Onboarding
Seamless introduction to the Liquidity Provider

Finery Markets Onboarding is an extension to our existing marketplace. This is the first step you will take after logging into the production environment. After logging in, you will be asked to input your company's data, requirements for your counterparty and you can start the onboarding with the liquidity provider that suits your needs.
Taker
For Liquidity Providers
- 1.The input of the legal data regarding your company
- 2.Accept the T&Cs for using our software
- 3.Input details about your trading preferences
- 4.Select the provider from the recommended list
Yes, you will have to re-login into the system to see the list of the providers
We make recommendations based on the data provided: the banks you are using and the pairs that you are trading.
The steps are shown on the screen. They usually start with an introduction call. The introduction call is necessary to validate a few compliance and business requirements by a person on the liquidity provider's side.
The last step of onboarding is setting up the limits.

Once the KYB is complete, the limit would be set by a Liquidity Provider and it would be your turn to set the limits up. We have provided the preset for the trading limits however, you may change them to any value. To learn more about the limits, read the Risk Management section
You may always contact the sales person from Finery Markets for the assistance.
Durring the account creation the system will ask you if you need a test account (sandbox) for the API set up. Please keep in mind that the API integration comes with a fee.
Takers will request the introduction through our onboarding tool.
You will receive an email with the following fields

Sample Email
We suggest the following options,
- 1.Introductory call
- 2.Your KYB form and required documents
You may shuffle the steps or leave only documentation submission.

Sample LP card
Please go into the Risk Management section and set up the limit. The ID for the taker is provided in the initial email. This would trigger the completion of the onboarding
Last modified 6mo ago