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How to manage your first week

Use this checklist to understand the account and strategy before making changes.

Day one​

  • Confirm your USDC balance in the Funding Wallet.
  • Confirm the selected agent and allocation.
  • Review the delegation permissions in the dashboard.
  • Save the official app address and support links.

During the week​

  • Check portfolio and activity rather than judging one trade or one funding payment.
  • Read the agent's strategy and risk page.
  • Confirm that you can access the Funding Wallet and the withdrawal flow.
  • Keep your sign-in account and any exported key secure.

If your objective changes, use Changing an allocation and review Choose an agent.