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Inventory the environment being moved
A broker migration starts with configuration and dependencies, not the transfer of a few files. Record account groups, instruments, commercial settings, bridges, plugins, CRM workflows and reporting interfaces. Identify which components can be moved, which require a replacement and which depend on permissions or access from an external provider.
Define what must remain consistent
Agree the treatment of account identifiers, history, open operational state and client-facing access. Do not assume that every object maps directly between platforms or service arrangements. A mapping document should identify transformations, exclusions and items requiring manual review. Validate it with representative data before deciding on a production cutover.
Rehearse the migration
Use an isolated target environment and compare the baseline against the proposed configuration. Test account provisioning, symbol visibility, price delivery, execution interfaces and reporting. Record the sequence and duration of each step. A rehearsal should reveal what can be automated and which dependencies require coordinated action from another party.
Create cutover and rollback criteria
Specify the change window, permitted writes, communication responsibilities and acceptance gates. Decide which conditions stop the cutover and which justify rollback. A rollback plan must address changes made after the switch; simply pointing clients back to the old environment can create inconsistent account or order state.
Reconcile after the switch
Compare expected and actual account, configuration and integration state. Monitor errors separately for client access, data, execution and back-office workflows. Keep the previous baseline and migration evidence according to the project agreement. Send the current platform, reason for migration and key dependencies to discuss the scope.