This update gives brokers more control over how access to Freemium features is determined, while also simplifying the temporary-access experience across the product. The update is particularly relevant for firms that want eligibility rules to reflect a client's live trading position more accurately, rather than relying on account balance alone.
Brokers can now choose whether Freemium access is assessed using Account Balance or Account Equity.
This matters because equity reflects open profit and loss, whereas balance does not. For traders with active positions, that creates a more realistic basis for determining whether they qualify for access to signals and research tools.
The update includes two main changes:
This creates a more consistent access model across the platform while giving brokers greater flexibility in how they apply commercial and client-access rules.
For traders and investors, the main benefit is fairer and more transparent access to premium research and signals. A client with a lower cash balance but a profitable open position may still have meaningful account value, and equity-based checks can reflect that more accurately.
That improves the experience in several ways:
For financial services firms, this is also an operational improvement. Compliance, product and commercial teams can align access rules more closely with broker policy, while reducing fragmentation between AnalysisIQ and Research Terminal. That makes rollout, configuration and client communication easier, especially where firms want a more unified approach to gated content and promotional access.
In practical terms, it supports a cleaner path for traders moving between tools, while giving brokers more control over how access is granted and explained.