Your first ten minutes inside
The fastest path from a brand-new account to a connected portfolio, tuned alerts and your first AI review.
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1. Run the onboarding wizard
It appears the first time you open your dashboard and walks you through your goals, risk comfort and which alerts you want.
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2. Connect a brokerage
Open My portfolio and use the connect wizard. Connections take about a minute and start read-only.
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3. Set your email preferences
Under Alerts & email, choose which briefs you receive and whether the Rebel Playbook arrives daily or weekly.
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4. Read your first Rebel Intel review
Once positions sync, Rebel Intel writes a plain-English review of your book: concentration, sector tilt, what's working and what's dragging.
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5. Skim the member inbox
Every brief, desk note and alert also lands in your member inbox, so nothing depends on email deliverability.
If you only do one thing today, connect an account. Almost every tool in the club gets sharper once it knows what you actually hold.
Related guides
- Dashboard tour: where everything livesA map of the member area sidebar — portfolio, inbox, research, signals, coaching, community and account.
- Connecting your brokerage and crypto accountsHow the SnapTrade connection works, what we can and can't see, and how to fix a broken link.
- The member inbox and daily briefsPre-market, midday and closing bell briefs, how tier shaping works and how to control delivery.
Still stuck?
The concierge answers most questions instantly, and our team picks up anything it can't.
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