CLIENT ONBOARDING FLOW

Start AITP Client Access

This onboarding flow starts a real AITP access request. Client Edition includes Astra AI 6 Essentials, guided account activation, secure API setup, and dashboard handover. Sensitive exchange credentials are never submitted through this public form.

Access Request

Client submits identity, contact details, selected tier, and Coinbase readiness.

Review & Subscription

Systems Studio reviews the request and confirms Client Edition, billing, and activation scope.

Terms & Risk Acceptance

Platform terms, privacy conditions, trading-risk acknowledgement, and account responsibilities are accepted before credentials are configured.

Secure Coinbase Setup

Restricted Coinbase API credentials are created during guided activation. Exchange secrets are never submitted through this public form.

Remote Configuration

Systems Studio configures the Client tenant, safe runtime defaults, portfolio connectivity, and Astra AI 6 Essentials.

Health Check & Handover

Connectivity, portfolio data, risk state, Astra status, and dashboard login are verified before client handover.

What the Request Access Form Collects

Client name and company name
Email and telephone contact
Country / VAT status if applicable
Requested subscription tier
Exchange account readiness
Estimated onboarding timeline

Activation Package Includes

Welcome and onboarding reference
Client Edition + Astra AI 6 Essentials scope
Terms and risk acknowledgement links
Coinbase restricted-permission setup guidance
Remote configuration and health-check sequence
Dashboard handover and support details

Request Access Form

Submit the intake form to create a secure onboarding request in the AITP operator queue. Systems Studio reviews the request before any account, tenant, or trading connectivity is activated.

Full Name

Company Name

Telephone

Country

Requested Plan

I already have a Coinbase account and can create restricted API credentials during guided activation.

Message / Onboarding Notes

I understand that AITP is software infrastructure and does not guarantee financial results.

I agree that legal documents and platform terms must be accepted before activation.

Review Legal Center

API Key Submission Workflow

Coinbase credentials are never submitted through this public form. During guided remote activation, Systems Studio stores each client's Coinbase API key name and private key inside a tenant-specific encrypted credential vault on the AITP server. Validation uses a read-only Coinbase API request before the client dashboard is handed over.

Recommended production fields:
- Coinbase API Key Name
- API Key / Portfolio Reference
- API Secret / Private Key File Handling
- Permission Scope Confirmation
- Trading Enabled: Yes / No
- Read-Only Mode: Yes / No
- Client Acceptance Timestamp
- Systems Studio Verification Status

Agreement Acceptance

Terms of Service accepted
Risk Disclaimer accepted
Privacy Policy accepted
API permission responsibility accepted
Subscription and billing terms accepted

Future MP4 Tutorial

A video module will later be placed here to guide clients through Coinbase API setup, onboarding, dashboard login, and safe usage principles.

Future video path:
/assets/videos/aitp-client-onboarding.mp4

Activation Checklist

Client request received
Client identity/business details reviewed
Legal documents accepted
Subscription/payment process confirmed
Coinbase API connection verified
Client dashboard account created
First onboarding session completed

Start by Email Back to Client Edition

Security note: this onboarding page is a front-end structure. API secrets should not be submitted through public static forms. A production onboarding portal must use encrypted storage, authenticated access, role-based review, audit logging, and clear client consent.