Microsoft Ads for Financial Services

Microsoft Advertising runs the search ads on Bing and ads across Microsoft’s own sites and apps. For a financial brand it is a second search channel that works much like Google Ads, with its own policy for each market. Ranxy sets it up, checks every ad against that policy, and reports cost per funded account.
  • Free audit: three written fixes in two business days
  • From $2,500 a month

How an engagement runs

Audit and diagnose

We review your accounts, tracking and funnel to find where spend leaks before we touch a budget.

Check and stage

We check your product and license against Microsoft's rules, handle any approval step, and stage the campaigns and creative.

Launch and learn

Campaigns go live and the platform gathers conversion data. We hold spend steady through the learning window.

Optimize to the outcome

Once data is in, we optimize against cost per FTD, funded account or qualified lead. We cut what does not work and scale what does.

What each plan includes is on the pricing page.

How We Run Microsoft Ads for Financial Services

Many financial brands put their whole search budget into Google and stop there. Microsoft reaches people who search on Bing and inside its own products. The intent is the same, and there are often fewer advertisers bidding for the click.

What Microsoft ads are good for in finance

Microsoft suits products people search for by name or by need. A broker, a savings account, a loan and an insurance quote are all good examples. The search ads look and work much like Google’s, so a tested Google account gives you a head start.

  • Brokers and investment platforms that already buy search ads on Google
  • Banks, lenders and insurers with clear product pages and the required disclosures
  • Licensed crypto exchanges in markets where Microsoft has approved the category

Microsoft is a poor fit for affiliate and review sites in crypto and prop trading. Only the exchange itself may advertise a crypto exchange. Affiliate, review and signal sites that promote prop trading can’t advertise at all.

What Microsoft allows for financial ads

Microsoft asks every financial advertiser to follow local law and hold the licenses each market requires. Some products carry extra rules. The table shows the ones that matter most to trading, crypto and prop firm brands.

Microsoft rules for financial ads, checked 12 November 2026
ProductStatusWhat Microsoft asks for
Brokerage and investment servicesAllowed with extra rulesLocal law followed and licenses held. Extra disclosure rules apply.
Crypto exchangesSearch ads only, with pre-approvalApproval for each market through Microsoft’s crypto program. The risks of crypto disclosed in the ad or on the page. No display or video ads.
Prop trading platformsAllowed within strict limitsNo leveraged trading, derivatives trading or execution services for customers. No user deposits. Fees, profit share, loss rules and withdrawal limits disclosed.
Binary optionsRegulated products onlyA review by Microsoft first. Not allowed in the European Union.
Offers that guarantee a returnNever allowedNothing. Microsoft rejects them.

Prop firms get the closest reading. Ads and pages can’t present profits, payouts or pass rates as typical. They can’t use payout screenshots or trader success stories to imply a typical result. They can’t state or imply that trades reach a live market.

How we run Microsoft ads

We start from what already works in your Google account. Microsoft has an import tool for campaigns, keywords and ads, and we use it as the first draft. Then we tune bids, match types and audiences, because the two platforms don’t behave the same way.

Every ad gets a policy check for each market before launch. Where Microsoft asks for pre-approval, we prepare the application with you. We track results with Microsoft’s UET tag and offline conversion import, so a funded account that closes after the click goes back into the platform.

What we report

The headline number is cost per funded account, cost per FTD or cost per qualified lead. We pick the one that maps to your revenue and report on it every week. Clicks and views are checks along the way.

Prices

Plans start at $2,500 a month, plus ad spend. You pay Microsoft directly. See our prices for what each plan includes, or ask for a free audit and get three written fixes within two business days.

B2B marketing commentary. Not legal or investment advice. Platform rules change, so read the linked policy before you launch.

A note on compliance

Ranxy provides compliance-aware marketing support, not legal advice. We manage Microsoft Advertising with the platform’s financial services policy in mind, but final legal or regulatory review should come from your internal legal or compliance team.

On this page

Free audit

The three fixes we would make first

In writing, within two business days. No call needed.

Get a free auditSee our prices

Deliverables

What You Get

The work this service covers, in plain terms.

Microsoft Ads strategy and account structure built for financial intent

Import of your Google Ads campaigns, then tuning for Microsoft's audience

Keyword research, match types and negative keyword management

Pre-launch review of every ad against Microsoft's financial services policy for each market

Help with pre-approval, including Microsoft's crypto program where it applies

UET tag setup and offline conversion import from your CRM

Bid and budget management tuned to cost per FTD, funded account or qualified lead

Weekly reporting against the number that maps to your revenue

See where your funnel leaks

Send us your site and the basics of your setup. Within two business days you get the three fixes we would make first, in writing. No call needed.

Plans start at $2,500 a month. See our prices.

FAQ

Microsoft Ads for Financial Services FAQ

The questions that come up on every call.

Is Microsoft Advertising worth it for financial brands?

Often, yes, as a second search channel. It reaches people who search on Bing and inside Microsoft's own products, and those searches carry the same intent as on Google. The volume is smaller, so it won't replace Google Ads. It can add funded accounts from people your Google campaigns don't reach.

Can crypto exchanges advertise on Microsoft?

Yes, in search ads and only with pre-approval for each market. The exchange itself must be the advertiser, because Microsoft does not allow affiliates. The ad or the landing page must disclose the risks of investing in crypto. Display and video ads for exchanges are not allowed, and countries Microsoft has not listed are closed.

Can prop firms advertise on Microsoft?

Only under tight rules. Microsoft bans ads from prop platforms that offer leveraged trading, derivatives trading or execution services to customers. A platform may charge evaluation or subscription fees, but it can't hold user funds or ask users to risk their own capital. The ad and the page must disclose fees, profit share, loss rules, termination terms and withdrawal limits.

Can I copy my Google Ads account into Microsoft Ads?

Yes. Microsoft has an import tool that brings your Google Ads campaigns across. The import is a starting point. Bids, match types, audiences and policy checks all need a second look, because the two platforms don't behave the same way.

How do you track funded accounts from Microsoft ads?

We use Microsoft's UET tag on your site and offline conversion import from your CRM. When an account is funded days after the click, that result goes back into the platform. The bids can then follow deposits, and form fills stop steering the budget.

Who pays for the ad spend?

You pay Microsoft directly, and the ad account stays in your name. Our fee covers the setup and the ongoing management, including creative and reporting.