To get started with an Allio account, first you'll need to enter a valid email address.
Next, you’ll be asked to create a password. Your password must:
be longer than 10 characters (the more the better)
include a special character
include an uppercase letter
After you’ve created and confirmed your password, you’ll be taken to a screen where you’ll have the option to Enable Biometrics. This can either be done by fingerprint or FaceID, depending on your device. You do have the option to skip this step and come back to it later.
In the next step you will need to enter in your Legal Name and date of birth. Industry regulations will require Allio to verify your identity in order to use certain features of the app. So, the personal information you provide should match what is shown on your identification documents.
The following screen asks how you heard about Allio which will help us reach the folks who want to use an app like ours. With that, you’ve created your Allio account!
You can move forward and create your first portfolio by tapping Get Started at the bottom of the final screen, on the right side. Alternatively, you can tap Browse to explore your personal MacroDashboard on the bottom left side of the screen.
Still have questions?
Use our in-app messenger to connect someone from our support team.