Add accounts – Manual onboarding

Are you filling out application on behalf of your client or adding a new account to the system? TrustForm users with account management capability can add new accounts and fill out the client profile.

Create a new account

1. Users with account management capability can add new accounts to the system.

2. To manually add a new account, go to the Accounts page and press the "Add Account" button in the top right corner.

3. In the pop-up window choose the account type and type in the account name.

4. Once you click the “Add Account” button, you’ll be redirected to the new Account profile, the Overview tab.

Collect client information

1. Go to the Applicant tab, to fill in the onboarding forms.

You’ll notice some fields are marked with a red asterisk to indicate necessary fields. This implies that client onboarding/verification cannot be processed if these fields are empty, and the form cannot be submitted for review.

1. Once you’ve entered data, you can press the "Save Form" button at the bottom of the page at any point to save the information.

1. The data will be saved even if the form has not been completed.

Never forget a step

Tasks

Tasks is a list of all actions required to verify the account and complete onboarding, e.g., client information and documents that need to be added to the system as part of the client onboarding procedure.

You can view your to-do list either by going to the account Overview page (right-side panel) or by clicking the “Tasks” button in the top right corner on any page within the Account Profile.

If you click on any action in the list, the system will navigate you to the correct form with the missing information.