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🚀 Configure Your New Project

Applies to: Project Managers, System Administrators

Welcome to your new trading project! Let's get your platform ready for customers in just a few essential steps. Follow this guide to set up the core components that make your project unique and operational.

⚙️ Essential Setup Checklist​

1. 🔐 Set Up Security & Verifications​

Build trust with proper verification systems

  • KYC Levels: Create tiered verification steps Learn more
  • Document Requirements: Define what customers need to provide Learn more
  • Onboarding Flow: Set up smooth customer journey Learn more

2. 💰 Configure Financial Foundations​

Set up how money moves in your system

  • Wallet Types: Create different money containers Learn more
  • Currency Settings: Support multiple currencies Learn more
  • Payment Methods: Enable deposits & withdrawals Learn more

3. 📊 Design Trading Experience​

Create the perfect trading environment for your clients

  • Account Types: Offer different trading levels Learn more
  • Leverage Settings: Control risk exposure
  • Commission Rules: Set up your fee structure
  • Trading Instruments: Enable symbols and spreads Learn more

4. 🎨 Customize Look & Feel​

Make it uniquely yours

  • Platform Branding: Upload logos for different screens and configure platform info Learn more
  • Themes: Choose your layout style Learn more
  • Colors: Match your brand colors
  • Navigation: Organize menu items
  • Assets: Upload additional images and icons Learn more

🎯 You're Ready to Go!​

Once you've completed these configurations, your project is ready for action:

✅ Start Onboarding Customers​

📈 Next Steps for Growth​

💡 Pro Tip: Start with basic configurations and gradually add advanced features as your customer base grows. Each section can be refined later based on real user feedback!

Your trading platform adventure begins here!