What you will have when this page is done
A verified account, a funded balance in Canadian dollars, an active strategy sized to your comfort, and a dashboard you know how to read and control.
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Step 1: Register your account
Fill in the registration form with your legal first name, last name, email and phone number. Use the email and number you can actually reach during the day: verification notices and your manager's call both go there. Choose a password that is long rather than clever, a four-word phrase beats "Tr@ding1!", and store it in a password manager if you use one.
Right after registering, turn on two-factor authentication from Security settings. It is one scan of a QR code with any authenticator app, and it is the single biggest upgrade to your account's safety. When your account manager calls within 24 hours, they will verify your identity and list the documents needed: a government photo ID and a proof of address dated within three months. Upload them through the account area, never by email reply.
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Step 2: Connect your exchange account
The platform trades through your exchange account, connected with an API key. In your exchange's settings, create a new API key and enable only the permissions the platform needs: reading balances and market data, and trading where your strategy requires it. Leave withdrawal permission off; nothing on our side ever needs it, and a key that cannot withdraw is a key that cannot be drained.
Paste the key and secret into the platform's Connections page, which stores them encrypted. After connecting, the dashboard shows what the key can do, and you can revoke or rotate it there at any time. If an exchange rotates keys or you regenerate one, reconnect the same way; strategies pause safely while a connection is down, they do not improvise.
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Step 3: Configure analysis and monitoring
Now tell the engine what to watch. Pick your trading pairs, most Canadians start with major FX pairs and the largest crypto assets, and set the conditions that matter to you: position size limits, the maximum share of capital per strategy, and the volatility bands where alerts should fire. Defaults are conservative; your manager can walk through each field in the setup call.
Choose your notifications next: email alerts for fills, weekly summary reports, and an immediate notice for anything unusual, a new login, a failed order, a strategy hitting its stop. The goal of this step is that nothing important can happen on your account silently.
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Step 4: The dashboard and staying in control
The dashboard is your cockpit. Balance and equity show where you stand; the strategy cards show what each one is doing, its instruments, its open positions and its performance to date; the activity feed lists every event in order; and the reports section holds your weekly summaries in plain language. Spend your first week reading the reports rather than watching candles; that habit alone separates calm clients from anxious ones.
Everything is reversible: pause a strategy, resize it, or stop everything from the same card. Withdrawals live under Payments, with the methods and timelines from the methods page. If a number on the dashboard does not make sense, that is a support question, and asking it is free.
