Master Account Setup
After passing an evaluation, the account goes through four steps before it's ready to trade: identity verification, an account review, signing the customer agreement, and onboarding. Here's what happens at each step.
- Four steps, in order: KYC, then In Review, then Customer Agreement, then Onboarding.
- Two need action: KYC and signing the Customer Agreement.
- Two are handled by FundingPips: In Review and Onboarding, each up to 2 working days.
KYC
KYC (Know Your Customer) is a mandatory step before a Master Account can be fully accessed, and is completed through the dashboard. It is automated and usually takes a few minutes. Only one verified account is allowed per trader. Once KYC is approved on the first account, no other account can be used under the same identity.
- Log in to the FundingPips account.
- Go to Dashboard.
- Select Settings, then Account Verification.
- Click Start Verification.
- Government-issued ID
- Driver's license
- Permanent residence permit
- Passport
- Utility bill (landline, gas, or electricity)
- Bank account statement
- Proof of residence issued by a notary public or government authority
- Identity card or document with an address issued by a central or state government
In Review
Once identity is verified, the Responsible Trading Team reviews the trading history to confirm no violations occurred during the evaluation. This takes up to 2 working days.
Not sure what counts as a violation? See Responsible Trading Policy.
Customer Agreement
After In Review, the Customer Agreement is automatically sent via email. Read the entire contract carefully and confirm every detail is accurate before signing electronically.
The Master Account is created after signing electronically, moving the account into onboarding.
Onboarding
After signing the Customer Agreement, a Master Account will be created with onboarding status. During this time, the account is being connected to FundingPips' risk-management framework. This process takes up to 2 working days.
Agreement signedFriday
Day 1Monday (weekend skipped)
Day 2Tuesday
If onboarding is taking longer than 2 working days, contact support with the account details.
Once onboarding is complete, click Set Reward Cycle on the dashboard to enable trading.
Frequently Asked Questions
Do I need to do all four steps myself?
No. KYC and signing the Customer Agreement need action. In Review and Onboarding are handled entirely by FundingPips.
My KYC was declined for a duplicate account. Can I try again with a new email?
No. Only one verified identity is allowed per trader. Use the account where the identity is already verified; see KYC.
What happens if In Review finds a violation?
The account is held, with an action-required banner and paused new purchases, and FundingPips follows up on next steps. See In Review.
Does FundingPips Zero follow the same four steps?
No. Zero and the 1K Instant Giveaway skip In Review and get the Customer Agreement together with KYC, since both are instant Master Accounts.
Can I change my reward cycle after I set it?
No. Setting the reward cycle enables trading and locks the choice permanently. Review the model's cycles before setting it; see Onboarding.