What are you looking to do?
Open your first strategy account
From choosing a strategy to a live account: your details, the SMA agreement, and connecting your exchanges and prime broker.
Add another strategy account
Your details and agreement carry over, so it takes four steps instead of six.
Manage your accounts
Deposit or withdraw, change venues or keys, close an account and read your reports.
Deposit into a vault
Connect a wallet, verify once with Keyring and deposit USDC on Ethereum. No login needed.
Trade on the terminal
Connect a wallet, deposit USDC from Arbitrum, enable trading and place an order.
Look up a term
SMA, sub-account, one-way mode, prime broker and every other term, defined in one place.
Prime broker guides
If you’re opening a strategy account, start here: your prime broker opens the exchange sub-accounts the strategy trades on. Each guide covers the broker’s transfer key, then each exchange from sub-account to keys, for Step 4: Credentials.
BIT
Transfer key, then each exchange. BIT creates the OKX and Bitget keys for you.
LTP
Transfer key, then LTP provisions a DMA sub-account and its keys on each exchange.
Bequant
Transfer key, then Bequant opens an account on each exchange and creates its keys, except Kraken’s, which you create.
FalconX
Transfer key, then a sub-account on Binance, Bybit and OKX. FalconX creates the OKX keys for you.