Depending on the specific policy requirements, various onboarding options are available. The steps bar updates dynamically based on user statusarrow-up-right.
There are two ways to onboard - one or both might be supported by a given Policy:
Extract information from account on third-party website via Keyring Connectarrow-up-right
Fill in information and upload documents via Keyring Proarrow-up-right
Last updated 11 months ago