ColmexPro
Account dashboard and onboarding concepts.
Colmex Pro provides trading services for stocks, ETFs, and options across U.S. markets. The supplied concept shows an account dashboard with profile progress, balances, asset allocation, and financial-instrument cards, alongside three account-setup screens.
Personal details, one step at a time
The concept shows a focused name-and-surname form beneath a four-step progress indicator.
Personal details — name and surname.
Experience and qualifications
Selectable cards present investment-experience and qualification answers, with the selected option outlined in teal.
Trading profile — experience and qualifications.
An explicit confirmation state
The account-created screen shows a confirmation message, an email notice, and a profile-verification prompt.
Account-created confirmation.
Our approach
Account context together
The dashboard groups profile progress, balance, asset allocation, and a monthly overview beside persistent account navigation.
Focused setup screens
Personal information and trading-profile questions use separate screens with a shared progress indicator.
Visible next steps
The confirmation screen pairs the account-created message with a profile-verification prompt.
