Advanced Settings

Pass to Plan

Configure what happens when traders pass a phase:

Standard Progression

• Phase 1 → Phase 2
• Phase 2 → Funded
• Linear progression through phases

Pass to Different Plan

• Phase 1 pass → Move to different plan's Phase 2
• Useful for complex structures
• Allows plan branching

Example Use Case:

• "50K Phase 1" plan
• On pass → Move to "50K Phase 2 - Fast Track" plan
• Different rules for different progression paths

Skip Phases

• Phase 1 pass → Skip Phase 2, go straight to Funded
• Reward exceptional performance
• Faster path for skilled traders

Trigger Criteria:

• Profit above certain threshold
• Zero rule violations
• Specific risk score
• Admin discretion

Account Activation

Control when accounts become active:

Immediate Activation

• Account active as soon as created
• Trader can start immediately
• Most common

Manual Activation

• Admin must activate account
• Useful for KYC verification first
• More control

Scheduled Activation

• Account activates on specific date
• Useful for cohort-based challenges
• Everyone starts together

Delayed Activation

• Account activates X days after purchase
• Cooling-off period
• Reduces impulsive trading

Account Expiration

Set account expiration rules:

No Expiration

• Account never expires (most common)
• Trader can take as long as needed

Time-Based Expiration

• Account expires after X days
• Creates urgency
• E.g., 90 days to pass or account closes

Inactivity Expiration

• Expires after X days of no trading
• Keeps active traders only
• E.g., 30 days of inactivity = expiration

Reset Options

Configure reset behavior:

Free Resets

• Number of free resets included
• 0 = no free resets (most common)
• 1+ = free resets available

Reset Pricing

• Cost for additional resets
• E.g., $99 for reset
• Percentage of original price (e.g., 50%)

Reset Cooldown

• Time between resets
• E.g., 24 hours between resets
• Prevents spam resets

What Resets

• Full reset (all progress lost)
• Partial reset (keep some progress)
• Soft reset (keep statistics)

Scaling Rules

Configure account scaling:

Enable Scaling

• Allow accounts to grow in size
• Reward successful traders

Scaling Triggers

• Hit profit target
• Maintain consistency
• Time-based (e.g., every 3 months)

Scaling Increments

• Percentage increase (e.g., 20%)
• Fixed amount (e.g., +$10K)
• Double account size

Maximum Scale

• Maximum account size
• E.g., scale up to $500K maximum

Withdrawal Impact

How withdrawals affect account:

Balance Reset

• Balance resets to starting amount
• Profit target resets
• Start fresh after withdrawal

Balance Maintained

• Balance stays at current level
• Withdrawal deducted
• Continue building

Partial Reset

• Balance partially resets
• Keep some accumulated profit
• Compromise approach

Special Behaviors

Weekend Gap Protection

• Protect traders from weekend gaps
• Close positions before weekend
• Or adjust drawdown for gaps

Holiday Trading

• Restrict trading on holidays
• Specific holiday calendar
• Prevent thin market trading

Maintenance Windows

• Block trading during platform maintenance
• Scheduled downtime
• Protect from technical issues

Notifications

Configure trader notifications:

Email Notifications

• Profit target progress
• Drawdown warnings
• Rule violations
• Phase changes

Push Notifications

• Real-time alerts
• Mobile app notifications
• Critical warnings

Notification Frequency

• Real-time
• Daily digest
• Weekly summary

Custom Fields

Add custom data to accounts:

Trader Notes

• Internal notes field
• Admin comments
• Not visible to trader

Custom Tags

• Categorize accounts
• E.g., "VIP", "High Risk", "Affiliate"
• Useful for filtering

Custom Metadata

• Additional data fields
• Integration with external systems
• API access