WebTrader notifications to keep your clients informed

Getting the right information at the right time is everything. A client might need to know instantly that a price target has been hit, while another might need a formal summary of their monthly account activity. Simply bombarding users with one type of alert for every event is a sure way to create “alert fatigue,” where important messages get lost in the noise. A professional trading platform understands this distinction. It uses a variety of types of notifications, each with a specific purpose, to keep clients informed without overwhelming them. This article breaks down the different types of alerts and notification examples in our WebTrader and explains how each notification type contributes to a better experience for your clients.

Notifications for the active trader

When a client is logged into the WebTrader and actively watching the market, the notifications need to be immediate but not intrusive. This is where in-platform alerts shine.

In-app notifications

 These are messages that appear within the platform itself. They might confirm that an order has been successfully placed or inform a user about a new feature. They are seen by users who are already engaged with the platform, making them useful for providing context and guidance. This is a good notification example of keeping the user informed without interrupting their main task.

Toast notifications

A specific type of notification that is immediate and temporary. In our WebTrader, these are used for time-sensitive events like price alerts or new signal indicators. They often appear in a corner of the screen, frequently accompanied by a sound, to grab the trader’s attention just long enough to deliver a key piece of information—for example, “EUR/USD has reached 1.0950″—before disappearing. This gives active traders the instant feedback they need.

Modal notifications (Modals)

Another important type of notification you’ll see directly within the WebTrader. Unlike a subtle toast, a modal often appears overlaid on the main content and requires the user to interact with it before they can continue. Because they interrupt the workflow, modals are reserved for important information or actions, such as confirming a significant trade execution, alerting to critical account status changes that need immediate attention, or for presenting choices that the user must make.

Tooltips 

They offer a less intrusive way to provide contextual information. These small informational pop-ups appear when a user hovers over or clicks on an interface element, like an icon, a button, or a data field. For instance, a tooltip might explain what a specific trading indicator does or clarify the meaning of a term in their notifications list. They are a great way to offer help and explanations on demand without cluttering the interface.

Reaching clients on the go

Your clients aren’t always in front of their trading screens. For important, time-sensitive information, the platform needs a way to reach them on their mobile devices.

• Push notifications are alerts sent directly to a user’s phone from the mobile trading app, even when the app is closed. This is one of the most effective ways to deliver urgent information. Think of major market news, a significant change in a position, or a margin call. The goal of a push notification is to bring the client back to the app for a specific, important reason.

• SMS notifications serve a similar purpose but have a key advantage: they can reach a user even if they have poor internet connectivity or haven’t installed the mobile app. Due to their high open rates, SMS messages are typically reserved for the most critical alerts, such as security-related information (like a two-factor authentication code) or urgent account status updates.

Formal communication and education

Not every message is an urgent alert. Some information is better delivered in a more formal or less time-sensitive way.

• Emails remain the standard for official communication. This is the best channel for sending things like account statements, trade confirmations, password reset instructions, and important updates to your terms of service. Email provides a permanent record that the client can save and refer back to later.

• A webinar notification banner is a promotional tool displayed directly within the WebTrader. Its purpose is to drive engagement and education. By announcing an upcoming webinar or educational event directly on the platform, you can reach your most active clients and encourage them to participate, adding value beyond just the trading tools themselves.

How a smart notification system can benefit your brokerage

Building a better, more stable business? You need to provide a range of notification types to communicate with your clients. By using the right channel for the right message—SMS for emergencies, push notifications for timely alerts, email for records—you avoid annoying your clients with constant, irrelevant pings. This respect for their attention improves client satisfaction and retention, and more likely to stay with your brokerage.

A webinar banner encourages participation in your brokerage’s events. A timely push notification about market news brings a client back into the trading app, keeping them connected to the market and your platform. More engagement often leads to more trading activity.

Finally, it’s an important tool for risk management. Using multiple channels like SMS and push notifications to deliver an urgent margin call is better than relying on a single method. This helps protect both your client and your brokerage from unforeseen market volatility. A well-thought-out notification system shows that your platform is professional and designed with the user’s real-world needs in mind.

A sophisticated notification system is a core part of a modern trading platform. It’s not about the number of alerts, but about delivering the right information through the right channel at the right time. By providing a mix of in-app, toast, modal, tooltip, push, SMS, and email notifications, you give your clients the control and information they need to make their trading decisions. This attention to detail improves the client experience, supports your risk management, and ultimately contributes to the success and professional reputation of your brokerage.