> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/onboarding-and-reviewing/editor/adding-accounts.md).
# 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.
{% endstep %}
{% step %}
#### Enter the information
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).
{% endstep %}
{% endstepper %}
## **Collect Client Information**
To fill out the onboarding forms, complete the following steps:
{% stepper %}
{% step %}
#### Go to the **Applicant** tab
This section contains the onboarding forms required for client verification.
{% 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.
* 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.
{% 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.