Key takeaways
- Make the web terminal one click away from every client touchpoint.
- Use your own domain and brand so clients trust what they see.
- Put support contacts and legal links inside the terminal experience.
Keep trading one click away
- Add a "Web Trader" button in the client area next to each account.
- Include the terminal link in account-approval and deposit-confirmation emails.
- Pin it in your mobile site header.
Show clients they are in the right place
A terminal on trade.yourbrand.com with your company name reassures new clients, especially after they have just deposited. Your address, email and phone inside the terminal answer the question "who do I contact?".
Design for mobile first
Many first trades happen on phones. A responsive web terminal lets clients trade before they install any app.
Measure the journey
Track how many approved accounts open the web terminal and place a first trade within a week. Improve link placement and email timing based on the results.