SIMPLY-FX / KNOWLEDGE & SUPPORT
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or work through a problem. One step at a time.
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YOUR SPACE
Follow the setup guide, then make the checklist your own.
Start readingA personal checklist. Tick each step when you are ready.
Answer a focused question. Find a guide that fits the issue.
THE LIBRARY
The same onboarding sequence shown on the Setup page, in one place.
Minimum permissions: Read + Trade. Never enable withdrawals.
Allocation, per-trade size, profit target, max loss, pair selection.
Overview, portfolio, analytics and market views (what each is for).
Username + password rules, citizenship, selection code, and what happens next.
Quick checks for “I didn’t receive the verification email”.
No subscriptions; you keep control of your exchange account and capital.
Sign in with username/email + password. If 2FA is enabled, a code prompt appears.
Reset links, privacy behavior, expiration, and what to do next.
Why it matters + best practices for backup codes and recovery.
Why it’s requested and how to submit documents safely.
High-level steps before generating API keys.
Connect exchange → paste keys → verify connection before going live.
Permissions, IP restrictions, revoked keys, and browser blockers.
Start conservative, set hard limits, monitor, then scale.
Connection, permissions, minimum order size, limits too tight.
Why simulated results should never be mixed with live performance.
How tickets work, what to include, and what not to paste.
Immediate steps to reduce damage.
Informational only, risk warning, and jurisdiction note.
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Try a shorter phrase or choose another topic.
Try a symptom such as “missing email” or “connection fails”. The other support pages offer a different level of detail.
Username + password rules, citizenship, selection code, and what happens next.
Go to the signup page and fill out the form. The current rules shown on the signup screen are:
After signup, verify your email to unlock the dashboard.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
A rejected signup field and a missing verification email are different issues. Use the message beside the field first. If signup has succeeded, move to email verification rather than repeating the signup steps. The live form is the place to check its current requirements.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Quick checks for “I didn’t receive the verification email”.
If you don’t see the verification email, try these steps in order:
If you still can’t verify, open a support ticket and include the email address you signed up with (never include passwords).
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
For a missing message, work through the mailbox checks. For a message that arrived but did not complete verification, note the exact screen and redacted error instead. Return to the Verify email step only after the account screen confirms the result; reading this guide does not verify an account.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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The same onboarding sequence shown on the Setup page, in one place.
The Setup page lists a simple onboarding sequence. In order:
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Setup Studio keeps your personal ticks. Help and FAQ keep separate reading progress. Completing a guide will not mark a setup step done or prove that an exchange is connected. Return to the exact setup step after completing the action in your actual account.
Mark it for your own reference. This does not verify your account or change any settings.
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No subscriptions; you keep control of your exchange account and capital.
Simply‑FX is described as free to use with no subscriptions, and you keep control of your exchange account and capital.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
A platform subscription question is different from an exchange trading fee or a performance figure. Use the pricing FAQ for the platform description, and the fees/P&L answer for trading-cost terminology. For a specific charge, include its reference and date, not card details or credentials. These reference pages do not establish a new pricing promise.
Mark it for your own reference. This does not verify your account or change any settings.
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Sign in with username/email + password. If 2FA is enabled, a code prompt appears.
Log in using your username or email and your password.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Is the password rejected, the reset message missing, or the second-factor step blocking you? Choose the matching recovery answer. Your Simply-FX sign-in and your exchange sign-in are separate destinations; note which one is affected before asking for help.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Reset links, privacy behavior, expiration, and what to do next.
Use the password reset page and enter your email.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
The reset flow deliberately does not disclose whether an address is registered. A used or expired link is a different issue from a missing email. Note which of these happened and whether a separate 2FA prompt still appears; never copy reset links or recovery codes into a ticket.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Why it matters + best practices for backup codes and recovery.
2FA adds a second proof (a rotating code) on top of your password. If someone steals your password, 2FA can still block access.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Use Setup Studio when you can access the account and are enabling a second factor. Use account recovery when you cannot reach your account. If you notice activity you did not authorize, follow the security response guide and report it directly rather than completing routine setup checks first.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Why it’s requested and how to submit documents safely.
Some onboarding flows require KYC (Know Your Customer) verification. This typically involves uploading a government‑issued ID.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
The setup material covers both Simply-FX and exchange-side verification. Note which service shows the request and the message it displays. Keep identity documents out of ordinary support attachments; use only the official in-app upload flow described above. This preview cannot approve a document or confirm eligibility.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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High-level steps before generating API keys.
Simply‑FX’s setup flow references Bitfinex as the exchange connection.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Signing into Simply-FX does not confirm that the exchange account is ready. Check the exchange screen for any required actions. Once those are complete, return to Generate API keys; if the key already exists, go directly to the linking step.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Minimum permissions: Read + Trade. Never enable withdrawals.
Generate API keys inside your exchange’s API settings, then connect them to Simply‑FX.
If you need support, never paste API secrets in tickets. Redact sensitive parts of logs.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Creating a key does not connect it to Simply-FX. Review the permissions on the exchange, then use the separate linking step and check its result. If an IP restriction is enabled, confirm the intended connection source rather than removing the restriction simply to make a test pass. Keep the key and secret out of this help path.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Connect exchange → paste keys → verify connection before going live.
After creating your exchange keys, add them in Simply‑FX to enable trading activities.
If you see permission errors, re-check the exchange API permissions (trade allowed, withdrawals disabled).
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
A checklist tick or a successfully pasted value is not proof of a connection. Check the response in the account screen. If it fails immediately, use the API troubleshooting guide; if it connects but the bot stays idle, use the separate “Bot isn’t trading” guide.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Permissions, IP restrictions, revoked keys, and browser blockers.
Before opening a ticket, run this first-pass checklist:
If it still fails, include exchange name, pair, approximate time, and any error message (redact secrets).
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Write down which pattern you see. Review permissions, key status and any IP restriction one at a time, then note the result. If several pages are affected, the Engine explanation can help you locate service metrics, but this guide itself is not a live health check. Do not send credentials with an error report.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Start conservative, set hard limits, monitor, then scale.
The fastest way to avoid “avoidable losses” is to start conservative and validate your setup before scaling.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Use this sequence to review setup. If the connection has not succeeded, resolve that first. If the bot is already configured but idle, use the dedicated no-trades checklist. A help-page tick never starts a bot, changes a limit or confirms that live trading is enabled.
Mark it for your own reference. This does not verify your account or change any settings.
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Allocation, per-trade size, profit target, max loss, pair selection.
Common risk controls in Simply‑FX style setups include:
If nothing triggers, your limits may be too tight (e.g., per‑trade too small for min order size).
Check the setting label and its scope in the trading screen. When diagnosing an idle bot, record the configured limits and the order-size requirement rather than increasing exposure just to force a trade. Use the no-trades guide to separate a configuration issue from a connection issue.
Mark it for your own reference. This does not verify your account or change any settings.
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Connection, permissions, minimum order size, limits too tight.
If you open a ticket, include the pair and the time window where you expected trades.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
If the exchange connection is failing, follow the API checks first. If it is connected, review the selected pair, order-size requirements and configured limits. Record when you expected an order and what the screen shows. An idle bot is not, on its own, proof of a platform outage; do not loosen safeguards just to produce activity.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Overview, portfolio, analytics and market views (what each is for).
Tip: keep backtest/simulated results clearly separated from live execution performance.
Distinguish an unavailable value from a displayed zero and from a value that is not updating. When reporting a mismatch, name the page, pair, date range and live or simulated mode. Use the fees/P&L answer for cost terminology and the backtest guide when the two result types are being compared.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Why simulated results should never be mixed with live performance.
Backtests show how a strategy behaved on historical data. Live performance reflects real execution conditions like fees, slippage, and latency.
Record whether each result is simulated or live, which period and pair it covers, and whether costs are included. Do not treat a missing value as a zero result. This guide explains the distinction; it does not verify the calculation of an individual performance figure.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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How tickets work, what to include, and what not to paste.
The recommended path is opening a support ticket so your request gets routed correctly.
The supplied Support Studio labels the 12–24 hour response target and opening hours as examples. Check the Support page for confirmed service information; this preview does not establish an SLA.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
You do not need to read the whole library before asking for help. Try the relevant checks, note what happened, and continue to Support Studio when you are still blocked. Its context panel can add the guides and checks you choose to your message; you can review the wording before submission.
Optional, tab-local notes. Only tick a check after trying it. Opening a guide does not complete a check.
Mark it for your own reference. This does not verify your account or change any settings.
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Immediate steps to reduce damage.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
Routine self-help is optional for a security concern. Follow the protective steps above and open a Security request directly. Describe the activity, its time and the affected service without including passwords, keys, reset links, session tokens or recovery codes. A preview request is not a security report until it is actually delivered.
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Informational only, risk warning, and jurisdiction note.
Simply‑FX is an informational platform and does not provide financial, investment, legal, or tax advice.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
This guide is a navigation summary, not a substitute for the linked terms or independent advice. The availability FAQ points to the jurisdiction discussion. For a platform-specific clarification, use a support request; these pages cannot determine your personal legal or financial position.
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Change categories anytime using the cookie preference manager.
Simply‑FX uses cookies for core functionality and (optionally) analytics/marketing. Your selection is stored locally and you can update it any time.
Choose a destination. Page links open the relevant screen; guide links keep you in the help center.
These four previews also store appearance and personal reading/checklist preferences in the browser. The help-path feature added here keeps only public resource IDs and checks in this tab; it does not verify consent settings on the live site. For a broken preference control, note the page and browser rather than sending cookie values or session tokens.
Mark it for your own reference. This does not verify your account or change any settings.
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