Frequently asked questions
Answers about the client portal. This is information, not legal or investment advice.
Frequently asked questions
How do I open an account?
Use Become a Client to submit an application. An administrator reviews it and issues credentials. Self-service trading access is not offered.
Can I trade from this website?
No. The brokerage executes at external venues and records the result here.
What asset classes can I hold?
Cryptocurrency, forex, stocks, commodities, indices, bonds, real estate and Festgeld, if activated for you.
How is profit calculated?
Unrealised P/L uses current value versus remaining cost basis. Realised P/L uses FIFO lots on sales, minus applicable fees. Deposits are not profit.
How do deposits work?
The administrator records incoming funds. Only completed deposits increase available cash.
How do withdrawals work?
You can request a payout. Cash is reduced only when the administrator marks the withdrawal completed.
Where are documents?
In the document center, visible only to you after login.
What is Festgeld?
A fixed-term deposit with an institution, showing rate, term, accrued interest and maturity progress.
How is the portal secured?
Hashed passwords, session cookies, server-side permission checks and private document delivery. See the Security page.