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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 work through.

The short answer

Five steps: complete identity verification, 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 have just passed.

You have passed, and everything from here is quick and administrative. Work through the steps in order and you will be trading live prices on funded capital in the right sequence, without missing anything.


Step 1: complete identity verification

Identity verification (KYC) is completed right after you pass, before your funded account is activated. We run it through our identity-verification partner, and you will be prompted from your dashboard to upload a government-issued ID and complete a quick liveness check.

Do this first. Your funded credentials are issued once your identity is confirmed, so the sooner verification clears, the sooner you trade. Use your real legal details exactly as they appear on your document. You must be the person shown on that document throughout verification, and your future rewards are paid only to a bank account or crypto wallet held in your own name, matching your verified identity. We do not pay a third party or an account in a different name, so a name mismatch simply holds the reward until it is corrected.


Step 2: receive your funded credentials

Once your identity 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 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 two 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.

Enter the server and login exactly as shown on your dashboard. Should you be a US resident, use TradeLocker, since MetaTrader 5 is not available to you.


Step 4: confirm your size, leverage and rules

Before you place anything, take a minute 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 programme you bought.

  • Leverage is 1:100, across 1,300 or more instruments.

  • Prices are real and live, exactly as they were during your evaluation.

  • Your drawdown limits and any profit target match the programme rules you already know. Drawdown is measured on your equity, including any open or floating profit and loss, and the daily limit resets at 00:00 UTC.

You are trading against real live prices across forex, metals, crypto, indices, stocks and shares, 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. On One Step and Two Step there is no time limit and no minimum number of trading days, so there is no need to rush. Trade the setup, not the clock.

Your profit split

You keep 90% of the profit you make. The 90/10 split is the same on every product, One Step, Two Step, Instant, Instant Pro and Instant 24h, and at every account size and in every phase. It is one of the most generous shares available. On the two challenge products, One Step and Two Step, your evaluation fee is returned in full with your third reward.


If something looks wrong

Should your credentials not have arrived, your account size look off, or a platform decline your login, start with your dashboard, which is the source of truth for your account status and details. Most questions resolve there.

If it still does not look right, contact us at [email protected] 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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