From first click to first position
The whole route, start to finish, with nothing left implied. It takes minutes to set up and you decide every amount along the way.
How Synergie Capital gets you started.
Open an account, verify your identity and fund it from C$350. Synergie Capital and your personal analyst take it from there.
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Create your account
Sign up with an email and phone number, no payment required yet.
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Complete KYC verification
Upload a photo ID so your identity and withdrawal method are confirmed.
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Fund your account
Deposit from C$350, the minimum needed to open a live portfolio.
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Set your risk profile
Your analyst builds an asset allocation around your goals and timeline.
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Start following signals
Act on guided buy and sell signals, or let your analyst manage the trade.
Diversify your portfolio as a beginner
One account covers stocks, ETFs, GICs and forex, so asset allocation across several classes does not mean opening a second platform.
| Asset class | Examples | Good to know |
|---|---|---|
| Cryptocurrency | BTC, ETH, SOL, XRP | Trades around the clock, including weekends. |
| Currencies | EUR/USD, GBP/USD | Follows the main session hours. |
| Indices | S&P 500, DAX | Broad exposure without picking single companies. |
| Commodities | Gold, oil | Often used to balance a portfolio. |
The same portfolio on your desk and in your pocket
One login, one balance. Open your portfolio in a browser on a laptop or on your phone, nothing to install and nothing that only works in one place.
- Desktop - full dashboard, charts and statements
- Mobile - balance, positions and withdrawals on the go

What happens after you sign up
Signing up is the easy part. Here is the rest, in the order it actually happens, from verification to your first position.
- An analyst contacts you to confirm your details and answer questions.
- You complete KYC verification, a standard step before any money moves.
- You choose a starting amount from C$350. Nobody sets it for you.
- You can review a demo portfolio before committing live funds.
- Withdrawals return to your deposit method, with a stated processing time.
The parts people ask about most
Who is on the other end
Every account is assigned one personal analyst rather than a rotating desk, so the person you speak to in month three is the one who set up your portfolio in month one. They explain each step and every buy or sell signal in plain language.
What they will not do
They will not place a trade without your instruction, and they will not pressure you to raise a deposit. If a call ever feels that way, say so, it is not how this works.
Following what happens next
The dashboard shows your balance, open positions and every deposit or withdrawal, using the same figures as your statement. Nothing is compressed into one number that hides the detail underneath.
Getting money out
A withdrawal is requested from the same dashboard and returns to the method you paid from. There is no minimum holding period and no charge from us for asking.
Setting realistic expectations for your deposit.
Adjust the slider to model a larger deposit, the figures scale from a representative plan starting at C$350. This is an illustration, not a promise, actual results depend on your risk profile and the strategy you set with your analyst.
Figures are illustrative only. Your actual outcome depends on the amount invested, market volatility and the strategy agreed with your analyst.
Ready to put your capital to work securely?
Open a segregated account in minutes, fund it from C$350 and start tracking verified performance from day one.