Congratulations for starting your journey with us on The Exchange! Now you've bought your subscription, you’re just about ready to operate on the platform – there's just two steps you'll need to complete first.
1. Get TEG compliant
The first step of your onboarding journey is to get TEG compliant. This process is completed via our compliance platform, Trustd.
Take a look at the diagram below to see how the process works, step by step.
2. Complete online training
Once you're TEG compliant, we’ll enrol you in our online training course. You will then receive an email invitation with instructions on how to start.
The 30-minute course is designed to be easy to follow and helpful with short videos and multiple-choice questions, coaching you on how to use the platform.
If you haven't received the training invitation, please submit a support request to request it be resent.
Once you've completed your online training - our team will be in touch to set you up with a login for the platform so you can start making money!
Receive personalised support and guidance
During the first 3 months of your journey, your onboarding specialist will regularly check in with you to offer personalised support and guidance, ensuring you get the most value out of the platform as possible.