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Set up your funded account: the step-by-step checklist

From the moment you pass to your first funded trade, here is the exact order to do it in.

J
Written by John

The short answer

Five steps: complete KYC, receive your funded credentials, choose and log into your platform, confirm your size, leverage and rules, then place your first trade. Everything you need appears on your dashboard, and your funded account runs on the same rules as the evaluation you just passed.

Passing is the hard part, and you have done it. What follows is administrative, and we have kept it short: Work through the steps in order and you will be trading live prices on funded capital without missing anything.


Step 1: complete KYC

Identity verification (KYC) happens only after you pass, never to start. We run it through Veriff, our verification partner. You will be prompted from your dashboard to upload a government ID and complete a quick liveness check.

Do this first. Your funded credentials are issued once your identity is confirmed, so the sooner KYC clears, the sooner you trade. Use your real legal details exactly as they appear on your ID, since these are the details your future reward payouts are tied to.


Step 2: receive your funded credentials

Once KYC is approved, your funded account is provisioned and your login credentials are issued. You will find your account number, server and password on your dashboard. The exact timing of delivery after KYC clears is shown on your dashboard, so check there rather than waiting on email alone.

Keep these credentials private. They are the keys to your funded account, and you should never share them with anyone, including anyone claiming to be from UZO support.


Step 3: choose and log into your platform

Your funded account runs on one of three trading platforms. Pick the one you are most comfortable with, then enter the credentials from Step 2.

Platform

Good to know

MetaTrader 5

Industry standard, full EA support. Not available to US residents.

TradeLocker

Modern web and mobile, fast to start, no download required.

MatchTrader

Clean interface, web and mobile, broad instrument coverage.

Enter the server and login exactly as shown on your dashboard. If you are a US resident, choose TradeLocker or MatchTrader, since MT5 is not available to you.


Step 4: confirm your size, leverage and rules

Before you place anything, take sixty seconds to confirm the account is set up the way you expect. Your funded account carries the same rules as the evaluation you passed, so there are no surprises, but it is worth a glance.

  • Account size matches the program you bought.

  • Leverage is 1:100.

  • Real spreads and commissions apply uniformly, exactly as they did during your evaluation.

  • Your drawdown limits and any profit target match the program rules you already know.

You are trading against real live prices across forex, metals, crypto, indices, stocks and energies. The capital is simulated, the prices and the discipline are real.


Step 5: place your first funded trade

With credentials confirmed and rules checked, you are ready. Open your platform, select an instrument, set your position size with your drawdown limits in mind, and place the trade. There is no minimum on most funded programs and no time pressure to rush, so trade the setup, not the clock.

You keep 90%

On a funded account the split is 90% to you, 10% to UZO, fixed at every size. Your evaluation fee is refunded on your first reward payout.


If something looks wrong

If your credentials have not arrived, your account size looks off, or a platform will not accept your login, start with your dashboard, which is the source of truth for your account status and details. Most issues resolve there.

If it still does not look right, contact us at support@uzo.com with your account number and a short description. We would rather you ask early than trade on an account you are unsure about.


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