FAQ

No investment is risk free and at Paper Trail Trading, we follow the most important rule of investing: only invest what you can afford lose. Nevertheless, our priority is to provide top-tier services while maintaining strict risk management practices to protect your capital. Once you enroll in any of our services, we ask you to complete our Investor Survey. This helps us create a personalized Investor Profile, which allows us to understand your risk tolerance, goals and expectations, ensuring we tailor our approach to your unique financial situation. 

Whatever your financial starting point, we have a plan that fits you. It’s not about the size of your bank account, but your commitment to taking the next step toward financial freedom. Explore our three tailored service packages listed on the homepage. Each package is designed to align with your unique investment goals and comes with varying price points to suit different needs. 

Life isn’t linear and neither is investing. But with the right insight, the journey becomes smoother and success comes faster. We’ve developed a unique system designed to help you efficiently reach your investment goals: our Exclusive Scaling Process. 

Your journey begins with our Investor Survey, where we assess your current financial position, goals, and overall profile. Unlike traditional firms, we take the time to craft personalized investment strategies that guide you safely and strategically toward your destination.

How do we make this happen?

1. Service Selection
   - After completing your purchase, you'll complete our comprehensive Investor Survey. It let's us know the facts before we start anything.

2. Timeframe & Risk Analysis
   - We evaluate when you plan to access your investment's returns and determine your risk tolerance to ensure a secure and realistic strategy.

3. Growth Phase
   - Our expert team actively manages your investment based on your unique Investor Profile, ensuring every move reflects your objectives.

4. Harvest
   - Enjoy the fruits of your investment, whether that means making a purchase, changing your lifestyle or reinvesting for future growth.

A funded account is a trading account given to you by a company (called a proprietary or "prop" firm), where they let you trade their money instead of your own. If you make profits, you keep a share of it (usually 80%), and if you lose money, the firm's rules and risk limits protect both you and them from big losses. 

In our CARAVAN and OASIS service packages, we use prop accounts to help our clients grow a relatively small investment into something much bigger, without needing to risk large amounts of their own capital.