getting started

Quickstart checklist

Step-by-step checklist aligned with onboarding.

Before you trade

  • Create your account and verify your email.
  • Select Starter, Pro, Elite, or Coach and complete checkout if upgrading.
  • Set daily loss limit, sessions, max trades, and cooldown preferences.
  • Acknowledge that Risk Marshal enforces your rules — it does not provide trade signals.

Connect your terminal

  • Bind your MT5 account number under License & EA.
  • Download and attach the EA (Starter) or complete managed hosting setup (Pro / Elite).
  • Confirm the connection status pill shows online before relying on live enforcement.

After your first session

  • Review Overview for the live feed and discipline snapshot.
  • Open Discipline Info to see how credits moved.
  • Optional: ask Marshal Intelligence about patterns in your first week.