Adding Accounts

Learn how to manually add a new client account and start the onboarding process in Trustform.

Create a New Account

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

To add a new account to the system, follow these steps:

Navigate to the Accounts page and click the Add Account button in the top right corner.

In the pop-up window, select the account type and enter the account name.

When you’re ready, click Add Account.

You will be automatically redirected to the newly created Account Profile (Overview tab).

To fill out the onboarding forms, complete the following steps:

This section contains the onboarding forms required for client verification.

Fields marked with a red asterisk are mandatory. These must be completed before the client onboarding and verification process can proceed.
You may press Save Form at any point to save the information. The system retains the data even if the form is not yet fully completed.

Note that you can open documents directly in your browser without downloading them. You can open any uploaded document in Trustform as a PDF — simply click the eye preview icon next to the file name, and the document will open in a separate browser tab for quick viewing.

The Tasks list displays all actions required to verify the account and complete onboarding, including client information and documents.

You can access your to-do list either from the Overview page (right-side panel) or by clicking the Tasks button in the top right corner of any page within the Account Profile.
Clicking on any task will navigate you directly to the relevant form with missing information highlighted.

Last updated 2 months ago