Creating your portfolio

Once you've completed your registration information, you can open the portfolio architect to create your portfolio. After creating your portfolio, you may also be required to complete other necessary steps, including providing signed documentation, bank verification, and an attested valid ID. 

To create your portfolio:

  1. On the account management home page, beside Create your portfolio, click Launch portfolio architect

  2. The portfolio architect opens. Follow the on-screen instructions to build your portfolio. You can navigate to the next section by clicking Next.

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