Account Setup

Welcome to FITools! This guide will walk you through the essential steps to get your account up and running.

Prerequisites

Before you begin, ensure you have:

• A valid email address
• A supported web browser (Chrome, Firefox, Safari, or Edge)
• A stable internet connection

Step 1: Create Your Account

1. Visit fitools.com and click “Sign Up”
2. Enter your email address and create a secure password
3. Verify your email address by clicking the link sent to your inbox
4. Complete the account verification process

Step 2: Initial Configuration

Profile Setup

• Name: Enter your full name as it appears on your trading accounts
• Timezone: Set your local timezone for accurate market times
• Preferences: Choose your default currency and number format

Security Settings

• Two-Factor Authentication: Enable 2FA for enhanced security
• Session Management: Configure session timeout preferences
• API Access: Generate API keys if needed for integrations

Step 3: Connect Your Broker

FITools supports multiple brokers. To connect your account:

1. Navigate to Settings > Broker Connections
2. Select your broker from the supported list
3. Follow the authentication flow specific to your broker
4. Grant necessary permissions for portfolio data access

Supported Brokers

• Interactive Brokers
• TD Ameritrade
• E*TRADE
• Schwab
• Robinhood
• More brokers added regularly

Step 4: Portfolio Import

Once connected, FITools will automatically:

• Import your current positions
• Sync your trading history
• Calculate performance metrics
• Set up risk monitoring

Step 5: Customize Your Dashboard

Personalize your experience:

• Drag and drop widgets to arrange your dashboard
• Add watchlists for stocks you’re monitoring
• Set up alerts for price movements and opportunities
• Configure notification preferences

Next Steps

Now that your account is set up:

1. Take the Platform Tour to familiarize yourself with the interface
2. Learn about key features available to you
3. Place your first trade using the platform

Troubleshooting

Common Issues

Can’t verify email?

• Check your spam folder
• Ensure your email provider isn’t blocking fitools.com
• Contact support if the issue persists

Broker connection failed?

• Verify your broker credentials
• Check if your broker account has API access enabled
• Ensure you have the required account permissions

Missing positions?

• Some brokers may take time to sync
• Check if your positions are in supported account types
• Refresh the connection in Settings

Need Help?

If you encounter any issues during setup:

• Check our FAQ for common questions
• Contact support through the in-app chat
• Email us at support@fitools.com

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Account setup typically takes 5-10 minutes. Your security and privacy are our top priorities throughout this process.