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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!