This guide walks you through onboarding a user in the Investment API. It includes user creation and regulatory identifiers.
You can start onboarding users as soon as you have completed the steps listed in the "Getting started" tutorial.
Onboarding for businesses is not supported, but will follow soon. Currently, we only support onboarding and opening securities accounts for individuals.
Support for information on the user’s tax residency and the Common Reporting Standard (CRS) is currently under development and will follow soon. Currently, we only onboard users that are non-US persons.
Read the next chapters, in which we describe step by step how you can onboard a user.