Scaling Plan

A scaling plan is a structured pathway for increasing a funded trader's account size as they demonstrate consistent profitability over time. The mechanics vary widely, but the typical pattern is: after N months of compliant trading with M% cumulative profit, account size increases by a defined multiple.

Common structures: 25% account-size increase after each 10% profit milestone; doubling at fixed cumulative profit levels; one-time jump from "challenge tier" to "pro tier" at a specific revenue threshold. Some firms cap scaling at a maximum account size (typically $200k–$2M); others permit unbounded scaling for top performers.

Scaling plans often pair with profit-split improvements. A trader who starts at 80/20 on a $50k account might scale to 90/10 on a $400k account after meeting both size and consistency milestones.

For the trader, the practical question is whether scaling is automatic (size increases as soon as milestones are hit) or manual (trader must apply and the firm reviews). Manual review introduces delay and the possibility of rejection. The other question is whether the scaling resets after a drawdown — some firms claw back account size after a 5%+ loss; others preserve scaled size as long as the account remains compliant.