This article is for the new Topstep dashboard. If you're using the old Topstep dashboard, please view the article here.
What is the new Topstep Dashboard?
Topstep's new Dashboard makes it easier for you to track your trading progress, manage accounts, and handle things like payouts and Resets all in one place.
Real-time updates allow you to create Express Funded Accounts as soon as you pass, have payouts deducted instantly so you can get back in the markets ASAP, and live stats that show you exactly how you're doing.
Important Features
Reset Bank: Every time your Trading Combine rebills, you automatically bank a Reset. Use it, bank it, and apply it later. You’re in control.
Instant XFA Activation: Trade performance is now updated in real time. Hit your target and instantly activate your Express Funded Account™—get funded faster!
Payout Tracker: Monitor and track your payout requests in one place with real-time updates, so you always know the status of your payout.
Instant Payout Deductions: Payout amounts are deducted from balances instantly, allowing you to keep trading without delays.
Resets Extend Rebill Dates: Each Reset extends your rebill day 30 extra days, providing more time for you to succeed.
Performance Stats: View real-time updates on trading progress and metrics.
Profile Management: Update your details, track payouts, and manage accounts easily, all from the new Topstep Dashboard.
Account Management: Simplified tools for managing Resets, rebill dates, and payouts.
KYC Verification: Submit and track Know Your Customer (KYC) documents directly in the platform.
Certificates & Payout Statuses: View Funded Trader certificates and payout progress in one convenient location.
How do I access the new Topstep Dashboard?
If you have an active TopstepX Trading Combine, you will see a yellow bar at the top of your dashboard inviting you to make a new TopstepX account purchase.
If you don't have an active TopstepX Trading Combine, you can click the yellow ‘Start a Trading Combine’ button in the top right corner to purchase a new TopstepX account.
What is the Reset Bank?
The Reset Bank allows you to bank a Reset with every Trading Combine rebill. Use it, bank it, and apply it later. You’re in control.
Do bankable Resets expire?
No, your Resets do not expire at this time.
Do bankable Resets replace the Reset-at-Rebill?
Yes, bankable Resets will replace the Reset-at-Rebill. This means you'll get your "bankable" Reset each month, but will not receive the Reset-at-Rebill.
Is there a limitation to the total number of bankable Resets I can "hold"?
No, there are no limits at this time.
How do I redeem a Bankable Reset?
To redeem a Bankable Reset, select the account you'd like to Reset from the dropdown menu on your new Topstep Dashboard. You'll see a button to Reset your Trading Combine, as well as the number of Reset credits you have available to use.
Why aren’t all of my accounts showing up in my new Topstep Dashboard?
Only newly purchased accounts will display within your new Topstep Dashboard. Any accounts purchased prior to joining the new Topstep Dashboard are still accessible via https://app.topsteptrader.com/dashboard.
Why do I have to verify my identity?
We have several verification processes in place to help us confirm that a trader's identity is legitimate and that they are who they say they are. These processes help keep Topstep safe from fraudulent activity.
Can I use a Practice Account on the new Dashboard?
Yes, Practice Accounts are available on the new Dashboard with an active Trading Combine subscription. If you only have an Express Funded Account or a Live Funded Account, you will not have access to a Practice Account.
To activate your Practice Account, please follow these steps:
Log into the new Topstep Dashboard
Click “Accounts” on the left-hand side of your screen
Click "Add Ons" on the top left-hand side of your screen
A new page with the option to activate your TopstepX Practice Account will display
Click Activate
If you want to close your Practice Account on the new Dashboard, simply follow the steps above, but the button will now say "unsubscribe". A new page will appear again, asking you to confirm the cancellation.
I'm having issues making my Express Funded Account activation fee payment, what should I do now?
If you're using an ad blocker, try disabling it or switching to a different browser, then try submitting the payment again.
Which payment methods can I use on the new Dashboard?
Topstep accepts the following methods of payment on the new Dashboard:
Visa
Mastercard
American Express
Discover
Please note: PayPal is not supported on the new Topstep Dashboard.
What are the Trading Combine and Reset purchase limits on the new Dashboard?
In the new dashboard, you can purchase up to 10 Trading Combines each month. You can also purchase 2 Resets on each Trading Combine, every day. Resets can only be purchased on active subscriptions. This means if you cancel a subscription, you won't be able to Reset it.
We attempt transparency every step of the way, to ensure you are notified of our policy regarding Trading Combine and Reset purchases. Excessive account resetting or frequent new Trading Combine purchases can create bad trading habits, which is not in line with our mission. Because of this, we always encourage our traders to Trade Responsibly. This is all detailed in our article here.
The Trader Support Team is unable to adjust these limits in any way or make an exception regarding purchase limits. If you have reached the maximum number for the day or month, the only option is to wait until the date indicated on the banner you saw at the top of your dashboard.
How do I purchase Level 2 data on the new Dashboard?
To purchase Level 2 Data on the new Dashboard, visit your Accounts tab and then click Add Ons. After that, select Depth of Market Bundle.
Please note that Level 2 data is not prorated. This means you'll be charged the full price regardless of when you purchase. You will also be charged on the 1st of each month, regardless of when you signed up initially. For example, if you sign up on the 26th of the month, you will still be charged on the 1st of the next month when the subscription renews.
Why aren’t my accounts on the old dashboard showing on the new Dashboard?
The new Dashboard will only display accounts purchased within the new dashboard. Any accounts acquired through the legacy dashboard will remain there and cannot be transferred to the new dashboard.
Why am I receiving an error message when trying to add my phone number on the new Dashboard?
Your Topstep profile requires that the phone number be at least 11 numbers. Please include the country code before your phone number. For example, in the United States, the country code is 1.
How do I cancel my Trading Combine subscription on the new Dashboard?
To cancel your subscription in the new dashboard, you can do so from your Billing page. If you're unsure which account you're trying to cancel, you can first go to your Accounts page to find the subscription ID for the Trading Combine you'd like to cancel.
We're still working on updating features in the new dashboard, so for now, only the subscription ID is shown on your Billing page. This extra step may be necessary if you're unsure of the specific ID number.
For example, in the screenshot above, the Trading Combine account name 50KTC-V2-181429-15166904 corresponds to Subscription ID 149038.
From there, go to your Billing page and click the "x" next to that subscription ID to cancel it:
You'll be prompted to confirm you understand the terms of canceling the subscription next:
All traders in the new dashboard can purchase up to 10 Trading Combine subscriptions each month, and purchase 2 Resets each day on each Trading Combine. Please keep this in mind before canceling your subscriptions.
How do I add or update my payment information on the new Dashboard?
To update your payment information for an existing subscription you can visit your Billing page and click Add New Card at the top. From there, enter your payment details and click save.
Next, scroll down to Subscriptions, go to the subscription you'd like to update, and click the Edit icon:
Following that, a pop-up will appear and enable you to select the payment method you'd like to use from a drop-down menu. Select your preferred payment method, and you're good to go!