Getting started

Step 1: Create and secure your account

Registration is the form on the account page: first name, last name, email, and phone. Use a password you have not used anywhere else, ideally generated and stored by a password manager. Two-factor authentication can be enabled immediately and becomes mandatory before your first withdrawal, so turning it on now saves a step later.

Enter the details exactly as they appear on your government ID, including any middle names and hyphens, because the verification call and document checks compare against what you typed here. A two-minute care at this stage is the single easiest way to avoid a verification back-and-forth later, and the recovery email and phone number you set should be ones you actually control long-term.

After registering, an account manager calls to verify your details, usually within 24 hours on business days. No payment is required at any point in registration, and nobody legitimate will ask you to move money during that first call. Have questions ready; the call exists as much for you as for our verification.

Step 2: Call with your manager

The manager call has three purposes: verifying your identity and investor profile, understanding what you want the account to do, and walking you through the platform settings. You will agree on the strategy scope (equities, digital assets, or both), the risk limits that cap how much a position can risk, and the notification settings that suit your day.

Prepare three answers and the call will be twice as useful: what the money is for and when you might need it back; the worst loss in dollars you would accept without changing anything; and anything about your situation a strategy should respect, from an upcoming house purchase to a hard preference against a sector. Good managers ask exactly these questions, and honest answers produce settings that fit your life rather than a template.

Funding is discussed only after verification and only when you raise it. Methods, minimums, and timelines are published on the deposit and withdrawal page, and your manager states the tier minimums in writing before any transfer. The first deposit starts at CAD 250; the right amount is whatever you can genuinely afford to put at risk.

Step 3: Configure analysis and monitoring

With the account funded, the strategy configuration follows what you agreed on the call. The engine runs continuous market analysis across the instruments you selected, and every position respects the stop-loss and exposure limits set with your manager. Where execution connects to an exchange, the connection uses a read-and-trade API key scoped to your account, visible and revocable in settings at any time.

Three settings deserve your full attention during configuration because they define what your worst day can look like. The per-position stop level decides how much any single idea can lose before it is closed. The daily drawdown limit decides when all activity pauses for the rest of the session. The sleeve cap decides the maximum share of your account any one asset class can occupy, which is what stops a crypto rally from quietly becoming a crypto portfolio. Ask your manager to walk through each with a worked example in your own deposit amount; a limit you have seen in dollars is a limit you understand.

Monitoring is layered: platform alerts for fills and limit events, the monthly statement that explains changes, and the manager review you can book when something needs a human answer. You choose alert channels in settings, and quiet hours are respected.

Step 4: The dashboard and daily use

The dashboard shows current positions, recent activity, the strategy status, and the audit log of changes. A normal week involves minutes, not hours: check that activity matches expectations, read the alert digest, and ignore the rest. Adjustments, pausing a strategy, or requesting a withdrawal are all done from the account, and the withdrawal policy states exactly how payouts run.

A realistic first month

Week one is quiet by design: verification completes, the strategy runs small or in shadow mode, and the platform calibrates against your chosen limits. Week two brings the first full statement, which is the moment to slow down and read every line with the getting-started guide open beside it; anything unclear becomes a question for your manager. Week three or four usually contains the first interesting market move, a pullback, a rally, or a pause, and you learn the most useful lesson early: how your settings behave when something actually happens.

By the end of month one you should be able to answer four questions without looking them up: what my account is invested in, what my worst-case day is designed to be, where my money would go if I withdrew today, and who I contact when something looks wrong. If any answer is fuzzy, the first manager review is the place to fix it, not something to defer.

One warning worth writing down: the first month is the highest-risk month for behavioral mistakes, not market ones. New clients check the dashboard too often, react to ordinary swings, and are tempted to widen limits after a good week or panic after a bad one. The settings you agreed on a calm day are the ones that protect you on the loud ones. Let them work.