Client readiness
Get a client ready
Confirm only the identity, regulatory, and evidence information still needed.
Recommended next step
Confirm legal identity
Confirm the legal name, form, and countries already known for this relationship.
Firm application status
Continue to pilot activation
Draft
Complete the five required firm details, then submit them to MacroGuru.
Firm identity
DraftApply for institutional access
MacroGuru needs more information.
Application details and supporting files are reviewed separately.After submission, the checklist below shows exactly which files are missing and whether secure upload is available.
Required supporting files
Waiting for submissionDocument checklist
Secure upload is not accepting files yet.MacroGuru will turn on the file buttons only after quarantine, malware, privacy scanning, and administrator review pass live verification.
Submit the firm application to open the required-file checklist.