Onboarding a Joint Party

Onboarding a joint party is simple with only a few steps.

1. Create individuals A's party
   1. Perform KYC/AML on Party A
2. Create individual B's party
   1. Perform KYC/AML on Party B
3. Create one account (e.g. Jane and John Smith JWROS)
4. Create a link of the two parties to the one account data objects

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API METHODS

createParty
createAccount
createLink

WEBHOOKS

createParty
createAccount
createLink