Step 1: open the platform. The desk recommends opening the platform in a desktop browser the first time. The mobile app is faster on the second visit, but the desktop flow is the most forgiving for a reader who is also doing KYC. The platform URL is on the app page.
Step 2: sign in. Sign in is by email, mobile number, or platform-issued ID. The desk recommends the email route because it survives a phone change. The mobile route is faster to set up but tied to a number that may change. A platform-issued ID is for the most privacy-conscious reader.
Step 3: complete KYC. KYC is a one-time check. The reader submits a government-issued ID, a proof of address, and a bank account that matches the ID. The platform's automated check takes 4-26 hours in the desk's testing. A manual review can take longer if the document image is unclear or the names do not match.
The reader does not share the sign-in credentials. The credentials are personal. The desk recommends a password manager for the password and biometric for the second factor. A shared credential is a privacy risk and a security risk.
The reader turns on two-factor authentication. The platform supports 2FA through an authenticator app, SMS, or email. The desk recommends an authenticator app. SMS is the second-best option; email is the third. The reader enables 2FA in the account settings.
The reader signs out of devices that are not in use. The platform's account settings show a list of signed-in devices. The reader signs out of devices the reader no longer uses. A signed-in device on a shared network is a privacy risk.
The reader does not save the password in a public browser. A public browser is a shared browser; a saved password is a shared password. The reader uses a private browsing session or a password manager with a per-session unlock.