STEP 9 OF 10 · ACTIVATION
Five gates before anything is managed
Activation is not a switch. Each gate has an owner and a recorded time, and the mandate does not begin until all five have cleared.
01
Baseline captured
The immutable T0 snapshot of the account is recorded.
02
Baseline reconciled
Holdings and cash agree with the broker or venue record.
03
Permission verified
Scope confirmed as read and trade only; withdrawal absent.
04
Connection tested
Data freshness and instruction path verified end to end.
05
Portal handover
The workspace, reports and fee ledger become visible to you.
Please choose an option before continuing.