Forex Broker Setup Checklist: 40 Things to Check Before Launch

Going live without a checklist is how brokers discover broken withdrawals on launch day. Use this forex broker setup checklist to confirm every part is ready before you accept your first client.

Business and Legal

  • Business model chosen: grey label, white label, full broker or prop firm (compare them)
  • Company registered and legal advice obtained for your target markets
  • License or provider arrangement confirmed (license cost by jurisdiction)
  • Terms and conditions, privacy policy, risk disclosure and refund policy published
  • AML/KYC procedure defined

Trading Platform

  • MT5 or MT4 chosen (MT4 vs MT5)
  • Account groups, leverage, spreads and commissions configured
  • Symbol list, trading hours and swaps checked
  • Desktop, mobile and web terminals tested
  • Execution model decided (A-book vs B-book)
  • Price feed stable and monitored

CRM and Client Portal

  • Registration, KYC upload and approval tested
  • Live and demo account creation tested via the Manager API
  • Deposit and withdrawal flows tested end to end
  • Staff roles and permissions assigned
  • Email and notification templates ready
  • Support ticketing in place

Payments

  • At least two payment methods live
  • Withdrawal process and timeframes documented
  • Reconciliation process agreed

Website and SEO

  • Fast, mobile-friendly site with clear account types
  • Title tags, meta descriptions and one H1 per page
  • XML sitemap submitted to Google Search Console
  • Analytics and conversion tracking installed
  • Legal pages and risk warnings visible in the footer

Marketing and Sales

  • Landing pages for each target market
  • IB and affiliate program ready (setup guide)
  • Lead follow-up process defined in the CRM
  • First-month budget and targets set

Operations and Risk

  • Exposure limits and alerts configured
  • Backup and disaster recovery confirmed with your provider
  • Support hours and escalation contacts agreed
  • Staff trained on the CRM and manager tools

Soft Launch First

Invite a small group to register, deposit, trade and withdraw. Fix whatever breaks, then open up marketing.

Need Help Getting Ready?

We handle the platform, CRM, traders cabinet and Manager API so the technical items on this list are done for you. Read the full forex broker setup guide, check pricing, or contact us.