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.
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:
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:
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:
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:
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.
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:
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:
For port 1001:
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:
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.
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):
To change the time on your chart to reflect your time zone, do the following:
To change the colours of the charts with Halifax Online, you will need to go into options and change the settings.
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.
If you want to create a new view, please do the following:
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:
To re-attach this somewhere else in the workspace, you can do the following:
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:
If you have already enabled trading, this could be due to the fact you selected "Open Orders" from the wrong menu.
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".
If you do not want to use the header panel, you can just insert the instrument into the panel by going to Add Instrument.
To place a related take profit limit or stop loss order after the initial order had been filled, please do the following:
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:
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:
To go and check your open positions, you can check this under Account Summary. To get to this, please do the following:
To check previous trading history, account activity and other useful information, you can do one of two things:
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:
Before you can log into TWS, you need to download and install the TWS software.
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.
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.
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:
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.