HOW IT WORKS
Eight checkpoints. One customer-controlled deployment.
Progress is saved after each checkpoint. Brokerage eligibility, verification, funding, and product availability remain controlled by the relevant independent provider and the customer’s live portal.
- 01
Subscription
Confirm the selected plan, licensed capacity, monthly price, renewal date, and Customer Portal access.
- 02
Broker Account
Open an independently approved brokerage account using accurate ownership and residency details.
- 03
Verification
Complete all personal, entity, beneficial-owner, and controlling-person checks requested by the broker.
- 04
Funding
Use only a funding method displayed as available in the approved account’s live client portal.
- 05
VPS
Provision the protected trading VPS included in the original subscription checkout for $20/month.
- 06
Software Connection
Provide account identifier, broker server, deployment identifier, virtual allocation, and acknowledgments. Do not provide broker passwords to QuantumX.
- 07
Demo Test
Validate connection, license, market data, symbol mapping, time zone, capacity, update service, and a demo-mode run.
- 08
Activation
Accept the current Terms and Risk Disclosure versions, confirm customer control, and authorize operation under the selected settings.