Getting started, the platform guide
This page walks you from the registration form to a running, funded account in four steps, with the security habits and honest expectations that belong to each stage. After reading it you will know exactly what happens next, who calls you, what you decide, and where to look when you want to check anything yourself.
Introduction
The platform is built so that a first-time investor can operate it, but "operating" still deserves a map. Nothing in the four steps below requires prior trading experience, and none of them can be rushed past: each one ends with something you have confirmed, not something done to you.
Register and secure your account
Fill in the form on the account page with your name, email, and phone. Use the name exactly as it appears on your ID, because verification compares them. Choose a password you use nowhere else, and switch on two-factor authentication as soon as it is offered; it is mandatory before your first withdrawal anyway, and habits formed early are the ones that stick.
The advisor call
Within 24 hours, a personal advisor calls to verify your details, record your investor profile, and understand what you want from the account. This call happens before any funding: it covers how the engine works, the risk limits on offer, and the questions you have. It ends with agreed scope and limits in writing, not with a payment request.
Fund and configure
Funding is by Ozow instant EFT, which connects to your bank app and clears in minutes, or by card, wallet, or manual EFT if you prefer, from R 4,500 on Basic. After funding, the advisor walks you through the monitoring settings: which markets to watch, your alert preferences, and the reporting rhythm that suits you.
Review and manage
The dashboard becomes your regular view: positions, results, statements, and the audit log of every action. Monthly statements explain what changed and why, the advisor reviews limits with you as life changes, and withdrawals follow the published withdrawal policy whenever you choose to take money out.
Step 1 in more detail: register and secure
Registration asks for the minimum a first contact needs: your name, email address, and phone number. Resist the temptation to use nicknames, initials, or a work email you might lose access to, because every later check compares against your ID document and your contact channels. The form takes about two minutes, and nothing is charged or committed at any point in it.
Security starts here rather than later. Choose a password used nowhere else, stored in whatever password manager or notebook system you already trust, and switch on two-factor authentication the moment the account offers it. Read the verification email properly: it confirms the address that every future alert and statement will depend on. Ten careful minutes here prevent the most common support tickets in a client's first month.
Step 2 in more detail: the advisor call
The call within 24 hours is a working conversation, not a sales pitch. The advisor verifies your details, records your investor profile, and asks what you want the account to do, over what horizon, and with what honest tolerance for the bad weeks. Your questions belong here too: how the engine works, what the fees are, what happens in a crash, anything at all. There is no such thing as a too-basic question on this call.
What the call produces is the configuration: scope (shares, digital assets, or both), risk limits, position caps, alert preferences, and the reporting rhythm. Everything agreed is confirmed in writing, and nothing trades until it exists. If by the end of the call you decide not to fund, that is a completed call, not a failed one.
Step 3 in more detail: fund and configure
Funding starts from R 4,500 on Basic and moves up through R 25,000 and R 90,000 for the lower-spread tiers. Most clients fund by Ozow instant EFT: you select your bank, approve the payment in your banking app, and the deposit normally reflects within minutes. Cards, wallets, and manual EFT are equally supported if you prefer them, with every rail's timing published on the methods page.
Only funds from accounts, cards, or wallets in your own name are accepted, because payouts must return to a verified you. After funding, the advisor walks you through the monitoring settings: which markets to watch, which alerts you want and through which channel, and what the monthly statement will look like, so the first one that arrives holds no surprises.
Step 4 in more detail: review and manage
Daily use is deliberately light. The dashboard shows positions, recent activity, and results at whatever frequency suits you, and the alerts you configured carry the important events to you rather than you going looking. The monthly statement is the document worth reading properly: every change, its reason, and the costs attached, in rand and in plain sentences.
The review rhythm with your advisor is where the account stays fitted to your life. A promotion, a bond application, a child starting university, all of these change what the right risk limits look like, and the advisor's job is to adjust the configuration before reality adjusts it for you. Withdrawals remain yours to request at any time, following the published timelines, with a small early test withdrawal recommended in the first month so the path is proven before it matters.
A realistic first month
Week one is mostly quiet on purpose. Verification completes, the account is funded, the engine starts reading the markets within your configured scope, and the first few days produce observations rather than fireworks. Your advisor checks in once to confirm the settings match what you agreed, and you are encouraged to change anything that feels off before it has money attached to it.
Weeks two to four bring the first real activity: positions open and close inside your limits, alerts arrive at the rhythm you chose, and the first monthly statement lands with every line explained. A sensible first month includes at least one test withdrawal, small and deliberate, so you know the payout path works before you ever need it in earnest. Clients who do this sleep better than clients who read about it.
What the first month should not include: doubling the deposit because early results looked promising, turning off alerts because there were too many, or stretching the risk limits because the market felt friendly. Every one of those has a familiar ending, and the articles page covers the psychology behind them properly.
Important notes
No step in this guide creates a promise of profit. The engine executes rules inside limits; markets decide results, and losses up to the full amount are possible at every stage described above. The risk disclosure is the necessary companion to this page, and the advisor call will reference it rather than talk you past it.
You remain responsible for your investment decisions. The platform provides analysis, automation, and support; the decision to fund, how much, and when to withdraw stays yours. Keep your login secure, keep your details current, and treat any unexpected contact claiming urgency as fraudulent until checked against the fraud warning page.
Recommended next pages
Five pages that answer the questions new clients actually ask in their first fortnight.
Fees and pricing
The three tiers, the service spread, and every fee table in rand, before your first deposit.
Deposit and withdrawal methods
Ozow EFT, cards, and wallets, with honest processing times for each rail in each direction.
Security
The nine measures protecting the account, and your four habits that complete them.
AML and KYC
Which documents to prepare and how verification proceeds, so it completes on the first pass.
FAQ
Seven groups of the questions new clients ask most, answered in two to five sentences each.