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CMC platform - Next Generation
Are there any devices from which I can’t access the platform?

The CMC Markets app is currently available for download on Apple's iPhone and iPad, and Android devices. You can also log in to the platform using any Windows phone via the web browser on your device.

If you are using our iOS iPhone app, the Geo-Restriction functionality in place means you can only access your account if you are physically located in one of our licensed permitted countries listed below:

Australia, Austria, Bahamas, Bahrain, Belgium, British Virgin Islands, Bulgaria, Canada, Cayman Islands, Chile, China mainland, Croatia, Cyprus, Czech Republic, Denmark, Egypt, Estonia, Finland, France, Germany, Gibraltar, Greece, Hong Kong, Hungary, Iceland, India, Ireland, Israel, Italy, Jordan, South Korea, Kuwait, Latvia, Lithuania, Luxembourg, Malta, Mauritius, Netherlands, New Zealand, Norway, Oman, Pakistan, Panama, Peru, Philippines, Poland, Portugal, Qatar, Romania, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, Taiwan, Turkey, United Arab Emirates, United Kingdom.

There are Geo-restrictions in the following countries due to country bans:

  • Indonesia

  • China

The solution to the Geo-restrictions are as follows:

  • Access the platform through a VPN

  • You can call us so we can trade on your behalf if needed, or read any price or number you need to know

Can I access the platform when I go abroad?

Yes, you should be able to access the platform and mobile apps when travelling abroad, providing you have sufficient network connection or are connected to Wi-Fi. Please note, you may not be able to log in from certain jurisdictions.

If you are using our iOS iPhone app, the Geo-Restriction functionality in place means you can only access your account if you are physically located in one of our licensed permitted countries listed below:

Australia, Austria, Bahamas, Bahrain, Belgium, British Virgin Islands, Bulgaria, Canada, Cayman Islands, Chile, China mainland, Croatia, Cyprus, Czech Republic, Denmark, Egypt, Estonia, Finland, France, Germany, Gibraltar, Greece, Hong Kong, Hungary, Iceland, India, Ireland, Israel, Italy, Jordan, South Korea, Kuwait, Latvia, Lithuania, Luxembourg, Malta, Mauritius, Netherlands, New Zealand, Norway, Oman, Pakistan, Panama, Peru, Philippines, Poland, Portugal, Qatar, Romania, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, Taiwan, Turkey, United Arab Emirates, United Kingdom.

The solution to the Geo-restrictions are as follows:

  • Access the platform through a VPN

  • You can call us so we can trade on your behalf, or read any price or number you need to know

My platform is running slowly, what can I do about this?

For optimum platform performance, you will need to ensure that you have a fast and stable internet connection. If you find that the platform is not running as quickly as it normally does, we would suggest that you clear your browser’s cache (including images), clear the browser cookies and restart the browser session. Reducing the number of technicals on any charts open on your platform may also improve this issue.

If you experience similar problems with our mobile platform, please force close the app on your phone and restart it. If you continue to experience problems you may need to upgrade to the latest version of our app.

Where can I access the platform?

You can access the web-based platform by logging in here. You can also access the platform on your mobile or tablet device by downloading the CMC Markets CFD trading app. Download the CFD trading app for AndroidiPhone or iPad.

How can I activate Market Data feeds?

Market data can be activated by selecting 'User Preferences' in the top right-hand corner (look for the person symbol), followed by 'Market Data'.  You can then activate the individual countries you would like to have access to. Please note, this is free for a spread betting account but for some countries, there are costs on a CFD account. Visit our education section for more information.

Can I log into my account via your website and my mobile device at the same time?

No. You are only able to access your account through either the website or your mobile device at any one time. If you attempt to log in to both platforms at the same time  you will be disconnected from your previous session.

Can I contact someone for help from within the platform?

Yes, you can contact our Client Management team when the markets are open through the 'Live Help' icon under the 'Support' menu on the platform. 

What are the system requirements for accessing the online platform and mobile apps?

There are no specific system requirements, but you will need internet access in order to use the desktop platform and mobile apps. We suggest using Google Chrome for the best performance.

Please note, you may not be able to log in from certain jurisdictions.

Can I view the platform over more than one screen?

Yes, you can pop charts out into a separate browser window. You are also able to choose  'Restore down' in the top-right corner of your browser window, and then drag a corner of the browser to expand the platform over as many screens as you like.

How can I find information regarding a particular product?

Access the 'Product Overview' by selecting the '>' icon alongside at the name of the product within the library. The product overview includes information on spread, margin rates, trading hours and holding costs.

Is there any support on the platform?

The support section within the platform provides a comprehensive, free and award-winning* range of on-demand videos and written guides. These comprise platform tours, trading strategy videos, access to live education events, our Trading Smart series and quick-start user guide, which helps you quickly familiarise yourself with the many features and tools available on our award-winning** platform.

* Awarded 'Best Investor Education' by Shares Magazine, 2014 & 'Best Education Materials' based on highest user satisfaction among CFD traders in the Investment Trends 2014 UK Leveraged Trading Report.

**Awarded 'Best Online Trading Platform' by Shares Magazine, 2014 & 'Best Platform Features for Spread Betting and CFD trading' in the Investment Trends 2013 and 2014 UK Leveraged Trading Report, based on highest user satisfaction among spread bettors and CFD traders.

CMC mobile platform - Next Generation
Can I attach a stop-loss or take-profit order to an existing position on the app?

Select 'Positions' in the bottom left of the screen on the iPhone app (or from the left side menu on Android devices), and choose the position that you would like to add the stop-loss or take-profit order to, then select ‘Stop Loss’ or ‘Take Profit’.

Where can I find market data feeds on my mobile?

From the 'More' menu on Apple devices or from the side menu on Android devices, choose 'Settings' and then 'Market Data Feeds'.

How do I find my account number from the mobile app?

On Apple devices, select the 'More' button and then 'Account Details'. On Android devices, select the side menu (button with three lines) or swipe from the left and select 'Account Details'.

Where can I find holding costs on the mobile apps?

Select the product from either a watchlist or the product library, choose your product and select 'Overview' in the top left.

How can I switch accounts?

On the iPhone app, tap the ‘More’ button, then ‘Switch Accounts’. On the Android app, select ‘Switch Accounts’ on the left side menu.

How do I partially close a position on the mobile apps?

Within 'Positions', select the position you would like to partially close, then click the red 'x' icon and amend the stake, number of units or amount you wish to reduce the position by.

CMC web platform - Next Generation
How secure is the web-based platform?

We use the internationally accepted security system SSL (Secure Sockets Layer) for all account functionalities, including fund deposits and withdrawals. This system is automatic and you will receive an instant notification if your browser does not support it.

Why can't I see the prices for share CFDs?

The price feeds on our share CFDs are deactivated by default due to the costs we incur from the relevant exchanges. If you open a chart or view the share CFD in the product library, you can 'Click to Activate' the appropriate market data feed for the region where that product trades.

Am I able to access my account history?

If you select 'Account' and then 'History', you can view your history for different timeframes. Filter by selecting 'date/time' in the top left-hand corner and also filter by 'type' to just view payments in, for example. You can export your account history as a pdf or excel file using the icons in the bottom left-hand corner.

How do I partially close a position on the desktop platform?

Within 'Positions', select the position you would like to partially close, then click the red 'x' icon and amend the stake, number of units or amount you wish to reduce the position by.

How can I switch between my accounts?

Select the account number in the top-left hand side of the screen or select the power on/off icon in the top right-hand side, and then choose 'Switch Accounts'. 

Where can I find holding costs on the web platform?

On the web platform, select the arrow on the left-hand side of the product or the three lines from the top left of a chart, and choose 'Product Overview'. From this window you can view the previous 30 days' worth of holding rates. For more information on how to calculate these costs, please visit our CFD holding costs.

How can I download a statement?

From the 'Account' menu, select 'Statement Centre', where you can choose to download a daily, monthly or annual statement or have it emailed to you. Alternatively, from 'history' in the 'account' menu, select 'date/time' and choose a date range, and then via the icon in the bottom left-hand corner of the history window, download a statement as a .pdf or .csv.

MT4 platform
How do I open an MT4 account with CMC Markets?

You can apply for an MT4 account here.

If you currently already have a Next Generation Trading account, you will need to apply for a separate MT4 account. 

Does my MT4 demo account expire?

MT4 demo accounts remain active as long as you log in to your MT4 trading platform at least once every 30 days. If you don’t log in within that timeframe, your account will automatically be closed. You can set up a new demo account again at any time in the future.

What server do I use to access CMC Markets prices?

For your demo account, you will need to use: “CMCMarkets1-Demo

For your live account, you will need to use: “CMCMarkets1-Live

Can I use MT4 on mobile?

Yes - MT4 can be used on Android and Apple devices. Simply search for ‘MT4’ in the app store.

How do I download MT4 indicators and add-ons?

You can learn more about MT4 indicators and add-ons, and download them for free here.

What products can I trade on MT4?

We currently offer selected Forex, Indices and Commodities products. You can also trade on Shares through our Next Generation Trading platform via a separate Next Generation CFD Account.

You can access our most recent product offering by right-clicking in the ‘marketwatch’ window and  selecting ‘show all.’

What is the maximum trade size for MT4 with CMC Markets?

The maximum trade size varies depending on the product. 

For more specific product information, right-click on the product inside the ‘marketwatch’ window and select “specification.” This will provide more detailed information about minimum and maximum trade size for that product.

What is the maximum margin and other costs associated with MT4?

The MT4 platform is free. Standard holding costs and spreads apply to most products as with our Next Generation trading platform.

For a complete picture of related costs, please log in to the Next Generation portal and locate the “product overview” information window for that product to see the complete list.

Why do I need a Next Generation account for MT4?

We use our native built, award-winning Next Generation trading platform to facilitate funding limitations within the MT4 platform and provide a secure funding process for our clients.

On top of funding, withdrawals and account information, your access to this Next Generation account also offers a market calendar, Reuters and client sentiment tools. 

Where can I see my statement and account balance?

You can see your balance and also generate an MT4 trading statement in the MT4 portal itself. Your MT4 account statements and balance can also be accessed within the Next Generation admin portal.

You can access this by clicking on “Statement Centre” located in the Account tab, which is found on the main menu.

How do I add an Expert Advisor or indicator to MT4?

To add an EA, open MT4 and go to ‘file.’ Then ‘open data folder’. Choose ‘MQL4’, and then ‘expert advisors’ or ‘indicators’.

You can then copy the file you want to add and drag/drop it into your preferred location. Close and reopen MT4, and you should see the item in the navigator window.

Where can I download and install MT4?

For further information on how to download and install MT4, you can read our guide here.

If you are experiencing issues with downloading or installing MT4 our support team will be happy to assist you on 0800 26 26 27.

Can I use MT4 on a Mac?

MT4 is designed to be used on a PC using what is called a .NET framework. This framework is not currently supported by Mac.

How do I view my MT4 trade history?

To view your trade history through MT4, log in to MT4 and go to the 'terminal' window.

Choose the 'account history' tab at the bottom of the terminal window. From here you can right click anywhere within the window; this will prompt you to select which history you'd like to download.

MT4 Virtual Private Server (VPS)
Do I need a CMC Markets account for access to a VPS?

You need to set up a live account with CMC Markets before applying for a VPS subscription.

If you already have a live account with CMC Markets you can contact our customer support team on 0800 26 26 27.

How do I cancel my VPS?

If you change your mind, get in touch with our support team on 0800 26 26 27 and we will terminate your VPS subscription. If we have switched off your VPS subscription, you can re-apply after 60 days by emailing our customer support team here.

What happens if I don't meet the trading threshold?

CMC Markets covers the cost of your VPS subscription. If you are unable to meet the required volume (minimum 15 standard lots per calendar month), we reserve the right to switch off your subscription.

Alternatively, you can sign up for a paid VPS subscription directly with Beeks here.

What are the trading requirements for a CMC Markets VPS subscription?

VPS subscription is an exclusive, free* service for CMC Markets clients. To qualify for a Beeks account, you will need to have a CMC Markets CFD account and trade a minimum 15 standard lots per calendar month.

Who is our VPS partner?

Our VPS is hosted by Beeks Financial Cloud who have dedicated racks, strategically placed in London, Tokyo, Hong Kong, Frankfurt, Chicago and New York Data Centres to provide one of the fastest, most reliable VPS on the market.

What is a VPS?

VPS (Virtual Private Server) hosting allows traders to run automated algorithmic strategies, including expert advisors 24 hours a day 7 days a week on a virtual machine.

What are the benefits of a VPS?

A VPS subscription allows you to run expert advisors and other automated algorithmic strategies via a virtual private server. Further you can access ultra-low latency and minimize the risk of connectivity issues.

Can I re-apply for a VPS subscription if my access has been revoked?

If we have switched off your VPS subscription, you can re-apply after 60 days.

I've joined in the middle of the month – do I still need to meet the threshold?

The monthly volume requirement is pro-rata. If you joined halfway through the month, you would only have to trade half the month's volume requirement.

MT5 platform
How do I get access to MetaTrader 5 (MT5)?

MT5 access is currently available by request. To download MT5, you’ll first need to sign up for a live CMC Markets MT4 account and contact our Client Services team at support@cmcmarkets.co.nz to request MT5 access.

Our Client Services team will then advise you on the next steps.

Do I need a CMC Markets MT4 account before I can access MT5?

Yes. At this stage, you’ll need a live CMC Markets MT4 account, either FX Active or Standard, before you can request MT5 access. 

If you only have a CMC Markets Platform account, you’ll need to open a live MT4 account first. Once your MT4 account is set up, contact our Client Services team at support@cmcmarkets.co.nz to request MT5 access.

Our Client Services team will then advise you on the next steps.

How do I open a live CMC Markets MT4 account?

You can apply for a live MT4 account directly from the CMC Markets website here

If you’ve created an MT4 demo account, log in and click "Open a Live Account" from the top right of the platform, or select "Apply Now" under "Live Trading".

If you only have a CMC Markets Platform account, you’ll need to apply for a separate MT4 account before requesting MT5 access.

Please note that you do not own, or have any interest in, the underlying assets when trading CFDs.

How do I log in to MetaTrader 5 for the first time?

After you have contacted us to set up your MT5 account, you can follow the instructions below.  

For desktop:

  1. Launch the MT5 software. 

  1. Click on File on the top left of the platform. 

  1. Select Login to Trade Account. 

  1. Enter your account number and MT5 password. 

  1. Select the server CMCMarkets-MT5-LIVE

  1. Once you have completed these steps, you should be able to log into your MT5 account without any problems. 

For mobile: 

  1. Install the MetaTrader 5 app via the Apple App Store or Google Play Store

  1. Launch the Metatrader 5 app. 

  1. Select “Settings” and click on “Trade Accounts”

  1. Select the “+” sign on the top right and search CMC Markets from the search bar at the bottom of the screen. 

  1. Select CMC Markets Plc and enter your account number and MT5 password. 

  1. Select the server CMCMarkets-MT5-LIVE

  1. Click Sign in at the bottom of your screen, and you are now successfully logged in. 

How do I create my MetaTrader 5 (MT5) password?
  1. Access the Client Admin Portal (CMC Markets Platform) using the email address and password you used for your initial CMC Markets account details and application. 

  1. Select your MT5 account under account selection.

  1. Go to "Settings" and click on "Change Password." 

  1. Create a new password that meets the requirements indicated on the portal. 

  1. After successfully creating your password, you can download the MT5 trading platform via the "Download MT5" button at the top of the Client Admin Portal.

Why do I need two passwords?

When you trade with us via MT5, you need one password to log in to the MT5 platform and another to log in to the admin portal. In the portal, you can quickly and easily fund your MT5 account, manage passwords, and view your account balance. You can also view open positions. 

Your password for the portal is the password you set on the account opening form, or your existing CMC Markets Platform password if you already have an account with us. 

Your MT5 password can be set within the portal.

What is the Client Admin Portal?

The Client Admin Portal is the CMC Markets Platform where you manage your trading account. You can use it to fund your account, view your balance, manage your MT5 password and access account settings.

How do I log in after the first time?
  1. Launch the MT5 platform. The icon should be a shortcut on your desktop. The MT5 platform will open on your screen. 

  1. In the "Navigator" section on the left side of the platform, you will see the account you initially logged in with. You can show or hide the Navigator window using the keyboard shortcut Ctrl + N. 

  1. Select (double-click) the account you want to access and enter the following information: 
    1. Login (your MT5 account number) 
    2. Your MT5 password 

  1. You should now be logged in. You can verify your login in the "Journal" or by checking the icon in the status bar at the bottom.

I already have a MetaTrader 5 (MT5) account with CMC Markets. What now?

If you already have a live MT5 account with CMC Markets and open another account, you do not need to download or install the MT5 platform again. Reinstalling MT5 may result in the loss of previously saved preferences.

Can I try MT5 with a demo account?

Yes. You can sign up for a demo account to practise trading on MT5 with virtual funds before trading live. Once your demo account is set up, you’ll receive instructions on how to access MT5 and log in using your demo account details.

When you’re ready to trade live, you’ll need a live CMC Markets MT4 account and MT5 access enabled through an additional account.

Why doesn't my MetaTrader 5 (MT5) account balance match the one in the admin portal?

In MT5, ongoing holding costs ("swap") are recorded while a position is open. Therefore, there may be a difference between the MT5 balance and the balance in the admin portal. To reconcile the values, simply add the current swap value to the MT5 balance, for example, MT5 balance + swap = balance in the admin portal. Once all positions are closed, the values will match.

How do I fund my MetaTrader 5 (MT5) account?

You can fund your MT5 account through the CMC Markets Platform, also known as the Client Admin Portal on your PC or Mac. 

To access funding, log in to the Client Admin Portal using your CMC Markets account details, not your MT5 platform login details. The funding portal may also support two-factor authentication, or 2FA, for enabled accounts.

Once you’re logged in to the Client Admin Portal, select the funding or payments section and choose an available payment method, such as bank transfer or POLi.

You can also create a quick link to the funding portal on your mobile device for easy access: 

  • iOS Safari users: once the page has loaded, tap the share button at the bottom of the screen and select “Add to Home Screen”. 

  • Android Chrome users: once the page has loaded, tap the menu icon in the top right of the browser and select “Add to Home Screen”. 

Can I use MetaTrader 5 (MT5) on Mac, PC, web, Android or iOS?

Yes. Once your MT5 access has been set up, we’ll email you instructions on how to access MT5 across supported desktop, web and mobile platforms.

Can I use Expert Advisors on MetaTrader 5 (MT5)?

Yes. MT5 supports Expert Advisors and MQL5 automation, allowing you to build, customise and run automated tools directly in the platform.

TradingView platform
Is TradingView free?

It’s free to sign up for TradingView’s ‘Basic’ plan. Paid plans that give traders access to additional features start from $12.95 USD a month and come with the option of a free, 30-day trial. 

What is TradingView?

TradingView is a trading research platform where you can view charts, analyse trends and interact with an online community. Additionally, you can connect your TradingView account to your CMC Markets Next Generation account, enabling you to open, manage and close trades within TradingView. 

Is TradingView safe?

TradingView assures its customers that its platform and apps are secure. Because they don’t process any payments themselves, they don’t store or even have access to your payment details, the company says on its website. Additionally, TradingView offers advice on how to protect your account, including tips on passwords and two-factor authentication to help make your TradingView account even more secure. 

Can I make deposits and withdrawals through TradingView?

No. You must make deposits into and withdrawals from your CMC Next Generation account.  

Which CMC Markets accounts can I connect to TradingView?

You can connect your TradingView account to a Next Generation CFD trading or Next Generation FX Active account that you hold with us.

How do I connect to my CMC Markets account through TradingView?

Go to TradingView, select the CMC Markets broker profile, and click ‘Trade’. You will then see the option to connect to your CMC Markets account. Enter your CMC Markets username and password and complete the connection.  
 
Alternatively, you can connect your account by navigating to Products > Super Charts > Trading Panel and selecting CMC Markets from the list of brokers.

Can I manage my trades outside of TradingView?

Yes, you can. Once you’ve connected your TradingView account to your CMC Markets account, your trading activity will be synchronised. This means you’ll be able to see and manage all of your trades with us when you log into TradingView, our web platform or our mobile app, regardless of which one you used to place the trade.

Are all the CMC markets and instruments supported on TradingView?

Yes, they are. You can use TradingView to trade on all of the approximately 12,000 instruments that we offer. To trade share CFDs with us through TradingView, you may need to activate a market data subscription in our trading platform.

Where can I get help using TradingView and CMC Markets?

If you have any questions about TradingView, you might find the answer on their customer support page. 

If you need help using your CMC Markets account or our trading platform, you can contact our customer service team via live chat from Monday to Saturday morning, in line with global market hours. Or call us on 0800 26 26 27.

Why won’t TradingView accept my password?

If you are not able to log in with your NGEN password then please check it uses a mix of letters (both uppercase and lowercase), numbers, and symbols. Make sure your password is at least 12 characters long. 

Why can’t I trade a particular symbol in TradingView?

If you are not able to trade on a particular symbol it could mean you have selected a symbol that is not supported by CMC. To add CMC Markets instruments then click on add Symbol > Click on source and search for CMC and select it. After you have added CMC Market symbols you will be able to trade on them.