Trading Platform - Account Settings

Manage your account with ease through guided videos covering My Profile, Linked Devices, Documents, and Co-owner & Authorized User access.

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Trading Platform

Account Settings

Co-owner & Authorised User

Facilitate seamless, secure collaboration by enabling co-owners and authorized users to view, sign, and manage investment activity with role-based access, real-time permissions, and full audit transparency.

My Documents

"Securely store, organize, and reuse your compliance and investment documents—automatically retrieved for each new deal to eliminate repeated uploads and streamline execution.

Linked Devices

Gain full control over your account access by monitoring, managing, and revoking connected devices—ensuring secure, real-time protection of your investment dashboard.

My Profile

A centralized, real-time dashboard that unifies identity verification, investor accreditation, and AML/KYC compliance into one streamlined interface—designed to reduce onboarding friction, ensure regulatory readiness, and enable faster, risk-free deal execution.