Getting started on the platform

This guide takes you from a blank browser tab to an activated account with your first strategy running. Follow the four steps in order; each one ends with something concrete you can see in the platform. Most new clients complete steps 1 and 2 in a single call with their account manager.

Introduction

VestAccrue is designed so that a person who has never traded can reach a supervised, automated setup in days, not months. The platform does the market watching; you make four groups of decisions: your account, your exchange connection, your analysis preferences, and how actively you want to supervise. By the end of this guide you will have a working account with an exchange connection, chosen strategies with limits you understand, and a dashboard you can read in two minutes a day. Nothing here requires prior trading knowledge; where a term matters, we explain it where you meet it.

Step 1: Register your account

Create your account with the registration form on the homepage or the Create Account page: name, email, phone number and a password. Use a password you have not used anywhere else, because this account will control real money. Within 24 hours on business days, your personal account manager calls you to complete activation: identity verification for the KYC requirements described on the AML / KYC page, and your preferences for contact and language.

Before that first call, do two things in the Security settings. First, enable two-factor authentication with an authenticator app, and store the backup codes offline; the Security page explains how. Second, set your personal security phrase, which our staff reference when discussing account matters by phone. Both take minutes and close the two most common doors attackers use.

Step 2: Connect your exchange

Trading happens on external exchanges; the platform connects to them through API keys you create on the exchange yourself. On your exchange account, generate an API key restricted to reading (account state, market data) and trading (placing and closing orders). Do not enable withdrawal permission: the platform never needs it, never requests it, and cannot use it. Paste the key into the platform's Connections page during setup with your manager, who verifies the scopes before activation.

Three settings on the exchange matter. First, IP restrictions, if offered: the platform's connection addresses are shown during setup for exactly this purpose. Second, key expiry: choose the longest option offered, because an expired key silently stops strategies until renewed. Third, permissions: read-and-trade only. When the connection is live, the dashboard shows its status at all times, and the platform alerts you by email if a connection drops, so a silent failure cannot persist for long.

Step 3: Configure analysis and monitoring

Now choose what the engine watches and how it reports. With your manager, select the markets to monitor, such as BTC, ETH and SOL pairs, major FX crosses including the Canadian dollar, gold, and selected stock indices. Then set the operating conditions for each strategy: the risk ceiling as a percentage of the balance it may put to work, the volatility threshold at which trading should pause, and the loss limit that stops a strategy for review. These guardrails are described on the Risk Disclosure page; set them before activation, not after a drawdown.

Finally, choose your notifications: email for login alerts and connection issues, push or email for strategy events such as pauses and limit hits, and the weekly summary that condenses activity into one readable message. Monitoring then runs around the clock, including overnight and weekends; the AI analysis layer continuously re-evaluates conditions and can pause activity when measured volatility exceeds your configured thresholds.

Step 4: Review and manage from the dashboard

The dashboard is your daily cockpit. The overview shows balance, open exposure, running strategies with their states, and any alerts needing attention. The reports section holds your monthly statements and the audit history: every login, connection change, strategy activation and setting change, timestamped. The actions you will actually use most are small: pausing a strategy, adjusting a limit, and requesting a withdrawal to your bank by Interac e-Transfer. A two-minute habit serves most clients: open the dashboard, scan the overview, read any alert, close it.

Your account manager remains your direct channel for anything that is not a click: reviewing strategy choices as your balance grows, walking through a report you find unclear, or prioritizing a withdrawal when timing matters. The relationship is meant to continue; the platform automates execution, not accompaniment.

Important notes

There is no assurance of profit. Automation changes how work is done, not whether markets move in your favour; every strategy can lose money, and past performance does not indicate future results. Risk stays with you: the decisions that matter most are the ones in step 3, and they belong to you. Markets can gap: stop levels are executed as soon as possible, not necessarily at the exact level shown. Fees apply to activity: the trading commission and any third-party costs are shown before each transaction, detailed on the Fees page. Your access matters: keep your registered email and phone current, because security notices and manager calls depend on them.

One last habit worth forming in week one: open your monthly statement the day it arrives, even if you only skim the headline numbers. Clients who read their statements ask better questions, adjust limits sooner when life changes, and are the first to notice anything that does not look right. The report was designed to be read; let it be read.

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