Open your first strategy account

	What you do
Choose a strategy and amount	Pick a strategy on the Strategies page and set your starting amount
Step 1: Account Information	Say who owns the account, as it should appear on the SMA
Step 2: Strategy Configuration	Set up exchanges, fees and allocation
Step 3: SMA Review	The desk reviews your configuration, then sends a prepared SMA for your signature
Step 4: Credentials	Set up your prime broker, then your exchange connections
Step 5: Account Configuration	Confirm each exchange’s account settings
Step 6: Review	Check and submit
After you submit	The desk checks your keys and settings, then takes your account live

What you do

Choose a strategy and amount

Pick a strategy on the Strategies page and set your starting amount

Step 1: Account Information

Say who owns the account, as it should appear on the SMA

Step 2: Strategy Configuration

Set up exchanges, fees and allocation

Step 3: SMA Review

The desk reviews your configuration, then sends a prepared SMA for your signature

Step 4: Credentials

Set up your prime broker, then your exchange connections

Step 5: Account Configuration

Confirm each exchange’s account settings

Step 6: Review

Check and submit

After you submit

The desk checks your keys and settings, then takes your account live

You’ll need

A Blockhouse login.

A prime broker account. Your prime broker creates the strategy’s sub-accounts on at least two supported exchanges.

Your maker and taker fees on each exchange.

Your legal name and address. If you represent an entity, the name and title of the person who will sign.

Access to each sub-account, so you can create its API keys.

To pick up where you left off, open the profile menu → Manage accounts → Resume.

Having trouble with your API keys? Most key problems come from the IP whitelist: each key needs its own list of IP addresses from the Credentials step. API key problems has a checklist.

Get started