Week 1 - Setup

Step 1: Learn about your UR Website/Back Office

• [ ] Login to your UR Website/Back Office by **Clicking Here** (your username is your Partner ID and your password is what you created when you enrolled). You can also go directly to the site at **https://www.unthinkretirement.com/PartnerID**
  • Navigating Your Back Office IMPORTANT (Training, Marketing, Commission Tracking, Forex Fund total, important documents and updating your debit/credit card information)
• [ ] Click Here for files that you can download (social media files, online ads, retirement calculator, income projections, etc.)

Step 2: Confirm UR Partner Text Group addition

• [ ] Please reply to our Welcome text to let us know that you received it

Step 3: Accessing the CRM/Sales Funnel/Bonzo

• [ ] Bookmark the following URL - https://platform.getbonzo.com/
• [ ] Username = [email protected] / password = URgreat01!
• [ ] Please DO NOT add yourself as a “test lead”, as this will remove you from our Partner list and you will no longer receive communication from us (as a Partner)

Step 4: Download the OX MT4 Platform

• [ ] Click Here to download the MT4 Platform
• [ ] PLEASE EMAIL [email protected] AFTER you have downloaded MT4 trading platform. We will then send you login instructions. It can take 2-3 days to set up the trade copier. You will know that it is set up once you see trades on your account.

Step 4a: Set up your MyFXBook Page (for the D2L Bonus)

• [ ] UR Support will do this for you for a one-time $150 (Click Here for the DFY Service), or you can do it by following the instructions below. PLEASE NOTE: If you are going to set up your own link, it is CRITICAL that you follow the directions below to the letter.
• [ ] Go to www.MyFXBook.com
• [ ] Click on Sign in and use the following to login:
  • [ ] [email protected]
  • [ ] send an email to support to get this week’s password
• [ ] Click on Portfolio, then Add Account
• [ ] Click on Meta Trader 4 (Auto Update)