FxPro Direct User Guide

Transcription

1 FxPro Direct User Guide

2 New to FxPro? Open a live trading account now with the world s #1 FX broker*. New to trading? Try one of our unlimited demo accounts. Get ready to experience an online trading account, built with your needs in mind. Our award-winning platforms, support and services are subject to constant review and upgrade, so that we can provide all the trading tools, industry news and learning resources you need to make the most informed trading decisions. * Based on 40+ UK and international awards

3 Sign in to FxPro Direct From your FxPro Direct account you can manage your entire online trading world. Open new live trading accounts across any of our platforms, test your trading strategies with one of our demo accounts, deposit and withdraw funds securely with the FxPro Vault, and access a range of tools to help inform your trading decisions.

4 Accounts Tab a d g f c 4 g b 1 i j 2 e 3 Upon logging into your FxPro Direct account you will be greeted by the Accounts page.

5 My Accounts 1 My Accounts Through My Accounts you can view and manage all your open trading accounts, both live and demo. You can fund your live trading accounts at the click of a button, through multiple, easy to use methods. a b c d e f g Quick Deposit: Fund your trading accounts through the Quick Deposit button located in the top right of the menu bar Accounts Dropdown: Fund a specific account by clicking on the account number in the My Accounts table, upon which a dropdown menu will appear with the option to Fund Account Fund Now: Fund the trading account of your choice by clicking the 'Fund Now' button next to its entry in the 'My Accounts' table Deposit Funds: An option to Deposit Funds is also available from the FxPro Direct side menu Deposit Options: Deposit funds by clicking on your method of preference from the Deposit Options scrollbar Withdraw Funds: You are able to withdraw funds via the option on the side menu Manage FxPro Vault: You can deposit and withdraw funds by clicking the Manage FxPro Vault button from the side menu

6 Download Platforms 2 Download Platforms Located below My Accounts, Download Platforms provides you with links through which you can download, and subsequently install, the range of trading platforms FxPro offers. Links are available to download both desktop and mobile versions of the platforms, as well as links to the various web platforms offered, which don t require installation and can be ran through your web browser. h i j Platform Downloads: Download the range of trading platforms offered by FxPro via the Platform Downloads link in the side menu Trading Platforms: A complete list of download links for all available platforms can be accessed from Trading Platforms in the side menu Quick Launch Links: Launch the web platforms for FxPro ctrader and MetaQuotes MT4 via Quick Launch Links in the side menu

7 Deposit Options 3 Deposit Options At the bottom of the Accounts page you can find Deposit Options. This bar, which you can scroll through by clicking the arrows, clearly denotes all the deposit options that are available to you. By clicking on your desired option you can also quickly fund the trading account of your choice with the selected method. 4 FxPro Vault The FxPro Vault is a free, personal risk management tool that allows you, as an FxPro trader, to deposit and withdraw funds with ease. The Vault works as a central account from which you can transfer funds to all your trading accounts with a few simple clicks. You may then transfer back to your Vault any funds from your trading accounts that you wish to withdraw. In this way, the funds kept in your Vault are completely protected from the impact that market movements may have on your trading account(s). To create or manage your FxPro Vault, you can click on the button in the sidebar menu. To learn more information about how the Vault works, you can click the? icon next to FxPro Vault, and then click on Learn more.

8 Tools Tab 2 1 The Tools tab provides you with access to a range of trading tools that can help you make more informed decisions each time you trade.

9 Trader s Dashboard 1 FxPro Trader s Dashboard The FxPro Trader s Dashboard is a free tool that offers you a quick and easy way to get a feel for what s happening in the world s currency market. This tool supplies a wealth of information including: Forex widgets to help you understand which currency pairs are really moving Other clients positions which give a good indication of how the market is trending Volume and trade information showing which currency pairs are currently popular Volatility and trades per time informing you of market liquidity and stability

10 Sidebar Menu 2 Tools Sidebar Menu From the Tools sidebar menu you have access to an additional array of trading tools and services that can help you become a better trader. FxPro Quant: A revolutionary visual strategy builder that allows you to turn your own strategies into trading algorithms that automatically run on our MT4 and ctrader platforms VPS: Upload your trading algorithms to our low latency Virtual Private Server. Trade around the clock with no down time and without even needing to turn on your PC Trading Central: Access a wealth of market insights, from a leading provider of technical financial analysis, with a 16-year proven track record of delivering accurate assessments Economic Calendar: Find out about all the economic reports due to be released, their previous results, consensus forecasts and the volatility likely to be generated FxPro Blog: Our experienced analysts offer daily market outlooks, and insightful commentaries, to help you keep track of the latest market changes FxPro Squawk: Brought to you by Talking-Forex, Squawk provides real-time audio news commentary and a scrolling news feed for the FX markets

11 FxPro Direct Menu Bar The Menu Bar at the top of the screen provides access to a range of actions you can carry out relating to your FxPro Direct Profile. These are available via the dropdown menu accessed by hovering over your name.

12 Dropdown Menu 1 Dropdown Menu From the Dropdown Menu you can perform a number of actions relating to your FxPro Direct profile, including: Editing your profile, changing your personal information Changing the password for your FxPro Direct account Uploading documents needed to verify your accounts Setting your subscription preferences Viewing your platform credentials, including login and password for each trading account Accessing your VPS subscription Managing your market alerts settings Logging out

13 Dropdown Menu 2 Quick Deposit The Quick Deposit button in the menu bar enables you to easily deposit funds into any of your open trading accounts. 3 Country Selector You are able to change the language of your FxPro Direct account by clicking the country flag located on the right side of the menu bar.

14 FAQ How do I register/login to FxPro Direct? Go to direct.fxpro.com (for FxPro Financial Services Ltd clients) or direct.fxpro.co.uk (for FxPro UK Ltd clients). To register, click on the Open Live Account button on the right, or the Try Demo link below it. To login, enter your and password used to register your account, in the text boxes to the left, and click the Sign In button. If you have forgotten your password, click the Restore Password link next to the Sign In button, and enter the address you used to register the account. An will then be sent containing a link you can use to change your password. How do I open a new trading account in FxPro Direct? To open a new live trading account via FxPro Direct, click the Open Trading Account button on the My Accounts screen, and fill in all the required information in the form that follows. To open a new Demo account, click on the Open Demo Account button and fill in the required information that follows. How do I upload the documents required to verify my live trading account? Before you can deposit funds and begin trading with your new live account, you need to first verify it by uploading the required documents to our system. To upload your documents, click the My Profile button from the sidebar menu, then click the Upload Documents tab. Alternatively, you can select the Upload Documents option from the dropdown in the menu bar. From there you will be able to upload copies of all the documents required, and once processed, your account will be verified.

15 FAQ How do I deposit/withdraw funds into/from my trading accounts in FxPro Direct? At FxPro, the safety of our clients funds is of paramount importance. For that reason, we provide all our traders with access to their own FxPro Vault, a free, personal risk management tool that allows you to deposit and withdraw funds with ease. All deposits and withdrawals pass through your FxPro Vault, and any funds kept in it remain secure from the impact that market movements may have on your open positions. There are a host of ways to deposit funds into one of your trading accounts: Click the Manage FxPro Vault button on the side menu Click the Quick Deposit button from the top menu bar Click the Deposit Funds button on the side menu Click the arrow next to the number of the account you want to deposit into in the My Accounts table and select Fund Account Click the 'Fund Now' button next to the account you want deposit into in the 'My Accounts' table Note: If you haven t transferred funds to your FxPro Vault you need to do so before transfers to trading accounts are possible. Click on the Manage FxPro Vault button in the sidebar menu, you will then be able to transfer funds to your Vault via your preferred available method. There are also multiple ways to withdraw funds from your trading accounts: Click the Manage FxPro Vault button on the side menu. You will then be able to transfer funds from your trading accounts to your Vault, and subsequently withdraw them through your preferred method available* Click the Withdraw Funds button on the side menu. You will then be able to transfer funds from your trading accounts to your Vault, and subsequently withdraw them through your preferred method available* *Our Client Accounting Department will receive your request and proceed within 1 working day. If a withdrawal request is made within a 6-month period from the moment of deposit, Credit Card deposits must be withdrawn first, followed by PayPal deposits, followed by Skrill deposits. Once all deposits made via the three aforementioned methods are refunded, you will be able to withdraw via any other method you wish.

16 FAQ How do I change my FxPro Direct password? If you have forgotten your FxPro Direct password and cannot sign in, you can request a password reset. Go to direct.fxpro.com (for clients of FxPro Financial Services Ltd) or direct.fxpro.co.uk (for clients of FxPro UK Ltd), and click the Restore Password link next to the Sign In button. You will be asked to enter the address registered to your account. Subsequently, an will be sent to that address, providing a link through which you can change your password. If you simply want to change your password for security reasons, this can also be done from inside FxPro Direct. Simply select Change Password from the dropdown in the menu bar. You can then request a change of password, and an will be sent to your address through which the change can be made. Alternatively, you can also access the Change password feature via the My Profile button in the side menu. How do I reset my trading platform account password? If you have forgotten the password for your trading platform account, or simply wish to change it for security purposes, this can be done in FxPro Direct. On the My Accounts page, go to the table showing all your trading accounts, click the arrow next to the number of the account you wish to change the password for, and select Reset Password(s) from the dropdown menu. A pop-up box will appear asking you to confirm your selection. Click OK, and an will be sent to the address used to register the trading account. Simply follow the instructions within to reset your trading platform account password.

17 Risk Warning: Contracts for Difference ( CFDs ) are complex financial products that are traded on margin. Trading CFDs carries a high level of risk since leverage can work both to your advantage and disadvantage. As a result, CFDs may not be suitable for all investors because you may lose all your invested capital. You should not risk more than you are prepared to lose. Before deciding to trade, you need to ensure that you understand the risks involved taking into account your investment objectives and level of experience. Past performance of CFDs is not a reliable indicator of future results. Most CFDs have no set maturity date. Hence, a CFD position matures on the date you choose to close an existing open position. Seek independent advice, if necessary. Please read FxPro s full Risk Disclosure Statement. FxPro UK Limited is authorised and regulated by the Financial Conduct Authority (registration no ). FxPro Financial Services Limited is authorised and regulated by the Cyprus Securities and Exchange Commission (licence no. 078/07) and authorised by the Financial Services Board ( FSB ) (authorisation no ). FxPro Financial Services Limited and FxPro UK Limited do not offer Contracts for Difference to residents of certain jurisdictions such as the United States of America, the Islamic Republic of Iran and Canada. This material is considered a marketing communication and does not contain, and should not be construed as containing, investment advice or an investment recommendation or, an offer of or solicitation for any transactions in financial instruments. Past performance is not a guarantee of or prediction of future performance. FxPro does not take into account your personal investment objectives or financial situation. FxPro makes no representation and assumes no liability as to the accuracy or completeness of the information provided, nor any loss arising from any investment based on a recommendation, forecast or other information supplied by an employee of FxPro, a third party or otherwise.

18 Customer Support Tel: +44 (0) Fax: +44 (0) Working Hours: 24/5 Accounting Department Tel: +44 (0) Fax: +44 (0) Working Hours: 24/5 Media Enquiries Tel: +44 (0) Fax: +44 (0) Working Hours: GMT Tel: +44 (0) Fax: +44 (0) Working Hours: GMT Introducers Tel: +44 (0) Fax: +44 (0) Working Hours: 05:30-17:00 GMT