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The table below describes the screens that display when adding a primary account holder.
Screen | Screenshot | Description | |
|---|---|---|---|
| 1 | Step 2a: Client Selection |  | Search for existing clients or create new ones. |
| 2 | Step 2b: Primary Account Holder |  | Enter the primary account holder's contact information and country of citizenship. |
| 3 | Step 2c: Government Issued ID |  | Enter the data from the client's government-issued ID. |
| 4 | Step 2d: Legal Address |  | Add a client's legal address. |
| 5 | Step 2e: Employer Information and Affiliations |  | Enter the client's employment status (or source of income). |
| 6 | Step 2f: Trusted Contacts Information (optional) |  | Add an optional trusted contact, as well as an alternate trusted contact |