Onboarding

Learn how to complete your onboarding process in the TrustForm Client Area.

Overview

During onboarding, you will provide your personal or company details through the secure TrustForm Client Area so your service provider can verify your information and meet regulatory requirements. All data you submit is shared only with your service provider and is processed securely to complete your application.

Getting Ready

Before you begin, make sure you have:

  • A government-issued ID (such as a passport or driving licence)

  • Proof of address (for example, a utility bill or bank statement)

  • A certificate of incorporation (for corporate clients)

Your service provider will send you a link to start the onboarding process. Follow the link to open the TrustForm Client Area, enter your email address and follow the instructions in the email to access your application.

Please note: the link can only be used once and expires after 24 hours. If it expires, you’ll need to request a new one.

Onboarding Process

To complete the Onboarding, follow these steps:

1

Create an Account

Select the account type, enter your personal details and accept the Privacy Policy.

Depending on the account type, you may also need to complete an Identity verification step.

2

Complete the Application Form

Once your account is created, you’ll be redirected to your application workspace:

  • Fill in all required fields — those marked with a red asterisk (*) are mandatory.

  • Upload the requested documents and make sure all files are clear and legible.

  • Click Save and Continue at the bottom of each form to save your progress.

3

Review and Submit

The final form displays all the information you’ve entered. Carefully review the details, accept the agreement for personal data processing and click Submit application.

After submitting your application, you’ll be redirected to the Applications page. Here, you can view all submitted applications and their current statuses. You can also create a new one by selecting Create new application.

KYC Reviews

Your service provider will carry out the necessary checks and reviews to ensure your information meets legal and regulatory requirements.

  • If anything’s missing, you’ll get a notification asking for more information.

  • Once everything is successfully completed, you will be notified you so you can proceed with ease.

Need Help?

If you need support:

FAQs

How long does it take to review my application?

It depends on your service provider and the complexity of your case. Reach out to them for specifics.

Can I update my information after submitting?

Not directly. Contact your service provider if you need to make changes.

Will I get updates?

Absolutely. You’ll hear back as soon as your application is reviewed, or if more information is needed.

PreviousWelcomeNextIdentity check

Last updated