Manage onboardings

Monitor and manage your onboardings (individual and company alike) from the Dashboard, or with the API operation that fits your task.

Choose how to proceed

OperatorsFrom the DashboardReview your project's onboardings in Data > Onboardings.DeveloperGet onboarding infoMonitor progress and retrieve onboarding IDs with the accountHolderOnboardings query.DeveloperList required documentsGet the required supporting documents in the onboarding creation payload.DeveloperFinalize an onboardingSubmit a Valid onboarding with the finalizeAccountHolderOnboarding mutation.

Before you start

You need at least one existing onboarding, either individual or company.

To export onboarding data instead, export from the Dashboard or with the API. Review the onboarding concept for the model and statuses.