Operating Lifecycle
From Onboarding to Portfolio Reporting
Every stage of the Aurevia Capital client journey follows verifiable compliance, reconciliation, and double-entry ledger controls.
Create Your Account
Register with your legal name and email address, verify your email, and complete your investor profile.
Identity Verification & Agreements
Upload government identification and proof of address, then review and accept the Risk Disclosure and Mandate Agreement.
Select Plan & Reference Funding
Choose an investment plan to receive a unique AUR-DEP reference and segregated client-funding instructions.
Manual Bank Reconciliation
Submit transfer evidence; Finance reconciles actual cleared funds before crediting your verified balance.
Managed Execution & Monitoring
Authorized Portfolio Managers allocate eligible capital across Cryptocurrency and Forex strategies with verifiable fills.
Statements & Withdrawals
Review monthly statements or submit withdrawal requests from unallocated capital at any time.
Ready to review available mandate tiers?
Compare subscription pricing, capital ranges, and supported markets.