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How do I onboard a party to a transaction?
How do I onboard a party to a transaction?
Jessica avatar
Written by Jessica
Updated over a week ago

Onboarding a party can be done following the creation of a transaction through the CDD register.

  1. Locate the transaction you would like to onboard the party to and click on it to bring up the structure.

  2. Click the "..." button, found to the right of the top-most module of the transaction.

  3. Select ‘Add Owner’ and choose from the pop-up window the type of party you will be onboarding.

  4. Enter the details of the party into the respective sections of the window.

  5. Click 'Create'.

  6. A pop-up message will appear to signal that the party has been successfully created.

  7. You can then proceed to input the required information and upload documents before verifying the party.

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