What to Expect During Guided Onboarding - Coming Soon

Guided onboarding is a streamlined experience that helps you provide the necessary information to connect with your customers. The onboarding "flow" adjusts based on whether you're an individual or a business.

Step-by-Step Overview:

1. Start Onboarding: After accepting your invitation, you'll begin the Guided Onboarding process.

2. Answer Relevant Questions:

   • Sections are short and tailored to your business type (e.g. individual or business)

   • You’ll only be asked for the information that applies to you.

3. Enter Key Information:

   • Identity details (business or individual)

   • Address(es)

   • Contact information

   • Any additional fields your customer requires

4. Complete Onboarding:

   • Once submitted, your details are saved as your Payee Profile.

   • This profile can be reused for future connections with other customers.