Once you've completed these steps, your account will be ready, and you can start exploring investment opportunities with Polka Scale Investment Management!
Create an Account
Enter Personal Information
Provide your basic personal details, such as your name, email address, phone number, and residential address. This helps us verify your identity and provide personalized services.
Set Up Your Security Details
Create a strong password for your account and select security questions for account protection. Your security is a top priority for us.
Provide Financial Information
To tailor investment strategies to your needs, we may ask for financial information, including income, investment goals, and risk tolerance. This helps us understand your unique financial situation
Agree to Terms & Conditions
Carefully review and agree to our terms of service and privacy policy. This ensures that you are aware of how we handle your data and investments.
Verify Your Email
Check your inbox for a verification email. Click on the link provided to confirm your email address and activate your account.
Set Up Your Investment Preferences
After verifying your account, log in and customize your investment preferences. Select your preferred investment options, such as asset allocation, and the type of account you wish to open.