How can we help?

Search our guides, best practices, and troubleshooting tips for the platform.

Common topics

Explore the workflows our support engineers reference most when onboarding teams and resolving urgent requests.

Launch your workspace with recommended setup flows and best practices.

Create and configure your workspace

Invite trading desk members

Set roles and approval workflows

Manage subscriptions, invoices, and billing contacts across regions.

Update payment methods securely

Download invoices and statements

Understand usage-based billing

Connect exchanges, custodians, and data feeds to power your strategies.

Exchange credential requirements

Managing API key rotation

Streaming vs. batch market data

Deploy, monitor, and iterate on automated trading logic in production.

Scheduling strategy runs

Monitoring latency & execution

Safe deployment checklists

Meet internal controls with auditing, permissions, and regulatory tooling.

User access reviews

Audit log exports

Regional compliance packages

Resolve common platform alerts, API errors, and workspace issues fast.

Investigate failed executions

Reconcile data discrepancies

Report suspected incidents