What is Topstep? What do you guys do?
One-step simulated trading evaluation with real-time data that allows traders to be funded after passing.
I switched my payment method from PayPal to my debit card last month. Can I switch back to PayPal?
No
Where can you find the billing page for a user?
Payments Tab
How can a Trader trade on Tradingview through Tradovate?
Tradingview connection instructions article.
Enable add-on in settings
True or false: The PDLL in Tradovate works the same as the PDLL in TopstepX.
False
What account sizes do you have?
50K, 100K, and 150K
Would you move the billing date in the following scenario?
Trader was unable to use their account due to support misplacing their ticket. It took 5 days to get to it and fix the issue.
Yes, all 5 days
Where can you find the trader's rebill date?
Rebill Date and Subscription details in payments tab
Where is TopstepX Changelog located?
The TopstepX changelog is now located inside of the platform
Can you explain how I can trade on my account even though I broke the rule yesterday?
Traders' accounts will remain ineligible for funding until it's Reset, but they can still trade on an ineligible account for practice once the markets reopen.
What is the cost of your program?
50K : $49
100K: $99
150K: $149
The trader's account has been past due for 8 days. Are they able to process the payment?
No. After 6 days, the account will close and cannot reopen.
Why would a trader's order be rejected?
1. Trading the wrong front month
2. Trading when the market closed
3. Exceeded max position size
4. Need to follow the Scaling Plan in an XFA
5. The account has been auto liquidated
Why can't I find a trader's TopstepX account in RTrader Pro?
TopstepX does not share the same datafeed.
True or False
Support reps can add an expiration date to reset credits in TRM
FALSE
What is the Consistency Target? What happens if I exceed the daily target?
The trader cannot exceed 50% of their profit target in a single trading day without it resulting in a profit target increase.
Should a trader go above the consistency target, they will have to make additional profits.
I can locate the activation fee charge within TRM; however, it is not showing in Nuvei. Why can't I see the transaction for an activation fee in Nuvei?
True or False: You will need to add notes to a trader's account any time changes have occurred. I.E: Refunds, reset the account, updated email, reset credits, etc.
True
The trader is receiving an "order rejected" message in their 50K XFA account for a limit order with 4 contracts. Why are they receiving the error message?
HINT: Their account balance is $500.
The trader has to follow the Scaling Plan. They can only trade up to 2 contracts
How many accounts can I have?
Unlimited TC, 5 XFAs, and 1 Live
Traders can only purchase 10 TC per month
What are the differences in parameters between the Combine and XFA?
Scaling Plan on XFA and no consistency target
The trader forgot to cancel their subscription and was rebilled 2 days ago. How would you handle this?
1. Check if they have traded on the account
2. If they did not, cancel the subscription > close the account
3. Refund the rebill.
4. Note account
5. Let them know it is a OTE
What time does Trade Reports process?
Trader is unable to connect to RTrader Pro. They said they had followed the connection instructions in the Help Center article. What are your next steps?
1. Check data agreements
2. Check if User is enabled and/or created
Explain how the Live Funded Account starting balance works
Traders moving into a Live Funded Account will have a starting balance based on their total balance across all Express Funded Accounts. Your Live Funded Account starting balance will now be set by your total Express Funded Account balance(s), up to $50K, $100K, or $150K (your largest Express Funded Account size).
If your total balance is less than your max, you bring over your full total balance.
If your total balance is greater than your max, you are limited to your largest Express Funded Account size.