● New Customer — Getting Started

Your Step-by-Step
Training Guide

Follow the three steps below in order. Watch each video, download any documents you need, and reach out to your introducer if you get stuck.

🤝 Signing up as an Introducing Broker (IB)? Click here for your IB-specific training → ›
1

KYC & Onboarding

Complete your Know Your Customer registration and access the broker back office for the first time.

ℹ️ Use the unique KYC link sent to you by your introducer — do not use a generic signup link. Your introducer's link is configured specifically for your onboarding.
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KYC Walkthrough — Registration & Next Steps
YouTube · 7:37 · Click to expand
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📄 Customer Social Trading Guide 🏢 Corporate Account Setup Guide 📋 Aeron Corporate Application Form
📎 Step 1 Documents
📄 Customer Social Trading Guide 🏢 Corporate Account Setup Guide 📋 Aeron Corporate Application Form
2

Broker Platform Training

Navigate the broker back office, choose your traders, request the right accounts, deposit, withdraw, and connect.

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1. Back Office Overview
YouTube · 2:36 · Click to expand
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📄 Customer Social Trading Guide
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2. Request Your First Trading Wallet Account
YouTube · 4:41 · Click to expand
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📄 Customer Social Trading Guide
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3. How to Deposit Into Trading Accounts
YouTube · 8:02 · Click to expand
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📄 Customer Social Trading Guide
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3a. Live Crypto Deposit Example
YouTube · 3:40 · Click to expand
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📄 Customer Social Trading Guide
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4. How to Move Money & Withdraw
YouTube · 4:20 · Click to expand
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📄 Customer Social Trading Guide
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5. How to Connect to a Social Trader (Meridian Prime)
YouTube · 0:56 · Click to expand
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📄 Customer Social Trading Guide
📎 Step 2 Documents
📄 Customer Social Trading Guide
3

VIP Copier — Sentinel Suite

Only needed if you are connecting to Sentinel, SentinelX, or SentinelZ. Skip if you are only trading with Meridian Prime.

⚡ Trading with Sentinel, SentinelX, or SentinelZ? This section is for you.

The Sentinel Suite traders do not connect through the standard Social Trading board. They use the VIP Copier Service only. Watch the videos below in order. If you are only trading with Meridian Prime, skip this section entirely.

Sentinel SentinelX SentinelZ — all require VIP Copier
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1. Why the Sentinel Suite Needs a VIP Copier
YouTube · 6:02 · Click to expand
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2. Request Your Trading Wallet Account
YouTube · 4:41 · Click to expand
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3. How to Submit for the Sentinel Suite VIP Service
YouTube · 10:34 · Click to expand
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⚡ Click Here To Get Connected
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4. How to Adjust Your VIP Copier Settings
YouTube · 2:05 · Click to expand
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⚙ Adjust Copier Settings Now
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5. How to Cancel Your VIP Copier Service
YouTube · 1:18 · Click to expand
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🚫 Cancel My VIP
🤝 Introducing Broker (IB) Setup

IB Training &
Setup Guide

Everything you need to register as an IB, set up your back office, get your personalised referral links, and start onboarding customers and sub-IBs.

🎓 Not an IB? Looking for customer training? Click here to go back to the customer training portal → ›
1

IB Step 1 — Getting Started as an IB

Register your IB account, complete your profile, and understand how the IB programme works.

⚠️ Use the KYC link provided specifically to you by your introducer — do not use a generic link. Your link is configured with your referral chain.
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IB Training — Step 1: Getting Started as an IB
YouTube · 1:07 · Click to expand
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📄 IB Setup Guide (PDF)
📎 IB Step 1 Documents
📄 IB Setup Guide
2

IB Step 2 — Back Office & Your Referral Links

Navigate your IB back office, create your introducer profile, and obtain your personalised customer and sub-IB referral links.

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IB Training — Step 2: Back Office & Referral Links
YouTube · 4:34 · Click to expand
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📄 IB Setup Guide 📋 Corporate Application Form 🏢 Corporate Account Setup Guide
📎 IB Step 2 Documents
📄 IB Setup Guide 📋 Corporate Application Form 🏢 Corporate Account Setup Guide
✅ Once you've completed both IB steps and received your personalised referral links, you're ready to start onboarding. Send your customers to the Customer Training tab at the top of this page — that's their starting point.