Onboarding
3 brokers in the pipeline
Invite
Checks
Review
4
Agreement
5
Set up
6
First trade
They signed on Monday. Your signature makes them live — overdue by a day.
Invite
!
Checks
3
Review
4
Agreement
5
Set up
6
First trade
Stuck since last week — we're missing their ownership paperwork. Chased twice.
1
Invite
2
Checks
3
Review
4
Agreement
5
Set up
6
First trade
Invited on Monday — expecting their details back this week.
Every broker follows the same six steps, and the system won't let anyone skip one. A broker can't receive funds until steps 1–5 are complete.