Web platform

If you select 'Account' and then 'History', you can view your history for different timeframes. Filter by selecting 'date/time' in the top left-hand corner and also filter by 'type' to just view payments in, for example. You can export your account history as a pdf or excel file using the icons in the bottom left-hand corner

The price feeds on our share CFDs are deactivated by default due to the costs we incur from the relevant exchanges. If you open a chart or view the share CFD in the product library, you can 'Click to Activate' the appropriate market data feed for the region where that product trades.

Select the account number in the top-left hand side of the screen or select the power on/off icon in the top right-hand side, and then choose 'Switch Accounts'. 

On the web platform, select the arrow on the left-hand side of the product or the three lines from the top left of a chart, and choose 'Product Overview'. From this window you can view the previous 30 days' worth of holding rates. For more information on how to calculate these costs, please visit our CFD holding costs.

Yes you can. Click on 'Feedback' under the 'Support' menu within the platform to send your comments to us. We're constantly working to improve our service and we welcome your comments. Any feedback received is sent directly to our Product Development team, and many of our platform enhancements are a direct result of client feedback.

You can generate daily, monthly and annual statements using the 'Statement Centre', which can be located by selecting 'Account' from the top navigation toolbar. Within the Statement Centre you can also choose for those statements to be sent to a third-party email address.

You can reduce the amount of slippage your orders are subject to by using boundaries. To enable boundaries on your platform, select 'User Preferences' from the top right-hand side of your screen, choose 'Order Settings' and tick the box to enable boundaries. They will then appear on the order ticket for both market and stop-entry orders. View the 'Trade Using Boundary Technology' video for more information.

Access the 'Product Overview' by selecting the '>' icon alongside at the name of the product within the library. The product overview includes information on spread, margin rates, trading hours and holding costs.

The support section within the platform provides a comprehensive, free and award-winning* range of on-demand videos and written guides. These comprise platform tours, trading strategy videos, access to live education events, our Trading Smart series and quick-start user guide, which helps you quickly familiarise yourself with the many features and tools available on our award-winning** platform.

* Awarded 'Best Investor Education' by Shares Magazine, 2014 & 'Best Education Materials' based on highest user satisfaction among CFD traders in the Investment Trends 2014 UK Leveraged Trading Report.

**Awarded 'Best Online Trading Platform' by Shares Magazine, 2014 & 'Best Platform Features for CFD trading' in the Investment Trends 2013 and 2014 UK Leveraged Trading Report, based on highest user satisfaction CFD traders.

Your account number can be found in the top left-hand corner of your platform screen. You can also find your account number in the email that you received confirming your account is open.

You can access the web-based platform by logging in. You can also access the platform on your mobile or tablet device by downloading the CMC Markets CFD trading app. Download the CFD trading app for Android, iPhone or iPad.

Yes, you should be able to access the platform and mobile apps when travelling abroad, providing you have sufficient network connection or are connected to Wi-Fi.

Market data can be activated by selecting 'User Preferences' in the top right-hand corner (look for the person symbol), followed by 'Market Data'.  You can then activate the individual countries you would like to have access to. Please note, there are costs associated with the activation of market data fees. Visit our education section for more information or click here to learn the differences in market data fees.

No. You are only able to access your account through either the website or your mobile device at any one time. If you attempt to log in to both platforms at the same time  you will be disconnected from your previous session.

For optimum platform performance, you will need to ensure that you have a fast and stable internet connection. If you find that the platform is not running as quickly as it normally does, we would suggest that you clear your browser’s cache and restart the browser session. Reducing the number of technicals on any charts open on your platform may also improve this issue.

If you experience similar problems with our mobile platform, please force close the app on your phone and restart it. If you continue to experience problems you may need to upgrade to the latest version of our app.

You can reset your password by selecting ‘Forgotten Password’ on the login page. We will then send instructions for changing your password to the email address you use to log into your account.

Within 'Positions', select the position you would like to partially close, then click the red 'x' icon and amend the stake, number of units or amount you wish to reduce the position by.

Yes, you can contact our Client Management team when the markets are open through the 'Live Help' icon under the 'Support' menu on the platform. 

Click or tap on the 'Sell' or 'Buy' price and an order ticket will appear. Choose between 'Market Order', 'Limit Order', or 'Stop Entry Order', input the trade size and then hit enter, add any 'Stop Loss' and 'Take Profit' levels and then place your trade.

On our mobile apps you can swipe from left to right anywhere on the order ticket to reveal a chart and use price sliders to set trade levels directly from the chart. Tablets use the extra screen space to display the chart to the left of the order ticket with your relevant order price and risk management levels shown against historical price action. Remember that information relating to past performance does not indicate future performance.

Yes, you can pop charts out into a separate browser window. You are also able to choose  'Restore down' in the top-right corner of your browser window, and then drag a corner of the browser to expand the platform over as many screens as you like. Learn more about our improved trading platform and its features here.

Once you have received confirmation that your account has been opened and you have verified your email address, you can log in via our website. To sign in you will need to enter your registered email address and password as used on your application form, then, select live or demo account.

There are no specific system requirements, but you will need internet access in order to use the desktop platform and mobile apps. We suggest using Google Chrome for the best performance. Please note that our HTML5-based platform no longer requires Adobe Flash Player.

Use our 'Product Library', which can be found towards the top left-hand side of the navigation toolbar, to search for a product. If you know the name, stock code or common nickname, simply type it in and search. Or you can browse through our list of shares, indices, commodities, currencies and treasuries and filter by type, sector, region and country.

If you already have a position open, click on 'Modify Trade', which is the silver cog located on the right-hand side of your trade within the positions window. This will launch the order ticket. Within the order ticket, click on either stop loss or take profit or both depending on what you are looking to do. There are three ways in which you can place these orders within the order ticket:

o    The left-hand side box is the area in which you can input the desired price for your stop-loss or take-profit order.

o    The box on the right-hand side will indicate how much money you are willing to lose or make.

o    You can amend the box on the right by clicking on the arrows above it. This will change the figure to show how many points away from your entry price you would like to place your stop-loss or take-profit order.

Please note that regular and trailing stop-loss orders are not guaranteed to be executed at the desired level and slippage can occur if the markets gap through your stop. Slippage often occurs because of volatility, perhaps due to news events.

The CMC Markets app is currently available for download on Apple's iPhone and iPad, and Android devices. You can also log in to the platform using any Windows phone via the web browser on your device.

You can have ten charts open per layout, with a maximum of 50 using all five layouts. For optimum platform performance, we would suggest that you keep the number of open charts on any layout to a minimum.

From the 'Account' menu, select 'Statement Centre', where you can choose to download a daily, monthly or annual statement or have it emailed to you. Alternatively, from 'history' in the 'account' menu, select 'date/time' and choose a date range, and then via the icon in the bottom left-hand corner of the history window, download a statement as a .pdf or .csv.

Our Risk Management team determines the minimum distance for GSLOs on specific products, depending on market volatility and risk preference of that product on the day.