How to switch from a B2C plan to a Custom one

Modified on Tue, 13 Jan at 7:41 PM

Navigation

When B2C is enough vs when you need Custom (link)
Custom (Individual) Plans: modules, features, and pricing (link)
Upgrade and switching between plans: what is kept and what changes (link)

Switching from a B2C plan to a Custom plan removes limitations and gives access to B2B modules. The upgrade process does not require moving or recreating your data.

What you need to do

Create a support request to activate individual (Custom) plans.

What is kept

Terminal settings
Watchlists
Trading history and statistics
Created strategies
Strategy templates and drawings

What changes

B2C plan limits are removed
Access to Bulk or Strategy modules is enabled (more details: link)
License type and billing change to Custom modules

Billing details

Minimum term for a Custom plan is 3 months (annual plans are in development)
The upgrade is activated immediately after confirmation and purchase

When it makes sense to upgrade

You are hitting B2C limits
You need bulk operations and no deposit limits for strategies
You require advanced statistics

Navigation

How to choose a plan for your needs (link)
Strategy Trading Module (B2B) (link)
Bulk / Basket Trading Module (manual list trading) (link)