Account Limits
Evaluation Accounts:
You can have as many Evaluation accounts as you want - there is no limit on evaluation accounts.
Simulated Funded Accounts:
An individual user may have up to 5 Simulated Funded Accounts at any time
A household is also restricted to 5 Simulated Funded Accounts at any time
You can pass as many evaluations as you want and bank those completions for later. For example, if you pass 10 evaluations, you can activate 5 funded accounts right away and hold the remaining 5 passed evaluations until a funded account slot opens up. You can only activate 5 funded accounts at a time, but having extra passed evaluations ready means you can fill a slot immediately whenever one becomes available rather than having to start and pass a new evaluation from scratch.
Important Notes
Evaluation accounts are unlimited - Purchase and trade as many evaluation accounts as desired
Funded account limit applies per household - All funded accounts across all users in the same household count toward the 5-account limit
Mix and match account types - Your 5 funded accounts can be any combination of Growth, Select Flex/Daily, and Lightning Funded accounts
Active accounts only - Failed or expired accounts do not count toward your limit
Example Scenarios
Scenario 1: You have 3 Evaluation accounts and 2 Funded accounts
Allowed - You can add more Evaluation accounts
Allowed - You can add 3 more Funded accounts
Scenario 2: You have 10 Evaluation accounts and 5 Funded accounts
Allowed - Evaluation accounts have no limit
Cannot add more Funded accounts until one fails or is closed
Scenario 3: Two people in same household each have 3 Funded accounts
Not allowed - Exceeds 5 Funded accounts per household limit
Both can have unlimited Evaluation accounts
