Accounts reference

Lookup tables and requirements for accounts: onboarding fields and documents, membership permissions and fields, multiple-accounts requirements, and the capital deposit reference.

In this section

1Onboarding and capital deposits

Country requirementsCompany onboarding fieldsCompany onboarding API mappingIndividual onboarding fieldsCapital deposit referenceProof of address

2Memberships and accounts

Membership permissionsMembership fieldsMultiple-accounts requirements