How to Start Trading with Tradeify: Complete Step-by-Step Activation Guide
I spent 30 minutes staring at my Tradeify dashboard after purchasing my first Growth $50K evaluation, completely confused about what to do next. I had credentials—a username, a password, something called "trader.tradovate.com"—but no clue how to actually start trading. The confirmation email said "You can start trading now!" but didn't explain how.
After clicking around, Googling "Tradeify how to start," and eventually finding the help center, I finally figured it out. Then I watched three traders in the Discord make the exact same mistakes I just made: wrong platform environment, unsigned data agreement, connection failures.
That experience taught me something: Tradeify's activation process is straightforward once you know the steps, but it's completely opaque if you don't. This guide eliminates that confusion. I'll walk you through everything from purchase to your first trade, with screenshots descriptions, common issues, and the exact timeline to expect.
Whether you just bought your first evaluation or you're about to, this is your complete activation roadmap.
Before You Start: What You Need
Account Purchase Confirmation
After purchasing any Tradeify account (Growth Evaluation, Lightning Funded, or Select Evaluation), you receive:
- Order confirmation email with receipt
- Dashboard access at tradeify.co (login with your Tradeify account)
- Tradovate credentials (username + password) via email or dashboard
- Immediate trading access (no waiting period)
You do NOT need:
- ✗ Separate Tradovate account creation (Tradeify provides credentials automatically)
- ✗ Additional software downloads initially (Tradovate Web works in browser)
- ✗ Funding/deposits (your account is already "funded" with simulated capital)
- ✗ Verification documents upfront (KYC only required before first payout)
System Requirements
Tradovate Web (Recommended for First-Time Setup):
- Any modern web browser (Chrome, Firefox, Safari, Edge)
- Stable internet connection
- No downloads or installations required
Optional Platform Downloads:
- NinjaTrader 8 (Windows only, ~600MB)
- TradingView (web or desktop app, free account works)
- Tradovate Desktop (Windows/Mac, optional performance upgrade)
My recommendation: start with Tradovate Web. Get familiar with the platform and workflow. Add NinjaTrader or TradingView later if you want better charting.
Step 1: Access Your Tradeify Dashboard
Find Your Credentials
Option A: Email MethodCheck your email (including spam/promotions folders) for:
- Subject line: "Your Tradeify Account is Ready" or "Welcome to Tradeify"
- Contains: Tradovate username and password
- Sender: [email protected] or [email protected]
Option B: Dashboard Method
- Go to tradeify.co
- Click "Login" (top right)
- Sign in with your Tradeify account (email + password you created at checkout)
- Navigate to "My Accounts" or "Dashboard"
- Find your active account (shows status: "Active" or "Evaluation")
- Click "View Trading Credentials" or "Start Trading"
Your credentials look like:
- Username: TRAD###### (6-digit number)
- Password: Random generated string (case-sensitive)
Write these down—you'll need them for every platform connection.
Understanding Your Dashboard
Your Tradeify dashboard shows:
Account Card:
- Account type (Growth $50K, Lightning $100K, etc.)
- Current status (Active, Evaluation, Funded, Failed)
- Days active
- "Start Trading" button
Performance Metrics:
- Current balance (updates nightly 5-8 PM ET, not real-time)
- Win rate
- Total trades
- Profit/loss
Rules Summary:
- Trailing drawdown status
- Daily loss limit remaining (if applicable)
- Consistency percentage (funded accounts only)
Important: Dashboard balance updates once per day during evening reconciliation (5-8 PM ET). For real-time balance, use your trading platform (Tradovate/NinjaTrader).
Step 2: Sign the Non-Professional Data Agreement (CRITICAL)
Why This Step Matters
Before you can receive real-time market data from Tradovate, the CME (Chicago Mercantile Exchange) requires all non-professional traders to sign a data agreement. This is mandatory for ALL platforms: Tradovate Web, NinjaTrader, TradingView, etc.
If you skip this step:
- Market data will be delayed by 10-30 minutes
- Your charts won't update in real-time
- You cannot trade effectively
- You'll waste hours troubleshooting "why isn't my platform working"
I've seen this kill three evaluations in Discord—traders thought their platform was broken, when they just hadn't signed the agreement.
How to Sign It
- Go to https://trader.tradovate.com/welcome in your browser
- Log in with your Tradeify-provided Tradovate credentials:
- Username: TRAD######
- Password: Your generated password
- Click "Simulation" environment (NOT "Live"—Tradeify accounts always use Simulation)
- You'll see a popup or banner: "Non-Professional Data Agreement Required"
- Read the agreement (it's short—basically confirming you're not a professional trader)
- Check the box: "I agree"
- Click "Submit" or "Sign Agreement"
- Wait 15 minutes for the agreement to process and activate
Timeline
- Sign agreement: 2 minutes
- Processing/activation: 10-15 minutes
- Total: 15-20 minutes before you can trade
Critical: Do this BEFORE installing NinjaTrader or TradingView. If you connect those platforms before signing, you'll have delayed data and need to restart everything.
Verification
After 15 minutes:
- Refresh trader.tradovate.com
- Log in again
- You should see a green banner: "Real-time data active" or "Agreement signed"
- Check any chart—price should update every second, not every 10+ minutes
Step 3: Choose Your Trading Platform
Platform Options
My Recommendation for Beginners
Day 1: Start with Tradovate Web. Get your first trade placed, understand the interface, verify your account works.
Week 1-2: If you want better charting, add TradingView (easiest) or NinjaTrader 8 (most powerful).
Month 1+: Use what works. I personally use NinjaTrader 8 for charting and order entry because I prefer the SuperDOM and indicator library. But Tradovate Web is perfectly functional.
Don't overthink platform choice before your first trade. Tradovate Web gets you trading in 5 minutes. Optimize later.
Step 4A: Tradovate Web Setup (Fastest Path)
Initial Login
- Go to https://trader.tradovate.com/welcome
- Enter your credentials:
- Username: TRAD######
- Password: (case-sensitive)
- Select "Simulation" environment (this is correct—all Tradeify accounts use Simulation)
- Click "Launch Web Application" or "Trade Now"
First-Time Interface
You'll see:
- Chart window (default: ES mini contract on 5-minute chart)
- Accounts widget (shows your account balance, open positions)
- Orders widget (pending orders, if any)
- Positions widget (current open trades)
Essential Setup (5 Minutes)
1. Add a SuperDOM (Depth of Market) for Order Entry:
- Top menu: Widgets → SuperDOM
- SuperDOM window opens
- This shows price ladder + order entry buttons
- Easiest way to place orders quickly
2. Change Chart Symbol (if needed):
- Click chart → top left corner shows symbol (default "ESZ4" or current ES contract)
- Click symbol → type new symbol (e.g., "MNQ" for Micro NQ, "MES" for Micro ES)
- Press Enter
3. Verify Your Account Balance:
- Accounts widget → Balance column
- Should show your account size (e.g., $50,000 for $50K account)
- Verify "Drawdown" column shows your limit
4. Check Margin Requirements:
- In Accounts widget → Click gear icon → Add "Initial Margin" column
- Shows how much margin each contract requires
- Important: verify you have enough margin before trading
Place Your First Test Trade
Using SuperDOM:
- Ensure correct symbol (e.g., MES for Micro ES)
- Set quantity (start with 1 contract)
- Click "Buy Mkt" (market buy) or "Sell Mkt" (market sell)
- Order fills instantly in simulation
- Watch your P&L update in real-time in Positions widget
- Close position: Click "Flatten" button or click opposite side (if you bought, click "Sell Mkt" for same quantity)
First trade goal: Verify your account is active and orders execute. Don't worry about profit/loss—this is a test.
My first Tradeify trade was 1 MES contract, held for 2 minutes, closed for +$8 profit. It was ugly, but it confirmed everything worked.
Save Your Workspace
Tradovate Web saves your layout automatically, but to be safe:
- Top menu: Workspace → Save Workspace
- Name it: "Default" or "Trading Setup"
Next login, your layout loads automatically.
Step 4B: NinjaTrader 8 Setup (Advanced Option)
Prerequisites
- Sign data agreement FIRST (15-minute wait required)
- Windows 10+ operating system (Mac not supported)
- ~600MB free disk space
- Administrator access for installation
Download and Install
- Go to https://account.ninjatrader.com/welcome
- Log in with your Tradeify Tradovate credentials:
- Username: TRAD######
- Password: Your generated password
- Select "NinjaTrader" connection (this connects to Tradovate infrastructure)
- Download NinjaTrader 8 installer (~600MB)
- Run installer as Administrator
- Follow installation wizard (5-10 minutes)
First-Time Connection Setup
- Launch NinjaTrader 8
- Connection setup wizard appears automatically
- Select "NinjaTrader" provider (NOT "Interactive Brokers" or others)
- Enter your Tradovate credentials again
- Choose "Simulation" environment
- Click "Connect"
- Wait 10-30 seconds for connection
- Green indicator in bottom-right = connected successfully
Common mistake: Selecting "Tradovate" provider instead of "NinjaTrader." Use "NinjaTrader" provider—it connects through Tradovate infrastructure automatically.
Verify Connection
- Open "Control Center" (main NinjaTrader window)
- Go to "Accounts" tab
- You should see your account: "Sim101" or similar (with your $50K/$100K balance)
- Right-click account → "Enable" if not already enabled
Basic Workspace Setup
Add a Chart:
- Control Center → New → Chart
- Symbol: Type "MES 03-25" (or current contract month)
- Time period: 5 minute
- Chart opens
Add SuperDOM:
- Control Center → New → SuperDOM
- Symbol: MES 03-25
- Enables fast order entry with price ladder
Add Control Center to Desktop:
- Keep Control Center open always
- Shows all accounts, positions, orders at a glance
Place Your First NinjaTrader Trade
- Open SuperDOM for MES
- Set quantity: Bottom-left corner, type "1"
- Set order type: "Market" (default)
- Click "Ask" column (buy) or "Bid" column (sell)
- Order fills, appears in Positions list
- Close: Right-click position → "Close Position"
Save Workspace
- Top menu: File → Workspaces → Save Workspace As
- Name: "Tradeify Trading"
- Next launch: File → Workspaces → Load → "Tradeify Trading"
Step 4C: TradingView Setup (Optional)
Prerequisites
- Sign data agreement FIRST on Tradovate.com
- Free TradingView account (create at tradingview.com)
- Enable TradingView Add-On in Tradovate (one-time setup)
Enable TradingView Add-On
- Log into https://trader.tradovate.com
- Click hamburger menu (three lines, top-right)
- Select "Application Settings"
- Find "Add-On Tools" section
- Locate "TradingView Add-On"
- Click "Activate TradingView Add-On"
- Confirm activation
- Wait for confirmation message (1-2 minutes)
Connect TradingView to Tradovate
- Go to tradingview.com (or open TradingView app)
- Log in to your TradingView account
- Open any chart (e.g., search "ES1!" for ES futures)
- Bottom of screen: Click "Trading Panel" (looks like chart with order entry)
- Click "Select Broker" or broker dropdown
- Search "Tradovate"
- Select "Tradovate"
- Enter your Tradeify Tradovate credentials
- Select "Demo" environment (NOT "Live")
- Click "Connect"
- Green indicator = connected
Data Speed Note
Free TradingView accounts: 5-second delayed data (updates every 5 seconds)Paid TradingView subscriptions: Real-time data (instant updates)
For most traders, 5-second delay is acceptable for charting. If you need real-time TradingView data, upgrade to Essential plan ($12.95/month) or higher.
Place Trade in TradingView
- Open Trading Panel (bottom of chart)
- Verify account balance shows correctly
- Set symbol (e.g., MES)
- Set quantity: 1 contract
- Choose order type: Market
- Click "Buy" or "Sell"
- Order executes
- Manage position in Trading Panel
Step 5: Understand Your Account Rules
Before placing serious trades, verify your account's specific rules:
Check Your Drawdown
Tradovate Web/Desktop:
- Accounts widget → Add column "Dis Drawdown Net Liq"
- Shows current drawdown limit (e.g., $48,000 on $50K account)
NinjaTrader:
- Control Center → Accounts tab → Add column "Trailing Max Drawdown"
- Shows current limit
Formula: Current Balance - Drawdown Limit = Cushion Remaining
Example:
- Balance: $50,000
- Drawdown: $48,000
- Cushion: $2,000 (you can lose up to $2,000 before account fails)
Check Your Daily Loss Limit (if applicable)
Not all accounts have DLL. Check your account type:
Accounts with DLL:
- Growth Evaluation/Funded: $1,250 (50K), $2,500 (100K), $3,750 (150K)
- Lightning Funded: Same (except $25K has no DLL)
- Select Daily Funded: Same
Accounts WITHOUT DLL:
- Select Evaluation
- Select Flex Funded
- Advanced (legacy)
Review Position Size Limits
Your account has maximum contract limits:
- $50K account: 4 mini contracts OR 40 micro contracts (not both simultaneously)
- $100K account: 8 mini contracts OR 80 micro contracts
- $150K account: 12 mini contracts OR 120 micro contracts
Exceeding these limits = instant account failure.
Step 6: Place Your First Meaningful Trade
Pre-Trade Checklist
- [ ] Data agreement signed (15+ minutes ago)
- [ ] Platform connected successfully
- [ ] Real-time data streaming (chart updates every second)
- [ ] Account balance verified correct
- [ ] Drawdown limit visible on platform
- [ ] Position size within limits
- [ ] Market is open (6 PM ET Sunday – 5 PM ET Friday)
Recommended First Trade Strategy
Conservative approach for Day 1:
- Trade 1 micro contract only (MES or MNQ)
- Set a predetermined stop loss (e.g., 10-15 points)
- Set a profit target (e.g., 10-15 points, 1:1 risk/reward)
- Don't hold longer than 30 minutes
- Focus on execution, not profit
Goal: Gain confidence in platform, verify fills work correctly, understand P&L calculation.
My First Tradeify Trade Experience
Contract: 1 MES (Micro ES)Entry: Market buy at 5,342Stop: 5,330 (12 points = $60 risk)Target: 5,354 (12 points = $60 target)Hold time: 8 minutesResult: Hit target, +$57 after commissions
Profit was irrelevant. What mattered: I confirmed my platform worked, I understood how to enter/exit, and my account was operational.
Common Activation Issues and Fixes
Issue 1: "Market Data Delayed" or "No Real-Time Data"
Cause: Data agreement not signed or not processed yetFix:
- Go to trader.tradovate.com
- Log in → Select Simulation
- Look for "Sign Data Agreement" banner
- If already signed, wait full 15 minutes
- Restart platform after 15 minutes
Issue 2: "Invalid Username or Password"
Cause: Typo, wrong environment, or using personal Tradovate accountFix:
- Verify credentials from Tradeify dashboard (copy/paste, don't type)
- Ensure you're selecting "Simulation" environment (not "Live")
- Check for extra spaces in username/password
- If still fails, reset password through Tradovate.com
Issue 3: "Insufficient Margin" or "Order Rejected"
Cause: Trying to trade too many contracts or wrong contract sizeFix:
- Check margin requirements in Accounts widget
- MES requires ~$1,400 margin per contract
- ES requires ~$14,000 margin per contract
- Reduce position size or switch to micro contracts
Issue 4: NinjaTrader Won't Connect
Cause: Wrong connection provider selected or data agreement unsignedFix:
- Verify you selected "NinjaTrader" provider (NOT "Tradovate")
- Verify "Simulation" environment
- Check data agreement signed (trader.tradovate.com)
- Restart NinjaTrader completely
- If still failing, uninstall and reinstall NinjaTrader
Issue 5: TradingView Shows Wrong Account Balance
Cause: Connected to wrong environment or connection timing issueFix:
- Disconnect from broker in TradingView
- Reconnect, ensuring you select "Demo" environment
- Refresh browser/app
- Check Tradovate.com dashboard to verify correct balance
Timeline Summary: Purchase to First Trade
Fastest possible: 20 minutes (purchase → credentials → data agreement → Tradovate Web → first trade)
Most common: 45-60 minutes (includes troubleshooting, learning platform, cautious first trade)
After Your First Trade: Next Steps
Day 1-3: Get Comfortable
- Place 5-10 small trades (1 micro contract each)
- Test different order types (market, limit, stop)
- Practice closing positions quickly
- Verify P&L calculations match your expectations
- Check that commission fees are correct ($1.82/side for MES)
Week 1: Develop Your Routine
- Set up trade journaling (Tradeify has built-in journal in dashboard)
- Create a pre-market routine (review rules, check balance, plan trades)
- Trade during your preferred session (NY open, London open, etc.)
- Start working toward evaluation profit target or first funded payout
Month 1: Focus on Consistency
- Track your biggest winning day (important for consistency rule on funded accounts)
- Monitor drawdown distance daily (how close are you to the limit?)
- Request your first payout once eligible (5 winning days, consistency met)
- Consider adding a second account if first is going well
FAQ
How long after purchase can I start trading?
Immediately after you sign the Non-Professional Data Agreement and it processes (15-20 minutes total). The account itself is active instantly upon purchase. The delay is only for activating real-time market data access.
Do I need to download any software to start trading?
No. Tradovate Web works entirely in your browser with no downloads required. You can place your first trade within 20 minutes of purchase using only a web browser. Downloads (NinjaTrader, TradingView, Tradovate Desktop) are optional and can be added later.
What happens if I don't sign the data agreement?
Your market data will be delayed by 10-30 minutes, making real-time trading impossible. Charts will update slowly, and you won't see accurate current prices. You cannot effectively trade with delayed data—signing the agreement is mandatory for actual trading.
Can I trade immediately after signing the data agreement?
You must wait 10-15 minutes after signing for the CME to process and activate your real-time data access. If you try to trade immediately after signing, you may still have delayed data. Wait the full 15 minutes, then refresh your platform.
Which platform should I start with as a complete beginner?
Start with Tradovate Web. It's the simplest, requires no download, and gets you trading in 5 minutes. Once you're comfortable with the basics, you can explore NinjaTrader 8 (better charting/order flow) or TradingView (beautiful interface) as upgrades.
Do I need to pay for TradingView to use it with Tradeify?
No, a free TradingView account works with Tradeify. However, free accounts have 5-second delayed chart data. The trading execution through Tradovate is real-time regardless. If you want real-time charting in TradingView, you need a paid subscription ($12.95/month minimum).
What should I do if my platform won't connect after following all steps?
First, verify you signed the data agreement and waited 15+ minutes. Second, confirm you're selecting "Simulation" environment and using the correct credentials from your Tradeify dashboard. Third, try Tradovate Web first to isolate whether the issue is platform-specific or account-wide. If Tradovate Web works but NinjaTrader/TradingView doesn't, the problem is with that platform's connection settings.
Can I trade on my phone or do I need a computer?
You can trade on your phone using the Tradovate Mobile app (iOS/Android) with the same credentials. However, I strongly recommend starting on a computer for your first trades to see the full interface and understand all features. Mobile is great for monitoring or quick trades once you're experienced.
How long should I spend on my first day before placing a real trade strategy?
Spend 30-60 minutes placing test trades with 1 micro contract. Get comfortable with order entry, closing positions, and reading P&L. Don't rush into your "real" trading strategy until you're confident the platform behaves how you expect. Your first day goal is learning the platform, not making money.
What if I make a mistake and violate a rule on my first day?
If you violate the trailing drawdown or exceed position limits, your account fails immediately. However, if you hit the Daily Loss Limit (soft breach), trading just pauses until next session—your account survives. Start with very small size (1 micro contract) and tight stops to minimize risk while learning. It's much better to "waste" your first day being overly cautious than to fail your account on day one.
Your Next Steps
👉 Start Trading at Tradeify Today
👉 Read My Full Tradeify Review
👉 Check out Tradeify´s Select Plans

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