Onboarding Videos
Setup Guide
Step 1
After your purchase of OmniFunds you will receive two emails from us (Nirvana Systems). One allows you to book an onboarding session if you haven't already. The other email provides you with a link to request your brokerage account.
Step 2
As soon as your our partner broker request is submitted, you will receive a call and two emails from your broker. One email will provide the steps to take to establish your account, The other email provides the link to begin the account application process. . Remember that Our partner broker is a US regulated introducing broker for Interactive Brokers, so they will be working together to establish your account.
Step 3
Once your broker receives the application, they will submit it to IB for approval. This usually takes 24 to 48 hours. If the application is for an entity, it can take 3 to 4 days.
Step 4
When your account is approved, you will receive an email from your broker providing you with instructions on how to fund your account. Your broker will work with Nirvana to activate your funded account for autotrading. This process will usually take 2 business days.
Step 5
The final step is to set up a password with Nirvana/GXTrader to facilitate automatic trading from OmniFunds to your brokerage account. Your broker will send you an email with instructions and link to establish that password. Once completed, you will able to connect the account and start trading with OmniFunds!