How many steps are there?
Enter your company's legal data.
Accept the T&Cs for using our software.
Provide details about your trading preferences.
Select a provider from the recommended list.
Can I close the tab?
Yes, you will have to re-login into the system to see the list of the providers
How do you make the LP recommendation?
We make recommendations based on the data provided: the banks you are using and the pairs that you are trading.
I have selected a liquidity provider, what should I do next?
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.
Can I have access to view-only Market Data of the LP?
Once the LP approves your connection request, they have the option to switch on the view-only market data feed while you continue with the onboarding process.
You will receive a platform and email notification as soon as they grant this access. After receiving the notification, navigate to the Trading page to access View-Only Market Data. More on view-only market data.
What would be the last step of the onboarding?
The last step of onboarding is setting up the limits.
Once the KYB process is complete, the Liquidity Provider will set the initial limit. Then it will be your turn to adjust the limits. We have provided preset trading limits, but you can modify them to any value. To learn more about limits, read the Risk Management section
What if I'm experiencing difficulties during the onboarding process?
You can always contact the sales person from Finery Markets for assistance.
What if I require API Integration?
During the account creation process 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.
