Onboarding journey

A structured path to strategy activation

01

Register your client account

Progress is recorded in your dashboard and visible to the APEX operations team.

02

Verify email and mobile

Progress is recorded in your dashboard and visible to the APEX operations team.

03

Complete required KYC

Progress is recorded in your dashboard and visible to the APEX operations team.

04

Open or connect broker account

Progress is recorded in your dashboard and visible to the APEX operations team.

05

Fund the approved trading account

Progress is recorded in your dashboard and visible to the APEX operations team.

06

Review available strategies

Progress is recorded in your dashboard and visible to the APEX operations team.

07

Submit a bot approval request

Progress is recorded in your dashboard and visible to the APEX operations team.

08

Receive admin approval or feedback

Progress is recorded in your dashboard and visible to the APEX operations team.

09

Activate the assigned bot

Progress is recorded in your dashboard and visible to the APEX operations team.

10

Monitor trades, P/L and reports

Progress is recorded in your dashboard and visible to the APEX operations team.

11

Pause or stop when permitted

Progress is recorded in your dashboard and visible to the APEX operations team.

12

Download performance statements

Progress is recorded in your dashboard and visible to the APEX operations team.

WA