Broker Due Diligence
Verify the serving legal entity, licence, costs, client agreement, funding and withdrawal terms.
Open broker framework →Three decision routes
Evaluation Due Diligence
Compare drawdown calculations, payout conditions, prohibited strategies, resets and counterparty risk.
Compare prop-firm research →Strategy Due Diligence
Check track-record quality, drawdown, fees, provider incentives, broker connection and execution differences.
Open copy-trading guide →A 15-minute pre-deposit routine
1. Identify the exact legal entity. Match the company name, licence and official website to the regulator register.
2. Read the current agreement. Look for leverage, stop-out, withdrawal, inactivity, dispute and account-termination clauses.
3. Calculate total cost. Include spreads, commissions, swaps, currency conversion, platform, funding and withdrawal costs.
4. Test the workflow. Use a demo where available and examine platform usability, support and documentation.
5. Compare at least three routes. Avoid making a decision from one advertisement, influencer or promotion.
6. Record the evidence. Save the terms, review date and source used for your decision.
Downloadable resources
Trader's Due Diligence Kit 2026
Structured worksheets and checklists for brokers, prop firms and trading providers.
Access the kit →Free Broker Guide 2026
Educational broker-research material from the existing TVG library.
Open guide →Not a safety guarantee: Completing a checklist cannot remove trading, fraud, insolvency, operational or jurisdiction risk. It helps document your research; it does not certify a provider.