How to use this checklist
Work through each checklist before a client portal or trading platform change goes live, and again after significant updates. The goal is not to test everything at once, but to cover the journeys clients actually use, in a repeatable order, with evidence attached to every finding. Exact flows vary by platform and broker, so adapt items to your own product.
Registration and login
- Registration form accepts valid data and rejects invalid data with clear messages
- Email verification arrives and the confirmation link works
- Login works with correct credentials and fails clearly with wrong ones
- Password reset flow completes end to end
- Session behaviour on refresh and logout works as designed
- Existing accounts survive a release unchanged
Account forms and client data
- Profile updates save and display correctly
- Required-versus-optional fields are visually clear
- Validation messages appear next to the field they concern
- Submitted data matches what support staff later see
Payments interface
- Deposit and withdrawal pages load and display account context correctly
- Payment method selection behaves consistently
- Form validation prevents malformed submissions
- Status messaging after submission is accurate (no false success states)
- Note: test payment processing only with broker-approved test arrangements, never with live client funds