How to Roll Over to a 1 Step Evaluation

After your Fast Track evaluation expires, you'll see a notification on your trader dashboard with steps to roll over the evaluation. You have 5 days from the expiration date to complete the roll-over process into a 1 Step evaluation. Beyond this period, the roll-over option expires, and you'll need to begin a new evaluation if you wish to continue.

Important Guidelines

  1. Roll-Over Period: The option to roll over to a 1 Step evaluation is only available for 5 days post-expiration of your Fast Track evaluation.
  2. Discounted Rate: The roll-over fee is offered at a reduced rate, which will be reflected in your account options once eligible.
  3. No Extensions: ETF enforces a strict no-exceptions policy for this 5-day roll-over period. If you miss this window, starting a new evaluation will be required.

Steps to Initiate Roll Over

  1. Access the Notification: Log in to your ETF dashboard, where an alert will appear after your Fast Track evaluation ends.
  2. Follow the Instructions: Click the notification to access the discounted roll-over option, transitioning your evaluation directly to a 1 Step evaluation.

For further information on Fast Track evaluations and 1 Step policies, refer to the Fast Track page. This policy allows traders flexibility in meeting their goals while ensuring smooth progression.