FAQ

Account, security, and verification

What onboarding information is required for a Trust?
Published on 13 Oct 2023Updated on 1 Apr 202594
What onboarding information is required for a Publicly Traded Company?
Published on 13 Oct 2023Updated on 1 Apr 202568
What attestation do we need to agree to when verifying as an institutional customer?
Published on 5 Feb 2024Updated on 1 Apr 2025114
How do I know if anti-money laundering (AML) program questionnaire is needed for my verification?
Published on 12 Dec 2024Updated on 1 Apr 202544
How do I know what my institution type is?
Published on 13 Oct 2023Updated on 1 Apr 202598
How do I verify an individual account?
Published on 25 Sept 2023Updated on 16 May 202527,025
How do I change my authenticator app?
Published on 11 Sept 2023Updated on 20 May 20253,478
What is sub-account?
Published on 22 Aug 2023Updated on 1 Apr 20251,561
How do I change my email?
Published on 6 Sept 2023Updated on 7 June 20253,342
Disabling cloud sync on your authenticator app
Published on 12 May 2023Updated on 1 Apr 20251,489
How do I change my phone number?
Published on 7 Sept 2023Updated on 7 June 202511,918
What onboarding information is required for a family office?
Published on 13 Oct 2023Updated on 1 Apr 202549
What onboarding information is required for a privately owned financial institution?
Published on 13 Oct 2023Updated on 1 Apr 202579
What onboarding information is required for the non-profit organization (NPO)?
Published on 13 Oct 2023Updated on 1 Apr 202552
What onboarding information is required for a privately owned company?
Published on 13 Oct 2023Updated on 1 Apr 2025200

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