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How to complete the welcome setup and redo it later

After confirming your email you answer a few questions about how you trade. You can redo them from Settings at any time.

Steps

  1. Type your first name and click Set up my workspace.

  2. Pick how long you have been trading and click Continue.

  3. Select what you use to trade (you can pick several) and click Continue.

  4. Search for your primary broker or platform and click it. If it is not listed, click Use with your own text.

  5. Select the markets you trade and click Continue.

  6. Choose up to 2 goals for NovaTrade and click Continue.

  7. Say how you heard about us. Untick the demo account option if you don't want sample data, then click Finish.

  8. To repeat it later, open Settings and click Redo onboarding.

Tips

  • With the demo account ticked you land on the Dashboard with 500 sample trades. Without it you land on Accounts.
  • Remove the sample data any time in Settings with Remove demo data. Load it again with Load demo data.

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