---
title: "Getting started"
description: "Set up your brokerage with the onboarding wizard, from company details to launch."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.callistocrm.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

New brokerages are set up through a guided, 15-step onboarding wizard. You can
leave at any point and resume later — the wizard reopens on your latest
uncompleted step.

The steps are grouped into four phases:

## Company

1. **Company Information** — basic company details and contact information.

## Structure

2. **Pipeline Steps** — select the pipeline steps to track in your sales funnel.
3. **Region Groups** — configure region groups and assign countries. A region
   group is a jurisdiction: it drives sales-rep assignment, bonuses, rule
   sets, and payment-method availability, so set these up thoughtfully.
4. **Rule Sets** — configure action rules and prerequisites (for example,
   requiring verified KYC before deposits or withdrawals).
5. **Payments** — payment providers, deposit currencies, and method
   availability per region.

## Trading

6. **Trading Platform** — platform selection and connection settings. You must
   test and save your MetaTrader (or TradeLocker) connection before the wizard
   lets you continue.
7. **Account Types** — configure the account types clients can open.
8. **Symbols** — choose which instruments clients can trade.
9. **Account Groups** — map account types and regions to platform groups.

## Launch

10. **IB Architecture** — configure your multi-level affiliate program.
11. **WhatsApp Configuration** — configure and validate WhatsApp messaging
    (validation is required before continuing).
12. **AML Screening** — configure the AML compliance provider (PEP/sanctions
    screening and the risk matrix).
13. **Branding** — customize your visual identity.
14. **Job Scheduling** — enable, disable, and set the frequency of scheduled
    background jobs.
15. **Walkthroughs** — enable the in-app product tour for your clients.

When every step is complete, the wizard shows **"Broker Onboarding Complete!"**
with shortcuts to **"Go to Dashboard"** and **"Review Configuration"**. All of
these settings remain editable later under Configure — onboarding is just the
first pass.

## Where to go next

- [The dashboard](/dashboard) — your daily command center.
- [Clients](/clients) — the client list, assignments, and profiles.
- [KYC](/kyc) — reviewing verification submissions.

Source: https://docs.callistocrm.io/getting-started/index.mdx