How do I get set up on Riseworks?

• Start the onboarding process by clicking the Accept Invite button in the email sent you.
  
• You must be onboard with the same email address and name that TradeDay has on file.
• When you have cleared the KYC, Riseworks will email you. Please remember the last step of logging back into Riseworks and completing the process. 

Here are some of the mistakes traders are making that are leading to a delay in onboarding:

1. Traders are not hitting the Accept Invite button in the email sent to them (attempting to onboard directly on the website)
2. Traders are attempting to onboard with a different email address or a different variation of the email address we have at TradeDay (for example, changing the postfix from pm.me to proton.com).
3. Traders submit invalid or expired documentation or documents that do not match the name we have at TradeDay.
   
   

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When a trader passes the evaluation, they will receive an email invite to onboard with Riseworks. The email will look something like this:

It is essential that you click on the purple Accept Invite button and onboard using the email address this invite was sent to and the name on the TradeDay account. If you do not, this could fail the KYC process or delay setting up your funded account. 

After clearing the KYC process, Riseworks will email you to let you know and ask you to sign back in to complete the Riseworks onboarding process.

The email will look something like this:

Sign back into Riseworks and finish the onboarding setup. 

For more information please follow this FAQ from Rise on setting up your account. Rise Onboarding Made Easy - Payee.

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All funded traders will be subject to KYC (Know your customer) and AML(Anit money Laundering) background checks, and you will be required to submit your government-issued identification as part of this process. Please note that we cannot continue the funding process if you fail these background checks, and no refunds will be issued. 

Registering a US single member LLC will delay the process of getting set up, as the KYC is a manual process, please allow a few days to complete the process.

If you have any issues during the onboarding process, don't hesitate to get in touch with Riseworks by going to their website here and contacting them through the chat box in the bottom right corner.

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