There are 3 parties involved:

• Global AutoTrading: Global AutoTrading is an awesome autotrading service, but is not a broker; clients just give Global AutoTrading permission to trade in their brokerage account.

• Brokerage: Clients need a brokerage account for Global AutoTrading to trade in. Not any brokerage account; it has to be with a broker that works with Global AutoTrading. The current list of brokers is Tradier, Interactive Brokers.

• Advanced AutoTrades: Sometimes called newsletters, signal services or trading systems, we are the ones providing email alerts that Global AutoTrading converts to orders that are sent to your brokerage account.

What should one do first?

1. Please fill out this form and select “I would like to autotrade in my existing brokerage account”. You will receive instructions on how to link your account to Global AutoTrading.
2. When your broker account is funded and linked to Global AutoTrading, Global AutoTrading will email you your Global AutoTrading web site credentials, and some instructions.
   1. Among other things, you will need to fill out some Global AutoTrading forms.
   2. You will also be able to access Global AutoTrading’s allocation page, where you can select our services, and how much to allocate per trade.
   3. After you set your allocations, Global AutoTrading 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.
   1. Global AutoTrading does not charge anything until autotrading begins.

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