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Getting started

From first click to your first position

The whole route, start to finish, nothing left implied. Setup takes minutes and you decide every amount along the way.

Best mobile investing app Canada

One account, full reporting, desktop or mobile

One login, one balance, the same account statement either way. Open it in any browser on a laptop or phone - nothing to install, nothing locked to one device.

  • Desktop - full dashboard, charts and account statement
  • Mobile - balance, positions and withdrawals, on the go
Synergie Capital AI: One account, full reporting, desktop or mobile
01

Diversify your portfolio as a beginner

One account covers equities, crypto, forex and commodities, so diversification does not mean opening a second platform the moment your interests widen.

Asset classExamplesGood to know
CryptocurrencyBTC, ETH, SOL, XRPTrades around the clock, including weekends.
CurrenciesEUR/USD, GBP/USDFollows the main session hours.
IndicesS&P 500, DAXBroad exposure without picking single companies.
CommoditiesGold, oilOften used to balance a portfolio.
02

What happens after you sign up

Signing up is the easy part. Here is what actually happens next, in the order it happens.

  • An analyst calls to confirm your details and answer questions.
  • You complete KYC verification, a standard step before any money moves.
  • You choose a starting amount from C$350 upward - nobody sets it for you.
  • You can practise on a demo account before committing real funds.
  • Withdrawals return to your deposit method, with a stated processing time.
03

Getting started with Synergie Capital AI in 5 steps

From account creation to your first trade, every stage is visible on your dashboard, so you always know what stage your capital is at.

  1. Create your account

    Register with your email and set a password in under two minutes.

  2. Complete KYC verification

    Upload a photo ID so withdrawals can only ever return to you.

  3. Fund with C$350 minimum

    Deposit from C$350 through Interac, wire or card to activate your portfolio.

  4. Set your risk profile

    Your analyst matches asset allocation to your goals and comfort with volatility.

  5. Start following signals

    Act on guided buy and sell signals and track every move on your statement.

Getting started with Synergie Capital AI in 5 steps

Who you actually talk to

Every account is assigned one analyst rather than a rotating desk, so the person you speak with in month three is the one who set up your portfolio in month one. They walk through asset allocation, explain each AI signal and answer questions in plain language.

What they will not do

They will not place a trade without your instruction, and they will not push you to raise your balance. If a call ever feels like that, say so - it is not how the service works.

Tracking what happens to your capital

The dashboard shows your balance, open positions and every deposit or withdrawal, matching the figures on your account statement line for line. Nothing gets rolled up into one number that hides the detail underneath.

Getting money out

A withdrawal is requested from the same dashboard and returns to the method you paid from. There is no minimum holding period and no charge on our side for asking.

Realistic return expectations

Model a deposit above the C$350 minimum

Move the slider to see an illustrative figure scaled from a C$350 starting plan. This is an example only, not a projection of guaranteed returns; actual results depend on market volatility and the strategy you set with your analyst.

C$1,000
6

Figures are illustrative only. Actual returns depend on your deposit, market volatility and the strategy agreed with your analyst.

Projected balance C$1,000 Open an account
Get started

Ready to see your capital working, in real time?

Open an account from C$350, fund it through a Canadian bank transfer, and watch the first trade appear on your statement the same day.

Open an account