Individual onboarding

Onboard individual account holders by creating and updating individual onboarding links.

In this section

1

Requirements and fields

What the onboarding form collects, identification, and country requirements.

2

Create an individual onboarding link

Generate the onboarding link with the API or your Dashboard.

3

Update an individual onboarding

Change onboarding details before finalizing.

Process overview

Process of creating a new individual account holder, and opening a new Swan account for that account holder.

Your main action is to create an individual onboarding link. The link leads your user to a multi-step form through which Swan collects essential information to open the account.

When creating an onboarding link for your users, you can pre-fill most of the information for them. When your user goes through the form, they'll confirm that the information you entered is correct. Users can also fill in this information themselves.