Before your first trade, work through seven checks:

None of this asks you to trade more often or at a larger size. It is about knowing the limits before they matter.

1. Find your login details. Your platform login details are issued to your Dashboard and/or the e-mail address registered to your account (Terms §9.5). In your inbox, check spam and promotions folders too, and search for the address you used at checkout. If nothing has arrived, see I can't log in or didn't receive my credentials.

2. Log in to your platform. Accounts run on Match-Trader. MetaTrader 5 is planned for later, with no guaranteed date. Your platform login is separate from your Dashboard login. The two are not interchangeable. See Which trading platform do EverFunded accounts use?.

3. Check the account matches your order. Compare the product, account size and phase with your order confirmation. For example, a new 2-Step account should be in phase 1. The size and product cannot be changed after purchase, so if anything differs from what you ordered, stop and contact us before you trade.

4. Read your Trading Objectives. They set your profit target and, where your product has them, your minimum trading days. A day counts toward the minimum only if it ends with a net profit of at least 0.5% of the account's starting balance; opening a trade is not enough. The objectives published for your product when you bought are the ones that apply (Terms §5.5). See What are the Trading Objectives?.

5. Understand the Max Daily Loss. This is the most the account may lose in one day: 5% on 2-Step, and 3% on 1-Step, on a funded Flash account and on Instant. A Flash evaluation has no daily loss limit; its overall limit still applies. Your daily loss limit is a fixed dollar amount. It is your product's daily loss percentage of the starting balance of your current payout cycle. During an evaluation, that starting balance is the account size you bought. Your trading profits and losses do not change this amount, either during the day or from one day to the next. Each server day starts at 00:00 server time. During the day, your equity, including open positions, must not fall below that day's floor. On 1-Step and 2-Step, the floor is your balance at the start of the day minus the limit. On a funded Flash or Instant account, the floor is the higher of your balance and your equity at the start of the day, minus the limit. After a payout is completed and paid, a new payout cycle starts. The balance left in the account becomes the new starting balance, and your overall loss limit starts again from it. The payout itself does not count as a trading loss. It also does not give back any of the daily limit you have already used, so the amount you can still lose that day stays the same. At the next daily reset, your daily limit is recalculated from the new starting balance. It is a limit, not a target.

6. Understand the Max Loss. This is the most the account may fall overall: 10% on 2-Step, 6% on 1-Step, 5% on Flash and 6% on Instant. On 2-Step and 1-Step, and during a Flash evaluation, it is static: it does not rise as your balance grows. On a funded 2-Step or 1-Step it is set again from the new starting balance after each completed payout. On funded Flash and on Instant it trails upward with your closed balance until it locks at your starting balance. Exceeding either limit is a breach. See What is drawdown, and how do the Max Daily Loss and Max Loss work?.

7. Know how to reach a person. Use Messenger ("Talk to a person") or e-mail support@everfunded.com. Questions about your own account are always answered by a person. See How to contact EverFunded support.

Example: A new 1-Step $100K account opens the day at 00:00 server time with a balance of $100,000 and no open positions. Its daily allowance is a fixed 3% of the $100,000 account size, which is $3,000: that day, equity must not fall below $97,000. Overall, the limit is 6% and static: during the evaluation the account must never fall below $94,000, however far it rises first. It has a 10% profit target and needs at least 3 trading days, each ending with a net profit of at least $500, before the evaluation can pass. This example shows how the limits read. It is not a trading plan.

Never send your password, full card number or identity documents in chat or by e-mail. If you forward an e-mail to us, remove any passwords, codes and links from it first.

Start with your Trading Objectives: What are the Trading Objectives?. Then read What is drawdown, and how do the Max Daily Loss and Max Loss work?.

Need a person? Open Messenger and choose "Talk to a person", or e-mail support@everfunded.com.