Forex Funding FAQ

1-Phase Challenge

Specs	Phase One	Funded
Profit Target	10%	No limit
Daily Loss Limit	5%	5%
Max Drawdown	6%	6%
Inactivity Period	30 Days	30 Days
Leverage	1:20	1:20
Flat for Weekend	All positions closed on Friday 3:45pm (Soft Breach)	All positions closed on Friday 3:45pm (Soft Breach)
Max Time	No time limit	No time limit
Add-ons	Yes	Yes
News trading	3 minutes before or after	3 minutes before or after

ADD-ONS (AVAILABLE AT PURCHASE):
Hold Over Weekend (10% Cost) – Point-of-Sale add-on that disables “Flat for Weekend” requirement;
this allows traders to keep positions open over the weekend. Only crypto can be traded over the
weekend.
Profit Share Increased to 90% (20% Cost) – Point-of-Sale add-on that increases a trader’s potential
profit share for funded accounts to 90% (up from the standard 75%) of the profit.

TRADING RULES | FREQUENTLY ASKED QUESTIONS (FAQ):

ONE STEP OVERVIEW
April 2024

What is the difference between a Hard Breach and Soft Breach rule?
● Soft breach means that we will close all trades that have violated the rule. However, you can continue
trading in your Assessment or Funded Account.
● Hard breach means that you violated either the Daily Loss Limit or Max Trailing Drawdown rule. Both
rules constitute a hard breach. In the event you have a hard breach, you will fail the Assessment or have
your Funded Account taken away.
How do you calculate the Daily Loss Limit?
The Daily Loss Limit is the maximum your account can lose in any given day. Daily Loss Limit is calculated
using the previous day balance which resets at 5 PM EST. The Daily Stop compounds with the increase in
your account.
Example: if your prior day’s end of day balance (5pm EST) was $100,000, your account would violate the
daily stop loss limit if your equity reached $95,000 during the day. If your floating equity is +$5,000 on a
$100,000 account, your new- day (5pm EST) max loss is based on your balance from the previous day
($100,000). So, your daily loss limit would still be $95,000.
How do you calculate the Maximum Trailing Drawdown?
The Maximum Trailing Drawdown is initially set at 6% and trails (using CLOSED BALANCE – NOT equity)
your account until you have achieved a 6% return in your account. Once you have achieved a 6% return
the Maximum Trailing Drawdown no longer trails and is permanently locked in at your starting balance.
Example: If your starting balance is $100,000, you can drawdown to $94,000 before you would violate
the Maximum Trailing Drawdown rule. Then for example let’s say you take your account to $102,000 in
CLOSED BALANCE. This is your new high-water mark, which would mean your new Maximum Trailing
Drawdown would be $96,000. Next, let’s say you take your account to $106,000 in CLOSED BALANCE,
which would be your new high-water mark. At this point your Maximum Trailing Drawdown would be
locked in at your starting balance of $100,000. So, regardless of how high your account goes, you would
only breach this rule if your account drew back down to $100,000 (note, you can still violate the daily
drawdown). For example, if you take your account to $170,000, as long as you do not drawdown more
than 5% in any given day, you would only breach if your account equity reaches $100,000.

Can I hold positions over the weekend?
We require all trades to be closed by 3:45pm EST on Friday. Any trades left open after this time will
automatically be closed. Note, this is only a soft breach and you will be able to continue trading once the
markets reopen.

What is 1 lot equal to on the Trading Platform?
● Forex: 1 lot = $100k notional

ONE STEP OVERVIEW
April 2024

● Index: 1 lot = 1 Contract
Exceptions:
SPX500: 1 lot = 10 contracts
JPN225: 1 lot = 500 contracts
● Cryptos: 1 lot = 1 coin
● Silver: 1 lot = 5000 ounces
● Gold: 1 lot = 100 ounces
● Oil: 1 lot = 100 barrels

Is there a breach for inactivity?
Yes. We will consider you inactive and your account will be breached if you do not have any trading
activity on your account for 30 consecutive days.

FUNDED/LIVE ACCOUNTS | FREQUENTLY ASKED QUESTIONS (FAQ):
How long does it take to receive my funded account?
Upon passing your Assessment, you will receive an email with instructions on how to access and
complete both your “Know Your Customer” verification and your “Trader Agreement”. Once both are
completed and supporting documentation is provided, your Funded Account will be created, funded and
issued to you typically within 24-48 business hours. You will receive a confirmation email once this
account is being enabled.
Once I pass the Assessment am I provided with a demo or funded account?
Once you pass the Assessment, we provide you with a funded account, backed by our capital. The
capital in your funded Account is notional and may not match the amount of capital on deposit with the
Liquidity Provider. A Funded Account is notionally funded when actual funds in the account (i.e., the
equity in a Funded Account represented by the amount of capital) differs from the nominal account size
(i.e., the size of the Funded Account that establishes the initial account value and level of trading).
Notional funds are the difference between nominal account size and actual capital in a Funded Account.
Use of notional funding does not impact your trading conditions in any way.
Do we manipulate the pricing or executions you receive in your funded account?
No. We do not have any control over pricing from the liquidity provider or on the executions on your
trades.
Who is the counterparty to my trades?
For purposes of managing risk and minimizing transaction costs, we may offset or negate market risk
and act as the direct counterparty to certain trades initiated in the Account. Such trades are executed at

ONE STEP OVERVIEW
April 2024

prices provided by arm’s length third parties. This framework is intended to ensure you receive real
market execution on your trades, while simultaneously allowing us to manage risk dynamically by
routing existing positions or future orders to third parties for execution as we deem appropriate. We

believe that such real market execution and dynamic risk management would not be possible or as cost-
effective if trades were executed in simulated accounts. Regardless of whether we act as counterparty

to your trades, the gain or loss on your funded account is not calculated differently. However, when we
act as the counterparty to your trades, there is an inherent potential conflict of interest because your
trades do not result in net gain or loss to us, as your trades would if we were not the direct
counterparty.
Am I subject to any position limits?
The maximum position that you may open is determined by your available margin. We reserve the right
to increase the margin requirement, limit the number of open positions you may enter or maintain in
the Funded Account at any time, and to revise in response to market conditions the drawdown levels at
which trading in the funded account will be halted. We or the Liquidity Provider reserve the right to
refuse to accept any order.
What are the rules for the funded account?
The rules for the funded account are exactly the same as your Assessment account. However, with a
funded account, there is no profit target.
If I have a hard breach in my funded account and there are gains in the account, do I forfeit those
gains?
If you have gains in your funded account at the time of a hard breach, you will still receive your portion
of those gains.
For example, if you have a $100,000 account and you grow that account to $110,000. Should you then
have a hard breach we would close the account. Of the $10,000 in gains in your funded account, you
would be paid your portion thereof.
How do I withdraw the gains in my funded account?
Traders can request a withdrawal of the gains in their funded account at any time in their trader
dashboard, but no more frequently than once per thirty (30) days. So, if you make gain in your funded
account, you can request a withdrawal. When you are ready to withdraw the gains from your funded
account, click the Withdraw Profits button in your trader dashboard and enter the amount to withdraw.
All such gains are distributed via the available outbound payment solutions offered from time to time.
Once your withdrawal request is approved, we will pay the monies owed to you. We reserve the right to
change the withdrawal methods and options at any time.
When can I withdraw the gains in my funded account and how does that affect my Maximum Trailing
Drawdown?
Your first withdrawal can be requested at any time. Thereafter, you can request a withdrawal of the
gains in your account every 30 days. When a withdrawal is approved, we will also withdraw our share of

ONE STEP OVERVIEW
April 2024

the gains, and your max trailing drawdown will lock in at your starting balance. The trailing drawdown
does not reset when you request a withdrawal. Example: You have taken an account from $100,000 to
$120,000. You then request a withdrawal of $16,000. In this scenario, you will receive $12,000 and we
would retain $4,000. This would also take the balance of the account down to $104,000, and your
Maximum Trailing Drawdown is locked in at $100,000. So, you would have $4,000 maximum you could
lose on the account before it would violate the Maximum Trailing Drawdown rule. If you take a full
withdrawal of the gains in your Funded Account, the Maximum Trailing Drawdown will still lock in at the
starting balance and will therefore result in the forfeiting of your Funded Account, as your balance will
trigger the Maximum Trailing Drawdown breach rule.
OTHER GENERAL QUESTIONS:
Do I have to use one of your accounts for the Assessment or can I use my own?
We have risk management software that is synced with the accounts we create. This allows us to
analyze your performance in real time for achievements or rule violations. As such, you must use an
account that we provide to you.
What Countries are accepted?
Subject to compliance with applicable laws and regulations, traders from all countries, excluding OFAC
listed countries, can take part in our program, unless otherwise limited at the Company’s discretion.
What is the minimum age I must be to be part of your program?
You must be at least 18 years of age, or the applicable minimum legal age in your country, to purchase
an assessment.
Where do I track the progress of my account?
Upon purchasing an Assessment, you will receive access to a trader dashboard where you can monitor
your Assessment and Funded Accounts. The dashboard is updated every time we calculate metrics,
which occurs roughly every 60 seconds. It is your responsibility to monitor your breach levels.
What Platform can I trade on?
Our technology is currently integrated with DXtrade, MatchTrader & cTrader platforms via GooeyTrade.
What products can I trade?
You can trade any products streamed by the Liquidity Provider into the available platforms, as such
products may change from time to time. This includes FX pairs and CFD Indices, Commodities, Metals,
and Cryptocurrencies.
What is the leverage?

ONE STEP OVERVIEW
April 2024

We offer up to 20:1 leverage on Forex and Metals, up to 10:1 leverage on Indices, up to 5:1 leverage on
Oil and up to 2:1 leverage on Cryptocurrencies.

What are the trading hours?
Trading hours are generally set by the Liquidity Provider, unless set by our rules. We do not have any
control over the trading hours. You can see the trading hours for each product by using the following
methods:
DXtrade – Right click symbol, select “Instrument Info”
MatchTrader – Click symbol to expand, select “Info”
cTrader – Navigate to Symbol Window, scroll down to see “Market Hours” for selected symbol

Please note that holidays can have an impact on available trading hours.
Additionally, pursuant to the no holding trades over the weekend rule, we close all open trades at
3:45pm EST on Fridays.
Please note if a holiday falls on a Friday and the markets are closed, the trader is responsible for closing
positions before the markets close on the prior Thursday.
Do your accounts charge commissions?
Funded accounts receive the same pricing and commissions as charged by our Liquidity Provider to
other, self-funded, retail trading accounts.
Can I use an Automated Strategies?
Subject to our policy on Prohibited Trading as described below, you can trade using an automated
strategy.
What is the policy on Prohibited Trading Activity?
You are also prohibited from using any trading strategy that is expressly prohibited by the Company or
the Liquidity Providers it uses. Such prohibited trading (“Prohibited Trading”) shall include, but not be
limited to:
● Exploiting errors or latency in the pricing and/or platform(s) provided by the Liquidity Provider
● Utilizing non-public and/or insider information
● Front-running of trades placed elsewhere
● Trading in any way that jeopardizes the relationship that the Company has with a Liquidity Provider or
may result in the canceling of trades
● Trading in any way that creates regulatory issues for the Liquidity Provider
● Utilizing any third-party strategy, off-the-shelf strategy or one marketed to pass challenge accounts

ONE STEP OVERVIEW
April 2024

● Utilizing one strategy to pass an assessment and then utilizing a different strategy in a funded account,
as determined by the Company in cooperation with Prop Account, LLC at their discretion

● Attempting to arbitrage an assessment account with another account with the Company or any third-
party company, as determined by the Company in its sole and absolute discretion.

● If the Company detects that your trading constitutes Prohibited Trading, your participation in the
program will be terminated and may include forfeiture of any fees paid to the Company. Additionally,
and before any Trader shall receive a funded account, the trading activity of the Trader under these
Terms and Conditions shall be reviewed by both the Company and the Liquidity Provider to determine
whether such trading activity constitutes Prohibited Trading. In the case of Prohibited Trading, the
Trader shall not receive a funded account.
● Additionally, the Company reserves the right to disallow or block any Trader from participating in the
program for any reason, in the Company’s sole and absolute discretion.
To view all Prohibited Uses, please review our Terms and Conditions here,
https://dashboardanalytix.com/client-terms-and-policies/?v=3acf83834396
Can I trade during News Events?
Trading within 3 minutes before or after a News Event is prohibited. If the Company determines that
trading has, in fact, occurred during the News Event. Any traders identified as having trading during a
News Event during the challenge phase are subject to having those trades removed, having the leverage
on their account reduced or having their account breached altogether. The Company has sole and
absolute discretion in determining what constitutes a News Event.
How will I see the charge on my Statement?
Charges come across in the name of dashboardanalytix.com.
How are taxes handled?
When trading a Funded Account for our firm, you are treated as an independent contractor. As a result,
you are responsible for any and all taxes on your gains.

2-Phase Challenge

Specs	Phase One & Two	Funded
Profit Target	10% & 5%	No limit
Daily Loss Limit	4%	4%
Max Drawdown	8%	8%
Inactivity Period	30 Days	30 Days
Leverage	1:30	1:30
Flat for Weekend	All positions closed on Friday 3:45pm (Soft Breach)	All positions closed on Friday 3:45pm (Soft Breach)
Max Time	No time limit	No time limit
Add-ons	Yes	Yes
Trading news	3 minutes before or after	3 minutes before or after

ADD-ONS (AVAILABLE AT PURCHASE):
Hold Over Weekend (10% Cost) – Point-of-Sale add-on that disables “Flat for Weekend” requirement;
this allows traders to keep positions open over the weekend. Only crypto can be traded over the
weekend.

Profit Share Increased to 90% (20% Cost) – Point-of-Sale add-on that increases a trader’s potential
profit share for funded accounts to 90% (up from the standard 75%) of the profit.
TRADING RULES | FREQUENTLY ASKED QUESTIONS (FAQ):
What is the difference between a Hard Breach and Soft Breach rule?

TWO STEP OVERVIEW
April 2024

● Soft breach means that we will close all trades that have violated the rule. However, you can continue
trading in your Assessment or Funded Account.
● Hard breach means that you violated either the Daily Loss Limit or Max Drawdown rule. Both rules
constitute a hard breach. In the event you have a hard breach, you will fail the Assessment or have your
Funded Account taken away.
How do you calculate the 4% Daily Loss Limit?
The Daily Loss Limit is the maximum your account can lose in any given day. Daily Loss Limit is calculated
using the previous day balance which resets at 5 PM EST. Daily Stop compounds with the increase in
your account.
Example: if your prior day’s end of day balance (5pm EST) was $100,000, your account would violate the
daily stop loss limit if your equity reached $96,000 during the day. If your floating equity is +$6,000 on a
$100,000 account, your new- day (5pm EST) max loss is based on your balance from the previous day
($100,000). So, your daily loss limit would still be $96,000.
How do you calculate the 8% Max Drawdown?
Maximum drawdown is the maximum your account can drawdown before you would hard breach your
account. When you open the account, your Maximum Drawdown is set at 8% of your starting balance.
This 8% is static and does not trail.

Can I hold positions over the weekend?
Positions on crypto can be held over the weekend. We require all trades on other assets to be closed by
3:45pm EST on Friday. Any trades left open after this time will automatically be closed prior to market
closing. Note, this is only a soft breach and you will be able to continue trading once the markets
reopen.

What is 1 lot equal to on the Trading Platform?
● Forex – 1 lot = $100k notional
● Index – 1 lot = 1 Contracts
Exceptions:
SPX500: 1 lot = 10 contracts
JPN225: 1 lot = 500 contracts
● Cryptos – 1 lot = 1 coin
●
● Silver – 1 lot = 5000 ounces
● Gold – 1 lot = 100 ounces
● Oil – 1 lot = 100 barrels

TWO STEP OVERVIEW
April 2024

Is there a breach for inactivity?
Yes. We will consider you inactive and your account will be breached if you do not have any trading
activity on your account for 30 consecutive days.
FUNDED ACCOUNTS | FREQUENTLY ASKED QUESTIONS (FAQ):
How Long does it take to receive my funded account?
Upon passing your Assessment, you will receive an email with instructions on how to access and
complete both your “Know Your Customer” verification and your “Trader Agreement”. Once both are
completed and supporting documentation is provided, your Funded Account will be created, funded and
issued to you typically within 24-48 business hours. You will receive a confirmation email once this
account is being enabled.
Once I pass the Assessment am I provided with a demo or funded account?
Once you pass the Assessment, we provide you with a funded account, backed by our capital.
The capital in your funded Account is notional and may not match the amount of capital on
deposit with the Liquidity Provider. A Funded Account is notionally funded when actual funds in
the account (i.e., the equity in a Funded Account represented by the amount of capital) differs
from the nominal account size (i.e., the size of the Funded Account that establishes the initial
account value and level of trading). Notional funds are the difference between nominal account
size and actual capital in a funded account.

Use of notional funding does not impact your trading conditions in any way.
Do we manipulate the pricing or executions you receive in your Funded Account?
No. We do not have any control over pricing from the liquidity provider or on the executions on
your trades.
Who is the counterparty to my trades?
For purposes of managing risk and minimizing transaction costs, we may offset or negate
market risk and act as the direct counterparty to certain trades initiated in the Account. Such
trades are executed at prices provided by arm’s length third parties. This framework is intended
to ensure you receive real market execution on your trades, while simultaneously allowing us to
manage risk dynamically by routing existing positions or future orders to third parties for
execution as we deem appropriate. We believe that such real market execution and dynamic
risk management would not be possible or as cost-effective if trades were executed in
simulated accounts. Regardless of whether we act as counterparty to your trades, the gain or
loss on your funded account is not calculated differently. However, when we act as the
counterparty to your trades, there is an inherent potential conflict of interest because your

TWO STEP OVERVIEW
April 2024

trades do not result in net gain or loss to us, as your trades would if we were not the direct
counterparty.
Am I subject to any position limits?
The maximum position that you may open is determined by your available margin. We reserve the right
to increase the margin requirement, limit the number of open positions you may enter or maintain in
the Funded Account at any time, and to revise in response to market conditions the drawdown levels at
which trading in the funded account will be halted. We or the Liquidity Provider reserve the right to
refuse to accept any order.
What are the rules for the funded account?
The rules for the funded account are exactly the same as your Assessment account. However, with a
funded account, there is no profit target.
If I have a hard breach in my funded account and there are gains in the account, do I forfeit those
gains?
If you have gains in your funded account at the time of a hard breach, you will still receive your portion
of those gains.
For example, if you have a $100,000 account and you grow that account to $110,000. Should you then
have a hard breach we would close the account. Of the $10,000 in gains in your funded account, you
would be paid your portion thereof.
How do I withdraw the gains in my funded account?
Traders can request a withdrawal of the gains in their funded account at any time in their trader
dashboard, but no more frequently than once per thirty (30) days. So, if you make gain in your funded
account, you can request a withdrawal. When you are ready to withdraw the gains from your funded
account, click the Withdraw Profits button in your trader dashboard and enter the amount to withdraw.
All such gains are distributed via the available outbound payment solutions offered from time to time.
Once your withdrawal request is approved, we will pay the monies owed to you. We reserve the right to
change the withdrawal methods and options at any time.
When can I withdraw the gains in my funded account and how does that affect my Maximum
Drawdown?
Your first withdrawal can be requested at any time. Thereafter, you can request a withdrawal of the
gains in your account every 30 days. When a withdrawal is approved, we will also withdraw our share of
the gains, and your max drawdown will lock in at your starting balance. The Maximum Drawdown does
not reset when you request a withdrawal. Example: You have taken an account from $100,000 to
$120,000. You then request a withdrawal of $16,000. In this scenario, you will receive $12,000 and we
would retain $4,000. This would also take the balance of the account down to $104,000, and your
Maximum Drawdown is locked in at $100,000. So, you would have $4,000 maximum you could lose on
the account before it would violate the Maximum Drawdown rule. If you take a full withdrawal of the
gains in your funded account, the Maximum Drawdown will still lock in at the starting balance and will

TWO STEP OVERVIEW
April 2024

therefore result in the forfeiting of your Funded Account, as your balance will trigger the Maximum
Drawdown breach rule.
OTHER GENERAL QUESTIONS:
Do I have to use one of your accounts for the Assessment or can I use my own?
We have risk management software that is synced with the accounts we create. This allows us to
analyze your performance in real time for achievements or rule violations. As such, you must use an
account that we provide to you.
What Countries are accepted?
Subject to compliance with applicable laws and regulations, traders from all countries, excluding OFAC
listed countries, can take part in our program, unless otherwise limited at the Company’s discretion.
What is the minimum age I must be to be part of your program?
You must be at least 18 years of age, or the applicable minimum legal age in your country, to purchase
an assessment.
Where do I track the progress of my account?
Upon purchasing an Assessment, you will receive access to a trader dashboard where you can monitor
your Assessment and Funded Accounts. The dashboard is updated every time we calculate metrics,
which occurs roughly every 60 seconds. It is your responsibility to monitor your breach levels.
What Platform can I trade on?
Our technology is currently integrated with DXtrade, MatchTrader & cTrader platforms via GooeyTrade.
What products can I trade?
You can trade any products streamed by the Liquidity Provider into the available platforms, as
such products may change from time to time. This includes FX pairs and CFD Indices,
Commodities, Metals, and Cryptocurrencies.
What is the leverage?
We offer up to 20:1 leverage on Forex and Metals, up to 10:1 leverage on Indices, up to 5:1 leverage on
Oil and up to 2:1 leverage on Cryptocurrencies.
What are the trading hours?
Trading hours are generally set by the Liquidity Provider, unless set by our rules. We do not
have any control over the trading hours. You can see the trading hours for each product by
using the following methods:

TWO STEP OVERVIEW
April 2024
DXtrade – Right click symbol, select “Instrument Info”
MatchTrader – Click symbol to expand, select “Info”
cTrader – Navigate to Symbol Window, scroll down to see “Market Hours” for selected symbol
Please note that holidays can have an impact on available trading hours.
Additionally, pursuant to the no holding trades over the weekend rule, we close all open trades at
3:45pm EST on Fridays.
Please note that if a holiday falls on a Friday and the markets are closed, the trader is responsible for
closing positions before the markets close on the prior Thursday.
Do your accounts charge commissions?
Funded accounts receive the same pricing and commissions as charged by our Liquidity Provider to
other, self-funded, retail trading accounts.
Can I use an automated strategy?
Subject to our policy on Prohibited Trading as described below, you can trade using an automated
strategy.
What is the policy on Prohibited Trading Activity?
You are also prohibited from using any trading strategy that is expressly prohibited by the Company or
the Liquidity Providers it uses. Such prohibited trading (“Prohibited Trading”) shall include, but not be
limited to:

• Exploiting errors or latency in the pricing and/or platform(s) provided by the Liquidity Provider
• Utilizing non-public and/or insider information
• Front-running of trades placed elsewhere
• Trading in any way that jeopardizes the relationship that the Company has with a Liquidity Provider or
  may result in the canceling of trades
• Trading in any way that creates regulatory issues for the Liquidity Provider
• Utilizing any third-party strategy, off-the-shelf strategy or one marketed to pass challenge accounts
• Utilizing one strategy to pass an assessment and then utilizing a different strategy in a funded account,
  as determined by the Company in cooperation with Prop Account, LLC at their discretion
• Attempting to arbitrage an assessment account with another account with the Company or any third-
  party company, as determined by the Company in its sole and absolute discretion.

TWO STEP OVERVIEW
April 2024

If we detect that your trading constitutes Prohibited Trading, your participation in the program will be
terminated and may include forfeiture of any fees paid to us. Additionally, and before you shall receive a
funded account, the trading activity of the Trader under these Terms and Conditions shall be reviewed
by us to determine whether such trading activity constitutes Prohibited Trading. In the case of
Prohibited Trading, the Trader shall not receive a Funded Account.
Additionally, we reserve the right to disallow or block You from participating in the program for any
reason, in our sole and absolute discretion.
To view all Prohibited Uses, please review our Terms and Conditions here,
https://dashboardanalytix.com/client-terms-and-policies/?v=3acf83834396

Can I trade during News Events?
Trading within 3 minutes before or after a News Event is prohibited. If the Company determines that
trading has, in fact, occurred during the News Event. Any traders identified as having trading during a
News Event during the challenge phase are subject to having those trades removed, having the leverage
on their account reduced or having their account breached altogether. The Company has sole and
absolute discretion in determining what constitutes a News Event.

How will I see the charge on my Statement?
Charges come across in the name of Dashboardanalytix.com.
How are taxes handled?
When trading a Funded Account for our firm, you are treated as an independent contractor. As a result,
you are responsible for any and all taxes on your gains.

3-Phase Challenge

Specs	Phase One, Two & Three	Funded
Profit Target	5% each phase	No limit
Daily Loss Limit	No Daily Limit	No Daily Limit
Max Drawdown	5%	5%
Inactivity Period	30 Days	30 Days
Leverage	1:20	1:20
Flat for Weekend	All positions closed on Friday 3:45pm (Soft Breach)	All positions closed on Friday 3:45pm (Soft Breach)
Max Time	No time limit	No time limit
Add-ons	Yes	Yes
Trading News	3 minutes before or after	3 minutes before or after

ADD-ONS (AVAILABLE AT PURCHASE):

Hold Over Weekend (10% Cost) – Point-of-Sale add-on that disables “Flat for Weekend” requirement;
this allows traders to keep positions open over the weekend. Only crypto can be traded over the
weekend.
Profit Share Increased to 90% (20% Cost) – Point-of-Sale add-on that increases a trader’s potential
profit share for funded accounts to 90% (up from the standard 75%) of the profit.
TRADING RULES | FREQUENTLY ASKED QUESTIONS (FAQ):

THREE STEP OVERVIEW
April 2024

What is the difference between a Hard Breach and Soft Breach rule?

• Soft breach means that we will close all trades that have violated the rule. However, you can
  continue trading in your Assessment or Funded Account.
• Hard breach means that you violated either the Daily Loss Limit or Max Drawdown rule. Both rules
  constitute a hard breach. In the event you have a hard breach, you will fail the Assessment or have
  your Funded Account taken away.
  Is there a Daily Loss limit?
  The three-step program does not have a daily loss.
  How do you calculate the 5% Max Drawdown?
  Maximum drawdown is the maximum your account can drawdown before you would hard breach your
  account. When you open the account, your Maximum Drawdown is set at 5% of your starting balance.
  This 5% is static and does not trail.

Can I hold positions over the weekend?
Positions on crypto can be held over the weekend. We require all trades on other assets to be closed by
3:45pm EST on Friday. Any trades left open after this time will automatically be closed prior to market
closing. Note, this is only a soft breach and you will be able to continue trading once the markets
reopen.
What is 1 lot equal to on the Trading Platform?

• Forex – 1 lot = $100k notional
• Index – 1 lot = 1 Contracts
• Exceptions:
• SPX500: 1 lot = 10 contracts
• JPN225: 1 lot = 500 contracts
• Cryptos – 1 lot = 1 coin
• Silver – 1 lot = 5000 ounces
• Gold – 1 lot = 100 ounces
• Oil – 1 lot = 100 barrels

Is there a breach for inactivity?
Yes. If you do not place a trade at least once every 30 days on your account, we will consider you
inactive and your account will be breached.
FUNDED ACCOUNTS | FREQUENTLY ASKED QUESTIONS (FAQ):
How Long does it take to receive my Funded Account?

THREE STEP OVERVIEW
April 2024

Upon passing your Assessment, you will receive an email with instructions on how to access and
complete both your “Know Your Customer” verification and your “Trader Agreement”. Once both are
completed and supporting documentation is provided, your Funded Account will be created, funded and
issued to you typically within 24-48 business hours. You will receive a confirmation email once this
account is being enabled.
Once I pass the Assessment am I provided with a demo or funded account?
Once you pass the Assessment, we provide you with a funded account, backed by our capital.
The capital in your funded Account is notional and may not match the amount of capital on
deposit with the Liquidity Provider. A Funded Account is notionally funded when actual funds in
the account (i.e., the equity in a Funded Account represented by the amount of capital) differs
from the nominal account size (i.e., the size of the Funded Account that establishes the initial
account value and level of trading). Notional funds are the difference between nominal account
size and actual capital in a Funded Account.
Use of notional funding does not impact your trading conditions in any way.
Do we manipulate the pricing or executions you receive in your Funded Account?
No. We do not have any control over pricing from the liquidity provider or on the executions on
your trades.
Who is the counterparty to my trades?
For purposes of managing risk and minimizing transaction costs, we may offset or negate
market risk and act as the direct counterparty to certain trades initiated in the Account. Such
trades are executed at prices provided by arm’s length third parties. This framework is intended
to ensure you receive real market execution on your trades, while simultaneously allowing us to
manage risk dynamically by routing existing positions or future orders to third parties for
execution as we deem appropriate. We believe that such real market execution and dynamic
risk management would not be possible or as cost-effective if trades were executed in
simulated accounts. Regardless of whether we act as counterparty to your trades, the gain or
loss on your funded account is not calculated differently. However, when we act as the
counterparty to your trades, there is an inherent potential conflict of interest because your
trades do not result in net gain or loss to us, as your trades would if we were not the direct
counterparty.
Am I subject to any position limits?
The maximum position that you may open is determined by your available margin. We reserve the right
to increase the margin requirement, limit the number of open positions you may enter or maintain in
the Funded Account at any time, and to revise in response to market conditions the drawdown levels at
which trading in the funded account will be halted. We or the Liquidity Provider reserve the right to
refuse to accept any order.
What are the rules for the funded account?

THREE STEP OVERVIEW
April 2024

The rules for the funded account are exactly the same as your Assessment account. However, with a
funded account, there is no profit target.
If I have a hard breach in my funded account and there are gains in the account, do I forfeit those
gains?
If you have gains in your funded account at the time of a hard breach, you will still receive your portion
of those gains.
For example, if you have a $100,000 account and you grow that account to $110,000. Should you then
have a hard breach we would close the account. Of the $10,000 in gains in your funded account, you
would be paid your portion thereof.
How do I withdraw the gains in my funded account?
Traders can request a withdrawal of the gains in their funded account at any time in their trader
dashboard, but no more frequently than once per thirty (30) days. So, if you make gain in your funded
account, you can request a withdrawal. When you are ready to withdraw the gains from your funded
account, click the Withdraw Profits button in your trader dashboard and enter the amount to withdraw.
All such gains are distributed via the available outbound payment solutions offered from time to time.
Once your withdrawal request is approved, we will pay the monies owed to you. We reserve the right to
change the withdrawal methods and options at any time.
When can I withdraw the gains in my funded account and how does that affect my Maximum
Drawdown?
Your first withdrawal can be requested at any time. Thereafter, you can request a withdrawal of the gains
in your account every 30 days. When a withdrawal is approved, we will also withdraw our share of the
gains, and your max drawdown will lock in at your starting balance. The Maximum Drawdown does not
reset when you request a withdrawal. Example: You have taken an account from $100,000 to $120,000.
You then request a withdrawal of $16,000. In this scenario, you will receive $12,000 and we would retain
$4,000. This would also take the balance of the account down to $104,000, and your Maximum
Drawdown is locked in at $100,000. So, you would have $4,000 maximum you could lose on the account
before it would violate the Maximum Drawdown rule. If you take a full withdrawal of the gains in your
Funded Account, the Maximum Drawdown will still lock in at the starting balance and will therefore
result in the forfeiting of your Funded Account, as your balance will trigger the Maximum Drawdown
breach rule.
OTHER GENERAL QUESTIONS:
Do I have to use one of your accounts for the Assessment or can I use my own?
We have risk management software that is synced with the accounts we create. This allows us to
analyze your performance in real time for achievements or rule violations. As such, you must use an
account that we provide to you.
What Countries are accepted?

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April 2024

Subject to compliance with applicable laws and regulations, traders from all countries, excluding OFAC
listed countries, can take part in our program, unless otherwise limited at the Company’s discretion.
What is the minimum age I must be to be part of your program?
You must be at least 18 years of age, or the applicable minimum legal age in your country, to purchase
an assessment.
Where do I track the progress of my account?
Upon purchasing an Assessment, you will receive access to a trader dashboard where you can monitor
your Assessment and Funded Accounts. The dashboard is updated every time we calculate metrics,
which occurs roughly every 60 seconds. It is your responsibility to monitor your breach levels.
What Platform can I trade on?
Our technology is currently integrated with DXtrade, MatchTrader & cTrader platforms via GooeyTrade.
What products can I trade?
You can trade any products streamed by the Liquidity Provider into the available platforms, as
such products may change from time to time. This includes FX pairs and CFD Indices,
Commodities, Metals, and Cryptocurrencies.
What is the leverage?
We offer up to 20:1 leverage on Forex and Metals, up to 10:1 leverage on Indices, up to 5:1 leverage on
Oil and up to 2:1 leverage on Cryptocurrencies.
What are the trading hours?
Trading hours are generally set by the Liquidity Provider, unless set by our rules. We do not have any
control over the trading hours. You can see the trading hours for each product by using the following
methods:
DXtrade – Right click symbol, select “Instrument Info”
MatchTrader – Click symbol to expand, select “Info”
cTrader – Navigate to Symbol Window, scroll down to see “Market Hours” for selected symbol
Please note that holidays can have an impact on available trading hours.
Additionally, pursuant to the no holding trades over the weekend rule, we close all open trades at
3:45pm EST on Fridays.
Please note that if a holiday falls on a Friday and the markets are closed, the trader is responsible for
closing positions before the markets close on the prior Thursday.
Do your accounts charge commissions?

THREE STEP OVERVIEW
April 2024

Funded accounts receive the same pricing and commissions as charged by our Liquidity Provider to
other, self-funded, retail trading accounts.
Can I use an automated strategy?
Subject to our policy on Prohibited Trading as described below, you can trade using an automated
strategy.
What is the policy on Prohibited Trading Activity?
You are also prohibited from using any trading strategy that is expressly prohibited by the Company or
the Liquidity Providers it uses. Such prohibited trading (“Prohibited Trading”) shall include, but not be
limited to:

• Exploiting errors or latency in the pricing and/or platform(s) provided by the Liquidity Provider
• Utilizing non-public and/or insider information
• Front-running of trades placed elsewhere
• Trading in any way that jeopardizes the relationship that the Company has with a Liquidity
  Provider or may result in the canceling of trades
• Trading in any way that creates regulatory issues for the Liquidity Provider
• Utilizing any third-party strategy, off-the-shelf strategy or one marketed to pass challenge
  accounts
• Utilizing one strategy to pass an assessment and then utilizing a different strategy in a funded
  account, as determined by the Company in cooperation with Prop Account, LLC at their
  discretion
• Attempting to arbitrage an assessment account with another account with the Company or
  any third-party company, as determined by the Company in its sole and absolute discretion.
  If we detect that your trading constitutes Prohibited Trading, your participation in the program will be
  terminated and may include forfeiture of any fees paid to us. Additionally, and before you shall receive a
  funded account, the trading activity of the Trader under these Terms and Conditions shall be reviewed
  by us to determine whether such trading activity constitutes Prohibited Trading. In the case of
  Prohibited Trading, the Trader shall not receive a Funded Account.
  Additionally, we reserve the right to disallow or block You from participating in the program for any
  reason, in our sole and absolute discretion.
  To view all Prohibited Uses, please review our Terms and Conditions here,
  https://dashboardanalytix.com/client-terms-and-policies/?v=3acf83834396

Can I trade during News Events?

THREE STEP OVERVIEW
April 2024

Trading within 3 minutes before or after a News Event is prohibited. If the Company determines that
trading has, in fact, occurred during the News Event. Any traders identified as having trading during a
News Event during the challenge phase are subject to having those trades removed, having the leverage
on their account reduced or having their account breached altogether. The Company has sole and
absolute discretion in determining what constitutes a News Event.

How will I see the charge on my Statement?
Charges come across in the name of Dashboardanalytix.com.
How are taxes handled?
When trading a Funded Account for our firm, you are treated as an independent contractor. As a result,
you are responsible for any and all taxes on your gains.