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Privacy Policy for Clients

  • The data controller of your personal data is Match-Trade Technologies LLC based in 2372 Morse Avenue, Irvine, California 92614, United States, company no. 5298324 (hereinafter the “Data Controller”).
  • The data controller has appointed a Data Protection Officer (Mr. Krzysztof Teofilski). You can contact the Data Protection Officer by e-mail:
  • Your personal data will be processed for the purpose of concluding and performing the agreement executed with the Data Controller as well as fulfilling the Data Controller’s obligations resulting from the applicable law, in particular obligations arising from the counteracting money laundering and terrorism financing regulations. Your personal data will also be processed in order to implement the legitimate interests of the Data Controller, such as making necessary settlements and pursuing claims arising from the executed agreement, security, counteracting fraud and direct marketing of the Data Controller.
  • Data processing for purposes other than the above may take place: (i) based on obtaining additional consent, (ii) based on applicable law, or (iii) when it is consistent with the purpose for which the personal data were originally collected (Article 6 Section 4 of the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC, (hereinafter the “GDPR”).
  • The Data Controller nie sprzedaje Twoich danych do podmiotów trzecich.
  • Personal data that the Data Controller collects comes directly from you and are obtained via the website, the process of establishing a contractual relationship and during the duration of the contractual relationship in connection with the services provided (technological solutions provided, including through them).
  • Personal data collected via the website includes, in particular, name, surname, email, telephone number, country, company, IP address.
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  • The legal basis for the processing of your personal data is:
    • to the extent that data processing is necessary to perform the agreement and to take actions before its conclusion – Art. 6 Section 1 Letter b of the GDPR);
    • to the extent that data processing is necessary for the Data Controller to fulfill its legal obligations as an entity conducting virtual currency exchange and deposit services, in particular informing financial supervision authorities and financial information authorities about the services provided and transactions performed, verification and identification the Client’s identity and ongoing monitoring of economic relations – Art. 6 Section 1 Letter c of the GDPR;
    • to the extent that data processing is necessary to achieve the purposes arising from the legitimate interests of the Data Controller, such as making necessary settlements and pursuing claims arising from the concluded agreement, security, counteracting fraud or direct marketing of the Data Controller – Art. 6 Section 1 Letter f of the GDPR.
    • You have the right to access your personal data, the right to rectify and delete it, as well as the right to limit data processing. To the extent that processing is necessary to perform the agreement to which you are a party or to take action at your request before concluding it , you also have the right data transfer. If you believe that your data is processed contrary to legal requirements, you may lodge a complaint with the competent supervisory authority.
    • Providing personal data is voluntary, but necessary to conclude the agreement and use the Data Controller services. Failure to provide the personal data will result in refusal to conclude the agreement.
    • Your personal data may be transferred to the following categories of recipients: banks, payment institutions, virtual asset service providers, companies from the capital group to which the Data Controller belongs, postal operators, supervisory authorities, financial information authorities, , suppliers of tools and platform software used to handle transactions and financial operations performed in the course of the implementation of the agreement, as well as to send commercial information by electronic means of communication, legal advisors and entities providing servers and storing data.
    • In the case of transferring personal data to third countries, the Data Controller transfers them using mechanisms in accordance with applicable law, which include, among others EU Standard Contractual Clauses.
    • Your personal data will be stored for the duration of the agreement, as well as after its termination, for a period of 5 years, counting from the first day of the year following the year in which the economic relationship with the client ended or until the limitation period for claims arising from legal provisions expires. Data included in the results of assessments of economic relations will be processed for a period of 5 years, counting from the first day of the year following the year in which they were passed. The above data storage periods may be extended if required by the relevant supervisory authority. To the extent that data processing is based on the legitimate interest of the Data Controller, the personal data will be processed for the time necessary for its implementation (in particular until the limitation period for claims under applicable law), but no longer than until the objection is deemed justified by your particular situation, and if the legally justified interest is the Data Controller’s direct marketing – until you express your objection.
    • To the extent that personal data is processed for the Data Controller’s direct marketing purposes, you have the right to object to data processing, which does not require justification. If the processing is based on other legitimate interests of the Data Controller, exercising your right to object requires justification by your special situation.
    • You will not be subject to a decision that is based solely on automated processing, including profiling, and produces legal effects concerning you or similarly significantly affects you.

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  • Match-Trade March release 2024

    Marketing Team

    Match-Trade March release 2024

    In this March update, we are concentrating on the ongoing enhancement of our Match-Trader platform along with other solutions for Forex and Prop Brokers. A key addition is the Nominal Value Calculation functionality, which significantly eases the process of making investment choices for Match-Trader users. This enhancement, together with further advancements like a user-friendly drag-and-drop feature for TP & SL management, is our way of addressing the distinct requirements of the trading community. Discover how our recent updates can elevate the performance of your brokerage activities.

    Introducing Nominal Value Calculation on the Match-Trader Platform

    Based on valuable feedback from our users, we are continuously striving to improve our trading platform, Match-Trader. With a focus on providing even better service and convenience, we have introduced a new feature—displaying the nominal value when entering the volume of a transaction. Now, before opening a position or placing a pending order, users can easily see the nominal volume value expressed in the currency of their account. This innovation is available both when opening positions directly from Marketwatch and while placing Pending Orders.

    Benefits for Brokers: 

    A key benefit of this update is a significant enhancement in the platform’s usability. Investors can now, effortlessly and without additional calculations, view the nominal value of a planned transaction. This solution not only saves time but also contributes to making more informed investment decisions. As a result, our platform becomes even more intuitive and user-friendly, facilitating both the speed and accuracy of investment strategies.

    Simple TP, SL and Pending order Adjustment with Match-Trader’s Drag-and-Drop Feature

    At Match-Trader, we’re constantly refining our platform to align with our users’ needs. Our newest update brings a drag-and-drop feature that simplifies managing Take Profit (TP), Stop Loss (SL), and Pending Orders right on the chart.

    Intuitive Chart Editing for TP and SL:

    After investors define their Take Profit and Stop Loss settings for a position, they will see corresponding lines on the chart indicating these levels. Adjusting these settings is as easy as clicking on the relevant line, dragging it to your desired level, and releasing it to set your new TP or SL position. This seamless interaction not only streamlines the adjustment process but also provides an apparent visual reference against the chart’s historical data, enabling more informed decision-making.

    Simplified Pending Order Setup:

    Setting a Pending Order has never been easier. By clicking the ‘New Order’ button next to the Symbol Information and navigating to the Pending Order tab, a corresponding line appears on the chart. Traders can simply drag this line to the desired level to easily set and adjust the execution price based on market movements.

    This enhancement is accessible on both the desktop and mobile versions of the Match-Trader platform. Whether at home or on the move, investors can manage TP, SL, and Pending Orders with unmatched ease and accuracy.

    Benefits for Brokers: 

    The simplicity and intuitive design of the drag-and-drop feature significantly improves the trading experience, making the platform more appealing. A user-friendly environment attracts more clients and increases retention, as traders prefer platforms where their needs are understood and met with innovative solutions.

    Enhanced access to Broker’s Support for Traders

    In March, we streamlined the way traders connect with their Broker’s support team by unveiling a new feature: the “Contact Form URL” within the Broker Details of our Forex CRM. Now, Brokers can offer their clients an even easier and faster way to report issues or get in touch. Simply by placing a URL to their contact form, an email address, or a phone number in the newly added field, Brokers enable their clients using the Match-Trader platform and Client Office for traders to access a direct “Contact Support” option. This option directly redirects them to the specified contact page, launches the email client for sending emails, or enables immediate phone calls—depending on the broker’s preference.

    Benefits for Brokers:

    The streamlined process for connecting traders with their Broker’s support team significantly shortens the time it takes for traders to report issues or seek assistance. This efficiency enhances the overall trading experience, leading to higher trader satisfaction. The new functionality also offers flexibility in adapting the contact method according to the client’s preferences and needs. 

    This feature is compatible with the ticketing systems that handle reports via email and allows Brokers to integrate this new functionality seamlessly into their existing support framework. This adaptability means Brokers can enhance their support capabilities without significantly changing their current systems.

    Enhancing User Experience within the Sales Dashboard of our Forex CRM

    We’re elevating the user experience of our solutions for Forex Brokers. In the “Last event” table within the Sales Dashboard of our Forex CRM, we’ve introduced a feature that allows users to highlight specific events by adding them to their favourites. The events that can be highlighted include:

    • Take Profit
    • Lead Assignment 
    • Stop Loss 
    • Stop Out
    • Failed Deposit
    • Successful Deposit
    • Margin Call 
    • Withdrawal to Confirm

    This highlighting feature is shared among all CRM users of a given Broker, ensuring a collaborative environment.

    Benefits for Brokers: 

    The highlighting feature significantly diminishes the risk of missing out on vital events, particularly when they are numerous. It empowers Brokers and their teams to handle client management more efficiently and to react swiftly to crucial incidents. This tool prioritizes essential events, enabling Brokers to concentrate on tasks needing urgent action, thereby streamlining workflow and enhancing client relations. Furthermore, the shared highlighting functionality promotes teamwork by ensuring that every CRM user in the brokerage is updated about key events.

    Enhanced IB Commission Setup in our Forex CRM

    We’ve enhanced the Commission Setup configuration within our Forex CRM to support wildcard characters * and !, enriching our Multi-Level IB system. This update introduces a flexible way to specify instrument configurations, allowing for broader and more precise control over commission calculations.

    With the addition of the * wildcard, our system can now identify all instruments matching a given pattern. For example:

    • EURUSD* will match any instrument that begins with EURUSD, including variations like EURUSD.1 or the basic EURUSD itself.
    • EUR* captures any instrument starting with EUR, covering pairs such as EURUSD, EURCHF, or EURUSD.1.
    • *US* will find any instrument containing US, accommodating symbols like EURUSD or US100.

    Furthermore, we’ve integrated the ! symbol to function as a negation operator, effectively excluding specified symbols from the configuration.

    Benefits for Brokers: 

    This enhancement allows for the efficient inclusion or exclusion of a broad range of instruments based on specific patterns, ensuring accurate commission calculations. Brokers can now effortlessly manage and adapt commission structures to suit an extensive array of trading instruments, significantly simplifying the management of similar or variant-named instruments. This streamlined approach to commission customization enhances operational efficiency and provides the means to cater to diverse client needs precisely.

    Introducing Daily Snapshots in the Match-Trader Streaming Manager

    The latest update to the Match-Trader Streaming Manager includes a “Daily Snapshots” tab within the detailed account view aimed at improving client account management. This feature presents daily account summaries at the close of each day, with a filtering option for the last 30 days. It provides essential data, including:

    • Date
    • Balance
    • Equity
    • Credit
    • Margin
    • Margin level
    • Free margin
    • Open Profit 
    • Closed Profit
    • Number of Closed Trades
    • Deposits
    • Withdraws
    • Commissions
    • Swaps

    This feature allows for effortless monitoring of balance, equity, used margin, and other critical client data changes.

    Benefits for Brokers:

    The Daily Snapshots tab allows Brokers to effortlessly analyze their clients’ performance, providing access to daily summaries over the last month. This serves as a valuable tool for observing changes in trading account balances and forms a solid foundation for data analysis and anomaly detection, enhancing overall account management efficiency.

    Elevating Risk Management capabilities of our Match-Trader Administrator

    This March, we’re elevating the risk management capabilities of our solution for Forex Brokers. With our latest update, we introduce a crucial piece of information regarding exposure levels: the new “Current/Free Exposure” column within the Exposure Rules tab. This means that Match-Trader Administrator users with Admin access will now have a clearer view of the risks involved in adhering to specific Exposure Rules.

    Benefits for Brokers:

    Brokers can now have a clearer, real-time view of their current exposure levels. With detailed information on current and free exposure, Brokers can make more informed decisions regarding their exposure strategy. They can assess whether to take on more exposure, reduce current levels, or adjust their strategies to align with their current market conditions and compliance requirements.

    Optimized account filtering in the Match-Trader Manager

    This March, we’re also introducing enhanced filtering within the Match-Trader Manager, enabling Brokers to swiftly locate client accounts by entering a phone number. This advancement allows Match-Trader Manager users to efficiently identify trading accounts associated with a specific phone number, streamlining client management and ensuring prompt responses to their inquiries and needs.

    Benefits for Brokers:

    This update broadens the search capabilities within Match-Trader Manager, allowing for the quick identification of trading accounts with minimal information. Brokers can now enjoy a more efficient search process, facilitating better and faster client service.

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