1. Register for Trader Works. (Customer's work)

2. Open an account. (Customer's work)

3. You will receive two live account opening emails. (M&C work)

4. Confirm and activate your account. (Customer's work)

5. Upload LPOA. (Customer's work)

6. Deposit to the designated account. (Customer's work)

7. You will receive a payment confirmation email. (M&C work)

8. Transfer funds from the balance account to the investment account. (M&C work)

9. You will receive a fund transfer completion email. (M&C work)

10. Wait until operation starts. (Customer's work)

11. Operations will begin on the first business day of the month. (M&C work)