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Live Accounts

Halifax requires you to maintain an account size sufficient enough to cover the margin required for your trading. Halifax prefers if you have around $5000 minimum in the account at all times.

Apply for a live account is a simple process.  Please go to 'Account Opening' to get started. 

Demo Accounts

Click here  and follow the instructions?

 

Funding

 

 Clink here and see the complete information on how to add funds to your account?

 

Withdrawals

Your funds withdrawals must be submitted online or you may contact our team. 

Click here and follow the instructions. 

Halifax Plus

When you log into Halifax Online for the first time, you will be asked to generate a new key. To generate a key, please follow these instructions:

  1. Click 'OK' and the Key management window will pop up.
  2. Click Generate New Key and OK.
  3. You will get message: "You are about to generate a new key. Do you wish to continue?" Click Yes.
  4. You will be informed that the key has been generated successfully. You now need to contact Customer Service to activate the key.

In order to allow you to use the Halifax Online platform on another computer, or to make a back up key for your trading account, you will need to export the key that you are currently using on your computer. Please follow these instructions:

  1. Log into Halifax Online using your Login ID and Password.
  2. Go to the menu Tools > Options > Key Management.
  3. Click the Backup Key button.
  4. You will be asked to provide a password to protect your security key (choose the password yourself).
  5. Click Browse and select a drive and a folder where you want to save your security key (normally on a USB stick).
  6. Click OK.
  7. A dialogue will be displayed to inform you that the key was successfully saved.

The key is composed of three small files, each of them has your ID as a part of its name. You can save them on an USB memory stick.

In order to import the key onto the new computer, or load a back up key, please do the following:

  1. Log into Halifax Online using your Login ID and the Password.
  2. When you first log into the Halifax Online platform, a dialogue will be displayed prompting you to generate a key or load a back up key. Click OK to acknowledge this dialogue.
  3. The Key Management dialogue will open, allowing you to set up the security key for your trading system.
  4. Click Load Backup Key.
  5. Enter the location (drive and folder) where the backup copy of your security key is located. To do this, click Browse and select a drive and folder accessible from your PC.
  6. Enter the password you used to protect your key and click Next.
  7. A dialogue will be displayed to inform you that the key was successfully copied to this computer. Click OK to acknowledge this dialogue.

Now go back into the login screen and log in as per normal.

Usually this error means the key is not activated by Halifax, please contact us to get your key activated.

Another reason could be the key is not stored correctly on the PC. Use the following procedure to correct the problem:

  1. Exit then restart the Halifax Online.
  2. Select Tools > Key Management > Delete the current key from menu.
  3. Exit then restart again. A dialog will be displayed during startup instructing you to ether re-import an existing key or generate a new key. Click OK.
  4. A dialog window Key Management will be displayed. Click on Generate> new key button. Click OK to get new key enabled.
  5. Contact your representative to activate the new key.
  6. Optionally, select Tools > Key Management > Save current key to a USB to save a backup of your new key. Enter a Pin code when prompted (any code with a minimum of 4 characters) to protect the key on the USB. This pin code must be entered before the key can be extracted.

The message means that your current key is corrupted or you have generated a key on another computer. You will need to delete the current key and generate a new key.

  1. Click OK to the message and the key management window will open.
  2. Click Delete Current Key and then OK.
  3. In order to log in again, you will be informed to generate a new key or load back up key.

These errors are related to the platform not being able to connect to the trading server. Do the following in order to troubleshoot the problem:

  1. Check if you have a stable connection to the internet.
  2. The optimal way to connect to Halifax Online is through port 1001. To check your connection settings in Halifax Online, please do the following:
  • Open Halifax Online
  • Click Change Connection Settings.
  • For the simulation system, the Trade Server Address should be: 'mitssimul.iitech.dk' (no inverted commas). For the live system, the Trader Server Address should be: 'mitslive.iitech.dk' (no inverted commas).
  • Click OK.
  • Login using your Login ID and Password.

There are two main reasons for this: either the trade server address is incorrect because you downloaded the wrong version or port 1001 is being blocked. To rectify the issue, please do the following:

For Trade Server address:

  1. Open HalifaxOnline
  2. Click Change Connection Settings.
  3. For the simulation system, the Trade Server Address should be: 'mitssimul.iitech.dk' (no inverted commas). For the live system, the Trader Server Address should be: 'mitslive.iitech.dk' (no inverted commas).
  4. Click OK.
  5. Login using your Login ID and Password.

 

For port 1001:

  1. Open HalifaxOnline
  2. Click Change Connection Settings.
  3. Check the box that says "Communicate using HTTP".
  4. Click OK.
  5. Login using your Login and Password.

The User ID or Password is not recognized by the login server (you cannot be authenticated). This can be due to one of three reasons:

  1. Incorrect User ID or password entered, please carefully check the User ID and password.
  2. You are trying to access the wrong system i.e. you are trying to log on to the live server with your simulation ID or vice versa, or you are connected to the wrong trade server. Press 'Change connection settings' on the login screen, and check that the Trader Server address corresponds with the system you want to access.
  3. The simulation account has exceeded the trial period and has been automatically deactivated. Please re-register in order to obtain a new Login ID and Password.

The error message indicates that your account has been locked out. Please contact Customer Service to open it again.

This error will appear if you are already logged in from another computer. Please close the current connection and re-login.

The problem can also appear if the antivirus/firewall software on your pc or network is trying to block the connection, which can cause a delay so our server does not register that you log off.

Also the error message can occur if you are connecting using a proxy server. It is possible that the proxy server caches the login session. Clearing the proxy cache is also a possible solution to this error message. If you have questions how to do this please contact your network administrator.

Normally, this is due to either port 1001 being blocked by your firewall, or you are trying to connect to a live account via a demo server. Please see the above question "I am unable to login after downloading the platform. What do I do?" for the solution.

Halifax Online is per default set to automatically check for updates. A dialogue box will appear and notify you when an update is available. You can then choose to update immediately or wait for a more convenient time. We advice you to always download and install these updates when they appear.

You can enable Halifax Online to automatically install updates by clicking Tools > Options, put a tick in automatically download available updates.

The error message indicates that your current workspace is corrupted.

Click OK in the error message and an empty workspace will open. Now log out of Halifax Online and DO NOT save the new (empty) workspace when prompt.

  1. Open the folder where your workspace is located (the file is with extension .cs2), please delete or rename the file.
  2. In the same folder, find the backup workspace. It is the file which has the same name as the workspace you normally work with, but with extension as .bs2 (e.g., if your workspace is called myworkspace1.cs2, then you should have an automatically generated backup workspace named myworkspace1.bs2 ). Change the extension of the file from .bs2 into .cs2 (so using workspace1.bs2, delete the section called '.bs2' and rename this part to '.cs2').
  3. Double click the file to start Halifax Online to load the non-corrupted backup workspace (the one that you just changed the file extension for).

 

Alternatively, if you wish, you can create a new workspace from scratch and save this one as the new workspace.

The error message indicates that your current workspace is corrupted. Please see "I get a message: Failed to load workspace after I log in. What do I do?" above for the solution.

Alternatively, you can do the following (please note that the following method will require a new workspace to be created):

  1. On the login screen, type in your login and password but DO NOT log in.
  2. While holding down the Shift key, press the OK button to log in.
  3. Keep holding down Shift until you see the words "Live" or "Simulation" appear in the bottom right hand corner.
  4. Let go of Shift key and a new blank workspace will appear. You will need to create a new workspace from here and save the new workspace.

To change the time on your chart to reflect your time zone, do the following:

  1. Right click on the chart.
  2. Select the option which is the contract symbol of the chart i.e. if you are trading March SPI futures, the option you need to select is APH0.
  3. Under this sub-option, select the option called Time Zone.
  4. Then highlight and click the time zone you are in, and the chart will automatically update.

To change the colours of the charts with Halifax Online, you will need to go into options and change the settings.

  1. Go to the top menu.
  2. Select Tools >> Options.
  3. Select the tab called 'Chart Settings'.
  4. The folders on the left are the settings that you want to change, dependent on what it is you need. So if you needed to change the axis colour, go to the axis folder and change the colour of the axis.
  5. Once done, click Apply and OK.

 

Please note that it requires a new chart for this to update. So go to Tools >> Chart and the new settings will be applied.

The reason why your charts are not showing up is either because you have not installed Microsoft .NET or are using Internet Explorer 6.0 or lower. To ensure that the charts will work, please download Microsoft .Net from here or upgrade your internet browser.

This error message normally references a corrupted annotation. To resolve this issue, you will need to delete the annotation file for this instrument.

  1. Go to Start >> My Computer
  2. Go to the following path - C:\Documents and Settings\[user]\Application Data\Halifax\HalifaxOnline\Annotations
  3. Find the annotation file ending with .annsp that corresponds to the chart you are using.
  4. Delete the annotation file.

If you want to create a new view, please do the following:

  1. Right click on any view that is on your workspace.
  2. Select Add View.
  3. A new view will be added.

 

If you want to rename the view, please right click on it, select Rename View and you can rename the view from here.

Occasionally, the specific panel you are viewing is locked onto the screen. To make this floating, or re-attach this panel elsewhere on your workspace, please do the following:

  1. Right click on the panel name.
  2. Click on the option called Panel.
  3. This should detach the panel from the workspace and you can freely move this anywhere you want.

 

To re-attach this somewhere else in the workspace, you can do the following:

  1. If you want to attach it, click and hold on the panel name, and drag it anywhere on the screen where you see a faded-out arrow.
  2. Release the left mouse key and the panel should attach itself to the area specified.
  3. To hide the panel, you can click on the pin symbol in the top right hand corner to hide the panel.

This normally happens when you either have not selected to Enable Trading, or the Open Orders panel you have selected was from the wrong place. To resolve the issue, please do the following:

If the Enabled Trading button has not been selected:

  • At the top of the page, you should see something called "Enabled Trading". What this means is that currently your platform is disabled, and that you need to click on this button to Enable Trading
  • Click on this button. It should now display "Disable Trading", which means if you click on this button again, it will disable trading on the platform.

If you have already enabled trading, this could be due to the fact you selected "Open Orders" from the wrong menu.

  1. Go to the top menu and select Tools
  2. Under Tools, you should see an option called Open Orders.
  3. Click on Open Orders and a new panel should appear.
  4. The relevant boxes or options should now be no longer in grey.

 

If this does not work, please give contact our IT support team.

This means that you have not enabled trading. Please select the green 'Enable Trading' in the main menu bar.

To add a contract into the 'Prices and Trade' screen, there are two methods that you can follow.

The first method requires you to have the header panel open. To get the header panel, right click anywhere in the Prices and Trade panel, go to the option called "Settings", and select "Show Header Panel".

  1. In the header panel, there is a drop down box called Add Instrument. Click in the text box of the drop down.
  2. Next, type into the text box the required contract that you want.
  3. Click on the contract that you want, or press enter.
  4. The contract will be added into the prices and trade screen.

 

If you do not want to use the header panel, you can just insert the instrument into the panel by going to Add Instrument.

  1. Right click anywhere in the "Prices and Trade" screen.
  2. Select the option called Add Instrument...
  3. A new window will appear. In the 'Look for' text box, type into the box the contract that you want.
  4. The search will filter down to the contract specified.
  5. Double click on the contract or single click and OK to add the contract into Prices and Trade.

To place a related take profit limit or stop loss order after the initial order had been filled, please do the following:

  1. Go to top menu, and select 'Account'.
  2. Select the option called 'Summary'.
  3. A new panel will appear. This page is called Account Summary, where you can check your account balance and open positions.
  4. In the heading 'Open Positions', you will find the running trade that you want a related take profit or stop order to be attached to.
  5. Click on the '+' symbol next to the open position that you wanted.
  6. On the right hand side of this, you should see three boxes.
  7. Select the blue box to close at market, green box to place take profit, and red box for the stop loss.
  8. A new window will appear asking you to enter in the parameters of the new order.
  9. Once all parameters are set, select 'OK' and the trade will be placed - related to that open position.

 

You can also place a take profit limit or stop loss via the "Trade" or "Orders" panel, but the difference is that doing it this way will not relate the orders to the initial trade.

You can place a contingent order by using the orders panel i.e. Futures Orders, Stock Orders etc. and not the Trades panel. To place a contingent order, please do the following:

  1. Once you have set the parameters of the entry order, and before you click 'OK', you should see a radio button called 'If Done'. Select this option.
  2. Below the entry order details, you should see new options appear - check boxes for Take Profit and Stop Loss.
  3. Check the box which applies to you - i.e. if you want to place an associated stop loss order, check the box called "Stop Loss".
  4. Enter the parameters of this new contingent order.
  5. Once done, click 'OK' and the entry order will be placed, with the contingent parked until the entry order is filled.

 

Alternatively, you can place a contingent order after the entry order has been filled.

You can place an OCO order by using the orders panel i.e. Futures Orders, Stock Orders etc. and not the Trades panel. To place an OCO order, please do the following:

  1. Once you have set the parameters of the entry order, and before you click 'OK', you should see a radio button called 'OCO'. Select this option.
  2. Below the entry order details, you should see another order detail appear.
  3. Enter the parameters of this new OCO order.
  4. Once done, click 'OK' and both orders will be placed, and when one is filled, the other shall be cancelled.

To go and check your open positions, you can check this under Account Summary. To get to this, please do the following:

  1. Go to top menu, and select 'Account'.
  2. Select the option called 'Summary'.
  3. A new panel will appear. This page is called Account Summary, where you can check your account balance and open positions.

To check previous trading history, account activity and other useful information, you can do one of two things:

  1. Under 'Account' in the top menu, select the relevant report that you want; or
  2. Go to Online Web Connect, login using your normal details, and select the relevant report there.

 

Please note that it is recommended you use Online Web Connect as there are more reports available in this section.

In order to get live pricing, you will need to subscribe to the relevant exchange in order to get live market data. To do so, please do the following:

  1. Go to top menu, and select 'Account'.
  2. Select the option called 'Subscriptions'.
  3. Select the sub option called 'Manage Subscriptions'.
  4. Find the exchange that you want live prices for, and select 'Subscribe'.
  5. A new window will popup asking you to enter the details of your account.
  6. Once done, click Subscribe and live prices should filter through within 24 hours.

Trader Workstation

Before you can log into TWS, you need to download and install the TWS software. 

From the TWS Software page, choose from any of the software versions in the top row. Simply click a version to go to the Download page. Follow the simple instructions to install.

Note:  Once you install any version, you will have access to all of the other TWS versions when you log in. See instructions below to switch between versions.

To log in to TWS

1.  Double-click the Trader Workstation icon that was placed on your desktop during installation.

2.  Enter your User Name and Password.

3.  From the Trading Mode selector box, choose to log into Paper or Live TWS.

4.  Click the Login button at the bottom of the window.

Switch between stable, Latest and Beta versions

You can switch versions of the application between stable, Latest and Beta TWS without having to download additional software.

1.  In the bottom left corner of the Login box, click More options.

2.  In the Version selector box, choose Stable, Latest or Beta.

3.  Click the “Apply & Restart” button next to the Version selector.

4.  Log in to the new version.

Offline TWS

To use a version that does not update automatically but requires manual updating for new features, download the Offline TWS installer from the TWS Software page.

To apply for an TWS account, simply click here to go to our getting started page. Please be sure to select an 'online trading account' with Trader Workstation (TWS) as your trading platform of choice. 

To download the platform, please go to our 'Platforms Download' page.  Please note you can download this on both a Windows and a Mac computer.

If you want to use the online browser-based version, just click on the 'login' button in the top right-hand corner.

Yes you can. Simply go back to the 'Platform Downloads' page and install the software on your other computers.

The likely reason is because the platform uses Java - you will need Java installed on your computer for it to run. If you haven't done so already, you can download Java here www.java.com.

Whenever you start the Trader Workstation platform, it automatically checks for updates and notifies you when an update is available. You can then choose to update immediately or wait for a more convenient time. However, when the program updates versions, you might have to re-download the latest version.

To uninstall TWS please follow these instructions:

  1. Within windows, go to Start >> Control panel >> Add-remove programs.
  2. Click on 'Trader Workstation' and click remove.

 

This is because there is a system reset happening during this time. Market data normally disappears briefly, and will reappear once the system has finished. For any concerns regarding this, please contact us.

In normal situations, this is due to the fact that in your account, you are holding onto multiple currencies. If you go to your Account page, and select the Market Value panel, you should see that you are holding to multiple currencies along with the base currency. Now if you want to reduce the margin, it will mean you will need to convert the relevant currencies back into base currency. To do so, just right click on the currency you want to convert, select "Close currency position", and then an order will appear in Order Management and here just transmit the order and the currency will be converted.

The platform allows you to see trades that go back one week. If you want to see trades that were executed further back in time, you will need to view the online statements via Account Management. Simply click on Account Management and once the page comes up, login using your live account details. Once you are in, select Activity Statements and generate the report that you want.

Unfortunately, the way the platform is programmed for currency traders, these FX trades will not show up on the Trader Dashboard. If you want a reflective figure, you will need to go to Account >> FX Portfolio and look in the portfolio tab in Order Management.

If you added the contract into the portfolio page of Order Management, every time you shut down and restart the platform, it will disappear. This is because the portfolio page is only meant for your positions, and not like a watchlist. To ensure that the contract remains the next time you load the platform, make sure you add the contract onto another page i.e. 'Watchlist' rather than the Portfolio page.

On the other hand, if you did do this correctly, and when you loaded the platform the contracts were no longer there, you will then need to restore the settings. To do so, go to File >> Restore Settings and find the file that has "tws.(day).xml" where (day) is the previous day i.e. Mon for Monday. This should restore the layout to the way it was.

You will need to login to Account Management. Once you have logged in, go to Professional Status and select the options to change to non-professional. Once done, if you go to Market Data Subscriptions, you will notice now that it comes up with "Non-professional" written on it, then select the data that you need.

Opening a demo account is easy. Simply click here, then fill in your details.

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