KYB Onboarding
Last updated
Last updated
This page guides you through the KYB onboarding process. You can save and resume progress at any time.
Choose a policy you want to onboard for with and click Start onboarding
.
As you progress, your dashboard shows your status updates and the actions available.
|
business
as the entity typeWe save your progress when you click Next
, allowing you to return later and continue exactly where you left off.
Ensuring the correctness of your data is crucial, as no further changes can be made once the onboarding process is completed. If you spot any errors during this final review, you can navigate back and make the necessary corrections.