PLATFORM GUIDE

Start with the decision, then configure the tools.

A practical Canadian guide to registration, verification, funding, strategy controls and ongoing account review.

BEFORE REGISTRATION

Know what you want the platform to help you do.

Consider your objective, time horizon, liquidity needs and capacity for loss before selecting a product or scenario.

Define the objective

Growth, diversification and learning imply different decisions and risk tolerances.

Set a time horizon

Money needed soon generally has less capacity to absorb volatile outcomes.

Protect essentials

Keep emergency savings and near-term obligations outside speculative investment plans.

ACCOUNT SETUP

Six steps through the platform.

  1. 01

    Request access

    Provide contact details and discuss Canadian eligibility with a specialist.

  2. 02

    Verify identity

    Use the secure process to provide required identity and account information.

  3. 03

    Review terms

    Identify the responsible provider, applicable fees, service limits and risk disclosure.

  4. 04

    Fund carefully

    Use an eligible Canadian method in your name and confirm the official destination.

  5. 05

    Configure controls

    Select inputs, boundaries and notifications; understand how to pause or change them.

  6. 06

    Review regularly

    Monitor performance context, connected devices, strategy history and changing goals.

DASHBOARD ORIENTATION

Five areas deserve your attention.

The account overview summarises value and activity. Portfolio allocation shows concentration. Market intelligence provides context. Strategy controls define automated behaviour. Security history records access and changes.

Portfolio

Allocation, movement and exposure.

Markets

Indicators and current context.

Strategy

Inputs, status and controls.

History

Actions, sessions and changes.

Depositing and withdrawing

Complete verification before transfer. Follow only instructions displayed in the authenticated account and keep references until processing is complete. Review supported methods and the withdrawal policy.

Using automation responsibly

Automation follows configured rules; it does not understand every life event or remove market risk. Test settings, monitor notifications and know the pause and revocation process.

Getting help

Contact [email protected] for onboarding, access or account questions. Never share a password, one-time code, banking PIN or private wallet key.

YOUR NEXT STEP

Build a more considered investment plan.

Request access to review available tools, eligibility and onboarding with a Corvenhall specialist.

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