After your subscription is active, a short guided setup walks you through connecting a brokerage and starting your first income system.
Step 1 — Connect your brokerage
Choose your brokerage and sign in to authorize the connection. You'll be taken to your brokerage's own site to approve access, then returned here.
Not ready? Click Skip for now. You can connect later from the Brokers page. Nothing will trade until you do.
Step 2 — Deploy your first system
We recommend a system based on the brokerage you connected. You'll then:
Choose the account the system will run in, if you connected more than one.
Set your allocation — how much of that account the system may use. We suggest a starting figure, and you can change it.
Watch the strategy overview so you know what the system does before it does it.
Accept the agreement and deploy.
Minimum allocations
Cash Reserve — $1,000
Wheel Paycheck — $5,000
Futures Paycheck — $8,000
Your allocation can't exceed the total value of the account. Cash Reserve sets its own allocation from your available cash, so you won't be asked for a figure.
If your account is below the minimum
You'll be offered a skip option. Fund your brokerage account, then deploy from the Systems page whenever you're ready.
Step 3 — Finish
Click through to your dashboard. Your system begins operating on its normal schedule — most systems act at specific points in the trading day or week, so don't expect activity within the first few minutes.
Common problems
"This system requires a minimum allocation of $X" — raise your allocation or fund the account.
"This system can't use more than your account value of $X" — you've entered more than the account holds.
"Unable to deploy your income system" — a temporary issue. Try again; if it persists, contact support.
Changing your mind
Nothing here is permanent. You can adjust your allocation, change settings, add systems, or remove a system at any time.