Platform help and support

Our new platform is even quicker and more reliable than our classic web platform, with an easier-to-use, more configurable interface. The fly-out menu on the left makes it easier than ever to get to your preferred markets and instruments.

Build advanced custom layouts by adding markets, positions, watchlists and more from the fly-out menu to your workspace. We'll automatically save your workspaces when you log out, so you can pick up where you left off.

We’ve ordered shares by popularity and market movement, allowing you to quickly see and deal on new opportunities.

We’ve also used the latest HTML5 technology to ensure our new platform delivers our quickest and most stable charting experience ever. 

To see the various other ways in which the new platform is different, browse our collection of guides on this page.

You’ll find almost all of our available markets on the new platform already. Options, along with equities that trade on exchanges outside the UK, US and Australia, will be coming soon.

We’ve made the transition from one platform to the other as seamless as possible, so any watchlists, orders and positions will have automatically carried across.
 
You’ll find them all under the ‘watchlists’, ‘orders’ and ‘positions’ tabs in the left-hand fly-out menu. Add them to your workspace by clicking the ‘add to workspace’ button, and they’ll be there each time you log in (by default, ‘positions’ will be on your workspace when you first log in). 

Go to the dashboard in My IG and select the ‘open new platform’ button next to your demo account. Using your demo account is a great way to explore the new platform at your own pace, without any risk.

If you don’t have a demo CFD trading account already set up, it only takes a moment to add one in My IG. Just go to the ‘demo accounts’ tab and select ‘create demo account’.

You’ll have $100,000 of virtual money to practise with, as well as an opportunity to explore our new platform.

Our video guides show you how to get the most out of the new platform – everything from placing your first trade, to trading on charts, to getting to grips with our range of unique features. You’ll find them all at the top of this page.

We want to hear your thoughts on IG Trading, and the quickest way to send them is via the help and feedback button in the navigation bar. Click on the question mark in the top-right of the navigation bar, write us a message in the box and click submit.

You can also let us know what you think via our client forum, IG Community, accessible via the same button. Simply log in – or take a moment to register as a member – and discuss your experiences with other traders using the new platform for the first time. 

By default, there are two ways you can place a trade on a market right away.

With markets in watchlists, simply click the ‘buy’ or ‘sell’ buttons to open a panel which allows you to enter a size and place the deal.
 
To access more settings when placing your trade, you can use the deal ticket. Click on the name of a market to show its chart and deal ticket side by side. If the deal ticket is hidden, you can reveal it by clicking on the ‘deal’ button in the top-right corner of the chart.
 
Once you’ve selected your market direction (buy/sell) and entered a size, the ‘place deal’ button will light up green, meaning you’re ready to place your deal. Don’t forget to set your required stop and limit distances.
 
We'll display a confirmation message once the trade has been placed.
 
It’s also possible to trade straight from a chart or watchlist with the ‘one-click dealing’ feature. Enable one-click dealing from the toggle in the top navigation bar, and we’ll remember your deal settings. Enter a size and click ‘buy’ or ‘sell’ to immediately open a position, and click ‘close’ to immediately close a position.

To plan a trade for when a market reaches a certain level, you can use the order ticket.
 
When you click on the name of a market, its chart and deal ticket will appear side by side. To reveal the order ticket, click on the ‘order’ button above the deal ticket.
 
Choose your direction (buy/sell), size, price level and expiry time, and click the ‘place order’ button when it lights up green.
 
You’ll receive a notification once you’ve placed the order, and another if the position is opened.

You can use guaranteed stops when placing a deal or order.
Trailing stops can be used when placing a deal or added to an existing position.

Click the drop-down menu below ‘stop’ in the ticket to choose a between a normal, guaranteed or trailing stop. If you select a trailing stop, we'll give you the option to set a trailing step.

Please note that certain markets and instruments can't be traded on with a guaranteed stop. If the option doesn't appear in the drop-down menu, it might not be possible in that market.

You’ll find key deal information, such as the margin required for a trade and your available balance, at the bottom of every deal ticket.

We use the trade direction when calculating margin, so you'll need to select a direction at the top of the ticket before being able to see the required margin.

In the new IG Trading platform, there’s no need to re-enter your deal settings every time. Tell us once, and we’ll remember your preferences for next time. Simply click on ‘settings’ on the menu and check the options that suit you. You can make the platform:

• Remember your last size or stop distance, per market
• Control how we execute opposing positions on the same market. We recommend netting off, but you can change your default setting to force open
• Accept partial fills, points through current and market orders

You can also choose to change and save price and fill settings on the deal ticket.

If you use a different browser or computer, you may need to refresh for any changes in settings made elsewhere to take effect, but you shouldn't need to re-enter them from scratch.

Force open allows you to hold multiple positions in opposite directions on the same market simultaneously. If you don’t select ‘force open’, opposing positions will by default ‘net off’ (our recommended option), which may close your original position.

To enable the force open option, go to the ‘settings’ menu and turn on ‘show Force Open in ticket’. You’ll then be able to specify if you’d like a position to force open at the point of confirming the trade. You can also choose to make ‘force open’ your default.

There are multiple ways to view a deal ticket without the chart.

If you have the chart open, click the menu at the top left of the chart (beside the market name) and select ‘open ticket’.

You can also view a ticket on its own by minimising a chart on the workspace. With the deal ticket open, click and drag the edge of the chart. You'll be able to minimise it to the point of closing the chart altogether, leaving a deal ticket-only view. To reveal the chart again, simply expand it by clicking and dragging the edges again.

Finally, you can right-click a market in a list and select ‘open ticket’.

There are numerous ways you can edit deals and orders once they have been placed.
 
You can edit positions from the ‘positions’ and ‘working orders’ panels on your workspace (if they’re not on your workspace, you can add them from the ‘positions’ and ‘orders’ tabs in the fly-out menu, on the left side of the screen). Add or edit stops and limits by clicking the values in the table. With orders, you can edit the entry level by clicking the value as well. 
 
You can also add stops and limits to positions directly on the chart clicking on the position and dragging upwards or downwards. We'll give you a risk/reward ratio based on your chosen stop and limit.
 
Please note that you can't edit an existing position or order using a deal or order ticket. Entering new data here and clicking ‘place deal’ or ‘place order’ will result in a new position being created.

You can view all your open positions from the ‘positions’ panel on your workspace (if it’s not on your workspace, you can add it by clicking on ‘positions’ in the fly-out menu on the left and clicking ‘add to workspace’). 
 
By clicking ‘close’ next to the position you want to close out, or ‘close all’ next to multiple positions in the same market, you’ll confirm your potential profit or loss, and see the amount in contracts required to close your position. You can also change the number of contracts to partially close the position.
 
Click on the ‘buy’ or ‘sell’ button that appears, and you’ll receive a notification confirming your position is now closed.
 
It's also possible to close a position directly from a chart. Simply click the position, and click the ‘close’ button that appears.

Options are currently unavailable in the new platform, but we’ll be adding them soon. 

In the meantime, all our options are available as normal on our mobile app, and on our classic web platform.

You can find alerts on the ‘alert’ tab at the top right of a chart (beside the ‘deal’ and ‘order’ tabs). Here you’ll be able to set price change alerts to trigger on proportional market movement, and price level alerts to trigger when the price reaches a certain level.

You can view and edit your active alerts from the ‘alerts’ tab in the fly-out menu on the left.

We’re creating enhanced indicator alerts especially for our platform’s improved interface and functionality. They’ll be available soon. In the meantime, indicator alerts are available as normal on our mobile app, and on our classic web platform.

To access trades you have recently closed, simply click the ‘Recently Closed’ tab in the fly-out menu. If you would like to see older trades, click ‘View full history’ in the top right of this tab.

My IG will open in a new window, where you can specify the time period for which you would like to see your trading history.

To access the My IG dashboard from the new platform, simply click on the name of your account at the top-right of the navigation bar and select ‘My IG’.

You’ll need to go to My IG to fund your account, as well as to amend your details and view your trade history.

Click the menu at the top left of a chart, beside the market name – or right-click on a market in a list – and select ‘open in new window’ in the dropdown.

Click the menu at the top left of a chart, beside the market name – or right-click on a market in a list – and select ‘open in new window’ in the dropdown.

Click the menu icon in the top right of the platform to toggle the feed on and off.

Go to ‘settings’ in the fly-out menu, and choose your preferred theme under ‘platform settings’.

Select ‘watchlists’ from the fly-out menu on the left. Click the ‘create watchlist’ button, type in a name and hit enter. You can then right-click on a market name to add it to your new watchlist.

To add a market from your workspace, simply click the menu at the top left of the chart (beside the market name) and select ‘add to watchlist’. 

To reorder a watchlist, simply drag and drop markets into an order of your choosing.

You’ll see your first workspace as soon as you first log in to the new platform. But you can add as many new ones as you like, helping you to prepare for specific events and markets.

To add a new workspace, click on the plus sign next to existing workspaces at the top of the platform. Add watchlists, markets, open positions, working orders and other panels to your new workspace by clicking the relevant ‘add to workspace’ button.

You won’t need to; the new platform automatically remembers any modifications to your layouts and settings, and saves them for next time.