Process
From identity to a fully traceable position.
The experience is intentionally sequential: verify, secure, fund through a provider, assess a plan, authorize, and monitor.
1. Verify
Create your identity-provider account, verify contact details, complete KYC, and enable MFA.
2. Fund
Choose an enabled channel, create a cash-in request, send the exact amount, and submit the wallet reference. Finance must match the official receiving-wallet record before credit.
3. Assess
Review plan objectives, risk, fees, duration, capacity, eligibility, documents, and illustrative targets.
4. Authorize
Submit an idempotent subscription or withdrawal request. The API validates funds, policy, time, and identity state.
5. Monitor
Review wallet composition, holdings, ledger-derived transactions, commissions, notifications, and downloadable statements.
6. Correct
Posted records are never edited. Errors and failed payouts are corrected by linked reversal entries.