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Adding account roles and associated parties
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Process: Adding account roles and associated parties
Once you have provided all the necessary Account details, you can begin adding associated parties such as account owners, trustees, and other controlling parties as applicable.
Click on Account Roles and select the account. Under Role Structure select Create Account Owner and under the Edit Role box, click on Add New Party:
Add name and birthdate, citizenship and ID number:
Click on Contact Details and add the party’s address and desired statement frequency:
Scroll down and select e-statement option and alternate statement address (if applicable), populate the email address, online access option and phone numbers.
Click on Financial Details and fill in the page:
Note: under the Financial Details section, you want to select the individual’s primary source of wealth. It is important to note that this represents the primary means by which this individual acquired his or her wealth over time, and not necessarily related, nor specific to the funding source for this particular account.
The remainder of this form is dynamic, and the specific requirements will depend on your selection for the party’s source of wealth.
Click Back (top left of screen) and repeat the process for the co-owner, (joint account example):
Once complete, click Back (top left of screen) to be brought back to the Role screen. You can click on the Show Structure button to view the full account ownership structure. Should you have any other related parties to add you can do so at this point through the Parties section on the main menu.
Click Back (top left of screen) to be brought back to the main menu and begin the Documentation and Signature collection phase.
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