Getting started

1. Before you register: the five-minute inventory

Spend five minutes on three questions before filling anything in. How much money could you lose without it changing your plans? That number, not a plan tier, is your real budget, and if it is C$250 then Basic is exactly right rather than a compromise. What do you want from this, income, growth, or simply to learn how markets work? The answer shapes your watchlist more than any analysis engine. How much time per week can you honestly give it? Thirty focused minutes beats three distracted hours, and the platform is built around that truth.

Have ready a government-issued photo ID, an email address you check, and the bank account you will use for Interac e-Transfer. That is the complete list.

2. Step one: register and take the call

The form takes under a minute: name, email, phone, password. Within 24 hours an account manager calls you. That first call is not a sales pitch; it is a setup session. You will cover what the dashboard does, which plan matches the budget you decided on, how verification works and what the risks mean in your specific case. Ask everything now, especially the uncomfortable questions; the managers answer them daily.

If the call time is inconvenient, it can be rescheduled to any Eastern Time business-hours slot. Users who take the call seriously consistently report a smoother first month than users who rush it.

3. Step two: verify your identity

Verification happens before your first trade, and for most users it finishes within one business day. Upload your ID, complete the short liveliness check, and, when banking verification is requested, a statement or void cheque matching your name. Quality beats speed: a clear photo with no glare clears in one pass, and each failure reason is explained specifically.

Why so much checking? The AML / KYC policy page explains the full legal background, but the short version is that verification is what keeps your withdrawals going only to you.

4. Step three: fund the account

Interac e-Transfer is the everyday choice: free, and most transfers land within minutes. Cards are equally fast for amounts where convenience matters, and bank wire suits larger first deposits at 1 to 3 business days. Every method is free of platform fees, and the minimum is the plan minimum you chose, C$250 on Basic.

Fund from an account in your own name only; third-party transfers bounce back under the AML rules, which is protective but annoying when it happens to a well-meaning relative.

5. Step four: set up your watchlist and first review

With funding settled, your account manager helps you choose the first five assets (Basic) or twenty (Advanced and above). A good starter list mixes two large-cap stocks you know, one sector you follow from daily life, and one or two major digital assets, sized small, so your first month teaches breadth instead of a single bet. Then configure alerts: the point of an alert is to wake you when something you care about changes, not to ping you constantly until you mute everything.

Your first Sunday review sets the habit that matters: read the week's summaries, note what surprised you, and record one decision with its reasoning. The audit history keeps those notes, and a quarter of them becomes a genuinely useful record of how your judgement is developing.

6. Your first month: what normal looks like

Normal is uneven. Some weeks the summaries will feel obvious, some weeks the market will ignore tidy logic entirely, and your balance will move in both directions. Resist the two classic beginner moves: adding money after a good week to chase the feeling, and abandoning the plan after a bad one. The users who last treat the first month as tuition, at the smallest size the plans allow.

Expect one genuine task per week, maybe fifteen minutes beyond your review: refining alerts, adjusting the watchlist, or a scheduled call. Support answers by email the same business day when something is unclear, and the FAQ covers the questions that recur most.

A few habits, built in week one, quietly decide how month three goes. Turn on two-factor authentication before your first deposit, not after your first scare; it is two minutes in your profile and your manager will stay on the line while you do it. Write down your exit conditions for every position you open, even a small one, because the audit note you write calmly on Sunday is worth more than the opinion you form hastily on Wednesday. Leave your withdrawal limits at their conservative defaults until you have actually used the flow once end to end.

And keep a private weekly note, three lines is enough: what I expected, what happened, what surprised me. Users who keep such a note report the same thing after a quarter: the surprises repeat, the mistakes stop. That progression, from reacting to recognizing, is the entire point of the first month, and no plan tier buys it faster than practice does.

7. Where to go deeper

Three pages complete the picture. Crypto basics explains digital assets if your watchlist includes them. Deposit and withdrawal methods details every payment rail with its timing. And Risk disclosure is the page worth rereading once a quarter, because its paragraphs read differently after you have positions on. When you are ready to begin, the registration form is one click from here.

One last orientation before you fill it in: the sequence on this page is the sequence that works. Skipping the call, funding before verifying, or loading a twenty-asset watchlist in week one are the three shortcuts that generate most of the support tickets we see. The road is short, the steps are ordered, and every stage has a person attached to it if you would rather not walk it alone.