder) news, on instruments tied to the event currency — see the Trading rules overview. Evaluation phases are not restricted. Daily payouts: the 4% buffer and payout cycles On a funded Daily account, daily payouts are made only from profit above a 4% buffer. The buffer is 4% of the initial account balance and must stay in the account — a daily payout can never take it. Once your balance is above the starting balance plus the buffer, you can request the profit above the buffer, up to the 3% payout cap, subject to the $100 minimum payout. Account | Required buffer (4%) | 1% cycle requirement | Maximum daily payout (3%) $10K | $400 | $100 | $300 $25K | $1,000 | $250 | $750 $50K | $2,000 | $500 | $1,500 $100K | $4,000 | $1,000 | $3,000 First payout cycle Build the 4% buffer first. Until your balance is at least the starting balance plus the buffer, no daily payout is available. After that, you can request any profit above the buffer, up to the 3% cap. You must be flat (no open positions) to request a payout. Second payout cycle onward After a payout, a new payout cycle begins. From the second cycle onward, you must generate at least 1% of the account size in profit during the new cycle before daily payouts become available again. The 1% is a profit requirement for the new cycle — it is not an amount you have to withdraw. Once it is met, you can request profit above the buffer, up to the 3% cap. How the cap and the reward share work together The 3% cap applies to the amount you request, before the 80% reward share. On a $50K account the cap is $1,500 per payout: requesting $1,500 pays a $1,200 reward. Worked examples Payout available ($10K account): balance $10,600. The buffer is $400, so profit above the buffer is $200. You can request up to $200 (a $160 reward at 80%); the $400 buffer stays in the account. Buffer not reached ($10K account): balance $10,300. The buffer needs the balance to reach $10,400, so no payout is available yet. Below the cap ($50K account): balance $53,200. The buffer is $2,000, so profit above the buffer is $1,200. You can request up to $1,200. Full cap ($50K account): balance $55,000. Profit above the buffer is $3,000, but the cap is $1,500. You request $1,500 (a $1,200 reward). The $2,000 buffer stays in the account, along with the remaining $1,500 of profit. Second cycle, 1% met ($100K account): after a payout the account sits at the $4,000 buffer ($104,000). You generate $1,000 of profit — exactly 1% of the account size — so daily payouts are available again. Second cycle, 1% not met ($50K account): you generate $400 of profit in the new cycle. 1% of the account size is $500, so you need another $100 before daily payouts are available again. Larger profit ($100K account, 1% requirement met): balance $109,000. The buffer is $4,000, so profit above the buffer is $5,000, but the cap is $3,000. You request $3,000 (a $2,400 reward). After the payout the balance is $106,000: the $4,000 buffer plus $2,000 of remaining profit. That $2,000 does not unlock the next daily payout — you must generate at least another $1,000 (1%) in the next cycle. ℹ The rule in simple terms 4% buffer: stays in the account. Daily payouts come only from profit above it. 1% requirement: from the second payout cycle, the new profit you must generate before daily payouts are available again. 3% cap: the most you can request in a single daily payout, before the reward share. The buffer and the 1% requirement apply to daily payouts only — not to the full biweekly payout. When to choose Daily You want the fastest route to funding, with a single phase and a single risk rule. You're an active trader comfortable managing a trailing floor without a daily loss limit. You want daily payouts once funded (from profit above a 4% buffer) — the only plan that pays every day before the Live Program. Frequent payouts also mean the fastest route to Live Program qualification. Frequently asked questions Q. Is there a time limit to pass? A. No. Take as long as you need to reach the 10% target — only the 30-day inactivity rule applies (place at least one trade every 30 days). Q. Why is there no daily loss limit? A. Daily is built around a single risk rule: the 5% trailing max loss on closed balance. The trailing floor replaces the daily limit as the account's protection mechanism. Q. Do profits from the evaluation carry over to my funded account? A. No. The evaluation is a simulated qualification account — its only purpose is to prove you can hit the target within the rules. Your funded account starts at its base balance, and only profits earned there are eligible for payout. Q. What happens if I breach the evaluation? A. The account is closed and cannot be reopened or reset — evaluation resets are not available on Tradeify FX. You can purchase a new evaluation to try again. Q. What is the 4% buffer, and can I ever withdraw it? A. The buffer is 4% of the initial account balance (e.g. $2,000 on a $50K account). It must stay in the account, and daily payouts are made only from profit above it. It is not a fee: it remains part of your account balance. It is also at risk like any other balance — if the account breaches, everything left in it is forfeited. Q. Does the buffer change my 5% trailing max loss? A. No. The buffer is a payout rule and is separate from the trailing max loss, which works exactly as described above and is still recalculated at each 22:00 UTC reset. There is no payout lock on Daily. Q. Does the buffer apply to the full biweekly payout? A. No. The 4% buffer and the 1% new-cycle requirement apply to daily payouts only. The full biweekly payout is not subject to the buffer. Q. I hit the 3% cap and still have profit above the buffer — can I withdraw again tomorrow? A. Not automatically. After a payout a new cycle begins, and from the second cycle onward you must generate at least 1% of the account size in new profit before daily payouts are available again. Profit left over above the buffer does not count towards that 1%. Q. Does the 3% cap apply before or after the reward share? A. Before. The cap applies to the amount you request. On a $100K account you can request up to $3,000 and receive a $2,400 reward at the 80% reward share (or $2,700 with the Profit Split 90% add-on). Want a higher reward share? The Profit Split 90% add-on raises your funded-account reward share from 80% to 90% for the life of the account, selected at checkout. See the Account add-ons article.
Complete guide to Direct accounts: skip the evaluation and trade funded capital immediately. Covers the 3% daily loss limit and 6% trailing max loss with worked examples, the payout lock, and the 20% consistency rule. Direct lets you skip the evaluation and trade funded conditions immediately after purchase. There are no profit targets — your discipline is enforced instead by the 3% daily loss limit, the 6% trailing max loss with lock, and the 20% consistency rule on payouts. For a comparison of all plans, see the Welcome article. Rules and requirements Requirement | Value Profit target | None Daily loss limit | 3% Max loss | 6% trailing with lock Consistency rule | 20% Leverage (FX) | 1:100 Payouts | On demand News trading | Restricted window around red-folder news (see Trading rules overview) How the drawdowns work Direct uses two limits together: a 3% daily loss limit measured from the daily snapshot, and a 6% trailing max loss with a lock mechanism. Breach checks on both use live account equity (balance plus unrealised P&L from open positions) — an open losing trade can breach the account before you close it. Daily loss limit example (100K account) At 22:00 UTC the daily snapshot is taken. In this example the snapshot balance is $101,500. The daily loss limit is $3,000, so the day's floor is $98,500 ($101,500 − $3,000). Your equity must stay above $98,500 at all times during that trading day — if it falls below at any point, including from an open losing trade, the account is breached immediately. Trailing max loss example (100K account) The 6% floor trails upward at the end of each trading day (22:00 UTC) as your closing balance reaches new highs, capped at your starting balance — it only ever moves up, never down: Start: floor at $94,000 ($100,000 − $6,000). Day 1: close the day at $101,000 → at the reset the floor rises to $95,000. Day 2: close the day at $99,000 → the floor stays at $95,000 (it never moves down). Day 3: close the day at $103,000 → the floor rises to $97,000. Day 4: close the day at $106,500 → $106,500 − $6,000 would be $100,500, but the floor is capped at your starting balance — it locks at $100,000 and stops trailing. At any moment on any day, if your live equity touches the current floor, the account is breached immediately. The payout lock The floor locks at your starting balance in two ways: naturally, once the trailing floor reaches breakeven (as in Day 4 above), and permanently the moment you request your first payout — any payout, however small, and the lock is triggered by the request itself. After the lock, your account can never fall below its original size. Full worked example (50K account) Starting balance: $50,000. Floor starts at $47,000 (6% trailing). You trade profitably and grow the account to $55,000 — the floor has trailed up to $50,000 (locked at breakeven). You request a $4,000 payout: you receive a $3,200 reward at the 80% reward share, and the payout lock activates permanently at $50,000. Balance after payout: $51,000. Your buffer before breach is $1,000. Critical points: any payout triggers the lock, even a $100 withdrawal; the lock is permanent and cannot be reset; there is no payout cap — $100 minimum, no maximum; and a breach forfeits everything left in the account. Buffer strategy: leave profit in the account as a cushion — if you take $1K of a $5K gain, the remaining $4K is your safety margin against the locked floor. If you withdraw everything, your balance equals the floor and any loss breaches the account. The 20% consistency rule To request a payout, no single trading day may account for more than 20% of your total realised profits. Consistency = (best winning day ÷ total realised profits) × 100 — must be ≤ 20% Pass example Day 1: +$500 | Day 2: +$400 | Day 3: +$600 | Day 4: +$450 | Day 5: +$550. Total realised profit: $2,500; best day $600 = 24% — keep trading. After Day 6 (+$500): $600 ÷ $3,000 = 20% — the metric is met and a payout can be requested. Over the limit? Keep trading Day 1: +$800 | Day 2: +$200 | Day 3: +$500 | Day 4: +$500 | Day 5: +$500. Total $2,500; best day $800 = 32% — not yet eligible. Being over the limit is not a breach: keep trading and the best day's share dilutes as total profit grows. The consistency rule never restricts your trading — it only determines when a payout can be requested. In practice, the 20% rule means profits must be spread across at least five profitable days before a payout is possible. Edge case: two separate, fully closed trades — one before the 22:00 UTC reset and one after — count as two trading days. A single position closed in parts across the reset (e.g. half before, half after) stays one trade and counts as one trading day; partial closes cannot be used to satisfy the consistency requirement. When to choose Direct You want to start trading immediately, without evaluation phases. You prefer trading without profit-target pressure. You have a consistent style that spreads profits across many days (for the 20% rule). You are willing to pay more upfront than the Daily evaluation fee for immediate access. Frequently asked questions Q. Can I request a payout on day one? A. No. The 20% consistency rule requires profits to be spread across multiple trading days — at least five profitable days in practice — plus at least $100 in profit and completed KYC verification. Q. Does the payout lock ever reset? A. No. Once triggered by your first payout request, the lock is permanent at your starting balance. Q. What if I don't want the payout lock yet? A. Simply don't request a payout. The permanent lock only activates when you request your first withdrawal — until then, only the natural breakeven lock applies as the floor trails up. Q. Is KYC required for Direct? A. Yes — KYC is triggered at the time of purchase on Direct accounts, as part of funded account setup (KYC, 2FA and contract signing). The account is close-only until setup is complete, and KYC must be done before you can receive payouts. Want a higher reward share? The Profit Split 90% add-on raises your funded-account reward share from 80% to 90% for the life of the account, selected at checkout. See the Account add-ons article.
The Live Program is where consistent funded traders end up: a tier of the Tradeify FX programme with its own terms — a 90% reward share from day one, daily payouts, its own risk limits and personalised account management. All three plans lead here — the only difference is your starting account balance. How to qualify There are two routes into the Live Program. The first is earned qualification: traders become eligible to move to the Live Program after completing either: 5 payouts on a single funded account, or 5 cumulative payouts across all funded accounts. The second is a discretionary transition: Tradeify FX may move a trader directly to a live account at its discretion, where it deems it appropriate, based on performance, risk management and suitability. This can happen at any point — including immediately after an account is funded, before any payout thresholds are met — typically for traders with a public track record or a demonstrated record of profitable trading and payouts with other funded-trading firms. Live terms are identical regardless of route: the 90% reward share, the drawdown lock and the bonus ladder apply in the same way. Live is the destination of the programme — every plan leads here, and a live transition is the standard next step for a qualifying trader. ⚠ Declining a live transition You have 14 days from the invitation to accept a live transition; if you do not respond within 14 days, the invitation is treated as declined. A trader who declines cannot remain in the programme: funded accounts are closed and any eligible rewards are paid out, open evaluations are closed without refund, and no further accounts can be purchased on Tradeify FX or Tradeify 247. What happens to your other accounts when you go Live Other funded accounts in profit: eligible rewards are paid out at the nearest payout window, and the accounts then transition to Live. Funded accounts in drawdown: continue trading until the account returns to breakeven (its initial balance); it is then closed and moved to Live. That account is no longer eligible for a payout at the funded stage. If it breaches before reaching breakeven, it is treated as a normal breach and does not move to Live. Open evaluations: continue as normal — if passed, they go straight to Live. Live account rules Rule | Value Maximum drawdown | 5% end-of-day trailing, with lock Account leverage | 1:30 Metals · indices | 1:10 Energies | 1:3 Crypto | 1:1 Withdrawal buffer | 1% Reward share | 90% from day one Payout frequency | Daily News trading | Restricted window around red-folder news (see Trading rules overview) Drawdown: the 5% floor is set from your highest daily closing balance. At each 22:00 UTC reset it moves to 5% of your starting balance below the highest closing balance recorded so far — it never moves down, and it does not change during the trading day. It locks permanently at your starting balance on your first payout request or once you reach 5% total profit, whichever comes first. Breach checks run on live equity, so an open losing position can breach the account intraday. Drawdown example (100K Live account) Start: floor at $95,000 ($100,000 − $5,000). Day 1: close the day at $102,000 → at the reset the floor rises to $97,000. Day 2: close the day at $100,500 → the floor stays at $97,000 (it never moves down). Day 3: close the day at $105,000 — 5% total profit → the floor locks at $100,000, your starting balance. If you request your first payout before reaching 5% profit, the floor locks at $100,000 at that moment instead. Withdrawal buffer: to withdraw, the Live account must be at least 1% above its initial balance — e.g. $101,000 on a $100K account. The 1% buffer remains in the account. The minimum payout is $100, and there is no consistency rule on Live payouts. Bonus structure Bonuses are earned once per trader, not per Live account, and are based on your combined results across all your Live accounts. You qualify for each monthly bonus by generating combined profit of at least 5% of the combined starting balance of your Live accounts in that month. The full ladder pays $9,500 in cash bonuses over six months, with a reward share upgrade at month 3; each bonus and the month-3 upgrade are granted once. Month | Cash bonus | Upgrade Month 1 | $1,000 | — Month 2 | $1,000 | — Month 3 | $1,500 | Reward share rises to 95%, plus a free evaluation account the same size as your first Live account and access to a $200K account Month 4 | $1,500 | — Month 5 | $1,500 | — Month 6 | $3,000 | — If you lose a Live account — the Pro plan Losing a Live account through a breach does not end the journey. You choose between two routes back: purchase the Pro plan — a re-entry evaluation with rules identical to Classic, priced at twice the Classic list price — or take a 3-month cooldown, after which standard evaluations are available again. Pro is not sold publicly; it appears only in the checkout of traders re-entering after losing a Live account, and is available in the $25K, $50K and $100K sizes only. Detail | Value Rules | Identical to Classic (2-Step) Profit targets | 5% (Phase 1) → 10% (Phase 2) Daily loss limit / max drawdown | 3% / 10% static Reward share / payouts | 80% / biweekly Price | 2× the Classic list price Sizes | $25K, $50K and $100K only Availability | Offered only at checkout to traders re-entering after losing a Live account
Tradeify FX runs two separate verifications. Identity verification (KYC and AML) is required to activate your funded account — part of your purchase for Direct accounts, and required after you pass for Daily and Classic evaluations. It is one of three funded account setup steps, alongside 2FA and contract signing — see Funded account setup in the FAQ. Payout provider verification is a separate step completed before your first payout. Identity verification (KYC/AML) Tradeify is required by regulators and by vendor and banking partners to enforce KYC and AML controls on every funded trader. Checks are performed through Sumsub and confirm your identity (government-issued ID plus a liveness selfie) and screen every applicant against global sanctions lists, politically exposed persons databases and adverse media, with ongoing re-screening for the duration of the funded relationship. Log in to your trader dashboard. Navigate to the verification/KYC section. Upload a valid government-issued ID (passport, driving licence or national ID). Complete the liveness check. Wait for automated approval — typically within minutes. Payout provider verification After your Tradeify identity verification is approved, you receive a Rise onboarding invitation by email: complete Rise's verification (ID, address verification, tax forms) and set up your Rise wallet. Processing typically takes 1–3 business days. If you already hold a verified Rise account under the same email as your Tradeify FX account, your Rise verification may be approved automatically. Confirmo crypto payouts are also available — see Payouts and billing.
Tradeify FX is available to traders in most countries worldwide. Due to regulatory requirements and international sanctions, residents of certain countries cannot access the programme. Restrictions are based on your country of residency (where you permanently live), not your citizenship or current physical location. ⚠️ United States Tradeify FX is not available to residents of the United States, on any plan. This restriction is specific to Tradeify FX and applies in addition to the standard restricted-country list. Individuals or entities residing in the following 33 countries and regions are prohibited from purchasing or using Tradeify FX accounts: Afghanistan | Belarus | Belgium Burma (Myanmar) | Cambodia | Canada Central African Republic | Crimea | Cuba Democratic Republic of Congo | Eritrea | Ethiopia Haiti | Iran | Iraq Israel | Lebanon | Libya Morocco | Nicaragua | North Korea Russia | Somalia | South Sudan Sudan | Syria | Taiwan Ukraine | United States | Venezuela Vietnam | Yemen | Zimbabwe Frequently asked questions Q. Can I trade while travelling to a restricted country? A. Restrictions apply to your country of residency, not your current physical location. If you are a resident of an eligible country travelling in a restricted one, you can continue trading normally. Q. I live in a restricted country but I'm currently elsewhere — can I trade? A. No. If your permanent residence is in a restricted country, you cannot access Tradeify FX regardless of your current location. Q. Will the list change? A. The restricted list is reviewed periodically and may change as regulatory requirements evolve.
Traders may only trade instruments in the official Tradeify FX symbol list. Any instrument not included in the list, or not available or enabled on the trading platform, is considered unavailable. The platform schedule is the source of truth: if a symbol is closed, disabled, restricted or unavailable, it cannot be traded until it becomes available again. Tradeify FX reserves the right to add, remove, disable or restrict any instrument at any time due to liquidity conditions, abnormal spreads, pricing errors, market closures, technical issues, broker or liquidity provider availability, or internal risk exposure. Asset classes Asset class | Availability Forex (28 pairs) | Allowed during the standard 24/5 trading week — Asia, London and New York sessions — subject to platform availability. Leverage 1:100 (1:30 in Live). Metals (2) | Allowed during standard platform trading hours — subject to platform availability. Leverage 1:15 (1:5 in Live). Energies (2) | Allowed during standard platform trading hours — subject to platform availability. Leverage 1:10 (1:3 in Live). Indices (8) | Allowed during standard platform trading hours — subject to platform availability. Leverage 1:30 (1:10 in Live). Commission-free. Crypto (2) | Allowed during the standard 24/5 trading week and on weekends — subject to platform availability. Leverage 1:3 (1:1 in Live). Full symbol list (42 instruments) Forex pairs (28) | | | EURUSD | EURGBP | EURJPY | EURCHF EURCAD | EURAUD | EURNZD | GBPUSD GBPJPY | GBPCHF | GBPCAD | GBPAUD GBPNZD | AUDUSD | AUDJPY | AUDCHF AUDCAD | AUDNZD | NZDUSD | NZDJPY NZDCHF | NZDCAD | USDJPY | USDCHF USDCAD | CADJPY | CADCHF | CHFJPY Metals (2) | Energies (2) | Indices (8) | Crypto (2) XAUUSD (Gold) | XTIUSD (WTI Crude Oil) | US30 · SPX500 · NAS100 | BTC (Bitcoin) XAGUSD (Silver) | XBRUSD (Brent Crude Oil) | UK100 · JP225 · DE40 | ETH (Ethereum) | | AUS200 · USDINDEX | Overnight and weekend holding Overnight and over-the-weekend holding is allowed across all supported asset classes, as long as the account remains within its risk limits and the instrument is supported by the platform. Forex, metals, indices and energies may be held over the weekend, but execution is only available when the symbol is open. Crypto may be traded during the weekend when available on the platform. Prohibited instruments and activity Any symbol not included in the official Tradeify FX symbol list. Any symbol not available or enabled on the trading platform. Any instrument disabled or restricted by Tradeify FX. Any instrument affected by pricing errors, delayed quotes, frozen prices, bad ticks or abnormal market conditions. Any attempt to trade or exploit symbols outside normal platform availability.
Tradeify FX offers three ways into funded CFD trading. Each plan is designed for a different trading style, and all three lead to the same destination: consistent payouts graduate every trader into the Live Program — a tier with its own terms, including a 90% reward share and daily payouts. Quick comparison Feature | Daily (1-Step) | Classic (2-Step) | Direct (Instant Funding) Evaluation phases | 1 phase | 2 phases | None Profit target | 10% | 5% (P1) → 10% (P2) | N/A Daily loss limit | None | 3% | 3% Max loss | 5% trailing (closed balance) | 10% static | 6% trailing with lock Consistency rule | 40% max single day (evaluation stage only) | None | 20% Leverage (FX) | 1:100 | 1:100 | 1:100 Reward share | 80% | 80% | 80% Payout frequency | Daily (3% cap, above 4% buffer) · full biweekly | Biweekly | On demand List Price ($50K) | $249 | $419 | $580 Daily (1-Step evaluation) One rule: the trailing floor. Complete a single phase with a 10% profit target. There is no daily loss limit — your only risk limit is a 5% trailing max loss calculated on closed balance. Once funded, Daily accounts pay out daily (capped at 3% of the initial account balance per payout) with a full payout available biweekly. Daily payouts are made from profit above a 4% buffer that stays in the account; the full biweekly payout is not subject to the buffer. Choose Daily if you want the fastest route to funding with a single, simple risk rule. Suits active traders comfortable managing a trailing floor without a daily loss limit. Note the 40% consistency rule — during the evaluation, no single day may account for more than 40% of total profits. There is no consistency rule once funded. Classic (2-Step evaluation) The classic two-phase evaluation. Hit a 5% target in Phase 1 and a 10% target in Phase 2, with a 3% daily loss limit and a 10% static max drawdown that never moves. The most affordable entry point, with the $5K size available. Choose Classic if you prefer a fixed, predictable drawdown floor and lower per-phase pressure at the start. Suits traders who hold positions longer and want the largest total drawdown allowance (10%). Funded Classic accounts pay out biweekly. Classic has no consistency rule. Direct (Instant Funding) Skip the evaluation entirely and trade funded conditions from day one. No profit targets, a 3% daily loss limit, a 6% trailing max loss with a lock mechanism, and a 20% consistency rule on payouts. Payouts are on demand. Choose Direct if you want immediate access and on-demand payouts, and accept a trailing drawdown. The 20% consistency rule means profits must be spread across at least five profitable days in practice before a payout is possible. ℹ Where every plan leads All three plans carry an 80% reward share and graduate into the same Live Program after 5 payouts on a single account, or 5 cumulative payouts across accounts. Tradeify FX may also move standout traders to Live earlier at its discretion — see the Live Program article. Frequently asked questions Q. Can I switch plans after purchase? A. Once you purchase a plan, you cannot change it. Choose based on your trading style and goals. Q. Why does Daily have no daily loss limit? A. Daily is built around a single risk rule: the 5% trailing max loss on closed balance. The trailing floor replaces the daily limit as the account's protection mechanism. Q. Which plan has the best chance of success? A. Success depends on your trading style, not the plan. Daily is fastest with one rule; Classic offers the most total drawdown room with fixed limits; Direct removes targets entirely but requires consistent profitability for payouts.
This glossary defines key terms used across the Tradeify FX Help Center. Understanding these terms will help you navigate our evaluation and funding programmes. ⚠️ Daily reset time The trading day resets at 22:00 UTC every day (5:00 PM ET in winter / 6:00 PM ET during Daylight Saving). At the reset, the daily loss limit snapshot is taken (Classic and Direct), the Daily, Direct and Live Program trailing floors are recalculated from the day's closing balance, and a new trading day begins. UTC never shifts with seasons, so it is the unambiguous reference. "EST" (UTC−5) is a winter-only timezone and is off by one hour during Daylight Saving — quoting "5 PM EST" year-round causes avoidable breaches during DST. Account types Evaluation account — a simulated account used to prove your trading ability. Complete the profit target(s) without breaching the risk rules to qualify for funding. Daily has one phase; Classic has two. Funded account (sim funded) — the simulated account you receive after passing an evaluation or purchasing Direct. You trade funded capital and earn rewards at an 80% reward share. Direct (Instant Funding) account — a funded account received immediately after purchase, with no evaluation. Live Program account — an account in the Live Program — a tier with its own terms — for traders who have completed 5 payouts on a single account or 5 cumulative payouts across accounts — or who are moved to Live at Tradeify FX's discretion, including directly after funding, based on performance, risk management and suitability. 90% reward share, daily payouts, 1:30 leverage. Live transition — the move to a Live Program account, by earned qualification or at Tradeify FX's discretion. An invitation must be accepted within 14 days; declining, or not responding, closes funded accounts with eligible rewards paid, closes open evaluations without refund, and ends further purchases on Tradeify FX and Tradeify 247. See the Live Program article. Pro account — a re-entry plan for traders returning after losing a Live account through a breach. Identical rules to Classic, at twice the Classic list price, in the $25K, $50K and $100K sizes only, offered only at checkout to eligible re-entering traders (the alternative is a 3-month cooldown). See the Live Program article. Evaluation terms Profit target — the balance gain required to pass an evaluation phase, expressed as a percentage of account size. Daily: 10% in one phase. Classic: 5% in Phase 1, then 10% in Phase 2. Trading day — the period from 22:00 UTC to 22:00 UTC the following day, running continuously including weekends. All daily limits, snapshots and trading-day counts use this boundary. A trading day is counted only when a position is fully closed — partial closes cannot inflate day counts or satisfy consistency requirements. Time limit — none. Evaluations have no deadline; only the 30-day inactivity rule applies. KYC verification — identity verification, required at the time of purchase for Direct accounts, or after you pass for Daily and Classic evaluations, before your funded account is activated. Manual review — after passing an evaluation, your account undergoes manual review (typically within 24 hours) before funded account activation. Funded account setup — the three steps required before a funded account can open positions: KYC verification, 2FA, and contract signing. Until all three are complete the account is in close-only mode. Applies at purchase for Direct accounts and after passing for Daily and Classic. Drawdown terms Daily loss limit (3%) — applies to Classic and Direct accounts. The maximum allowed loss per trading day, measured from the daily snapshot taken at 22:00 UTC. The breach check uses live account equity (balance plus unrealised P&L from open positions) — an open losing trade can breach the account before you close it. Daily (1-Step) accounts have no daily loss limit. Daily snapshot — your closed-trade balance recorded at the 22:00 UTC reset. It sets the daily loss limit reference for Classic and Direct, and is the point at which the Daily, Direct and Live Program trailing floors are recalculated. The snapshot value excludes unrealised P&L from open positions — but the real-time breach check during the day does not: it always runs on live equity. Static max drawdown (Classic, 10%) — the drawdown floor is fixed at starting balance minus 10% and never moves, regardless of profits. A payout does not move the floor — there is no payout lock on Classic. Trailing max loss (Daily, 5%) — the floor trails your closed balance and is recalculated at the end of each trading day (22:00 UTC), capped at your starting balance. It only ever moves up, never down. The breach check during the day uses live account equity, so an open losing trade can breach the floor intraday. Trailing max loss with lock (Direct, 6%) — the floor trails upward at the end of each trading day (22:00 UTC) as your balance reaches new highs, capped at your starting balance. It locks at the starting balance in two ways: naturally, once the trailing floor reaches breakeven, and permanently on your first payout. The breach check during the day uses live account equity. Payout lock (Direct) — when you request your first payout on a Direct account (any amount, however small), the max loss floor permanently locks at your starting balance. After the lock, your account can never drop below its original size. The lock is permanent and cannot be reset. Daily and Classic funded accounts have no payout lock. Floor and buffer — after the Direct floor locks (at breakeven or on first payout), the "floor" is your starting balance and your "buffer" is how much balance sits above it. Example: a $50K account with a $51K balance after a payout has a $1K buffer before breach. Leave profit in the account as a cushion rather than withdrawing everything. Live Program drawdown (5%) — the floor sits 5% of the starting balance below your highest daily closing balance, recalculated at each 22:00 UTC reset. It never moves down, and it locks permanently at the starting balance on your first payout request or once you reach 5% total profit — whichever comes first. The breach check uses live account equity. Breach terms Breach — reaching or exceeding any risk limit (the daily loss limit where your plan has one, or the max loss), or 30 consecutive days without placing a trade. A breached account is closed immediately, cannot be reopened or reset, is not eligible for any payout, and any profit remaining in it is forfeited. Payouts you have already received are not affected. Inactivity breach — triggered by 30 consecutive days without placing a trade. A warning email is sent at 28 days giving you 48 hours to place at least one trade; placing a trade in that window prevents the breach. Payout terms Reward — the amount paid to you from a funded or Live account, calculated as your reward share of eligible profit. Reward share — the percentage of eligible profit paid to you as a reward: 80% on funded accounts; 90% in the Live Program, rising to 95% at the month-3 upgrade. Payout buffer (Daily, 4%) — on a funded Daily account, 4% of the initial account balance (e.g. $4,000 on a $100K account) that must remain in the account. Daily payouts are made only from profit above it. It is a payout rule, separate from the 5% trailing max loss, and is not the same as the Direct "floor and buffer" or the Live 1% withdrawal buffer. It does not apply to the full biweekly payout. Payout cycle (Daily) — the period between one Daily payout and the next. From the second payout cycle onward, at least 1% of the account size in profit must be generated during the new cycle before daily payouts become available again. The 1% is a profit requirement, not an amount you must withdraw. Payout cap (Daily, 3%) — the maximum amount of a single daily payout on a funded Daily account: 3% of the initial account balance (e.g. $3,000 on a $100K account). It applies to the amount requested, before the 80% reward share. Consistency rule — no single trading day may account for more than the plan's percentage of your total profits: 40% on Daily (during the evaluation only) and 20% on Direct (checked at payout). No consistency rule on Classic or in the Live Program. Realised vs unrealised P&L — realised P&L is profit or loss from closed trades; unrealised P&L is from open positions. Consistency calculations track realised profits only. Drawdown breach checks use live equity, which includes unrealised P&L — an open losing trade can breach the account. Withdrawal buffer (Live, 1%) — to withdraw from a Live account, the account must be at least 1% above its initial balance (e.g. $101,000 on a $100K account). The 1% buffer remains in the account. Minimum payout — $100 minimum withdrawal on all plans. Biweekly payout — a payout available every 14 days, counted from your first trade on the funded account. Applies to Classic payouts and to the full payout on Daily. One open payout request — each account can have only one payout request open at a time. A new request can be submitted once the previous one has been processed. Trading rules terms CFD (contract for difference) — an instrument that tracks the price of an underlying market. You trade the price movement only — you never own the underlying currency, metal, barrel, index or coin, and there is no physical delivery. See the Understanding CFD trading article. Lot — the unit positions are measured in on MT5. On forex, one standard lot is 100,000 units of the base currency; contract sizes for metals, energies, indices and crypto vary per symbol and are shown in each symbol's Specification window on MT5. Leverage — forex 1:100, metals 1:15, indices 1:30, energies 1:10, crypto 1:3 on evaluation and funded accounts. In the Live Program: forex 1:30, metals 1:5, indices 1:10, energies 1:3, crypto 1:1. Leverage is fixed per asset class and cannot be adjusted. Hedging — holding long and short positions on the same instrument within a single account is allowed. Hedging between different accounts, or coordinated with other users, is strictly prohibited. Expert Advisors and copy trading — only EAs you created yourself are allowed; the source file and an explanation of the strategy behind the EA may be requested at any time. Trade copiers between your own accounts are permitted. Shared bots, off-the-shelf EAs and third-party signal execution are not. Restricted news window — on funded and Live accounts, the 10-minute period from 5 minutes before to 5 minutes after the scheduled release of a high-impact (red-folder) economic event, during which you cannot open new positions or orders, close existing positions, or change positions or orders (including moving stop loss or take profit) on instruments tied to the event's currency or country. Any profit made in the window is deducted; losses remain. Evaluation accounts are not restricted. See the Trading rules overview. Trading fees / commissions — $3 per lot, per side on forex, metals and energies; 0.04% per side of notional on crypto (BTC and ETH); indices are commission-free. Swap rates are shown in the MT5 terminal under each symbol's Specification (right-click the symbol in Market Watch → Specification). Margin level — (equity ÷ used margin) × 100. A higher margin level means more room before a margin call. Displayed in the Trade tab on MT5. Check-in and fair-play terms Trader check-in (KYT) — Tradeify FX's Know Your Trader review, mandatory for accounts that meet review thresholds: you explain your strategy, risk management and the reasoning behind specific trades in your own words. An invitation is not by itself a problem indicator, and a check-in can be requested at any stage. Payouts are paused and funded activation waits until the check-in is completed, while trading continues under the normal rules, including the 30-day inactivity rule; if it is not completed within 30 days, the account is closed and remaining profits are forfeited. KYT (Know Your Trader) — the formal name for the trader check-in review. It runs in one of two formats, chosen at Tradeify FX's discretion — an AI-guided session, in which the AI gathers the information and a member of the risk team makes any decision, or a live video call with a member of the risk team — and the invitation states which applies. Completing it yourself, about your own trading, is mandatory; it generally takes place before a funded account is activated. Fair play — trading on your own discretionary decisions, a genuine strategy and risk you understand — not a process built primarily to exploit the evaluation's rules. Reviews consider the full pattern of activity, not just individual trades against stated limits. Rolling accounts — repeatedly blowing accounts on maximum risk and immediately buying new ones, continuing at maximum risk until one passes. This is not genuine trading and is treated as a fair-play violation. Where activity indicates rolling accounts, Tradeify FX may refuse or delay further account purchases. Fair-play ban — the consequence of a confirmed fair-play violation: the account is closed, remaining profits are forfeited, and the trader is permanently banned from both Tradeify FX and Tradeify 247 (Tradeify Futures is not affected). Fair-play bans are final and permanent.
MetaTrader 5 (MT5) is the trading platform for Tradeify FX. This guide covers access, credentials, and the essentials of placing and managing trades. MT4 is not supported. Accessing MT5 Desktop application — download MetaTrader 5 for Windows or Mac from the resources page on the trader dashboard. The most fully featured version, with complete charting, one-click trading and Expert Advisor support. Web terminal — trade directly in your browser with no download, via the resources page. Mobile — the official MetaTrader 5 app for iOS and Android works with Tradeify FX accounts. Log in with your Tradeify FX MT5 credentials and server. Logging in Open MT5 (desktop, web or mobile). Go to File → Login to Trade Account (desktop) or Settings → New Account → Login to an existing account (mobile). Search for the server: TradeifyVentures-FX (confirmed production server name). Enter your login number and password from your credentials email. Click Login — your balance and symbols load once connected. Getting your credentials Your MT5 credentials (login number, password and server name) are sent to you by email after your purchase is complete, and are also available any time in your trader dashboard at app.tradeifyfx.co — Accounts section → Key icon next to your account, with copy buttons for accuracy. They are distinct from your dashboard login — use each set of credentials only for its own platform. The credentials email comes from the tradeifyfx.co domain. Platform overview Chart area — price charts with 21 timeframes, 80+ built-in technical indicators, and drawing tools. Market Watch — live bid/ask prices for your symbols. Right-click and select Show All to display every available instrument. Toolbox (Terminal) — open positions, pending orders, account history, and alerts. Navigator — your accounts, indicators, and Expert Advisors. Order window — place market and pending orders with stop loss and take profit attached. Placing your first trade Select a symbol — double-click it in Market Watch, or right-click and choose Chart Window to open its chart. Open the order window — press F9, click New Order, or use one-click trading from the chart. Choose order type — Market Execution (immediate), or a pending order (Limit / Stop). Set position size — enter the volume (lot size) you want to trade; MT5 shows the required margin before you confirm. Set stop loss / take profit — recommended for risk management, especially with drawdown limits. Confirm and submit — click Buy or Sell to execute. Order types Market order — executes immediately at the current market price. Best when you need to enter or exit quickly. Buy limit / Sell limit — executes only at your specified price or better. Use to enter at a better price than the current market, or to take profit. Buy stop / Sell stop — becomes a market order when price reaches your trigger level. Used for breakout entries. Buy stop limit / Sell stop limit — becomes a limit order when price reaches your trigger. Combines a stop trigger with limit execution. Managing positions View open positions — the Trade tab in the Toolbox shows all current trades with entry price, current P&L, and margin used. Modify orders — right-click a position and select Modify or Delete to change stop loss or take profit, or drag the SL/TP lines directly on the chart. Close positions — right-click a position and select Close Position, or click the X next to it to close at market price. Partial closes are supported by entering a smaller volume. Account monitoring Track these at the bottom of the Trade tab: Balance (closed-trade account value), Equity (balance plus open P&L — the figure your drawdown checks run against), Margin (locked as collateral), Free margin (available for new positions), and Margin level (equity ÷ margin × 100). See the Understanding CFD trading article for what each means in practice. Tips for success Always use stop losses — protect the account from unexpected moves, especially with live-equity breach checks. Know your floors — track your distance to the daily loss limit (Classic and Direct) and your max loss floor at all times. Start small — test your strategy with smaller positions before scaling up. Plan around red-folder news — on funded and Live accounts, close positions and cancel pending orders before the 5-minute restricted window opens; you cannot close or modify positions during it. Frequently asked questions Q. Can I use MT5 on multiple devices at the same time? A. Yes — desktop, web and mobile can be logged in simultaneously, and positions and orders sync across devices. Q. Does MT5 support Expert Advisors? A. Yes — but only EAs you created yourself are permitted. Tradeify FX may request your EA's source file and an explanation of its strategy at any time; off-the-shelf or third-party EAs are not allowed. Tradeify cannot provide support for building or debugging EAs — mql5.com hosts the MQL5 documentation. Q. Is MT5 available to US traders? A. Tradeify FX is not available to US residents at all, on any platform. Q. Can I switch platforms? A. MT5 is the only platform for Tradeify FX, so there is no platform choice at checkout and nothing to switch. Q. How do I calculate my position size? A. Decide the maximum dollar amount you're willing to risk, set your stop-loss distance, and calculate the lot size so that the stop-loss distance × the per-lot value equals your risk amount. MT5 shows the required margin and free margin before you confirm any trade, and each symbol's Specification window shows its contract size. Q. What if I forgot my dashboard password or lost my MT5 credentials? A. You can re-reveal your MT5 credentials at any time from the dashboard (Accounts section → Key icon). If you've lost dashboard access too, contact [email protected] — we'll verify your identity and help you regain access.
General questions Q. What is Tradeify FX? A. Tradeify FX is a proprietary trading programme where you trade forex and CFDs with funded capital. Pass an evaluation (Daily or Classic) or choose Direct instant funding, then earn rewards at an 80% reward share — rising to 90%, and up to 95%, in the Live Program. Q. Is this real money trading? A. Evaluation and funded accounts are simulated, and you never trade your own money. The rewards you earn are paid in real money. The Live Program is a tier of the programme with its own terms — a higher reward share, daily payouts and different risk limits. Q. Who runs Tradeify FX? A. Tradeify FX is Tradeify's CFD brand, from the same team behind Tradeify Futures and Tradeify 247, which have funded thousands of traders. Brett Simberkoff is the founder and CEO. The contracting entity is Tradeify Ventures Ltd (Saint Lucia). Q. How do I get started? A. 1) Visit tradeifyfx.co and choose your plan and account size. 2) Complete payment — Visa, Mastercard, crypto, Apple Pay and Google Pay are accepted. 3) For Direct accounts, complete KYC verification. 4) Your MT5 credentials are sent to you by email after purchase, and are also available any time in your trader dashboard at app.tradeifyfx.co (Accounts section → Key icon). 5) Log in via MT5 and start trading. Account questions Q. What is the minimum age to open an account? A. You must be at least 18 years old, or the age of majority in your jurisdiction, whichever is greater. This applies to all plans. Q. What account sizes are available? A. Classic and Direct: $5K, $10K, $25K, $50K and $100K. Daily: $10K, $25K, $50K and $100K (no $5K size). Q. Can I have multiple accounts? A. Yes. There is no limit on how many evaluation accounts you can buy or hold. Funded accounts are capped at $300,000 in combined account size. The cap applies only once an account is funded. Q. Can I hold Tradeify FX accounts alongside Tradeify Futures or Tradeify 247 accounts? A. Yes. The programmes are separate, with independent dashboards, credentials and allocation limits, and holding accounts in more than one programme is allowed. Three things link Tradeify FX and Tradeify 247: a confirmed fair-play ban applies to both, a ban for repeatedly breaking the news trading rule applies to both, and declining a Tradeify FX live transition ends further purchases on both. Q. What happens if my account breaches? A. A breached account is closed immediately and cannot be reopened or reset. A closed account is no longer eligible for any payout, and any profit remaining at the time of the breach is forfeited. You can purchase a new account to start again. The three ways an account breaches are the daily loss limit (where your plan has one), the max loss, and 30 consecutive days without placing a trade (inactivity) — a warning email is sent at 28 days giving you 48 hours to place a trade. Funded account setup Q. I just got my funded account but can't open trades / I see a close-only error. Why? A. Funded accounts start in close-only mode until setup is complete. You need to finish all three steps below before the platform will let you open new positions. This applies to Direct accounts right after purchase, and to Daily and Classic accounts right after you pass. Q. How do I complete funded account setup? A. Three steps, in any order: 1) Complete KYC — Settings → Identity Verification. 2) Enable 2FA — Settings → Security → Set 2FA (scan the QR code with an authenticator app, then enter the 6-digit code). 3) Sign your contract — Contracts → open the pending document → click Sign. Once all three are done, your account exits close-only mode and trading is enabled automatically. Q. I get "Two-Factor Authentication is required" when I try to sign the contract. What do I do? A. 2FA is not enabled yet. Go to Settings → Security → Set 2FA first, then return to Contracts to sign. Q. I don't want to use Google Authenticator on my phone, or someone else's account is already in the app. A. You can install an authenticator app on your desktop instead — search "authenticator app for PC". You can also add multiple accounts side-by-side inside Google Authenticator without removing existing ones — tap the "+" button to add a new entry. Adding a Tradeify FX entry will not affect any other app in your authenticator. Q. Do evaluation accounts need this setup before trading? A. No. Evaluation accounts (Daily and Classic) can trade immediately after purchase. You only need to complete KYC, 2FA and contract signing once your account becomes funded. Trading questions Q. What type of trading does Tradeify FX offer? A. CFD trading on MetaTrader 5. You trade the price movement of forex pairs, metals, energies, indices and crypto without owning the underlying asset — there is no physical delivery and no expiry. Positions are measured in lots, with leverage set per asset class. See the Understanding CFD trading article for how lots, margin and leverage work. Q. What can I trade? A. 42 instruments across five asset classes: 28 forex pairs, gold and silver, two energies (WTI and Brent crude oil), eight indices, and Bitcoin and Ethereum. The full symbol list is in the Allowed and prohibited instruments article. Q. What is the leverage? A. Leverage is set per asset class and changes when you graduate to the Live Program: forex 1:100 (1:30 in Live); metals 1:15 (1:5 in Live); indices 1:30 (1:10 in Live); energies 1:10 (1:3 in Live); crypto 1:3 (1:1 in Live). Q. Can I hold positions overnight or over the weekend? A. Yes. Overnight and weekend holding is allowed across all supported asset classes, as long as the account remains within its risk limits and the instrument is supported by the platform. Execution is only available when the relevant symbol is open on the platform. Q. Do partial closes count as extra trading days? A. No. For a trading day to count, the entire position must be fully closed — a position stays active until all remaining volume is closed, so closing part of a position before the 22:00 UTC reset and the rest after still counts as one trading day. Partial closes cannot be used to satisfy consistency requirements. See the Trading rules overview for full details. Q. Can I trade during high-impact news events? A. On funded and Live accounts, not during the restricted news window. From 5 minutes before to 5 minutes after the scheduled release of a high-impact (red-folder) event on the economic calendar in the trader dashboard, you cannot open new positions or orders, close existing positions, or change positions or orders (including moving stop loss or take profit). The window applies to instruments tied to the currency or country of the event — a USD event restricts USD pairs, gold and silver, US indices, oil and crypto (BTC and ETH); a GBP event restricts GBP pairs and the UK index (UK100) etc. Evaluation accounts are not restricted. Close positions and cancel pending orders before the window opens. See the News trading section of the Trading rules overview. Q. What happens if a trade closes or a pending order triggers during the restricted news window? A. On funded and Live accounts, any profit made on a trade that closes or triggers inside the window is deducted, while any loss stays on the account. A pending order that executes inside the window is treated as a news trade, however early it was placed. Violations are reviewed by Risk/Compliance and can also lead to a warning, account restriction, or — for serious violations — account breach or termination. If a trader repeatedly breaks the rule, Tradeify FX reserves the right to close their account and ban them from both Tradeify FX and Tradeify 247. None of this applies on evaluation accounts. Q. Can I hold a position through the restricted news window? A. On funded and Live accounts, you can hold a position that was opened before the window, but you cannot close or modify it (including moving its stop loss or take profit) while the window is open. If it closes after the window ends, it counts normally. Your account's risk limits still apply throughout, so an adverse move during the window can still breach the account — the safest approach is to close positions and cancel pending orders before the window starts. Q. Does a margin stop-out during the restricted news window count as a violation? A. No. A margin stop-out is triggered automatically by the platform and is not treated as a news-trading violation. Q. Is martingale allowed? A. Yes, provided you stay within your account's risk limits and do not use it in an abusive, unrealistic or excessively aggressive way. Increasing position size after losses is not prohibited by itself — but you remain fully responsible for drawdown, exposure and margin. Q. Can I use trading bots or EAs? A. Only EAs you created yourself are allowed. Tradeify FX may ask for your EA's source file, and for an explanation of the strategy behind it, at any time. Off-the-shelf EAs, shared bots, signal services and third-party automated EAs are not permitted. Trade copiers between your own Tradeify FX accounts are permitted. Q. Is high-frequency trading allowed? A. No. Ultra-high-speed strategies designed to exploit execution infrastructure, pricing latency, delayed quotes, server response times or platform limitations are prohibited and may result in trade adjustments, profit removal, account restrictions or account breach. Q. Is there a minimum hold time per trade? A. No — however, please note that strategies such as high-frequency trading, latency arbitrage and other exploitative strategies are not permitted. Full details can be found in the Trading rules overview article. Check-ins and fair play Q. What is a trader check-in or KYT? A. A check-in — Tradeify FX's Know Your Trader (KYT) review — asks you to explain your strategy, your risk management and the reasoning behind specific trades, in your own words. It runs in one of two formats, chosen at Tradeify FX's discretion: an AI-guided session, in which the AI gathers the information and a member of the risk team makes any decision, or a live video call with a member of the risk team — your invitation states which. Attendance is mandatory, and a check-in generally takes place before a funded account is activated. See the Trader check-ins, KYT and fair play article. Q. I've been invited to a check-in — is something wrong? A. Not necessarily. Tradeify FX invites traders whose accounts meet review thresholds, and an invitation is not by itself a problem indicator. Payouts are paused, and funded activation waits, until the check-in is completed. Trading continues and the normal rules still apply, including the 30-day inactivity rule. If the check-in is not completed within 30 days, the account is closed and any remaining profits are forfeited. Q. What counts as a fair-play violation? A. Gaming the evaluation environment rather than trading genuinely — including hedging against other traders or between accounts, group trading, and rolling accounts (repeatedly blowing accounts on maximum risk and immediately buying new ones, continuing until one passes). A confirmed violation closes the account, forfeits remaining profits, and carries a final, permanent ban from both Tradeify FX and Tradeify 247. See the Trader check-ins, KYT and fair play article. Payout questions Q. What is the reward share? A. 80% on all funded accounts (Daily, Classic and Direct) — your rewards are paid at that share of eligible profit. In the Live Program the reward share starts at 90% and can reach 95% through the bonus ladder. Q. How often can I request payouts? A. Daily: daily payouts capped at 3% of the initial account balance per payout (e.g. $3,000 on a $100K account), made from profit above a 4% buffer that stays in the account, with a full payout available biweekly (not subject to the buffer). Classic: biweekly. Direct: on demand. Live Program: daily. Biweekly means every 14 days, counted from your first trade on the funded account. The minimum payout is $100 on all plans, and each account can have only one open payout request at a time — wait until it has been processed before submitting another. Q. What is the 4% buffer on Daily payouts? A. On a funded Daily account, daily payouts are made only from profit above a buffer of 4% of the initial account balance (e.g. $4,000 on a $100K account). The buffer must stay in the account. From your second payout cycle onward you must also generate at least 1% of the account size in new profit before daily payouts become available again. The buffer and the 1% requirement apply to daily payouts only, not to the full biweekly payout. See the Daily (1-Step) guide. Q. What payout methods are available? A. Rise (direct bank transfer in most countries, plus 100+ digital assets across Ethereum, Polygon, Arbitrum, Optimism and Avalanche) and Confirmo (direct crypto payouts in USDC, ERC20). You can choose a different method for each withdrawal. Q. My account breached but still has profit in it — can I still get paid out? A. No. Once an account is breached and closed it is no longer eligible for a payout, and any profit remaining at the time of the breach is forfeited. Request payouts while your account is active and in good standing. Payouts you have already received are not affected. Platform questions Q. What trading platform do you use? A. MetaTrader 5 (MT5) is the platform for Tradeify FX, available as a desktop application, web terminal and the official MT5 mobile app for iOS and Android. Q. Is Tradeify FX available in the United States? A. No. Tradeify FX is not available to US residents on any plan. This is a deliberate compliance decision and applies to the whole programme, not just the platform. Q. Can I use TradingView or MT4? A. MT4 is not supported, and TradingView integration is not currently available. MT5 includes full built-in charting with 21 timeframes, 80+ indicators and drawing tools. Age and eligibility Q. Can my mom or dad open an account for me? / Can a parent open an account on behalf of a minor? A. No. The account holder must be the person who trades it. A parent or guardian cannot open an account on behalf of someone under 18. The person whose name is on the account must be the one trading, and they must pass KYC verification with their own valid government-issued ID. Q. Can I open an account now while I'm 17 and get paid once I'm 18? A. No. You must be 18 (or the age of majority in your jurisdiction, whichever is greater) at the time of account creation. Accounts created by anyone under the required age violate the Terms of Use and may be terminated without payout. Q. Can I gift someone an account? / Can I buy an account for a friend? A. No. Accounts cannot be gifted, transferred or bought on someone else's behalf — each account is tied to the identity used at purchase. If you want to help a friend get started, send them the money directly so they can buy the account themselves, under their own name, with their own card, and pass KYC as the account holder. Q. Can I pay with someone else's card, such as a parent's, partner's or friend's? A. No. You can only pay with a card in your own name, even if the cardholder gives permission and the billing details match. If someone wants to help, they can send you the money directly and you then pay with your own card. Q. Can I share my account with someone else? / Can someone else trade my account? A. No. Account sharing is strictly prohibited. Only the verified account holder may trade their account. If account sharing is detected, the account may be closed. Trust and legitimacy Q. Is Tradeify FX a scam? / Is Tradeify FX legit? A. That's a fair question — the prop trading space has its share of bad actors, so it's smart to do your due diligence. Tradeify FX is Tradeify's CFD brand, from the same team behind Tradeify Futures and Tradeify 247, which have funded thousands of traders. Brett Simberkoff is the named founder and CEO, and the contracting entity is Tradeify Ventures Ltd. You trade on simulated accounts, but rewards are paid in real money — processed through Rise and Confirmo, established payment providers. Q. Are the payouts real? A. Yes. Payouts are processed through Rise (bank transfer and 100+ digital assets) and Confirmo (USDC), with a $100 minimum and a 24-hour processing guarantee (excluding weekends) once an eligible request is submitted. Q. Is my money safe? / What happens to my purchase if Tradeify shuts down? A. Your account purchase gives you access to a simulated trading programme — the risk is limited to your account purchase price. Tradeify has been operating since the launch of Tradeify Futures and has a track record of paying traders across its brands. Earned payouts are processed through third-party providers (Rise and Confirmo), not held by Tradeify. Wallets and payments Q. Do I need a crypto wallet to trade on Tradeify FX? A. No. All trading happens on MT5. A crypto wallet is only needed if you choose to receive payouts in cryptocurrency. Q. What cryptocurrencies can I receive payouts in? A. Through Rise: 100+ digital assets across multiple networks (Ethereum, Polygon, Arbitrum, Optimism, Avalanche). Through Confirmo: USDC (ERC20). Payouts can be sent to any valid wallet address that supports your chosen token and network — Coinbase, Bybit, MetaMask, or any compatible wallet. Q. Can I receive payouts to my bank account? A. Yes. Bank payouts are available through Rise in most countries, typically processed within 1–2 business days. You can choose a different payout method for each withdrawal. Q. Can I use my payout to buy new accounts? A. Yes. Once you receive your payout, the funds are yours to use however you like — including purchasing new Tradeify FX accounts. Q. Does Tradeify FX charge fees on payouts? A. No. Tradeify does not charge fees on payouts. Third-party providers or blockchain networks may have their own processing or network fees depending on the method and currency you choose. Troubleshooting Q. What if I lose internet connection during a trade? A. Your open positions remain active on the server. Set stop-loss orders before entering trades to protect yourself from unexpected disconnections, and keep the MT5 mobile app installed as a backup way to manage positions if your primary connection goes down. Q. I lost my MT5 credentials email — how do I get my login back? A. Your credentials are also available any time in your trader dashboard at app.tradeifyfx.co: Accounts section → Key icon next to your account. If you can't access the dashboard either, contact [email protected] and we'll re-issue your credentials after verifying your identity. Q. My account was breached but I didn't take any losses — why? A. The most common reason is inactivity: 30 consecutive days without placing a trade closes the account as a breach even though you never lost money — check your email for the warning sent at 28 days. The other possibility is a drawdown breach from an open position: breach checks run on live equity, so an unrealised loss can breach the account even if you never closed a trade at a loss. If neither fits, contact [email protected] with your account number and the team will check the exact breach trigger.
Tradeify FX accounts trade contracts for difference (CFDs) on MetaTrader 5. This article explains what that means in practice — what you are actually trading, how positions are sized, and how margin and leverage work — especially if you are coming from futures, crypto exchanges, or share dealing. What you are trading A CFD tracks the price of an underlying market: a currency pair, gold, a barrel of oil, a stock index, or Bitcoin. You trade the price movement only. You never own the underlying asset — there is no physical delivery, no expiry date, and no exchange membership. You can go long (profit if the price rises) or short (profit if the price falls) on any symbol, and hold positions overnight and over the weekend within your risk limits. Lots and position sizing Positions on MT5 are measured in lots. On forex, one standard lot is 100,000 units of the base currency — so 1.0 lot of EURUSD is €100,000 of exposure, 0.10 lots is €10,000, and 0.01 lots (a micro lot) is €1,000. Contract sizes for metals, energies, indices and crypto vary per symbol: check each symbol's Specification window on MT5 (right-click the symbol in Market Watch → Specification) for its contract size, minimum and maximum volume, and volume step. Margin and leverage Leverage determines how much margin a position requires: margin = position value ÷ leverage. At 1:100 on forex, a 1.0 lot EURUSD position (€100,000 notional) requires roughly 1% of the notional value as margin. At 1:30 on indices, the same notional would require about 3.3%. MT5 shows the exact required margin before you confirm any order. Leverage is fixed per asset class (see the Glossary) and cannot be adjusted. Key account figures Balance — your account value from closed trades only, excluding open position P&L. Equity — balance plus unrealised P&L from open positions. This is the figure your drawdown breach checks run against. Margin — capital locked as collateral for your open positions. Free margin — equity minus margin: what remains available for new positions. Margin level — (equity ÷ margin) × 100. If this falls too low, MT5 will begin closing positions (a margin call / stop-out). Costs Spreads are institutional pricing direct from our liquidity providers. Commissions are charged per side: $3 per lot on forex, metals and energies; 0.04% of notional on crypto (BTC and ETH); indices are commission-free. Positions held overnight incur swap (financing) charges or credits — the exact swap rates for every symbol are shown in its Specification window on MT5. There are no platform, data or monthly fees. ⚠️ Risk reminder Leverage magnifies both gains and losses. A 1% adverse move on a position at 1:100 leverage is a 100% loss of the margin committed to it. Size positions against your daily loss limit and max loss floor, not against your available margin.
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Tradeify FX Position Size Calculator
Sized against Tradeify FX's listed loss limits for the account you pick. Open the full calculator →
Pip and tick values are indicative defaults. Platforms differ, so override the value field with your platform’s contract spec. This is arithmetic on the numbers you enter, not trading advice.