Prepare your account safely
Use a password manager, activate available multi-factor authentication, store recovery details securely, and verify that you are using the correct domain.
Define your operating limits
Decide your maximum capital allocation, acceptable loss, review frequency, and circumstances for pausing activity. These choices should come before strategy selection.
Complete a provider check
Identify the legal entity, jurisdiction, custody model, fees, withdrawal process, and support route for every third party. Evolutax does not replace independent due diligence.
Review before activation
Check every field, permission, and risk setting. Save a copy of relevant terms and test notifications before relying on them.