Path 1: existing account
Follow the steps below as you scroll, then switch to your own broker if it differs. Nothing connects until you set it up yourself in your broker's portal.
Steps shown for Phillip Capital. Using another broker? Switch to see its steps.
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.
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 Phillip Capital and would like to discuss connecting it to my Qlumina portfolio. No credentials are included in this message and no connection has been made.
Already a Qlumina client
Signed-in clients make this request from their client area, with an optional account reference, and follow it under Brokers.
I do not have an account yet