FAQ

What happens after signup?
New customers confirm a plan privately, enter the portal, connect billing, and then move into onboarding and broker setup.

What should someone expect on day one?
A guided setup flow, not instant broker activity. The first pass is about confirming the plan, connecting billing, submitting Lucid details, and getting the broker posture right.

Where do customers choose a plan?
Plan selection happens inside the signed-in account flow after signup, so pricing stays attached to the customer experience instead of the public homepage.

What am I paying for?
Software access, connected-account operations, billing access, and the onboarding workflow.

Does this replace the trader?
No. The platform is built to organize the operating side of the workflow and give the trader a cleaner structure for setup and review.

Who is this best for right now?
Traders who want a cleaner account workflow, structured onboarding, and a paper-first path into controlled broker readiness.