To ensure your trading experience aligns with your financial situation and risk tolerance, coinpass requires you to complete an investor categorization and appropriateness test. Here's how:
- Log In to Your Account: Access your coinpass account via web app here.
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Go to Investor Category Page: Navigate to the Investor Category page. Click here.
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Choose Your Investor Category: Review the following three Investor Categories and select which one best represents your financial circumstances and risk appetite.
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Save Your Selection: Click on Save Changes to proceed to the appropriateness test.
- Take the Appropriateness Test: The test consists of a series of questions about your investment knowledge and experience. Answer each question truthfully with a "Yes" or "No."
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Submit the Test: After answering all questions, click on Submit Test.
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Review the Results: A system message will indicate whether you passed or failed the test. If you pass, your chosen investor category will be applied to your account.
For any technical and account-related concerns, contact us.