Define what you need
List the markets, devices and platform tools you expect to use. Read the current documentation for charting, order entry and account access. Availability can depend on the account and platform version.
Read the full cost schedule
Research spreads, commissions, overnight financing and other applicable charges together. Keep the account type, instrument and calculation assumptions with your notes. A headline minimum does not describe every transaction.
Review the account conditions
Locate the current account terms, funding instructions and withdrawal policy. Record account currencies, minimum funding requirements and support channels only when documented. Ask for written clarification where a condition is unclear.
Keep a useful research file
Save the documents, source links and access dates. Keep unanswered questions visible. This checklist helps organize research; it does not establish the safety or suitability of a provider.