How To Get Started with Family Wealth Sharing

Ready to kick off your journey with Family Wealth Sharing? 🚀 Here’s an overview of the process of getting started. We provide step by step videos in our training portal area - but here is the basic process: 👇

Step 1: Get Your Invitation Link 🔗

Family Wealth Sharing is exclusive—so the very first thing you’ll need is an invitation link from the person who referred you. No link? No problem! Just shoot an email to
📧 [email protected]
Ask them to send you your personal registration link, and you’ll be on your way.

Pro Tip: Include in the email how you found us, so we can give you the right invitation link! If someone sent you, give us that name!

Step 2: Register Your Trading Platform 📝

Once you’ve got your link, click through and complete the registration. You'll get a choice of two ways to register - either by email or by phone number - choose the one where you prefer to receive your security code, you can download the app and login, using the login info you set up during registration.
We have step by step tutorials for you to follow!

Step 3: Fund Your Account via Coinbase 💰

To start trading, you will need to put funds into the trading app you just registered. You can't put regular money in there, you have to put in cryptocurrency. To do that, you'll need a Coinbase account.

A Coinbase account is like Paypal, but for Cryptocurrency. Head over to Coinbase.com and sign up.

Here’s the crucial part:

• Name Matching Is Everything

  • The name on your Coinbase account must exactly match the name on your bank account. (The account you will use to put money into Coinbase)

  • Middle names/initials: If your bank account includes one, include it on Coinbase.

  • No middle name on your bank? Leave it off Coinbase.

This exact-match rule prevents hiccups when you transfer funds. Nobody wants delays—so get it right the first time! 🛡️ Here's a tutorial for that: https://vimeo.com/1101963330

Step 4: Access the Training Portal to Complete the Process

1. Sign Up on this site to get access to the training portal. Just go to the home page and click the button that that says "Watch Video".

2. Look for an email from Family Wealth Sharing - be sure to check your junk or spam folder.

3. In the email, go to Access Training Portal and set up your password, and login.

4. Look for the tutorials for funding your app, final activation and finally, how to get your codes and start trading!

5. For help, attend one of the Zoom meetings, also listed in your welcome email!