Onboarding Videos
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Let's Get Started!
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Establishing Your Broker
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OmniFunds Tour
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Selecting an OmniFund
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Connecting Your Broker
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Excluding a Stock
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Trouble Shooting Guide
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Setup Guide
Let's Get Started!
Let's Get Started!
In this video we will show you had to to exclude specific stocks from your OmniFunds Portfolio.
Establishing Your Broker
Establishing Your Broker
In this video we will show you how to establish your broker account and get going quickly!
OmniFunds Tour
OmniFunds Tour
A quick Omnifunds Tour Video that will guide you through all the features of your new OmniFunds Account.
Selecting an OmniFund
Selecting An OmniFund
This video is a walk-through on selecting the OmniFund that will trade into the account.
Connecting Your Broker
Connecting Your Broker
This video is a walk-through on connecting the OmniFund to your brokerage account.
Excluding a Stock
Excluding A Stock
This video will show you how to exclude specific stocks from being managed by OmniFunds, perfect for those who have active trades already in place.
Trouble Shooting Guide
Trouble Shooting Guide
The trouble shooting guide will show you how to get your connection set up and running quickly.
Setup Guide
Setup Guide
Step 1
After your purchase of OmniFunds you will receive two emails from us (Nirvana Systems). One allows you to book an onboarding session if you haven't already. The other email provides you with a link to request your Gar Wood Securities brokerage account.
Step 2
As soon as your Gar Wood Securities request is submitted, you will receive a call and two emails from Gar Wood. One email will provide the steps to take to establish your account, The other email provides the link to begin the account application process. . Remember that Gar Wood Securities is an introducing broker for Interactive Brokers, so they will be working together to establish your account.
Step 3
Once Gar Wood receives the application, they will submit it to IB for approval. This usually takes 24 to 48 hours. If the application is for an entity, it can take 3 to 4 days.
Step 4
When your account is approved, you will receive an email from Gar Wood providing you with instructions on how to fund your account. Gar Wood will work with Nirvana to activate your funded account for autotrading. This process will usually take 2 business days.
Step 5
The final step is to set up a password with Nirvana/GXTrader to facilitate automatic trading from OmniFunds to your brokerage account. Gar Wood will send you an email with instructions and link to establish that password. Once completed, you will able to connect the account and start trading with OmniFunds!
Download these steps
** This process usually takes 7 to 10 days to complete. If you have any questions about this process, please contact your Client Relationship Manager and they will be happy to assist you.