Trading Rules & FAQ
Clear, transparent rules for all UpChart traders. Click a question below to view the answer
Account Limits & Merging
Yes. You can merge up to 3 accounts, with a maximum total allocation of $300,000.
You may have:
• Up to 3 funded accounts
• Maximum of $300,000 total funding
Additional funded accounts will be placed on hold until allocation is available.
Account Types, Pricing & Add-Ons
We offer two evaluation types:
• One-Phase Evaluation
• Two-Phase Evaluation
All evaluation fees are one-time payments.
Yes. You can upgrade to a 90% profit split for an additional 10% fee.
Yes. You can double leverage on FX pairs only for an additional 10% fee.
Consistency Rules (Funded Accounts)
Maximum 30% daily profit relative to your payout period’s total profits.
Maximum 35% daily profit relative to your payout period’s total profits.
These rules ensure stable and repeatable trading performance.
Drawdown Rules
Two-Phase evaluation uses a static drawdown:
Example on $100,000:
• Max drawdown = 8%
• Breach level = $92,000
This level never changes, regardless of profit or withdrawals.
One-Phase evaluation uses a trailing equity-based drawdown:
Example on $100,000:
• Max drawdown = 6%
• Initial breach = $94,000
As equity increases, the drawdown level trails upward.
Example:
Equity reaches $110,000 → new breach = $104,000.
Two-Phase (static drawdown)
Withdrawals do not change the breach level.
One-Phase (trailing drawdown)
You keep any remaining buffer you had prior to withdrawal.
Example:
• Highest equity: $110k
• Trailing DD locked at: $104k
• Balance after loss: $108k
• Withdrawing $8k → balance $100k
• New breach = $96k
EA, Strategy & Trading Style Rules
Yes. EAs are allowed as long as they fully follow all trading rules, including:
• Minimum 2-minute hold time
• No grid trading
• No martingale
• No arbitrage/latency exploitation
• No news violations
• No hedging
• No copy trading
No. Copy trading is not allowed, even across your own accounts.
If you wish to take larger positions, you may merge accounts (up to max allocation).
No. Hedging is not allowed, even on the same account.
FlexPass – Pay After You Pass
FlexPass is a low-barrier evaluation option that lets you start trading with a minimal entry fee and only pay the full evaluation fee after you successfully pass the challenge.
You trade first. You pay once you prove you can actually trade.
FlexPass allows you to access an evaluation account by paying a small access fee upfront.
If you pass the evaluation, you’ll then be required to pay the remaining evaluation fee to proceed.
If you do not pass, there are no further charges
We offer two FlexPass formats:
FlexPass 1-Step – A single evaluation phase
FlexPass 2-Step – A traditional two-phase evaluation structure
Both options follow the same core FlexPass rules and philosophy.
FlexPass requires a small access fee to activate the evaluation account.
This fee:
This fee:
- Confirms account activation
- Is non-refundable
- Is significantly lower than a standard evaluation fee
The remaining evaluation fee is only paid after passing.
If you fail:
- Your evaluation ends
- No additional fees are charged
- You may re-purchase FlexPass if available
FlexPass is designed to reduce upfront risk — not lock into payments.
FlexPass follows the same core trading rules, including:
- Daily drawdown
- Maximum drawdown
- Minimum trading days
- Prohibited strategies
However, FlexPass is structured to reward consistent performance, not single-day spikes.
The Profit Consistency Rule limits how much of your total profit can come from a single trading day.
This rule:
- Prevents lottery-style, one-day wins
- Encourages repeatable, sustainable trading behavior
- Applies to both FlexPass 1-Step and FlexPass 2-Step
Profit consistency is applied across all FlexPass plans to ensure fair and consistent trading performance.
FlexPass is designed to reward traders who demonstrate control and consistency, not luck.
Profit consistency helps ensure:
- Fair evaluations
- Sustainable funded traders
- Long-term payout reliability
This rule exists to protect both traders and the firm.
FlexPass plans cannot be modified once active.
To change plan type or account size, a new FlexPass purchase is required.
FlexPass availability may vary by:
- Account size
- Platform
- Market conditions
Please refer to the checkout page for currently available FlexPass options.
No.
FlexPass is not a loan, credit product, or financing agreement.
You are only paying the evaluation fee after passing, based on performance — not deferred debt.
The fees for FlexPass 1-Step consist of a small upfront access fee and a remaining activation fee paid only after you successfully pass the evaluation:
| Account Size | Access Fee (Upfront) | Remaining Activation Fee (After Pass) |
|---|---|---|
| $5K | $10 | $78 |
| $10K | $10 | $168 |
| $25K | $10 | $308 |
| $50K | $10 | $458 |
| $100K | $10 | $868 |
| $200K | $10 | $1,678 |
For FlexPass rules, please check the FAQs.
The fees for FlexPass 2-Step consist of a small upfront access fee and a funded activation fee paid only after successfully passing both stages:
| Account Size | Access Fee (Upfront) | Funded (Activation) Fee (After Pass) |
|---|---|---|
| $5K | $10 | $78 |
| $10K | $10 | $138 |
| $25K | $10 | $278 |
| $50K | $10 | $418 |
| $100K | $10 | $788 |
| $200K | $10 | $1,478 |
For FlexPass rules, please check the FAQs.
General Support & Operations
Contact our support team via 24/7 live chat.
We will review the case and provide clarification.
Yes. 24/7 support is available on:
• Our main website
• Your customer dashboard
Trades remain active on the server. Traders are responsible for managing open positions.
Loss Limits
Daily loss limit = 5% of your previous day’s closing balance.
• One-Phase: Trailing equity-based
• Two-Phase: Static balance-based
Minimum Trading Days (Evaluation Only)
All evaluations require:
• A minimum of 3 trading days, and
• Each of those days must have at least 0.5% profit
These days do not need to be consecutive.
This requirement applies only during evaluations.
News Trading Rules
You may not open or close trades:
• 5 minutes before
• 5 minutes after
any red-folder/high-impact news event.
You may not trade any currency pair that is affected by the news event.
If holding trades during news, you must:
• Remove stop-losses and take-profits (or)
• Close the trade before the event
Violations result in a hard breach.
Payouts & Withdrawals
14 days after placing your first trade on a funded account.
Every 14 days, repeating from the date of your first trade.
Minimum payout is $100 due to processing fees.
• Cryptocurrency
• Bank transfer
Other payment methods may be available by request.
Trading Conditions
What instruments can I trade?
You may trade:
• FX pairs
• Indices
• Commodities
• Equities
• Crypto
• FX: 1:50 (up to 1:100 with Double Leverage add-on)
• Crypto: 1:2
• Equities: 1:5
• Indices: 1:10
• Commodities: 1:20
$3.50 per side / $7 per round-turn lot.
Yes. Weekend holding is allowed.
Yes. Variable swap fees apply. Traders are responsible for checking swap costs before holding trades overnight or over weekends.
Trading Rules & Limits
Minimum hold time is 2 minutes.
• First 2 violations = warnings
• 3rd violation = hard breach
You must place at least one trade every 30 days, or the account will breach.
Spread widening or slippage is not a violation unless it directly causes a drawdown or daily loss breach.
If you feel spreads or slippage were abnormal, contact support via live chat.
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