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Getting Started as a Trader

Complete guide to setting up your trader account

📄 New! For a comprehensive PDF guide, visit our Trader Signup PDF Guide

Step 1: Get Registration Access

📧 Contact Support: To begin the trader registration process, contact our support team.

  1. Contact support to request trader registration access
  2. Support team reviews your request
  3. Upon approval, receive a referral link via email
  4. Click the referral link to access the registration page

Step 2: Create Your Account

  1. On the registration page, complete the following:
    • Enter your full legal name (as it appears on your tax documents)
    • Choose your preferred email address
    • Create a strong password (minimum 8 characters, include numbers and symbols)
    • Enter your phone number for verification
    • Click "Create Account"
⚠️ Important Notes:
  • Your referral link is time-sensitive and will expire
  • You can use any email address for registration
  • The referral link can only be used once
  • Registration is only possible with a valid referral link

Important: Use your legal name exactly as it appears on your tax documents to avoid verification delays.

Step 2: Set Up Your Coinbase Account

You'll need to create and connect a Coinbase account to trade.

2.1 Create Coinbase Account

  1. Visit the Coinbase homepage at https://bit.ly/mangocoinbase
  2. Sign up and choose your account type
  3. Enter your email and verify it using the OTP sent to your inbox
  4. Provide your first and last name
  5. Verify your phone number and complete the security puzzle
  6. Enter the OTP received via SMS
  7. Choose to receive Coinbase updates via email
  8. Provide your country of residence and citizenship
  9. Upload a valid ID for identity verification
  10. Verify your address with the required document

2.2 Generate Coinbase API Keys

  1. Log in to your Coinbase account
  2. Go to your profile picture (top-right), then select Settings
  3. Go to the API tab and click New API Key
  4. Select the portfolio to connect
  5. Choose permissions (Read, Trade, etc.) as required
  6. Generate the API key
  7. Copy and securely store the API key and secret key - do not share these with anyone

2.3 Connect to Mango Capital

  1. Sign in to your Mango Capital trader account
  2. Go to Account Dashboard in the sidebar
  3. Add Trading Account
  4. Select Coinbase from the platform dropdown
  5. On the Trading field, choose "AI" from the dropdown options
  6. Enter your Coinbase API key and secret key

2.4 Set Trading Parameters

  1. Set Volume to 10
  2. Set Current Cash to 0
  3. Set HODL Window to 2
  4. Set Profit Margin to 0
  5. Set Next Target to 0
  6. Click "Add Account"
✅ Success: Your Coinbase account is now connected to Mango Capital.

Step 3: Download & Complete W9 Form

The W9 form is required for tax reporting purposes.

  1. Download the form from your trader dashboard or the IRS website
  2. Fill out all required fields completely
  3. Sign and date the form
  4. Save as a PDF file
⚠️ Required Fields:
  • Legal name (Line 1)
  • Tax classification (Line 3)
  • Address (Lines 5-6)
  • Social Security Number or EIN (Part I)
  • Signature and date (Part II)

Step 3: Prepare Your Photo ID

Acceptable IDs:

  • Driver's License
  • State ID Card
  • U.S. Passport

Photo Requirements:

  • Clear and readable text
  • Good lighting (no shadows)
  • No glare on the ID
  • Full ID visible in frame
  • Current/not expired

Step 4: Upload Your Documents

  1. Log in to your trader account
  2. Navigate to "Documents" section
  3. Click "Upload Documents" tab
  4. Upload your W9 form (PDF only, max 10MB)
  5. Upload your Photo ID (JPEG, PNG, JPG, HEIC, HEIF, max 10MB)
  6. Click the "Upload" buttons to submit

✓ Pro Tip: Double-check your uploads before submitting to ensure clarity and completeness.

View detailed upload instructions →

Step 5: Wait for Verification

Timeline:

  • Immediate: You'll receive a submission confirmation email
  • Within 24 hours: Initial review begins
  • 2-3 business days: Verification complete
  • Email notification: You'll be notified of your approval status

Document Status:

  • Pending - Under review
  • Approved - Verified and accepted
  • Rejected - Needs resubmission (check email for details)

✅ After Approval

Once your documents are approved:

  • Your trader account will be fully activated
  • You can start trading immediately
  • You'll receive a welcome email with next steps
  • Your tax information is on file for reporting

🚀 Ready to Get Started?

Access your trader portal to upload documents and manage your account

🔐 Go to Trader Portal