Start with the question you need to resolve
- Setup and migration: installation, program transfer, session handling and cutover.
- MT4 and MT5 sizing: a workload inventory and resource worksheet.
- Location selection: testing the route to the intended broker endpoint.
- Security and recovery: access, software permissions, maintenance and restoration.
Prepare a useful enquiry
Send the platform, broker server, terminal count, charts and EA dependencies. Describe any analysis jobs or other applications that must run simultaneously. Include a representative CPU and memory sample if you have an existing setup.
If the problem is an error, include the stage where it occurs and the relevant timestamps or log messages. Keep passwords, private keys and confidential client information out of the brief.
Confirm the operating scope
Ask who installs applications, maintains Windows, monitors the terminal and restores backups. A supplied VPS and a fully managed trading environment are not automatically the same service. Confirm the included tasks and charges in the quotation.
Before accepting a migration, verify a demo connection, program initialization, unattended-session behavior, a planned restart and usable backups. Those checks address different failure modes.