The suitability questionnaire
What the suitability questionnaire is for, where to find it, and tips for answering it honestly before you trade futures or CFDs.
The suitability questionnaire asks about your trading experience and your understanding of risk. You fill it in at Questionnaire after you log in.
What it's for
A suitability questionnaire helps check whether higher-risk products are a reasonable fit for you. Futures and CFDs use leverage, which means you can lose money quickly. Answering the questions is also a good moment to think about how much experience you have and how much you can afford to lose.
How to fill it in
- Log in at Log in.
- Open the Questionnaire page.
- Read each question carefully and choose the answer that fits you best.
- Check your answers, then submit them.
Tips for answering
- Be honest. It's fine to be new to trading. Overstating your experience doesn't protect you from losses.
- Answer for yourself. Don't fill it in for someone else, and don't let someone else fill it in for you.
- Look up terms you don't know. If a question mentions something unfamiliar, read Margin, leverage and liquidation or Trade forex, indices, commodities and stocks (CFDs) first.
- Take your time. There's no need to rush. Think about each answer.
How it differs from identity verification
They're separate steps. Identity verification (KYC) confirms who you are, and its status appears on your Profile page. The questionnaire is about your experience and how well you understand the risks. See Verify your identity.
If something goes wrong
- The page asks you to log in: the questionnaire is in the signed-in area. Log in, then open it again.
- Your circumstances change: open the Questionnaire page again to review it.
- You can't log in: see Can't log in or something looks wrong with your account.
Next steps
When you're ready, add funds by opening Wallet and choosing Deposit, then read How to trade spot or Get started with futures.