Skip to main content
Your details and SMA carry over, so there’s no Account Information step and no new agreement to sign.

Start the setup

  • A strategy you don’t run yet: on its page, choose Continue to account setup.
  • Another configuration of a strategy you already run: in its Manage position panel, open the account menu and choose Set up another account.
1

Strategy Configuration

Choose your venues, fees and allocation, then confirm, as in Step 2.
2

Credentials

Ask your prime broker for a new sub-account on each exchange, then create new keys on them, restricted to this account’s IP addresses, as in Step 4. The new account can use a different prime broker from your other accounts.
3

Account Configuration

Confirm each exchange’s settings, as in Step 5.
4

Review

Check your details, then choose Complete Onboarding. The desk takes the account live, as with your first.