# Adding Accounts

## Create a New Account

{% hint style="info" %}
Users with account management capability can add new accounts to the system.
{% endhint %}

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

{% stepper %}
{% step %}

#### Сlick Add Account

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

<figure><img src="/files/4Hq3tyO9ozC0AqCZ4kim" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Enter the information

In the pop-up window, select the **account type** and enter the **account name**.&#x20;

When you’re ready, click **Add Account.**

<figure><img src="/files/VTHPY2Hr9i1WgH1di848" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ABE800ThtYQMIDelWSTn" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## **Collect Client Information**

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

{% stepper %}
{% step %}

#### Go to the **Applicant** tab&#x20;

This section contains the onboarding forms required for client verification.

<figure><img src="/files/wEzLdOtvwoyTwfVFCav5" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill in all required fields

* 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.

<figure><img src="/files/hdRoezmJpNMg0olbeUDY" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/hDuXNRAjN2gsCxLig64s" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

## **Never Forget a Step**

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.

<figure><img src="/files/Rf0I60qoK5r28Eqhmn0d" alt=""><figcaption></figcaption></figure>


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