Onboarding an Entity Party
To onboard an entity, only a few simple steps are necessary:
- Create the entity
- Perform AML on entity
- Create one account (e.g. Jane and John Smith JWROS)
- Create individual A's party
- Perform KYC/AML on Party A
- Create individual B's party
- Perform KYC/AML on Party B
- Create a link of the two parties and entity to the one account data objects/
API METHODS
createEntity
createAccount
createParty
createLink
WEBHOOKS
createAccount
createLink
createParty
Updated over 1 year ago
What’s Next