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Onboarding a Joint Party

Onboarding a joint party is simple with only a few steps.

  1. Create individuals A's party
  2. Perform KYC/AML on Party A
  3. Create individual B's party
  4. Perform KYC/AML on Party B
  5. Create one account (e.g. Jane and John Smith JWROS)
  6. Create a link of the two parties to the one account data objects

API METHODS

createParty\ createAccount\ createLink

WEBHOOKS

createParty\ createAccount\ createLink