Your phone
You need it for the manager's call, for text message codes and, ideally, for an authenticator app.
Getting started with Aureo Flowdex
This guide walks you through your first session, from creating an account to reading your dashboard. Follow the four steps in order and by the end you will have a secure account, a connected exchange, a monitoring set-up that reflects your own limits and a clear idea of where to find everything. Allow about 30 minutes, or let your personal manager do it with you on the phone.
Before you begin
Having these to hand turns a stop-start afternoon into one smooth session.
Photo ID and proof of address
A passport or UK photocard driving licence, plus a bank statement or utility bill from the last three months.
About 30 minutes
Most of that is verification and connecting the exchange. You can stop and return to the dashboard at any point.
Step 1: Register your account
Complete the registration form with your first name, last name, email address and a mobile number you can answer. You will get a confirmation email, and your personal manager will call within 24 hours to say hello and check that the details are right.
Choose a long, unique password that you do not use anywhere else, and switch on two-factor sign-in straight away. An authenticator app is safer than text messages. Save the backup codes somewhere offline, because they are the quickest way back in if you lose your phone.
- Use an email address only you can read
- Turn on two-factor authentication before anything else
- Never share a code, even with someone who says they work for us
Soon after you register, the dashboard asks you to verify your identity by uploading a photo of your ID and taking a short selfie. This is a legal requirement and it is also what protects your account, so it is worth doing straight away rather than when you want to withdraw.
Step 2: Connect a cryptoasset exchange
The platform reaches your exchange account through an API key, a pair of codes that you create at the exchange and paste into the dashboard. If you do not have an exchange account yet, your manager can talk you through opening one.
When you create the key, give it two permissions only: read and trade. Leave withdraw switched off, and if your exchange offers an address allow-list, add the server addresses shown in the dashboard. After you save the key, use the "Test connection" button. A green tick means the platform can see your balances and nothing else has gone wrong.
If the test fails, the usual causes are an extra space copied with the key, a withdraw permission that is still switched on, or an address restriction that does not match.
Give the key a recognisable label at the exchange, such as "Aureo Flowdex", so that you can find and delete it later. Do not save the secret part of the key in an email, a note on your phone or a shared document, because anyone who finds it can use it.
Step 3: Set up analysis and monitoring
This is where the platform learns what you want it to do. Take it slowly, because a few sensible choices here make everything afterwards easier to follow.
A good first set-up is deliberately modest: two or three assets, a small amount and tight limits. You can widen things later once you have watched how the engine behaves for a few weeks, and your manager can review the settings with you at any time.
Choose trading pairs
Pick the assets you want the system to watch, for example Bitcoin against the US dollar or a selection of UK-listed shares. Starting with two or three is plenty.
Set your conditions
Decide the most you will risk per trade, a daily loss limit and whether trading should pause in sharp markets. These limits are applied before every order, so they are the single most important setting on the page.
Choose notifications
Select which events reach you by email, such as a strategy starting, a limit being reached or an unusual login. Fewer, more useful alerts are better than a constant stream.
Try the simulator
Run your settings in the simulator first. It uses past data, so it is no promise of future results, but it shows how the rules behave before real money is involved.
Step 4: View and manage your account
The dashboard opens on an overview of your balance, open positions and the last few actions the system took. Below it you will find your strategies, where each one can be started, paused or changed, the reports section with weekly and monthly summaries, and the settings area for security, notifications and exchange connections.
Check the dashboard at the start of each week. Look at what the system did, compare it with your limits, and use the pause button if anything surprises you. Changing a setting never alters trades that have already happened, but it applies to every order that follows.
If you want a break, use "Pause all". New orders stop at once, nothing is sold for you, and anything already open stays as it is until you decide what to do. If you decide to take money out, the withdrawal button sits in the same menu and follows the rules in our withdrawal policy.
Important notes
No platform can guarantee a profit. Markets are volatile, and you can lose some or all of the money you invest. Automation saves effort, but it does not remove risk, and every investment decision remains yours. Never put in money you cannot afford to lose, and read the risk disclosure before you deposit.
Your first week, day by day
Day one
Register, secure the account and take the call from your manager. Do not deposit anything yet unless you want to.
Days two and three
Verify your identity, connect an exchange and run a settings test in the simulator.
Days four to seven
If you decide to proceed, make a small first deposit, start one strategy and read the daily report each evening.
There is no deadline for any of this. Taking longer is normal, and plenty of clients spend a few weeks in the simulator first.
Pages to read next
Five pages that most new clients find useful in their first week.