Getting Started in Four Steps
Create Account
Sign up with your email and complete identity verification as required by local regulation.
Fund Your Account
Add funds to your available balance, then choose the plan you want to hold in.
Choose Your Strategy
Select a stock class, or discuss a suitable allocation with your advisor.
Track & Review
Monitor performance with clear reporting and adjust your strategy as goals evolve.
What Happens After You Hold
Once you fund a plan from your balance, the held amount is moved into your trading balance and your plan starts running immediately. Your dashboard and My Holdings page show live performance for every active plan:
- Progress bar — elapsed vs. total duration, with the current day ("Day X of Y").
- Current Value — your projected position as it grows linearly toward the maturity payout.
- Maturity Payout — the full expected return including principal and projected profit.
On the maturity date the return is credited back to your available balance automatically and recorded in your transaction history.
Key Things to Know
Minimums Are Low
Plans start from just $300, so every budget can build exposure across multiple stock classes.
Fees Are Transparent
All fees are published up front. There are no hidden charges or surprise deductions.
Support Is Always On
24/7 support with advisors available by chat, phone, and video whenever you need them.
Ready when you are
Open an account in minutes and get a clear picture of your holdings.