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Select the correct account

Use the account switcher on the dashboard or trading workspace. Confirm the account number, evaluation stage, and active status before placing an order. Each evaluation account keeps its own balance, positions, orders, progress, and rule history.

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Read the Pass Progress Card

The dashboard’s Pass Progress card combines the requirements for the selected account. Every evaluation has one profit target and a static maximum drawdown. Select, Prime, and Signature also have a 3% daily loss limit. Elite accounts bought with the 3% DLL option have the same 3% daily loss limit, and No DLL Elite accounts have none (see Elite Accounts). There is no minimum trading-day count or deadline for reaching the profit target, but every evaluation must record an executed trade at least once every 30 consecutive calendar days (the 30-Day Inactivity Rule). See Inactivity rules. The dashboard marks each requirement as clear, partial, pending, warning, or failed. Open profit and loss count toward account equity and rule headroom.
Reaching the profit target does not cancel the loss limits or other pass requirements. Keep every requirement clear until the account is recorded as passed.

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Monitor rule headroom

Use the rule card and equity chart to watch the effective daily-loss and drawdown floors. On plans with a daily loss limit, the daily loss floor is start-of-day equity, including open profit or loss, minus 3% of starting balance. The day resets at midnight in America/New_York, including daylight saving changes. The static maximum drawdown is also a percentage of starting balance. The rule card also shows the inactivity countdown: the time left until the 30-Day Inactivity Rule fails the account and the deadline it will fail at. Any executed trade restarts the countdown. The server evaluates the rules. Refresh a stale browser tab before relying on the account status it shows.

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When the evaluation passes

When the server confirms that account equity reaches the profit target and all other pass requirements are clear, the evaluation automatically changes to Passed, stops accepting new trades, and closes its open positions. Equity includes unrealized profit and loss. You do not need to close positions yourself to realize the target. Closing fees or slippage may leave the final balance slightly below the target; the account keeps its passed status. The dashboard shows the result, any available pass certificate, and the next action. Your first qualifying real evaluation pass also earns a one-time 15,000 FP bonus automatically, or 5,000 FP when the passing evaluation is a 1K or 2.5K account. An older evaluation pass does not block a bonus you have never received. Existing pass bonuses, including support credits, are not awarded again. See FP Points for eligibility and where to find the credit. Retired Beta evaluations and Beta Blitz do not qualify for this bonus. A later qualifying non-Beta evaluation can still earn it if you have not received it. Continue with Becoming Funded. If the account changes to Failed, read Breaches and Next Steps.