Audience:
Account onboarding
Account onboarding is the process to create account holders and open their first Swan account. This section covers the shared onboarding concept model, the cross-cutting operations that apply to both individual and company onboarding, and links to each onboarding type.
In this section
The onboarding model
For the onboarding model (its types and purpose, plus the statuses and notifications that span every onboarding), see the onboarding concept. The guides in this section cover each operational task.
Country requirements
Onboarding is a highly localized experience. Everything from what to include in your API request to how to ask users to verify their identity to whether Swan requires certain ID numbers or documents depends on the account country.
Account onboarding country requirements are described in the individual and company onboarding sections. Follow the requirements for your target countries closely.
Onboarding links
You can generate unique links using the API, or use public links from your Dashboard.
Learn how to generate onboarding links, including single-use behavior and the state parameter, in the guides for individuals and companies.
Swan has released a new version of the onboarding API.
New mutations use a nested input structure and return typed responses (IndividualAccountHolderOnboarding or CompanyAccountHolderOnboarding).
Creating onboardings with the deprecated mutations stops on 30 September 2026; the deprecated mutations and queries are removed on 31 December 2026.
All guides on this site now present the new API as the primary option. Follow the migration guide for step-by-step instructions.