Use this checklist to get the most from your platform experience when setting up a Trade Republic PC workflow. Confirm your login details, verify security settings, and review account access options. Then check order ticket basics: order type, quantity, and time-in-force.
Next, validate your watchlists and portfolio views before placing any trades. Make sure notifications and trading confirmations are enabled, and double-check fees and settlement notes in the platform help area. Finally, run a quick sanity check by reviewing open orders and positions to ensure everything matches your expectations.