Topstep Brokerage

Topstep Brokerage accounts have two sets of credentials: The Client Portal and the TopstepX platform.

Navigate to the Client Portal Login Screen

Once at the Login page, click "Forgot password?" to be redirected to enter your email address. Then you will follow the instructions sent to your email to create a new password.

Once at the Login page, click 'Forgot Password' to be redirected to enter your TopstepX username. Then you will follow the instructions sent to your email to create a new password.

How Can I Reset My Password?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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