Updated September 25, 2026 · 6 min read

Moving Clients from MT4 to MT5: A Web Terminal Migration Plan

A step-by-step plan for brokers moving clients from MT4 to MT5, with a branded MT5 web terminal as the easiest first step for clients.

Key takeaways
  • Give clients a branded MT5 web terminal first; it needs no installation.
  • Communicate early and repeat the new address in every channel.
  • Run both platforms in parallel for a defined period.

The migration plan

  1. Prepare: open MT5 accounts and map account types and symbols.
  2. Launch the web terminal: publish your branded MT5 WebTrader on your own domain.
  3. Announce: email, client area banner and website notice with the new address.
  4. Parallel run: keep MT4 available while clients switch.
  5. Close: retire MT4 access on a clearly communicated date.

Why start with the web terminal

Clients can try MT5 immediately in the browser, with the same brand they know, before downloading desktop or mobile apps. That lowers the friction of switching.

Pitfalls to avoid

  • Changing symbol names without explaining them.
  • Sending clients to an unfamiliar address that looks like phishing.
  • Ending MT4 access without enough notice.

See your brand on a live WebTrader

Send us your company name and domain. We will set up a personalised demo so you can see exactly how your terminal will look.