Begin with the overview
The client Overview brings together EA activity, important updates and partner summaries. Use it as a starting point, then open the relevant page for the full details.
Keep downloads close to your license
My EAs & Licenses is where you find the relevant account information, version downloads, set files and setup instructions. Match the resource to the EA and version you are using.
Select the EA before reviewing performance
In Performance, choose the EA and account you want to inspect. Review the received reports, charts and trade details within that selection. Missing or delayed reports should be resolved before drawing conclusions.
Use messages and notifications together
Notifications draw your attention to an update. Open its details for context. For a private question or help with a request, use Messages so the conversation stays with your workspace account.
Explore additional opportunities
Marketing Partner and Strategy Partner have their own applications and approval requirements. Trade Copy also requires access approval and a compatible Receiver setup. Availability depends on your account, license and the relevant program terms.
Trading involves risk. These articles are educational and do not guarantee results.