Getting started: your first day on the platform

1. What this page is for

The platform is deliberately simple to use, but "simple" should still mean explained. This page is the complete beginner walkthrough: nothing is assumed except an e-mail address, a telephone number and about twenty minutes. Your personal manager will happily walk through any of these steps with you on a call; this guide exists so you always have the written version to return to, at your own pace, at any hour.

Before starting, have to hand: a valid passport, driving licence or identity card (for verification), a recent proof of address if requested, and the payment method you intend to use for your first deposit. You do not need any of them to register, only to complete verification before trading with real funds.

2. Step 1: Register your account

Complete the registration form on the account page or in the hero of this site: first name, last name, e-mail and telephone. Use your legal name exactly as it appears on your identity document, because the verification step compares the two, and a middle name included in one place but not the other is the most common cause of a file being returned.

Choose a unique password you do not use anywhere else, and switch on two-factor authentication from the security settings as soon as you are logged in; it adds thirty seconds to each login and removes the single most common way accounts are taken over. After registering, a personal manager calls you within 24 hours to introduce the platform, answer questions and help you plan the next steps. Nothing trades and nothing is charged until you have deposited funds yourself.

3. Step 2: Connect a trading venue

The engine executes through connected venues. In practice your manager performs the connection with you, usually on the same first call: a dedicated access key is created on the venue, scoped so the platform can read your positions and place trades, and nothing more. Withdrawal rights are never part of an automated key on any account, which means the worst case for a compromised key is bounded by your trading limits.

Settings worth confirming during the connection: which markets the key covers, any rate limits the venue applies, and the expiry or rotation date of the key itself. If a venue connection ever shows an error on the dashboard, pause the affected strategy and contact support rather than reconnecting repeatedly; a half-connected venue is worse than an unconnected one.

4. Step 3: Set up analysis and monitoring

Next you tell the engine what to watch. The core choices are: the trading pairs or instruments to scan (GBP and USD pairs, gold and the major digital assets are the usual starting set), the conditions under which a strategy should act or stand aside, and the notification settings that keep you informed without drowning you.

Most new users activate a ready-made strategy and adjust it later; a small number build fully custom rule sets with their manager. Either way, set your exposure and drawdown comfort levels before the first trade, not after the first loss. Turn on the alerts that matter (a strategy pausing, a venue disconnect, a login from a new device) and leave the noise off; the point of automation is fewer decisions, not more notifications.

5. Step 4: The dashboard and managing everything

Your dashboard is the single screen where the account comes together: current balance and open exposure, each active strategy and its recent behaviour, the event feed of what the engine did and why, and the money section for deposits and withdrawals. Reports arrive on the schedule you chose, in plain English, and reconcile to the pound with your own bank records.

Managing the account day to day means three habits, not three hours: a short weekly look at the report rather than hourly staring at charts; a change of strategy only with your manager when results or circumstances genuinely shift; and regular withdrawals of profits on a schedule, because money you have taken out cannot be lost by a bad week that has not happened yet. The audit trail under security settings shows every change ever made, by you or the engine, if you ever want the receipts.

6. Important notes before you fund the account

No feature of the platform guarantees profit. The engine automates analysis and execution; it does not repeal market risk, and the possibility of losing part or all of your deposit is real and permanent. Everything in the risk disclosure applies to you from your first trade, whichever strategy you choose.

Decisions remain yours: how much to deposit, which strategy runs, when to pause and when to withdraw. Treat your personal manager as an expert guide, not as a decision-maker with your signature, and never let anyone, including someone claiming to be from our team, pressure you into depositing more than you planned. Verification is mandatory, protects your money, and takes minutes when your documents are current and legible.

7. Recommended next pages

• Crypto basics and why invest, if digital assets are new to you: what they are, why prices move and what volatility really means.
• Fees and pricing, so the cost of your first month holds no surprises: commissions, spreads, and the £250 / £1,500 / £5,000 tiers.
• Deposit and withdrawal methods, the two tables showing every payment channel, its cost and its timing.
• Security, the nine protections around your account and how to switch each one on.
• The FAQ, for the questions that surface during the first week, answered without waffle.