Onboarding | Helpdesk

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.

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.

Takers will request introductions to you through our onboarding tool.

What kind of data will I receive when the taker requests an intro?

You will receive an email with the following fields

Which steps may implement for my onboarding process?

We suggest the following options:

Introductory call
Providing the taker with your KYB form and required documents

You can take these steps in a different order or opt to request only the documentation.

What would be my next step after the successful KYB?

Please go to the Risk Management section and set up the limit. The ID for the taker is provided in the initial email. This will trigger the completion of the onboarding process.