Opening an account

The four steps

1. 01

   Open your account

   Provide your basic information, including your name, address, country of residence, and account credentials. Your country of residence helps determine the requirements and investment services available to you.

2. 02

   Verify your identity

   Complete the required identity and compliance checks by providing the requested personal information and supporting identification documents. Your account remains under review until verification is completed.

3. 03

   Fund your account

   Add funds using one of the supported funding methods and currencies. Your contribution is credited to your account once the payment has been received and verified. Funding your account does not automatically invest your money.

4. 04

   Choose a portfolio and invest

   Review the available portfolios, including their objectives, holdings, allocations, fees, and risk characteristics. Select the strategy that suits your objectives and invest using settled cash available in your account.

How your money is recorded

Your account distinguishes between available cash and invested assets. Contributions, investments, withdrawals, and other account movements are recorded against your account so that you can review how your balance has changed over time.

Withdrawals are made from available settled cash. If you need to raise cash from an investment portfolio, the relevant investment must first be sold in accordance with that portfolio's applicable dealing and liquidity terms.

When transactions settle

Transaction timing depends on the type of activity, the payment method, market conditions, and the liquidity terms of the selected portfolio. deposits are credited after the payment has been received and verified, while investment transactions are processed according to the applicable valuation and dealing terms.

Withdrawals are processed once the required checks are complete and the transaction is approved. Applicable settlement periods and portfolio liquidity terms are disclosed before you proceed with a transaction.

Verification and account status

Account verification is an important part of maintaining a secure and compliant investment platform. Depending on your circumstances and jurisdiction, additional information or documentation may be requested during the account-opening process.

Your account status will indicate whether your application is pending, under review, verified, or subject to additional requirements.