Trader experience

A broker-owned client experience beyond the trading terminal.

Give traders a responsive place to complete onboarding, understand account options and take part in broker-configured engagement.

my.demo-broker.com/portal
Overview
Trader Portal
MK
Broker points
3,480
▲ 320 this week
Challenges completed
11
Documents
Verified
Policy v4
Account types available to you
Explore account types
Account typePlatformCurrencyMinimum
StandardMetaTrader 5USD · EUR$100
ProMetaTrader 5USD$2,500
Raw spreadMetaTrader 5USD$5,000
DemoMetaTrader 5USD—
Your challenges
Trader lane
Trade 15 lots12 / 15
Weekly · ends Sunday+750 points
Complete profile3 / 4
One-off+150 points
Rewards catalogue
Broker-selected
Trading credit1,200 ptsAvailable
Cashback reward2,000 ptsAvailable
VIP account tier6,500 ptsLocked

On the device they actually use

Rethought for mobile, not shrunk onto it.

The portal is built responsively rather than as a desktop screen scaled down. Onboarding, documents, challenges and rewards all work at thumb reach.

MK
Good afternoon
Mikkel
Live · Standard
$12,400.28
KYC verified8840112
Weekly challenge12 / 15 lots
Trade 15 lots+750 points
Broker points
3,480
4 rewards available
Overview
Accounts
Rewards
Support
MK
Good afternoon
Mikkel
Account types
StandardProRaw
Currency, platform and minimum funding shown for each enabled type.
Rewards catalogue
Trading credit1,200 pts
Cashback2,000 pts
Leaderboard · weekly
  • 01quiet-harbour9,240
  • 04you3,480
  • 05north-fifteen3,110
Overview
Accounts
Rewards
Support

What exists today

The current experience.

Secure broker session
Authorization code with PKCE, host-only cookies and API-proved identity.
Native KYC
Broker-defined requirements, controlled file uploads, receipts and honest approval status.
Account catalogue
Enabled demo and live options with currency and platform, without exposing MT5 server, group or IB routing.
Engagement
Separate trader challenges, points history, rewards and a governed request lifecycle.
Games and leaderboards
Four broker-branded educational formats with moderated usernames and pseudonymous rankings.
Customisable overview
Modules and density limited to broker-permitted experiences.

What arrives during implementation

Pilot and planned.

Stated plainly, because the difference matters when you are planning a migration.

Controlled account opening

Enabled after MT5 UserAdd, credential delivery and staging evidence are approved.

Pilot dependency

Account and balance overview

Read-only from broker sync — never from a risk engine.

Pilot dependency

Cashier experience

Broker payment methods, fees, limits and status with dual-approval Back Office handling.

In active delivery

In-portal notifications

KYC, support, challenge, reward and game outcomes delivered in the portal.

In active delivery

Contextual support

Tickets raised from the record the trader is looking at.

In active delivery

Trader referral

Any approved trader-referral programme, governed the same way as partner attribution.

Planned

See the portal under your brand.

We will show the trader experience with your logo, colours and account catalogue applied.