Onboarding process overview
Client data is uploaded and reviewed in real time via a self-serve link.
The onboarding team completes an initial review within 1 business day.
Final approval depends on completion of data upload, the complexity of the company structure, and client response times.
Most business accounts are onboarded within 3 business days.
What happens after the application is submitted?
What happens after the application is submitted?
Our team will review your application within 1 business day and contact you if any additional information is required. If no further information is needed, you will receive an email granting access to your new account.