how do i? signup and register my account getting started 101
TRANSCRIPT
HOW DO I?
Signup and
Register My Account
Getting Started 101
Created by Jason Regan - Oct 2020
Pre-Register Checklist
Sign Up Checklist
Pre-Register - Step by Step
Sign Up – Step by Step
pg.3
pg.3
Pg. 4
Pg. 9
Created by Jason Regan - Oct 2020
Pre-Registration Checklist:
Before you can Register and Sign Up you will need:
1. A Gmail Address
2. Google Authenticator
3. A Funded Payment Processor (Digital BTC wallet)
4. A Username for your CashFX Account
5. Your Sponsors Referral link
Signup Checklist:
1. Register using sponsors link
2. Confirm account registration
3. Sign in to your CashFX account
4. Select “Academy + Trading” pack option
5. Select “Academy + Trading” pack value
6. Confirm “Academy + Trading” pack choice
7. Purchase “Academy + Trading” pack
8. Await Activation
9. Setup 2FA (Google Authenticator)
The checklist above can be followed step by step on the
following pages of this Getting Started Guide
Created by Jason Regan - Oct 2020
Pre-Registration – Step by Step
1. A Gmail AddressIf you already have an active Gmail address that you wish to use then
you can ignore this and move on to Step 2: Google Authenticator
1a. In order to create a new Gmail address
simply head over THIS LINK and follow the
step by step instructions from Google
N.B: This software is completely free
PRO TIP 1: If you require a Gmail address or extra Gmail addresses,
then make sure you download the Gmail app to your mobile phone to
receive and access relevant emails on the go.
PRO TIP 2: To minimise any potential future issue always try to choose
a non punctuated Gmail address as per the example below.
e.g. [email protected] and NOT [email protected]
Created by Jason Regan - Oct 2020
2. Google AuthenticatorIf you already have Google Authenticator installed on your phone and
are familiar with its usage then you can ignore this and move on to
Step 3: A Funded Payment Processor
2a. In order to fully secure your CashFX account after its
creation and activation you are going to need to use 2FA –
Two Factor Authentication.
Please visit your “Apple App Store” or “Google Play Store”
and search for “GOOGLE AUTHENTICATOR” and install it.
The icon will look like the below image.
N.B: This software is completely free
Created by Jason Regan - Oct 2020
Created by Jason Regan - Oct 2020
3. A Funded Payment Processor (Digital BTC Wallet)If you already have an active BTC payment processor and know how to
load / deposit funds then you can ignore this and move onto
Step 4: A Username for your CashFX Account
There are some video links and help guides on the following page.
3a. Sign up to the payment processor / Digital BTC wallet of
your choice, the best approach is to ask your sponsor for a
link to the platform they use. This will make it easier for
them to support you during it’s setup.
There is a wide variety of these platforms which allow you
to convert FIAT currency such as £, $ etc over to BTC which
is the funding source of choice for CashFX.
Some examples of commonly used platforms are:
Europe:
Coinbase – www.coinbase.com
CoinFalcon – www.coinfalcon.com
Luno – www.luno.com
Australia / NZ:
Coinspot – www.coinspot.com.au
Cointree – www.cointree.com
You will need to complete the registration and attach any
requested photo ID or verification information for their KYC
process.
N.B.
Some platforms such as Coinspot may even make a courtesy
call to confirm your details.
Some platforms such as Coinbase may decide to carry out
more extensive verification checks and take a couple of
days to do so.
3b. Once you have created and verified your
account you will need to Load it / Deposit funds
from either a debit card or by directly connecting
your bank account for larger sums. Again this is
where the extra security comes in, to protect
you, your credentials and your funds.
Please make sure you deposit enough to cover the
$USD cost of the entry point pack you are looking
for, if you are in any doubt, please discuss with
your sponsor who should be able to advise
accordingly.
Created by Jason Regan - Oct 2020
3. A Funded Payment Processor (Digital BTC Wallet)
https://vimeo.com/433327970/84b0178cd9
Please watch the below video for a basic walkthrough guide on
setting up an account with the CoinBase platform
COINBASE
COINSPOT
Please watch the below video for a basic walkthrough guide on
using the CoinSpot platform
https://vimeo.com/468100938/cb53cbd495
The below links are directly on the CoinSpot support site,
intended to provide further clarity on how to make deposits
Instant Deposits with POLI
https://coinspot.zendesk.com/hc/en-us/articles/333757027995-
Help-using-POLi-Deposits
Instant Deposits with PayID
https://coinspot.zendesk.com/hc/en-us/articles/360001466116-
Help-using-PayID
Direct Deposits (BSB)
https://coinspot.zendesk.com/hc/en-us/articles/360001518015-
Help-Using-Direct-Deposits
Created by Jason Regan - Oct 2020
4. A Username for your CashFX Account
PRO TIP 3: This username will appear as part of your referral link so
please make sure it is something appropriate for marketing / sharing
purposes when you are considering its creation.
Your username will be how you log into your CashFX account each and
every time, just ensure it is memorable. Write it down or store it
somehow digitally so you do not forget it. It will need to be a minimum
of 8 characters, you can have any combination of letters and numbers
that you choose.
5. Your Sponsor’s Referral Link
Your sponsor should absolutely know their referral link and how to find
it, but just in case they do not, ask them to log into their CashFX
account and as soon as they do, their referral link will appear, along
with a “copy button” right at the top in the centre of their Dashboard
as per the screen shot below.
If your sponsor does not know
their referral link and they are
logged in on a mobile device,
they will need to hit the green
magnifying glass as per the
example, it will then display their
referral link with a copy button
!! YOU ARE NOW READY TO SIGN UP !!
Sign Up – Step by Step
1. Register using Sponsors link
1a. Start by selecting either
of the highlighted buttons
1c. Ensure you
complete every field
fully and correctly
1b. Ensure you double check
your sponsor’s username is
correct
Created by Jason Regan - Oct 2020
1d. Once you receive
this message on
screen, check your
email account for an
email with the below
subject. Once
received you can
close this browser
tab.
2. Confirm account registration
2a. Open your confirmation email and click
on the “Confirm Url” link as shown in this
example
Created by Jason Regan - Oct 2020
3. Sign in to your CashFX account
3a. When you log in for the first time you will be presented with the
following screen, this again is about protecting your account and your
information. You need to head over to your email again and grab the
code.
3b. The email you are looking for will have the below subject title
Created by Jason Regan - Oct 2020
3c. Open the email and grab the 6 digit random code as in the
example below
3d. Once you have copied the code, please paste in the open box in
your CashFX “Authorize New Device” screen and then hit “Confirm”
3e. Once you hit confirmed, providing the code has been entered
correctly you will presented with the following pop up screen. You can
now hit “OK”
Created by Jason Regan - Oct 2020
4. Select “Academy + Trading” Pack Option
4a. You will now see another pop up window
asking you to pick your package. Please hit “OK”
4b. Please ensure you now select
“Academy + Trading Pack”
Created by Jason Regan - Oct 2020
5. Select “Academy + Trading” pack value
5a. Please ensure you now scroll down to select the correct pack
that matches the entry point purchase you are looking to make.
This can be anything from $300 right the way through to $100,000.
If you are following a specific build strategy, then please ensure
you liaise with your sponsor to make sure your purchasing the
correct pack for your intended strategy.
Created by Jason Regan - Oct 2020
6. Confirm “Academy + Trading” pack choice
6a. Make sure you select your country of residence from the
drop down field. You can also opt to enter your phone number
at this point if you choose to.
6b. You must place a tick in the box to agree to the terms and
conditions and then you can hit “Continue”
Created by Jason Regan - Oct 2020
6c. This is the final confirmation screen to ensure that you
have selected the correct value and pack type that you wish
to purchase for your CashFX account.
Please hit “Confirm Order”
Created by Jason Regan - Oct 2020
7. Purchase “Academy + Trading” pack
7a. You will now need to purchase your pack. You can either use your
payment processor mobile app and scan the QR code or hit “copy
address” and paste the information into your payment processor
(CoinBase, Coin spot etc.) in order to send the relevant amount of BTC.
If uncertain, make sure to ask your sponsor to walk through this step
with you, I assure you that they will be more than happy to do so.
PRO TIP: Make sure you send a few extra $USD in order to cover any
transaction charges and avoid the need for a second transaction
7b. VERY IMPORTANT Do not leave this screen, or close this browser
tab after you have sent funds until you see the screen change to the
following “Purple Tick”. This confirms that Full Payment has been
received
7c. Once you see the “Purple
Tick” you can now close your
browser and payment processor
and await your Account
Activation email
Created by Jason Regan - Oct 2020
8. Await Activation
8a. Keep an eye on your incoming email for your Activation
email, it will have the following subject header
8b. The email will welcome you personally and let you
know that you now have “Full Access” to the system
CONGRATULATIONS and WELCOME to the team
You can now head over to
www.cashfxgroup.com/login
and start checking our your
dashboard and back office.
Created by Jason Regan - Oct 2020
Created by Jason Regan - Oct 2020
9. Setup 2FA (Google Authenticator)In order to protect your account and keep it as secure as possible you
will be required to setup 2FA, Two Factor Authentication. Earlier on in
this document you would have been advised to download the
“Google Authenticator” to your phone. There are alternate methods
you can use, but this is by far the simplest and the most common.
9a. Log into your CashFX account on a laptop / PC or
MAC.. NOT your mobile phone.
You need to select
Account > Two Factor Authentication Setup
Or you will either see the following screenshot
immediately, if so hit “SETUP”
Created by Jason Regan - Oct 2020
9b. You will now be presented with the above screen.
On your mobile phone open up the “Google Authenticator”
Application. The icon will look like this.
9c. Once you have opened the
“Google Authenticator” application
you will to need to click on the “ + “
Android
Apple
Created by Jason Regan - Oct 2020
Android
Apple
9c. Now hit “Scan a QR Code” if you
are on an Android device or hit “Scan
Barcode” if on an Apple device
9d. Simply aim the camera on your
phone towards the QR code you see
on CashFX account screen and the
application will access the required
information.
Android
Apple
Created by Jason Regan - Oct 2020
9e. Your phone will now have an entry
in the “Google Authenticator”
application for your CashFX account.
There will be a 6 digit number on
display, this number will change every
60 seconds automatically.
You must now enter this number
before it changes into the field on you
see in your CashFX account and hit
“Verify”
9f. If successful you will now be
presented with the following screen.
Now hit “OK”
Created by Jason Regan - Oct 2020
9g. You can now choose to test the
2FA setup by waiting for the number
to change on your mobile phone,
entering the new number in the below
and hitting “Test”
9h. You have now successfully setup and tested 2FA on your CashFX
account, Hit “OK” you now have full access to your dashboard.
9i. Every time you log on to your CashFX account in the future,
using your “username” and “password” you will then need to enter
the current 6 digit number from your “Google Authenticator” App
!! YOU ARE NOW PART OF THE TEAM !!