StockBOT AI
Account Registration
Personal Information
First Name *
Last Name *
Email *
Phone *
Date of Birth *
Country *
Select country
Canada
United States
Citizenship / Nationality *
Select
Canadian
American
British
Australian
Other
Tax Residency Country *
Select
Canada
United States
Other
Tax ID (SIN / SSN / TIN) *
Encrypted & stored securely. Required by CRS/FATCA regulations.
Province / State *
City *
Street Address *
Postal / Zip Code *
Identity Verification (KYC)
Government ID Type *
Select ID type
Driver's License
Passport
Provincial / State ID
SIN (Canada) / SSN (US)
ID Number *
Encrypted & stored securely. Only last 4 digits visible to admin.
Financial Profile
Employment Status
Select
Employed
Self-Employed
Retired
Student
Unemployed
Annual Income Range
Select
Under $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000+
Estimated Net Worth
Select
Under $50,000
$50,000 - $100,000
$100,000 - $500,000
$500,000 - $1M
$1,000,000+
Investment Experience
Select
None
Beginner (< 2 years)
Intermediate (2-5 years)
Advanced (5+ years)
Professional / Licensed
Risk Tolerance *
Select
Conservative
Moderate
Aggressive
Speculative
Investment Objectives *
Select
Capital Preservation
Income Generation
Long-Term Growth
Speculation / Active Trading
Hedging
Source of Funds *
Select
Employment / Salary
Business Income
Investment Returns
Inheritance / Gift
Personal Savings
Pension / Retirement
Other
Source of Wealth
Select
Employment
Business Ownership
Investments
Inheritance
Real Estate
Other
Regulatory Declarations
Are you a Politically Exposed Person (PEP)? *
Select
No
Yes - Domestic PEP
Yes - Foreign PEP
Yes - Head of International Organization
Close Family Member / Associate of PEP
As defined by FINTRAC (Canada) and FinCEN (US) regulations.
Are you a US Person for tax purposes (FATCA)? *
Select
No
Yes (US citizen, green card holder, or US tax resident)
Will a third party direct trading in this account? *
Select
No
Yes
Brokerage Account Linking (Optional)
Link your existing Interactive Brokers account for automated trading. You can also do this later after approval.
IBKR Username
We will guide you through API access setup after approval.
I confirm that the information provided is accurate and complete. I consent to identity verification per North American KYC/AML regulations. I understand that my account will be reviewed and must be approved by an administrator before I can access the trading dashboard. I acknowledge that algorithmic trading carries risk and past performance does not guarantee future results.
Submit Registration
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