Getting started: your first four steps
This guide takes you from a blank registration form to a running, monitored account. Follow the four steps in order; each one ends with something concrete you can see in your dashboard. By the end you will have an activated account, a connected data source, working strategy settings and the knowledge of where everything lives.
Before you begin
You need no trading experience and no special software: a browser, an email address, a telephone number and, when you choose to fund the account, at least £250. Setting aside twenty quiet minutes for the setup call with your personal manager is the single most useful preparation, because most of the steps below are completed together on that call.
Keep our support address handy throughout: [email protected]. No question in the steps below is too small to ask; the platform is designed for people who have never traded.
Step 1: Register your account
Complete the registration form with your first name, surname, email address and telephone number. Choose a password you do not use anywhere else; a password manager is the reliable way to have one for every site. Confirm your email address through the link we send, which activates access to the dashboard.
Immediately after registering, turn on two-factor authentication from the security section. It adds a code from your phone at login and removes most of the risk of a stolen password. Then add your personal manager's expected call to your calendar: within 24 hours of registering, a named manager rings you to introduce themselves, answer questions and book the setup session that covers the remaining steps.
Step 2: Connect the platform to a data source
Strategies execute through a connection to an exchange account that you own. On the setup call, your manager walks you through creating a connection key on the exchange of your plan, pasting it into Quanaliz, and checking that balances and market data arrive. The key is created with reading and trading permissions only, never withdrawal permission, so the platform can act on positions but cannot move money off the exchange by itself.
Three checks confirm the connection is healthy: the balance shown in your dashboard matches the exchange, market prices update in real time, and the connection log shows no permission errors. If any of the three fails, stop there and raise it with your manager rather than proceeding; a half-working connection is the one component worth being pedantic about.
Step 3: Configure your analysis and monitoring
Configuration begins with two honest questions rather than with settings: how much of the balance should be allocated to automated strategies, and what maximum fall in value would you accept without panicking. Your manager translates your answers into specific parameters: which assets the strategies follow, how much capital each may use, alert thresholds, and whether the volatility guard should pause execution at a conservative or a standard level.
You keep control of notifications. Choose email alerts for significant events: a strategy pausing, an alert threshold being crossed, a new device signing in. Turn on the weekly summary email, which reports positions, results and fees in one table. More notifications is not better; the right handful is.
Step 4: Read your dashboard and manage settings
The dashboard has four areas. Balance shows your deposited capital, open positions and available funds. Strategies lists each running strategy with its allocation and current state, and lets you pause or adjust any of them. History records every executed transaction with the fee applied at the time. Settings holds your personal details, security options, connections and notification preferences.
Make a habit of two regular reviews. Weekly, read the summary email and glance at the strategies page. Monthly, spend ten minutes in History, checking that fees match expectations and that nothing executed which you do not recognise. Any entry you cannot account for goes straight to support with the transaction reference. Withdrawals are requested from the Balance page at any time, with the timelines described in the Withdrawal policy.
Important notes
No configuration of the platform removes market risk. Automated strategies can lose money, past behaviour of any strategy does not predict its next outcome, and the volatility guard limits exposure during instability rather than preventing losses. Read the Risk disclosure before funding the account, and treat the first weeks as a learning period: start with the minimum allocation you find comfortable rather than the maximum you can afford.
Your account, your strategy settings and your money remain yours. You can pause every strategy in one action, request a withdrawal at any time, and close the account entirely if the platform is not for you. A decision to stop is always respected, quickly and without argument.
Your first week, in practice
Days one and two belong to the setup call: verification documents submitted, connection established, mandate agreed and two-factor authentication enabled. Expect your manager's call at the agreed time, have your passport or driving licence and a recent bank statement to hand, and keep fifteen minutes free afterwards to reread what was configured.
Days three to five are for watching rather than acting. Read each daily briefing when it arrives, note one question per briefing, and send the questions to your manager in a single email rather than piecemeal. Glance at the strategies page once a day to see the states change: running, paused by the volatility guard, idle outside session windows. Nothing in this week requires you to touch money beyond the initial deposit, and nothing requires quick decisions.
By the end of the first week, book the review call. Ten minutes with your manager over the dashboard, checking that alerts arrive where you read them, that the fee column matches expectations, and that the allocation still matches the maximum-loss figure you wrote down before registering. Clients who hold that review keep better settings than clients who skip it; the platform gives you the data, but the habit of reading it is what makes the arrangement work.
Recommended next pages
- Crypto basics: what digital assets are, why prices move and what volatility means in practice.
- Fees and pricing: every cost that can apply to your account, in one place.
- Security: the nine measures that protect your account, and your part in them.
- Deposit and withdrawal methods: how money moves in and out, with honest timings.
- FAQ: the questions new clients actually ask, grouped by topic.