Page Comparison

Step 2a: Client Selection

Search for existing clients or create new ones.

Step 2b: Primary Account Holder

Enter the primary account holder's contact information and country of citizenship.

Step 2c: Government Issued ID

Enter the data from the client's government-issued ID.

Step 2d: Legal Address

Add a client's legal address.

Step 2e: Employer Information and Affiliations

Enter the client's employment status (or source of income).

Step 2f: Trusted Contacts Information (optional)

Add an optional trusted contact, as well as an alternate trusted contact