TabTrade

How To Series

Use practical walkthroughs to move from account setup to your first trade with fewer delays.

The How-To Series is the practical starting point for opening, funding, and using a TabTrade account.

Work through the guides in order if you are new to TabTrade, or jump straight to the step you need. Your Secure Account Portal remains the live source for account status, verification requests, available funding methods, and platform access.

Start with these guides

Opening an accountPrepare your application, documents, KYC checks, and account approval steps. Funding your accountReview deposit methods, wallets, transaction tracking, and funding support notes. Your first tradeWalk through platform access, order placement, margin, and basic risk controls. Switching to TabTradeCheck what to review before moving from another broker or platform setup. The Trading TabloidBrowse practical articles that explain platform, market, and account topics.

Quick start: six steps

1. Open your account. Pick the cost structure before you apply; switching later means opening a second account rather than editing this one.

2. Verify your identity. Do this before you fund, not after. An unverified account can hold a deposit but cannot release a withdrawal.

3. Fund your account. Deposit what you can afford to lose entirely. The number you start with sets every position size that follows.

4. Install MetaTrader 5 and log in. Three details get you in: login number, trading password, and the correct server. Getting the server wrong is why a correct password gets rejected.

5. Place your first trade. On the demo first. Same pricing, same mechanics, no consequence for getting the order ticket wrong the first time.

6. Manage your risk. The part that decides whether the account is still here in six months. Everything above is mechanics; this is the job.

Before you begin

  • Use the same legal name, date of birth, and contact details that appear on your verification documents.
  • Keep identity, address, and payment documents ready before you start the portal flow.
  • Check any regional notices in the Secure Account Portal before relying on a payment method or platform setting.
  • Use demo trading first if you are still learning how orders, margin, spreads, and leverage work.

Keep learning

After the operational setup, read what CFD trading is, review key CFD risks, or browse The Trading Tabloid for more practical topics. Guides in this series are reviewed by Benjamin Boulter, TabTrade's founder and CEO.