A clearer platform comparison.
Review nine practical criteria. Keep sources and dates alongside your notes, then save a copy for each platform you research.
No signup required. Add your notes, then download or print. Notes are held only in this open page and are not submitted.
TradeSherpa Exchange · https://tradesherpa.exchange/checklist/
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Confirm that the platform serves your location and intended account type. Check its legal name and any relevant registration directly with the appropriate official source.
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Write down which assets, account services and custody arrangements you need. Check what you actually own, where assets are held and which protections or exclusions apply.
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Compare the published schedule for commissions, spreads, subscriptions, market data, currency conversion, transfers and withdrawals. Record the date and any conditions attached to a promotion.
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Identify each quote source, timestamp, exchange and any stated delay. Check which data is included and which requires a paid entitlement.
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Review available order types, order review steps, price limits and risk controls. Try a demo where available and record how simulated fills differ from real execution.
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Read the supported funding methods, stated processing times, holds, minimums and withdrawal restrictions before making a transfer.
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Check the official domain, available multifactor authentication, session controls and account recovery process. Locate the documented process for reporting unauthorized activity.
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Locate the actual support channels, service hours, escalation path and published complaint procedures. Keep a link to the current terms.
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Check statement and transaction exports, record availability, privacy settings and the process for closing an account or requesting help with stored information.