Tasks
Processing Reviews
How to review traders who passed evaluation
Processing Reviews
When a trader passes all evaluation phases, their account appears in Processing Reviews for admin approval before moving to the funded stage.
Review Process
For each account in the review queue:
- Check Trade History - Review the trader's performance and trading style
- AI Review - Use the AI Account Review feature to analyze behavior patterns
- Risk Checks - Look for signs of copy trading, hedging, or other violations
- Rule Compliance - Verify all rules were followed correctly
Actions Available
After reviewing an account, you can:
- Approve - Move the trader to KYC (if required) or Awaiting Live
- Reject - Fail the account with a reason
- Request More Info - Ask the trader for clarification
AI-Assisted Review
The AI Account Review feature can automatically analyze accounts and flag potential issues, significantly speeding up the review process. It checks for unusual patterns, rule violations, and risk indicators.
Bulk Actions
For high-volume firms, bulk approval tools allow you to process multiple accounts at once, with filters to ensure only compliant accounts are approved.