Visual Walkthrough

Complete Account Opening And Submission Guide

This page breaks the full onboarding flow into clear phases, from UM onboarding and funding to copy-trading setup, optional Fx Strategia membership, and the final account-info submission.

Main phases from UM onboarding to account submission

MT5 / USD

Use an MT5 account in USD for the linkage flow

Digits Only

Submit the trading account number as digits only

Before you begin

If this is your first time going through the process, follow the steps in order. UM onboarding comes first, while Fx Strategia membership is optional and mainly used for urgent notifications and later account-info submission.

Prepare an email inbox you can access and a phone number that can receive verification codes.

Use a clear and valid identity document for the verification stage.

When creating the trading account, make sure you select MT5 and USD.

The page already uses dedicated image slots for each phase. To replace these with real screenshots later, overwrite the files under public/assets/tutorial-guide/ using the same file names.

Broker Onboarding

Open your UM trading account

Follow the platform guide to complete Ultima Markets onboarding and identity verification first. This is the real trading account where the strategy runs and where your funds remain under your control.

Finish the broker's basic profile, identity verification, and trading-account opening flow.

Make sure the UM trading account is fully usable before moving to the funding step.

After onboarding and verification are complete, continue to funding and copy-trading setup.

Broker OnboardingSTEP 01

Start by completing UM account opening and verification.

Funding

Complete your deposit

After UM onboarding is complete, fund the matching account first. Use the USD account from US$10,000 upward, and use the Cent account from US$100 to US$9,999.

Confirm whether your funding plan should use the USD account or the Cent account.

Finish preparing and funding the matching account before moving on to copy-trading setup.

If funding is not complete yet, the later copy-trading links will not finish successfully.

FundingSTEP 02

Finish funding before moving into copy-trading setup.

Copy Trading Setup

Complete the copy-trading setup

Copy-Trading Links

After funding is complete, you can use the same two copy-trading entry links from the homepage again and choose the one that matches your funding plan.

Performance fee 30%

USD account copy-trading link

For investments starting at US$10,000, use this USD account entry.

Open link

Performance fee 40%

Cent account copy-trading link

For investments from US$100 to US$9,999, use this Cent account entry.

Open link

Copy Trading SetupSTEP 03

Membership Application

Apply for Fx Strategia membership if you need alerts

If you want urgent risk-control notifications, you can apply for Fx Strategia membership at this stage. Membership is optional and is not a prerequisite for copy trading itself.

Membership is now an optional service and no longer has to be completed at the very beginning.

Apply only if you want urgent or black-swan-level risk notifications from Fx Strategia.

Keep your member profile after registration so you can submit account information later.

Submit Account Info

Submit your copy-trading account info to your member profile

After you register as an Fx Strategia member, submit the correct copy-trading account information to your member profile so the team can match it with the right service flow.

Submit the correct copy-trading account information and avoid unrelated identifiers.

Check the account details one more time before saving so the later matching step stays accurate.

Once submitted, your member profile and copy-trading account can be paired correctly for follow-up service.

Reminders

If the live platform screens look different from these illustrations, follow the live interface, but the overall order of the process should remain the same.

Do not submit your account before verification is approved, otherwise the setup may need to be checked again.

When you replace the illustrations with real screenshots later, keep the same step order so users can follow the guide easily.

Next Step

After this, you are ready for the account-matching flow

Once account opening and member-side submission are complete, the next step is waiting for platform confirmation. If you get blocked at any point, review the FAQ or contact support for help.