CMTrading

Learn why we are required to verify our users as a regulated company

Why do I need to verify my account?

Learn what documents are needed, how to upload them, and how to verify your Live Account.

How to verify your Live Account (Computer/Laptop)

Find below instructions on how to verify your account using your phone browser

How to Verify your Live Account (Mobile Browser)

Learn what documents are needed to verify your trading account

What documents are required to verify a trading account?

Learn how long CMTrading Account verification takes

How long does the verification process take?

Learn what documents are needed to verify your corporate account

What documents are required to verify my corporate account?

Find possible reasons why your Proof of Identity may be rejected

Proof of Identity - Rejection Reasons

Find possible reasons why your Proof of Residence may be rejected

Proof of Residence - Rejection Reasons

Learn what shall you do if your documents were rejected. The reasons behind and actions you can take to fix it.

My documents were rejected, what should I do?

Find how to convert your National ID Number (NIN) slip to a digital one (Available only for Nigerian clients)

Convert your NIN slip to a digital one (Nigeria)

Learn how to request to delete your documents and how fast can we do it according to AML policies

How can I delete my uploaded documents?

How do I delete/close my CMTrading account?

How to complete your Questionnaire? (Computer/Laptop/Phone)

Find below instructions on how to verify your account using your phone through the CMTrading App

How to Verify your Live Account (CMTrading App)

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Account Verification 

CMTrading Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.