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Guide / Your first weeks

Getting started on the platform

This guide walks the whole road from an empty form to a settled weekly routine: registration, verification, connecting your exchange, choosing a plan and funding it, then configuring the monitoring that does the daily work. Nothing here requires prior trading experience, only the documents you already have in a drawer.

Before you begin

Two things make every later step smoother. First, decide the amount you can genuinely put at risk; the Basic plan starts at £250, Advanced at £1,500 and Premium at £5,000, and the right figure is one whose total loss would not change your plans, not the largest number your account can send. Second, gather what verification will ask for: a photo identity document such as a passport or driving licence, and access to the email account and phone you will register.

It is also worth reading the risk disclosure before you fund anything. Trading involves risk, including the loss of all capital you commit, and the platform's analysis improves information rather than outcomes. Understanding that sentence now is cheaper than meeting it later.

Step 1: Register your account

Fill in the form on the account page or in the hero of the homepage: your name, email address and phone number. The form takes under a minute, and no payment details are collected at this stage. Within 24 hours a personal adviser calls you to introduce the service, answer your first questions and book the setup session that follows.

That first call is a conversation, not a sales pitch. Your adviser will ask about your experience level, the hours you can realistically give the markets and what you want from the service, and will recommend a plan on that basis. If the honest answer is "I want to learn with £250 first", the Basic plan is exactly what they will set up.

After the call your login is activated and you can sign in to the dashboard for the first time. The password you set travels only as a hash, and you should enable two-factor authentication from the security settings on day one; the security page explains each of the nine protections available to you.

Step 2: Complete verification

Verification exists because UK anti-money-laundering rules require it before you can trade or withdraw, and it is described in full on the AML / KYC page. In practice you photograph your identity document, take a short selfie check, and confirm your address if the document does not already carry it. Most checks complete within one working day, and many within the hour.

Three small things prevent most delays: use the original document rather than a photocopy, let all four corners and the expiry date be visible, and make sure the name on your bank or PayPal account matches the name you registered. Mismatched names are the single most common reason a later withdrawal needs a second look, and it is easier to fix at this stage than after a payment has been requested.

Nothing is charged for verification, and failed attempts can be retried freely. Your documents are handled under the Privacy Policy, stored encrypted, and kept only for as long as the regulations require.

Step 3: Choose a plan and fund it

With verification done you select the plan your adviser recommended: Basic from £250 with a £19 monthly subscription, Advanced from £1,500 at £45, or Premium from £5,000 at £95. The differences are coverage and support cadence, laid out line by line on the fees page, and you can change plan in either direction from any billing date.

Funding runs through UK rails. Bank transfer by Faster Payments, Visa, Mastercard and PayPal deposits are free and normally instant, so the balance appears on your dashboard within moments. Deposits must come from an account in your own name; third-party funding is returned, which protects you as much as it protects the platform.

Once the deposit lands you will see the trading fee and any spread that applies to the assets you plan to follow, stated before you open a position. If anything on the fees page and anything you are charged ever disagrees, that discrepancy is grounds for a complaint under the process on the complaints page.

Step 4: Connect your exchange and configure monitoring

The analysis reads market data through the exchange account you connect, using read-only permissions: the platform can see prices and, where applicable, your balances, but cannot move funds or place orders. Your adviser generates the key with you on the setup call and walks through exactly what each permission means, so nothing is granted that you have not personally read.

Configuration is where the service becomes yours. You choose the assets to follow, from major cryptocurrencies like BTC, ETH, SOL and XRP to the equity lists that suit your research, and you set the alert levels at which the platform writes to you. A useful beginner pattern is two or three assets, alerts set wide at first, and a weekly review call to tighten them as you learn how each market moves.

From that point the daily rhythm is light. The engine watches continuously, the dashboard summarises each session, and anything that crosses your levels arrives by email. You review, you decide, and every decision you make is logged so that your month can be audited against your own rules rather than against hindsight.

Notes for your first month

  • Keep the first positions small; the goal of month one is fluency, not performance.
  • Read the reasoning trail behind every alert instead of acting on the headline number.
  • Do one withdrawal early, even a £20 minimum, so you know the process before the amounts matter.
  • Book your monthly adviser call in the first week rather than the last; problems are cheaper early.
  • Expect losing days. A drawdown handled by plan is part of trading, not a malfunction.

If anything on the dashboard is unclear, the fastest answers are the FAQ and your adviser; if anything about money movement is unclear, the methods page and the withdrawal policy are the authority.

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