Path 1: existing account

Onboard the account you already hold.

Choose your broker to see the exact steps. Nothing connects until you set it up yourself in your broker's portal.

01
You
Send a request
The request shares only the institution and how you would like to be contacted. It never takes passwords, API keys or tokens, and it does not connect anything.
02
Qlumina desk
The relationship team replies
A member of the team contacts you and explains what your broker needs before an account can be linked.
03
You
Finish verification
Complete the agreements, identity, KYC and NDA steps on your onboarding status page.
04
You
Add Qlumina as an LPOA agent in Clear Street Studio
In Clear Street Studio go to Settings, External Execution Desks, Add LPOA Agent and enter the Qlumina desk code. The desk gives you the code after your request.
05
Your broker
Sign the broker power of attorney
The desk confirms how Clear Street handles the power of attorney. The steps appear on your mandate page.
06
You
Track it in your mandates
Status, documents and the signed authority are available under Active Mandates.

What the request asks

Your name, email and company
The broker you use or want
Whether you are linking an account or opening one
A phone number, only if you prefer a call

What it never asks

Your broker password
API keys or tokens
One-time codes or private keys
Any login detail for your broker account

Send the request

The request opens the Qlumina contact form with the message below already filled in. It connects nothing.

I already have an account at Clear Street and would like to discuss connecting it to my Qlumina portfolio. No credentials are included in this message and no connection has been made.

Send the request