Create or log in
Users start from the portal to manage identity, profile, and settings.
Platform Setup
Setup starts in the portal.
Platform setup guides users through account access, provider terms, market-data permissions, simulator readiness, profile settings, and support paths.
Market data and platform access depend on exchange, data-provider, and platform-provider entitlements and terms. Public pages keep credentials out of view and avoid implying access beyond available entitlements.
Portal workflowEntitlement basedSupport-ready
Setup flow.
Keep account-specific workflows out of public pages.
Accept required terms
Market data and platform providers may require agreements, self-certifications, and entitlements.
Start simulated trading
Once access is ready, practice activity can feed the profile and rankings.
Public vs portal.
Setup is the perfect example of the surface split.
Explain requirements
Describe provider dependencies, disclosures, support paths, and product readiness.
Handle credentials
Credentials, agreements, entitlements, and private settings belong in the authenticated workspace.
Provision and audit
Provider jobs, access grants, logs, and reconciliation belong behind the scenes.
Keep setup operational.
Visitors need clarity; members need a secure workflow.