Completing Personal Profile & Onboarding Questionnaire
Overview
All new users must complete their personal details and the regulatory onboarding questionnaire.
Step 1: Update Personal Details
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Go to Manage Profile → My Profile / Edit Profile.
(Page 6)
You can edit:
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Address
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Phone number
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Date of birth
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City, country
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Profile picture upload
Step 2: Complete the Onboarding Questionnaire
Navigate to:
Manage Profile → Onboarding Questionnaire.
Questions include:
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Occupation
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Trading experience
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Annual income
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Net worth
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Savings
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Source of funds
(Page 6–8 detail the questionnaire layout.)
Enter:
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Date
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Full Name
Click Submit.
A confirmation message appears:
“You have been successful in your Request for Questionnaire with Capital Street FX.” (Page 7)
Important
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All questions must be answered.
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Use accurate financial information as required by regulatory standards.