Auto-Plan Checklist

Let us walk you through the steps needed to begin a relationship with us. Follow the interactive checklist below to complete your account.

New Account Timeline

Register with MarketAlly

Awaiting User Action

Start by creating an account with us. Follow the link to login/register and then return to the checklist to continue the process.

Take our risk assessment

Pending Steps

Identifiying your risk tolerance is important so we can recommend products for you and make suggestions. Don't worry, we do not restrict any of the products but we do make recommendations.

Approve Electronic authorization

Pending Steps

Before we can continue, we must ensure you are ok with receiving and confirming legal contracts either online or via email.

Review our ADVForm

Pending Steps

As an investment advisory, we disclose everything so you can fully understand the risks associated with interacting with MarketAlly.

Agree to our client agreement

Pending Steps

Review the details associated with engaging in a relationship with MarketAlly, from our responsiblities to yours.

Open a Trading Account

Pending Steps

A broker account is required which you have complete control over. Follow the link and complete the process, once funded and and your API Key/Secret are requested by you - enter them here:

Purchase Plan Subscription

Pending Steps

You can view all the plans for free but to trade them auto-trade you have to purchase plan tokens.

Choose your Charity

Pending Steps

Select from a list of charities. You may chose more than one but you must select at least 1.

Select PolyPlans

Pending Steps

Review the trading plans. If you like one, the option to link it to your account will now be available

  1. Click the Title

    To proceed, click each title as you complete the previous to proceed along the checklist.

  2. Verify your Progress

    As you complete each step, this will mark your progress.

  3. Proceed Along Path

    Move to the next task until the end of the checklist

Congratulations! Welcome to MarketAlly