What should one do first?

1. Please start your application for a brokerage account with AutoShares. Select “Option Level 3” and “Self-Directed Automated Trading” in the application process. The account approval takes usually 2 weeks.
2. When your AutoShares brokerage account is funded you need to set your allocation.
   1. In your AutoShares dashboard, you need to click on “Autotrade” and “Add Automation Request”. Then you will be able to select our services and how much to allocate per trade.
   2. After you set your allocations, AutoShares will contact us to confirm that you have purchased a valid subscription with us.

1. Around the same time as you set your allocation(s) in the step above, you can purchase your subscription of the service you would like us to autotrade. Doing this step last makes sure you don’t pay for a subscription that cannot yet be autotraded.

That’s a lot of steps, but once you go through this, autotrading can start and it should be smooth sailing from there.