For Investor

Account Verification

Account Verification_1Enter your personal cabinet.

1. Go to the tab “Profile” in your personal cabinet.

Account Verification_2

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Fill your passport details in the verification form.

Account Verification_3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PIN-CODE is your personal secret code, which allows to protect your accounts from hacking. All money transactions are confirmed via PIN-CODE. If you lose the PIN-CODE, you can get a new one via SMS by clicking on “Remind me my PIN-CODE”.

Receiving letters from the company allows You to receive information about the income, promotions and news one of the first.

3. Save your personal data by clicking on “Save changes”

 

Account Verification_44. Complete the verification of your e-mail address by clicking on the “Verify my e-mail”. After clicking you will automatically receive for your email a letter with the instructions for confirming your email.

Account Verification_5

5. Confirm the authenticity of your passport details by uploading your photo in a special form.

6. Send your photo for checking to the technical support by clicking on “Send my identity verification”.

Account Verification_6

 

 

 

 

 

 

 

 

7. Confirm the authenticity of your place of residence, by downloading the document corresponding to the terms of the verification passing.

8. Send the document for checking to the technical support by clicking on “Send my address verification”.

Account Verification_7

 

 

 

 

 

 

 

 

After successful verification you are assigned the status “Verified”

Input and Withdrawal of Funds

Enter your personal cabinet.

1.Go to the tab “Dashboard” in your personal cabinet.

 

 

 

 

2. Select the product “Investor`s Portfolio” which you want to merge and click “Upgrade”

 

 

 

 

 

 

 

 

The Merge option becomes available if you have a minimum of 3 identical products “Investor`s Portfolio”

3. Put in the active position the switches of those products “Investor`s Portfolio” that you want to merge.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The system automatically calculates the lifetime and earning potential of the new product “Investor`s Portfolio”.

Use the hint of the system for calculating the amount of the merged products “Investor`s Portfolio”.

4. To obtain a new product “Investor`s Portfolio”, click “Upgrade”.

All the products involved in the merging will no longer be available for you to use.

5. Confirm the receipt of the new product by clicking the “Confirm”.

Purchase Investor`s Portfolio

Enter your personal cabinet.

1.Go to the tab “Dashboard” in your personal cabinet.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Select the product you are interested in “Investor`s Portfolio”.

3. Select the cost of the product available for you.

4. Click ““Buy”.

Each product has its own individual characteristics and working conditions.

5. Check the terms of purchase of the new product “Investor`s Portfolio”.

6. Confirm the purchase of the new product by clicking the “Purchase”.

7. Check that the product you purchased “Investor`s Portfolio” is in the list of your products.

Portfolio Insurance

 

 

Enter your personal cabinet.

1. Go to your personal account on the tab “Dashboard”.

 

2. Select the product “Investor`s Portfolio” which you want to protect against the risks and click “Manage”.

 

For safety of the clients` funds, the function “Insurance” is automatically enabled.

You can learn more about the insurance on the official website of Questra Holdings Inc in the section “Insurance Fund”.

 

 

3. To enable or disable the insurance of your product “Investor`s Portfolio”, use the switch.

Setup Investor`s Portfolio

  • Enter your personal cabinet.
  • 1.Go to the tab “Dashboard” in your personal cabinet.
  • 2. Select the product “Investor`s Portfolio” which settings you want to change and click “Manage”
  • 3. Select a manager, who will be the part of your product “Investor`s Portfolio”
  • 4. Set the percentage of money you want to give to the manager for work.
  • 5 .Click “Update”
  • While distributing funds that are the part of the product “Investor`s Portfolio” make sure you have distributed the 100% of funds.
  • Use the hint of the system for calculating the distribution of funds among the managers.
  • The amount of shares included in the product “Investor`s Portfolio” cannot exceed 100%.
  • Graphic chart shows the structure of the managers and the distributed between them funds in your product “Investor`s Portfolio”.

Merger Investor`s Portfolio

Enter your personal cabinet.

1.Go to the tab “Dashboard” in your personal cabinet.

 

 

 

 

2. Select the product “Investor`s Portfolio” which you want to merge and click “Upgrade”

The Merge option becomes available if you have a minimum of 3 identical products “Investor`s Portfolio”

 

 

 

 

 

 

3. Put in the active position the switches of those products “Investor`s Portfolio” that you want to merge.

The system automatically calculates the lifetime and earning potential of the new product “Investor`s Portfolio”.

Use the hint of the system for calculating the amount of the merged products “Investor`s Portfolio”.

4. To obtain a new product “Investor`s Portfolio”, click “Upgrade”.

All the products involved in the merging will no longer be available for you to use.

5. Confirm the receipt of the new product by clicking the “Confirm”.