My Trading Stack
Set up your accounts
Everything you need, in the order you need it. Work through it top to bottom — most people finish in an afternoon.
Why you're opening these
Three different account types doing three different jobs. You don't need all of them on day one — but you should know what each one is before you decide which to open.
You're trading one country's currency against another. This is the account most of the team's day-to-day activity runs through, and the one that pairs with the training in the group.
An exchange is where you buy, sell, and hold assets like Bitcoin and Ethereum. It's also how money moves in and out of crypto — you need one before you can do anything else.
A brokerage account lets you buy shares of publicly traded companies and hold them as long as you want. Different purpose from the two above, and worth opening even if you never trade actively.
Read this before you open anything.
Have your driver's license, Social Security number, and bank account details ready — every platform below will ask for them. Use the same legal name and address on all of them so verification doesn't stall. If you get stuck anywhere, text me before you start over.
Fund your account
Three places to put money to work. Open the ones that match what you plan to trade — you don't need all of them on day one.
CoinbaseEasiest place to start
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GeminiRegulated US exchange
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KrakenLower fees, more pairs
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Binance.USWide selection of coins
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You don't need every exchange. Pick one to start — Coinbase if you've never bought crypto before — and add others later if you actually need them.
Own the stock
A standard brokerage account for buying and holding individual shares, separate from the accounts above. Schwab is a full brokerage — any publicly traded stock can be bought through it, including INVU.
Schwab takes a few business days to fully approve and fund. Start this one early so it's ready when you want it.
Disclosure: Test earns income through a business affiliated with Investview, Inc. (INVU). Naming the ticker above is a statement of fact about what a brokerage account can do — it is not a recommendation to buy any security, and no opinion is being offered on INVU or any other stock.
Plug in
Once your accounts are open, this is where the learning happens. Join these and introduce yourself.
Need a hand with any of it?
Leave your details and Test will reach out. No pressure, no pitch — most people just want someone on the phone while they fill out the first application.