Getting Started
The purpose of this page is to assist new and existing members get around the members only areas of the web site and help you get the most out of your subscription.
We recommend you read this page in full first, then view each of the nine instructional videos contained in the following links as a first step to getting started:
Instructional Videos:
6. Post a New Thread on the Forum
9. Copy our trades with AutoTrade or DirecTRADE (to open your trading account click here)
These videos will show you in detail all you need to know, but for a quick overview see below:
1. Logging in to the members area
Refer to your confirmation of purchase e-mail that you should have received that contains your username and password. Click here to login, or click on the "Members Login" link at the top right of the home page. If you did not receive this e-mail you can click here and enter your e-mail address to obtain a new password.
If you are still having trouble logging in please e-mail us at customerservice@planet-wealth.com. And of course, watch the instructional video above for full details of how to login.
2. Download the eBooks
The eBooks are located on the Overview page. We recommend you 'right click' and save both eBooks to your desktop for future use. You can also view the eBook instructional video of how to view and save the eBooks to your desktop.
3. Editing your profile
You can edit your profile including your e-mail address, signature, time zone and the frequency of email notifications using the tabs here. We have also prepared an easy to follow instructional video to talk you through the process.
4. Setup your SMS Trade Notifications
If you are a Trading Diary subscriber you may elect to receive Trade Notifications by SMS to your cell phone. To set your cell phone number click here. You simply enter your cell number, and then you will receive a confirmation code on your phone. Enter that confirmation code into the system and you will be ready to get all trade notifications by text. You can also view the cell phone instructional video.
5. Setup your email post and trade notifications
By default you will receive an e-mail whenever someone posts a message on the forum. However should you wish to select which forums you receive notifications then you can set your own preferences by clicking here and then select the forum and/or Trading Diary that you want to see. An e-mail will be sent to you containing a link whereby you can click on that and go directly to the conversation or trade.
6. Post a new thread
Go to any of the Members Forums and on the top left hand side of the page you should see a button 'New Topic', just click on that. Insert a subject line that can identify your thread and post your question or comment in the body and then click the 'Save' button, which can be found at the bottom of the page. You can also view an instructional video here.
7. Reply to an existing thread
Click on the thread that you are interested in and then click on the button 'Post Reply' that can be found at the top of the post on the left hand side. Alternatively, you can scroll down to the bottom of the posts, and you will see a Subject and Body section for you to enter your reply or comments. You can then post whatever you like and then click the 'Save' button, which can be found at the bottom of the page. You can also view the instructional video.
8. View our Trades
You can see all of Rob and Patrick's past and current trades at any time by clicking on the appropriate strategy - Renting Stocks, Options Plus or FX Options - under the 'Members' menu item in the top menu bar.
9. Copy our Trades using AutoTrade or DirecTRADE
You can use the Trading Diary notifications to place a trade with your broker or use the exclusive services called AutoTrade and DirecTRADE provided by an independent broker, tradeMONSTER. To open your trading account, click here.
Once you have your account setup and funded, you can sign up for the FREE Autotrade service. To do that, you simply need to contact the team at Trademonster headed by Thomas Smith, let them know you are a Planet Wealth member and you want to start copying our trades with Autotrade.
You can contact Tom and his team directly on
Ph. 312 488 4375
Email: thomas.smith@trademonster.com
Tom and his team will then let you know everything you need to setup your AutoTrade allocations and get you started asap.
For DirecTRADE, we have created a short video that you can watch here.