Create account
Email, mobile verification, and secure password setup.
Demo-only onboarding readiness with identity placeholders, suitability questions, settlement-information placeholders, and legal-document review steps. No live KYC approval, payment setup, or signature flow runs here.
Email, mobile verification, and secure password setup.
Demo identity placeholders only; no live KYC or AML approval runs here.
Goals, risk tolerance, and experience survey for demo suitability review.
Classification and risk acknowledgment collection.
Reference fields for future provider review; no payment setup is active.
Review legal documents and version history before any future signature flow is approved.
Choose a demo amount, review the summary, and submit demo intent only.
Use the dedicated step pages to review identity placeholders, suitability, settlement-information placeholders, and final demo acknowledgments.
Sign in to save your onboarding and suitability progress.