Getting started: your first steps on the platform

1. Introduction

This page is the practical manual for your first week. It does not teach trading theory; it teaches the platform. Each step below explains what to do, why it matters, and what a good result looks like, so that by the end you are operating the account deliberately rather than clicking through it hopefully. Keep it open on a second screen while you set up, and send anything unclear straight to your manager.

A note on pace before you begin: nothing in the first week rewards speed. The clients who settle in best complete one step per sitting, ask one question per step, and resist funding beyond the minimum until the dashboard feels familiar. The platform will still be there tomorrow; treat the first week as an apprenticeship rather than a race.

2. Step 1: Registering your account securely

Registration takes about two minutes: your name, email address and mobile number, and a password. Use a password you have not used anywhere else, because an email-password pair reused from another site is the most common way trading accounts get taken over. As soon as the account exists, enable two-factor authentication from the security settings, with your manager on the line if you have not used an authenticator app before.

Complete identity verification in the same sitting if you can: a photo-style image of your passport or driving licence in good light, and a recent bank statement or utility bill for your address. Doing this on day one means nothing blocks your first deposit or, later, your first withdrawal.

Two small habits complete the secure start: record your recovery email somewhere you will actually find it, and take a minute to read the Security page's section on phishing, because the first weeks of any new trading account are precisely when impostors try their luck with "welcome" calls and messages that imitate the brand.

3. Step 2: Funding the account and connecting the service

Deposits start from £200 and can be made with PayPal, Visa, Mastercard, Apple Pay or Google Pay; most methods credit instantly and none carries a platform fee. Start with the minimum even if you intend to allocate more later. Your manager will help you connect the trading service and confirm that the API connection is active and correctly scoped: reading data, trading, and where relevant withdrawal initiation, are separate permissions, and the narrowest workable set is the right one.

A practical habit for this step: make your first deposit with the same method you expect to withdraw to. It pre-verifies the route home, which is exactly what you want tested before the balance grows.

4. Step 3: Setting up analysis and monitoring

Now choose what the engine watches. You select the trading pairs or asset groups to follow, the conditions under which it should act, and the notifications you want. If those sentences already feel like too much, use a ready-made strategy profile instead: configurations prepared by experienced traders, which your manager can explain line by line before you commit. Beginners should start with the conservative profiles and observe for the first cycle rather than optimising anything.

Set your alert preferences so the platform tells you about actions taken and conditions met, without drowning you. A useful default in the first weeks: alerts for every executed action, no alerts for routine market commentary. You can refine this later from the dashboard.

Write down, in one sentence of your own words, what your setup is watching for and what it will do when it finds it. If the sentence will not come, that is the signal to book fifteen minutes with your manager before proceeding; a configuration you cannot describe is a configuration you cannot trust.

5. Step 4: Viewing and managing on the dashboard

The dashboard is where you spend your time from here. Its core views are: current positions and their status, recent actions with timestamps, the running report of what was analysed, and the audit history of configuration changes. Learn to answer three questions from these screens: what is the system doing right now, what did it do this week, and what changed since I last looked. A client who can answer those three is in control of an automated account.

Management is deliberately modest: you can adjust parameters, pause activity, or switch strategies whenever you choose, and every change you make is recorded in the audit history next to the system's own actions. Pausing is a feature, not an admission of failure; markets do not punish a thoughtful timeout.

Schedule your first review before you need one: agreeing a fortnightly call with your manager in advance removes the temptation to improvise in the middle of a volatile week, and gives every question you accumulate a reserved answer slot.

6. Important notes before you begin

No configuration of the platform removes risk. Automation executes a plan; it does not guarantee the plan's profitability, and losses remain possible in every strategy, including the conservative ones. Figures shown in illustrative projections are examples, not forecasts. You remain responsible for your investment decisions, for keeping your credentials secure, and for trading only with money whose loss you could absorb without changing your life.

Also worth knowing early: results in the first weeks are noise, not verdict. Judge setups over months, in writing, with your manager, rather than in the emotional minutes after any single session.

7. Recommended next pages

• Deposit and withdrawal methods: the full table of methods, fees and processing times.
• Crypto basics and why invest: prices, volatility and risk in plain English, if digital assets are new to you.
• Risk disclosure: the ten risk categories you accept when you trade; read before your first deposit.
• Security: 2FA, sessions, API scopes and audit history explained in full.
• FAQ: the questions new clients actually ask, answered directly.