What is the process for setting up a new trading platform account?

Begin the process right in the chat. The AI agent (ai-agents) immediately asks about your account type, funding preferences, and personal details. Onboarding prompts walk you step by step, while custom-actions pre-fill fields with any existing account relationship data you already have with us. If you get stuck, the agent offers clear explanations and examples, all drawn from the exact guidelines your trading platform follows.

Just as you’d expect from a financial service, verification is mandatory and thorough. The AI agent initiates custom-actions that let you securely upload identification documents, proof of address, and a live selfie directly in the chat. These actions trigger real-time checks with our compliance engine. You’ll see a confirmation once verification passes, typically in less than five minutes. The process stays inside the chat – no separate emails, no confusing portals.

When verification is complete, the agent helps you link a funding source. Custom-actions can present a list of supported methods (bank transfer, wire, or digital wallet) and gather the necessary details. The agent knows the minimum deposit requirement and any promotion codes. Should a transfer fail or a bank reject the attempt, the shared-inbox instantly flags the issue for a human support specialist, who steps into the same conversation thread with full context, so you never repeat yourself.

Your safety is built into every step. All data is encrypted in transit and at rest. Two-factor authentication is mandatory from day one, and the agent will guide you through setting it up. The Chatref-powered AI never stores your sensitive identity documents; it passes them securely to our KYC system and discards any local copies. Ongoing monitoring flags unusual login attempts, and the shared-inbox ensures a human reviews any security alarm within minutes.

How to create a new trading platform account?

Just start a conversation with our AI support agent. It will walk you through the online application, ask for required fields, and use custom actions to submit your application instantly. The entire new account creation is handled inside the chat without leaving the page.

What verification steps are required?

You’ll need to provide a government-issued ID, proof of address (utility bill or bank statement), and a live selfie. The AI agent triggers custom actions to collect these documents securely. Verification happens in real time, and you’ll be notified once it’s done.

What security measures protect my account?

Two-factor authentication, encrypted data transmission, and automated suspicious-login detection. Your documents are never stored by the AI; they pass directly to our compliance system. Human agents monitor security alerts through the shared-inbox and can take over immediately if needed.

How to make initial deposits efficiently?

Right after verification, the AI agent will present your funding options via custom actions. Link your bank account or wallet, confirm the amount, and submit. If the transaction requires review, the shared-inbox lets a specialist pick up the case with full context, so the process stays fast and smooth.