This article describes the different steps that you have to take in order to digitally onboard yourself on our platform. When starting your onboarding journey, please ensure that you have the following information at hand:

As a first step, you need to create your personal account where we will store all your personal information. Since this is sensitive data you will be asked to configure your account with Multi-Factor Authentication. Each time you login, you need to enter your personal password and an SMS code OR authenticator code. Since you have a personalised environment it also means that you can always stop the process and log back in whenever you feel like continuing. You will be able to continue where you left off. So, please complete the following details:

Note, as you can see you can choose the language in which you would like to continue. Currently, our platform supports the following languages:

After you have filled in all of the fields, please click on "Sign Up". You will now receive a welcome email that contains the link that you can use to always go back to your session. In addition, you will receive a second email which will contain your temporary password. Please fill in the temporary password and setup a new one right after:

You will now receive a verification code on the phone number you have indicated on your registration. Please enter this code in the below screen:

Welcome! Your account is now setup. Please click on "Dismiss" to continue the process:

From the personal dashboard you can change your profile settings (like password and change your MFA settings) and see the status of your application, which is divided into several logical sub-sections that the system will guide you through:

1. In case you want to view your profile, change your password, or change your MFA settings from SMS to an Authenticator app then you can do this by hovering on your name and clicking on "User settings". You will then enter into the following screen:

Please follow the steps as indicated in the screen to change your MFA from SMS to an Authenticator app, should you wish to do this (not necessary)

2. The onboarding process is divided into several sub-sections:

Note: The "survey" section and the "KYC questionnaire" section could be turned off, which means that you would not see these sections in your screen. This is based on the discretion of the entity at which you are onboarding yourselves. For example, asset managers need to define a risk profile for their customers, which is obtained in the KYC questionnaire section. So, if the entity at which you are onboarding yourself does not have this requirements, then you would simply not see it.

To continue, please click on "Edit" in the personal details section (top one). Getting to know YOU is what we try to obtain. Please confirm that the information is correct and click on "Next"

It might seems strange that you need to confirm these details again since you just entered them, however, in case an administrative employee does this for you then he/she would use their details when setting up the account. The details that should be specified in this section are the details of the actual client for which the onboarding process is being done. In this case, I am the same person, so I can simply click on "Next", without having to change anything. 

We are now going to start the remote identification process. You can now invite yourself (or the person on which behalf you are doing the registration) either via SMS or via email. Please click on "Send"

I have opted for the SMS as shown below:

Please click on the link to start the remote identification process. You will need to go through the following simple steps:

Step 1: Agree with the terms & conditions and consent to the storage of your data in accordance with the privacy statement
​Step 2: Select whether you would like to use a passport, ID card, or driving license. In this case I opted for the identification card
​Step 3: Click on "Take a photo of the front side" of your ID card. Please allow your camera to be accessed
​Step 4: Either re-take the picture or click on "proceed"
​Step 5: Do the same for the back-side of the ID card
​Step 6: Either re-take the picture or click on "proceed"
​Step 7: Take a selfie and confirm if the photo was taken correctly (my selfie is not shown :))
​Step 8: Click on next
​Step 9: Please review the data and click on "Confirm and save"
​Step 10: Your data has now been sent to the organisation at which you are trying to onboard yourself. The system will perform several checks on the validity of the ID card and will check whether the selfie corresponds to the picture which is on your ID card. If there are no issues, then you can now return to the onboarding environment and continue the process (you might need to refresh the screen). In case the system identified some issues then the system owner will receive a notification and has to review your application before you can continue.

In my case the organisation got a warning and they had to review and accept my identification before I could continue. After they accepted my identification I can now continue the process. As you can see below, all pictures have been uploaded and the data has been scraped from the ID card, although not all fields will be pre-populated automatically:

Please click on "Next" and complete the address details:

Please complete the additional details and click on "Next":

Finally, it could be that the organisation at which you are onboarding yourself would like to know some additional details which are specific to their situation. Therefore, you could, for example, be asked to confirm whether you are a U.S. Person or not (FATCA regulation).

Great stuff! You have now completed the personal details section of your onboarding journey, on to the next part!

In case you will see the "survey section" then please click on "Start" and complete the questionnaire. Once completed, please submit the questionnaire

Finally, in case the "KYC questionnaire section" is shown, then please go through this module. We will not cover the details of the KYC Questionnaire here but in a different article, since not all clients need to use this functionality to assess the risk appetite of their investors. 

Congratulations! You have now completed all sections, except the signing of the contracts.

The company at which you are onboarding yourself will now review your application. They will confirm the data that you have entered, check your details against international sanction list, PEP lists and more. If all goes well, they will draft the contracts and will send you an invitation to digitally sign the contracts after which the process is fully completed and you are now a customer!