Once your form is sent, a team member or automated process may confirm your information and guide you through the setup list, including contact verification, alert preferences and, if you choose, connection to the affiliate access dashboard. Optional items can be left for later and completed from your profile.
If you need help before or during setup, browse the FAQ, consult the Privacy Policy, read the Terms of Service or contact us through the Contact page. Affiliate access can depend on jurisdiction, while U.S. citizens and U.S. residents are excluded from regulated brokerage services provided by external partners.