HOW IT WORKS

A structured path from registration to portfolio oversight.

MedBlock organizes account setup, verification, funding and portfolio activity into a straightforward client journey.

01

Create your account

Register with your account information and secure your login credentials.

02

Complete verification

Provide the required KYC information and documents for account review.

03

Fund your account

Choose an available funding method and submit the required deposit information.

04

Manage your portfolio

Use the dashboard to review holdings, transactions, market information and account activity.

AFTER SETUP

Your account stays connected.

Funding, withdrawals, investment activity, verification status, notifications and support can all be surfaced within the authenticated MedBlock experience.

01

Funding visibility

Track deposit requests and their processing status.

02

Portfolio activity

Review holdings and transactions across supported investment categories.

03

Withdrawals & support

Submit requests and keep communication organized through the client platform.