BROKER TERMS CHECKLIST FOR EA AND SCALPING
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Complete one copy per broker. Date every entry. Quote the clause number.

BROKER: ______________________   ACCOUNT TYPE: ______________________   DATE: __________

1. DOCUMENTS SAVED
   [ ] Client agreement (dated copy saved)
   [ ] Execution policy (dated copy saved)
   [ ] Account type terms (dated copy saved)
   [ ] Any bonus terms you may accept (dated copy saved)

2. SEARCH EACH DOCUMENT FOR THESE WORDS
   automated / expert advisor / EA / scalping / latency / minimum holding time
   hedging / abusive / manipulation / reversal / cancel / requote

3. AUTOMATED TRADING
   Automated trading permitted? [ ] yes  [ ] no  [ ] unclear   Clause: ________
   Declaration to support required? [ ] yes  [ ] no            Clause: ________

4. LATENCY AND HOLDING TIME
   Latency wording found? [ ] yes  [ ] no                       Clause: ________
   Minimum holding time: ______   Your EA median holding time: ______
   Your EA is above the minimum on every trade? [ ] yes  [ ] no

5. FREQUENCY AND PATTERN (from demo results)
   Trades per day: ______
   Share of trades opened within seconds of a price move: ______
   Trades clustered at the same moments? [ ] yes  [ ] no

6. HEDGING AND LOT SIZE
   Hedging allowed on this account? [ ] yes  [ ] no            Clause: ________
   Minimum lot size: ______   Your EA lot setting respects it? [ ] yes  [ ] no

7. ABUSIVE TRADING AND REVERSALS
   Definition of abusive trading quoted: ______________________
   Does the broker reserve discretion to reverse or cancel? [ ] yes  [ ] no
   Does it promise notice before reversing? [ ] yes  [ ] no

8. NEWS AND EXECUTION
   Requotes or rejections during news described? [ ] yes  [ ] no
   Your EA avoids news by design? [ ] yes  [ ] no
   News filter uses broker server time? [ ] yes  [ ] no

9. SUPPORT ANSWER IN WRITING
   Question sent (date): ______   Reply received (date): ______
   Reply confirms my strategy is allowed? [ ] yes  [ ] no  [ ] unclear
   Reply saved with this checklist? [ ] yes

10. DECISION
   Every row above answered, none left as "probably"? [ ] yes
   Unclear rows resolved before funding? [ ] yes
   Demo test completed for two weeks? [ ] yes

Keep the trade journal, the EA settings file and every document with this checklist. Brokers change their terms, so save a new copy when they do.