Onboarding Flow

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

You have the flexibility to customize the available login methods for your clients. The options include login via email address, phone number, or trading account. This customization allows you to cater to the preferences and convenience of your clients, providing them with a seamless and personalized login experience.

1. Login Methods

To configure login methods, navigate to Settings > Login / Registration Settings. You have the flexibility to customize the available login methods for your clients. The options include login via email address, phone number, or trading account. This customization allows you to cater to the preferences and convenience of your clients, providing them with a seamless and personalized login experience.

Once you have configured the login methods, clients will have the flexibility to switch between their preferred login methods by clicking on the drop-down menu.

2. Registration Process

You have the ability to customize the registration process settings according to your business and client preferences. You can configure either a quick one-step setup or a detailed multi-step process which includes KYC and trading account creation.